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The Portfolio Builder Project

By tanyataylor / April 4, 2025

Course Content

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Welcome & Overview 6 Topics

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Lesson Content

0% Complete 0/6 Steps

Introduction – Rules of the Road

Revisiting Your Data Gathering Questionnaire

Marriage and your portfolio

What is Your Risk Tolerance

Diversification & Investment Uncertainty

Tax Advantaged Accounts

The Foundations 7 Topics

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Lesson Content

0% Complete 0/7 Steps

Flowchart – Where to Invest First

Compound Interest

Realized and Unrealized Gains/Losses

Expenses and Fees

How Fees Rob You of Your Wealth

Types Of Investments 7 Topics

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Lesson Content

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Saving Accounts | CDs | Bonds

Mutual Funds | Index Funds | Exchange Traded Funds

Stocks & Dividends

How to Research & Analyze Your Investment 9 Topics

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Lesson Content

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The 5 Steps to Begin Your Investment Journey

Understanding Your 401k(k) Plan

What’s in your 401(k) Plan

Traditional IRA | Roth IRA | Backdoor Roth

Healthcare Savings Account (HSA)

Target Date Fund

Building A Portfolio 11 Topics

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Lesson Content

0% Complete 0/11 Steps

The Retirement My Way Calculator

Your Retirement Calculator – How to Fill the Gap

The Investment Allocation Hierarchy

Creating your Investment Strategy

Brokerage Accounts & Apps

Opening a Stash Account

Investing Using Stash – Walkthrough

Investing With TD Ameritrade

Investing with M1 Finance

Start Investing 8 Topics

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Lesson Content

0% Complete 0/8 Steps

The Investor Allocation Example

Building A million dollar portfolio

Model Portfolios 1

A Portfolio of Your Own

My Personalized Portfolio Walkthrough (Optional)

Protecting Your Portfolio

– Exit / Overview

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Lesson Content

0% Complete 0/4 Steps

Reviewing A Mutual Fund – Vanguard VDIGX

Walkthrough of VDIGX Prospectus

Tracking Your Investment Expenses & Fees

Steps to Rolling Over Your Tax Deferred Account

My mission is to help one million people grow their wealth through sound financial planning.

One Million Strong

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