Money with Amanda: Investing & Retirement
LEARNING HOW TO INVEST HAS NEVER BEEN EASIER
If your head spins whenever you hear the terms Roth IRA, 401k, dividends, or index funds - then look no further! This course takes the complexity out of investing and breaks it down into easy actionable steps so you can build your wealth and plan for retirement.
Price: $649
EVERYTHING YOU NEED TO KNOW IN ONE PLACE
Investing is the only way to build wealth so you can retire and afford those pinch me, I’m dreaming moments
Investing seems like something only rich people do—like a secret club where everyone has the password but you. But here’s the truth: investing is how you get rich! It’s an open club, and anyone can join—no password needed.
It’s not hard; it’s just new. But it can be incredibly confusing to figure out where to start. That’s why I created Money with Amanda: Investing & Retirement so you can learn everything you need to know in ONE PLACE, in the best order.
MONEY WITH AMANDA: INVESTING & RETIREMENT
🎥 120 bite-sized video lessons
Most people break up the modules and complete the course in under two weeks, but you can also power through it in a weekend (or even a day).
☑️ The basics of investing: what it is, who should do it, when you can start
We start with the basics. Think of it as Investing 101. You’ll learn what it really means to invest, who should be investing (spoiler alert: it’s you), and when you can start investing that $$$.
💰 The difference between saving & investing
Saving and investing are not the same thing. You cannot save your way to wealth, but you can invest your way to wealth, and I’ll explain how and why.
🥇 The difference between investment accounts
Roth IRA, HSA, 401k…These terms feel confusing now, but by the end of the course, you’ll know them like the back of your hand and be ready to manage your very own.
💼 How to take advantage of your employer benefits
Learn the ins and outs of employer benefits packages and develop a plan to make sure you’re maximizing your benefits. After all, they’re part of your total compensation package!
💎 What to buy and what to invest in
Get in, long-term investor. We’re going shopping! Knowing what to buy is confusing, so I take the guesswork out, leaving you saying, “That’s ALL I have to do?! Why did I wait to learn this?!”
💤 How to create passive income
Learn how to generate more money without having to take up a second full-time job.
🌴 Exactly how much money you’ll need to retire
No more having to consult the Magic 8 Ball. You’ll end the course with an exact number to achieve the financial freedom you deserve.
BONUS
FINANCIAL INDEPENDENCE WORKBOOK
You’ll use this custom-made Financial Independence Workbook to track your net worth over the years, how to budget and save for retirement, and visually see how close you are to becoming financially independent!
COURSE CURRICULUM
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3.1.1 Let's Kick Off This Rich Girl (or Boy) PARTY! 🥳
3.1.2 Join the Private Wolfe Pack Facebook Group 👥
3.1.3 The Net Worth & FIRE Tracker 📊 (video)
3.1.4 The Net Worth & FIRE Tracker 📊 (link)
3.1.5 Grab the Investing & Retirement Dictionary 📕
3.1.6 Frequently Asked Questions
3.1.7 Knowledge Check ✏️
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3.2.1 You Look Like an Investor 👀
3.2.2 What Even Is Investing? 🧐
3.2.3 The Stock Market is NOT a Casino 🎰
3.2.4 Am I Ready? Checklist ☑️
3.2.5 Money Mentality 🧠
3.2.6 The Hierarchy of Investing 👑
3.2.7 Saving vs Investing 🥊
3.2.8 Compound Interest: The 8th Wonder of the World 🌍
3.2.9 The Compound Interest Calculator 📊
3.2.10 Knowledge Check ✏️
3.2.11 Investing 101 📚 Wrap Up
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3.3.1 Welcome to Investment Accounts 🏦
3.3.2 Retirement Accounts: IRA 🥇
3.3.3 Retirement Accounts: Roth IRA
3.3.4 Retirement Accounts: Traditional IRA
3.3.5 Retirement Account Strategy: Backdoor Roth IRA 🤫
3.3.6 Backdoor Roth IRA Fidelity Walk Through
3.3.7 Retirement Accounts: The Spousal IRA 💕
3.3.8 Retirement Accounts: 401(k) • 403(b) • 457 🌴
3.3.9 Is My Money Locked Away? 🔑
3.3.10 Brokerage Account & Capital Gains Taxes 💵
3.3.11 Health Savings Account (HSA) 🩺
3.3.12 Beneficiaries 👨👩👧👧
3.3.13 Knowledge Check ✏️
3.3.14 Investment Account Wrap Up 👩🏼💻
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3.4.1 Employer Investment Accounts 💼
