Wealthy Kids Investment Club
Weekly Video Coaching
Weekly a new video lesson on investing strategies is posted along with a workbook and a game.
The lessons are for anyone who wants to stop being intimidated by investing and learn how to make money.
The membership cost is $8 a month and you can cancel at any time.
Wealthy Kids Investment Club
Weekly Video Coaching
The club teaches families to successfully invest.
With one membership all your immediate family members have access to the club and its benefits.
The learning material in the club is geared toward beginner investors.
You can learn at your own pace.
The Wealthy Kids Investment Club is for you if any of these apply:
- You want to start investing but do not know where to start
- You are scared of investing
- You think investing is boring or overwhelming
- You do not have time to dedicate to investing
- You want to create generational wealth
- You want a better financial future for your kids
- You want to earn money while you sleep or on vacation
Each week new lessons are posted. Each lesson contains a 10 -20 minute investing coaching video, a fun activity, and a worksheet, which can be completed at your own pace.
This can be a weekly fun family activity or something that you or your child enjoy doing on your own.
Additionally, you will have an opportunity to join a vibrant and engaging community in a private Facebook group, and engage in further investment dialogue with the other club members and instructors.
This membership will also give your family preferred VIP access to future special investing events and advanced courses.
What are you going to learn?
- Investing basics
- Investment jargon
- How to choose investments that are right for your goals
- How to open investment accounts
- How to analyze financials
- How to understand financial ratios
You will also learn about various investment products such as:
- ETFs
- Index funds
- Stocks
- Bonds
- Term Deposits/CDs/GICs
- Cryptocurrency, etc.
Sign up now, build generational wealth and give your child an opportunity for a financially successful future!
It is only $8 USD per month. You can cancel at any time.
Weekly Lessons in Wealthy Kids Investment Club
1. Week 1 : Inflation, Time Value of Money, & Savings Account
- Savings accounts
- Inflation
- Time value of money
- Compounding
- Importance of investing
2. Private & Public Companies, Revenues, Expenses, Shareholders, etc.
- Difference between private and public companies
- Revenues, expenses, profits and losses
- Shareholders and shares of stock
- Stock ticker symbols
3. Stock Exchanges, Brokerages, Investment Advisors, Shareholders, etc.
- Public companies
- Stock exchanges
- Investment brokerages
- Investment advisors
- Shareholders
4. Capital gains & losses, Looking up stocks
- Capital gains
- Capital losses
- Buying low and selling high
- How to look up stocks
5. Emergency Fund, Dividends, Blue Chips Stocks
- Emergency fund
- Dividends
- Blue chip stocks
6. 5 Steps to Opening an Online Trading Account
- Five steps to open up an online trading account
7. Various Investment Products, Portfolio, Maturity & Diversification
- CDs, GICs & Term Deposits
- Bonds
- Stocks
- Mutual Funds
- Portfolio
- Maturity
- Diversification
8. Indexes (Dow Jones, S&P 500, Nasdaq) & Mutual Funds
- Mutual Funds
- Indexes
- Dow Jones
- S&P 500
- Nasdaq
9. Index funds, ETFs & Expense Ratio
- Index Funds
- ETFs
- Expense Ratio
10. Benefits of Investing in ETFs and Index Funds
- Diversification
- Dollar value scalability
- Long-term investing
- Frequent investing
- Buy and hold
- Dollar cost averaging
- Low fees of index funds and ETFs
- Minimize risk
- Maximize returns
11. Building Your Unique Investment Portfolio
- Building your unique investment portfolio
- Assessing your risk tolerance
- Portfolio compositions
12. Investment Goal Setting & Compound Interest Calculator
- Investment goal setting (SMART goals)
- Compound interest calculator
13. ETF Investment Options
- Various ETFs (top U.S. market cap, international, commodities, currency, bond, dividend, real estate, etc.)
14. Index Funds Investment Options
- Various index funds (top U.S. market cap, international, bond, dividend, real estate, etc.)
