Index Funds: Successful Investing Made Easy

How index investing can help you achieve financial independence with minimal effort.

Created by: Jeremy Radey, M.Ed.
Financial coach

What Will I Learn?

• Obtain the knowledge and skills you need to eliminate any confusion and intimidation about investing.
• Follow a clear and simple plan to construct a low cost, diversified portfolio within hours.
• Understand what mutual funds and index funds are.
• Differentiate between active and passive investing and identify why passive, index investing offers lower costs, higher returns, and more diversification.
• Become a buy and hold investor that builds substantial wealth through compound interest.
• Evaluate ETFs, mutual funds, and target date funds, determine your asset allocation, and select specific investments for your portfolio.
• Setup and fund an investment account within hours. (with demonstrations)
• Automate your investments and manage your portfolio with ease. (with demonstrations)

Requirements

• No prior investing knowledge is required.

Target audience

• New investors looking to study a simple investment plan they can follow with confidence and ease.
• Anyone looking to deepen their understanding of what index investing is, why it is so effective, and how to implement it immediately.