The Portfolio Builder Project - Grow Your Wealth

<img width="2000" height="2000" src="data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7" class="attachment-full size-full wp-post-image" alt="" data-src="https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project.jpg" data-srcset="https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project.jpg 2000w, https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project-300x300.jpg 300w, https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project-1024x1024.jpg 1024w, https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project-150x150.jpg 150w, https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project-768x768.jpg 768w, https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project-1536x1536.jpg 1536w, https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project-100x100.jpg 100w, https://cdn.growyourwealth10x.com/wp-content/uploads/2020/11/25170334/portfolio-business-project-600x600.jpg 600w" data-sizes="(max-width: 2000px) 100vw, 2000px" data-swift-image-lazyload="true" data-style="" style="height:2000px" data-l>

Current Status

Not Enrolled

Price

Closed

Get Started

Take this Course

Course Content

Expand All

Welcome & Overview 6 Lessons

Expand

Module 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 Lessons

Expand

Module 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 Lessons

Expand

Module Content

0% Complete 0/7 Steps

Saving Accounts | CDs | Bonds

Mutual Funds | Index Funds | Exchange Traded Funds

Stocks & Dividends

How to Research & Analyze Your Investment 9 Lessons

Expand

Module Content

0% Complete 0/9 Steps

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 Lessons

Expand

Module 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 Lessons

Expand

Module 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

Bonus 4 Lessons

Expand

Module 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