3.4.2 Employer Matching 🧩
3.4.3 Employer Matching Matters 🧩
3.4.4 401k Contribution Calculator 🌴
3.4.5 401k Rollovers 🛼
3.4.6 What is an RSU? ⚖️
3.4.7 RSUs Example ⚖️
3.4.8 What is ESPP? 🗓
3.4.9 What is "Going Public"?
3.4.10 Knowledge Check ✏️
3.4.11 Employer Investment Accounts 💼 Wrap Up
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3.5.1 Shop 'Til You Drop 🛍
3.5.2 Asset Classes 🗓🏠🏢
3.5.3 What You Can Buy 🛒
3.5.4 What is a CD? 💿
3.5.5 What is a Bond? 🏦
3.5.6 What is a Stock? ⚖️
3.5.7 What is a Fund? 🧺
3.5.8 What is a Mutual Fund?
3.5.9 WTF is an ETF? 😵💫
3.5.10 What is an Index Fund? 🧺
3.5.11 Funds Side by Side 👯♀️
3.5.12 What Are Fractional Shares? 🍕
3.5.13 What is a Stock Split? ✂️
3.5.14 What Are Target Date Funds? 🎯
3.5.15 What is a REIT? 🏠
3.5.16 Knowledge Check ✏️
3.5.17 Shop 'Til You Drop 🛍 Wrap Up
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3.6.1 Fees and Free(bies) 👋🏼
3.6.2 Divi-what?! Dividends! 💸
3.6.3 Dividend Reinvestments 🤑
3.6.4 Fees Suck: The Expense Ratio
3.6.5 Self-Directed vs Managed Accounts 🥊
3.6.6 Knowledge Check ✏️
3.6.7 Fees and Free(bies) 👋🏼 Wrap Up
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3.7.1 When, Where and How 🧐
3.7.2 DCA vs Lump Sum 🥊
3.7.3 Timing the Market ⏰
3.7.4 Missing the Market's Best Days 📈
3.7.5 Investing Money You Don't Need Soon ⏳
3.7.6 Investing While in Debt 💸
3.7.7 Where Should I Invest? 🧭
3.7.8 Investing Order of Operations ⚙️
3.7.9 Knowledge Check ✏️
3.7.10 When, Where and How 🧐 Wrap Up
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3.8.1 What Do I Buy? 🛒
3.8.2 Market Caps 🧢
3.8.3 Sectors ⛽️✈️💡🏠🩹🏦🛍🥤🖥📱
3.8.4 Let's Play Plinko: Fidelity Edition
3.8.5 Let's Play Plinko: Vanguard Edition
3.8.6 Let's Play Plinko: Charles Schwab Edition
3.8.7 Risk Tolerance ⚠️
3.8.8 Risk Capacity ⚠️
3.8.9 What Do I Buy: Pre-Packaged Diversified Portfolio 🗂
3.8.10 Target Date Fund Analysis 🔍
3.8.11 Target Date Fund Cheat Sheet 📑
3.8.12 What Do I Buy: Crafting Your Own Portfolio 🗂
3.8.13 How Do I Actually Buy Stuff? 🧾
3.8.14 Let's Automate! 🛠
3.8.15 Buy a Stock in Fidelity
3.8.16 Buy a Stock in Vanguard
3.8.17 Buy a Stock in Charles Schwab
3.8.18 Knowledge Check ✏️
3.8.19 What Do I Buy 🛒 Wrap Up
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3.9.1 Breaking Through Fears 🧗🏼♀️
3.9.2 What Is a Robo Advisor? 🤖
3.9.3 What if the Market Crashes? 💥
3.9.4 Investing Later in Life 👵🏽
3.9.5 Women Need More Money than Men 💃🏼
3.9.6 The Road to $1M 🚴🏼♀️
3.9.7 Knowledge Check ✏️
3.9.8 Breaking Through Fears 🧗🏼♀️ Wrap Up
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3.10.1 Financial Independence 🍾
3.10.2 Active Income 🏋🏼♀️ vs Passive Income 🛌
3.10.3 Assets vs Liabilities 🏠🚗
3.10.4 Lean FI, Coast FI, Fat FI 🏖
3.10.5 When Can I Retire?
3.10.6 What Is SWR? 👷🏼♀️
3.10.7 IRA vs 401k Withdrawals 🥊
3.10.8 The Rule of 55 📏
3.10.9 Roth Conversion Ladder 🪜
3.10.10 Using the Net Worth Tracker 📊
3.10.11 Knowledge Check ✏️
3.10.12 Retirement 🍾 Wrap Up
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3.11.1 Congratulations! 🎊
3.11.2 - Please share your feedback!
From the Wealthy Wolfe Pack: Meet Jen
Jen had her eye on the prize. She knew she needed to do something to retire her husband from his manufacturing job, she just didn’t know how. After finishing Money with Amanda in just three weeks, Jen is now on track to retire her husband 8 years sooner* than planned! She maxed out her Roth IRA in just six months, is taking her first vacation abroad, and monthly massages are part of her budget! *In the video, Jen says 5 years but emailed us to let us know it’s now 8 years!
Investing in the stock market and planning for retirement made easy
Get ready for financial independence and FREEDOM with Money with Amanda: Investing and Retirement!
