Profile PictureThe Wealth Dad
$36

E-Book Bundle Package (10% OFF Each)

9 ratings
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E-Book Bundle Package (10% OFF Each)

$36
9 ratings

In this e-book bundle package, you will receive both:

  • Index Fund Investing 101

  • Investing For Your Children 101

In Index Fund Investing 101, you will learn about:

  • What a stock market index is

  • What an index fund is

  • Index funds vs. ETFs

  • Types of index funds

  • 95 year historical annual return of the S&P 500

  • Types of investment accounts (retirement vs. regular brokerage)

  • Roth vs. Traditional retirement accounts

  • Value of time in the market

  • True cost of fees on your portfolio

  • Compound Interest

  • Target Date Retirement Funds

  • Dave Ramsey Portfolio

  • David Swensen Portfolio

  • 3-Fund Portfolio

  • Portfolio Rebalancing

  • The 4% Rule

And I will also reveal my personal favorite investing books if you wish to expand your knowledge even more!

In Investing For Your Children 101, you will learn about:

  • The #1 Financial Mistake Parents Make

  • 529 College Savings Plans

  • UGMA/UTMA Custodial Accounts

  • Custodial Roth IRA's

  • Taxable Brokerage Accounts

  • Gift Tax (and lifetime exemption)

  • Basics of Index Funds

  • 96-Year Historical Annual Return of the S&P 500

  • Hypothetical Family Scenarios

  • Commonly Asked Questions (and answers) Parents Have

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PDF copies of Index Fund Investing 101 & Investing For Your Children 101

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