Making Money Grow: a class on investing [Trailer]

Learning about investing doesn’t have to be boring, expensive or a drain of your time and energy.  Most importantly; understanding the stock market and preparing for retirement shouldn’t  be intimidating or cost you thousands of dollars.  In our signature class, we’ve designed a unique learning experience that includes everything you need to know about the stock market, preparing for retirement, choosing investments, financial accounts, tax planning and more.

And if that weren’t enough…its fun!

We’ve added creative storytelling, captivating visuals and engaging content to help make your learning feel personalized and as if it were made just for you!  So, don’t wait.  There’s never been a better time to invest in yourself by learning how to make money grow.

To learn more, visit richandregular.com/learn and to get an early bird discount before the class is launched on Nov 13, 2023, sign up for the rich & REGULAR mailing list at richandregular.com/mail

Here’s what’s inside:
Module 1:

Introduction to Making Money Grow
What are Stocks, Bonds & Mutual Funds
Managing your Portfolio
Understanding Financial News & Media
Compounding Interest
Managing Risk
Recessions, Depressions, Bulls & Bears
Time in vs. Timing the Market

Module 2:

Employer Sponsored Plans: 401(k), 403(b)
Other investment vehicles: Traditional & Roth IRAs
Investing for entrepreneurs & side hustlers
Investing for children: Custodial Accounts & 529s
Retirement Planning & Social Security
Maintaining Privacy & Security

Module 3:

How to pick a stock, bond or mutual fund
Diversification & Allocation
Index Fund Investing
Financial vs. Fiduciary Advisors
Roboadvisors & Artificial Intelligence
Investor Psychology
Overcoming Ethical Dilemma
Taxes, Fees & Penalties
Capital Gains & Managing losses

Module 4:

Investing Tools & FAQs
Books, Films & Podcast Recommendations
Closing Message & Next Steps

Plus, enrollment in the class includes a customizable, printable workbook filled with lesson summaries, journal entry templates, a financial planner, assessments and a curated list of recommended books, films, podcasts and resources to further your investing education.

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