15. The Rule of 72
- The Rule of 72
16. Use Yahoo Finance For Analysis
- General functionality of Yahoo Finance for research and analysis
- Stock split
17. Analysis with Yahoo Finance - Part 1 of 6
- Analyzing an ETF in Yahoo Finance - Part 1
- Assets
- Liabilities
- Net worth
18. Analysis with Yahoo Finance - Part 2 of 6
- Analyzing an ETF in Yahoo Finance - Part 2
19. How To Calculate if You Will Meet Your Investment Goals
- Compound interest calculator
- Sample calculation to determine if the future investment goal will be met
- Applying existing knowledge to individual situations
20. Analysis with Yahoo Finance - Part 3 of 6 (PE Ratio)
- Price Earnings Ratio
21. Inflation
- Inflation
22. Analysis with Yahoo Finance - Part 4 of 6 (Beta)
- Analyzing investments in Yahoo Finance
- Beta
23. Stock Split
- Stock split
- Reverse stock split
24. Analysis with Yahoo Finance Part 5 of 6 (Alpha)
- Analyzing investments in Yahoo Finance
- Alpha
25. Investment Jargon (bull market, bear market, dovish, &hawkish)
- Investment Jargon
- Bull market
- Bear market
- Hawkish market
- Dovish market
26. Analysis with Yahoo Finance - Part 6 of 6 (R-Squared)
- R Squared
- Analyzing ETFs in Yahoo Finance
27. Target Date Index Funds
- Target Date Index Funds
28. Summary of Research in Yahoo Finance
- This lesson summarizes all the previous six lessons that were done on the investment research within Yahoo Finance.
29. Summary of Dividend Investing
- This lesson summarizes what dividends are and why some people like investing in dividend stocks.
30. Timing of Dividends
- Timing of dividend income
- Use of Nasdaq dividend calendar
31. Dividend Reinvestment Plan (DRIP) & Tax on Dividends
- Dividend Re-Investment Plan (DRIP)
- Tax on dividends
32. Market Correction, Market Crash & Bear Market
- Market Correction
- Market Crash
- Bear Market
33. Important dividend dates so shareholders can get paid
- Declaration date
- Ex-dividend date
- Record date
- Payment date
34. Different Dividend Types
- Regular dividend
- Special dividend
- Variable dividend
35. Dividend Yield
- What is dividend yield?
- Why is dividend yield important?
- Different calculations of dividend yield
36. Companies That Pay High Dividends - PART 1
- Type of companies that pay high dividends
37. Companies That Pay High Dividends - Part 2
- Types of companies that pay high dividends
38. 3 Calculations for Dividend Yields (Trailing, Forward & Indicated)
- Types of dividend yield
- Corporate dividend policy
- Good dividend policy
39. Dividend Aristocrats & Kings
- Dividend Aristocrats
- Dividend Kings
40. Investing Research Resources
- Yahoo Finance
- Nasdaq
- Wallstreet Journal
- CNBC
- Morningstar
- US Securities and Exchange Commission
41. Unrealized Loss & Gain
- Unrealized loss & gain
42. Rebalancing Portfolio
- How to rebalance a portfolio
43. Dividend Payout Ratio
- What is dividend payout ratio
- How to calculate dividend payout ratio
- How to calculate dividend yield
44. Dividend Rate
- What is dividend rate
- How to calculate dividend rate
- Differentiate dividend rate, dividend yield, and dividend payout ratio
45. 6 Common Myths About Dividend Stocks
- Relationship between dividends and stock prices
46. Relationship Between Dividends & Stock Prices
- 6 common myths about dividend stocks
47. Unpaid Dividends
- Unpaid dividends
48. Dividend Capture Strategy
- Dividend Capture Strategy
49. Financial Independence
- What is financial independence
- 3 steps to determine your financial independence number
- Passive income
50. Compound Annual Growth Rate (CAGR)
- Compound Annual Growth Rate (CAGR)
51. Invest To Support Your Lifestyle
- Calculate how much to invest in dividend stocks to support your lifestyle)
52. Undervalued and Overvalued Investments
- Undervalued and overvalued investments
53. PEGY Ratio
- PEGY Ratio (price/earnings to growth and dividend yield)
54. Projected Earnings Growth Rate
- Projected Earnings Growth Rate & PEGY Ratio
55. ESG Investing
- ESG Investing
56. ESG, SRI and Impact Investing
- ESG, SRI and Impact Investing are all different
57. ESG Ratings using MSCI
- ESG Ratings using MSCI
58. ESG/SRI Ratings Resources
- ESG/SRI Ratings Resources
59. Green Funds
- Green Funds
60. FTSE4Good Index Series
- FTSE4Good Index Series
61. Understanding Common and Preferred Stock
- Understanding common and preferred stock
62. Different types of investors
- Understanding common and preferred stock
63. Free dividend resource
- Free dividend resource
64. Criteria to Select Dividend Paying Companies Part 1
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 1)
- www.DRIPinvesting.org spreadsheet
- David Solyomi
65. Criteria to Select Dividend Paying Companies Part 2
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 2)
66. Criteria to Select Dividend Paying Companies Part 3
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 3)
67. Criteria to Select Dividend Paying Companies Part 4
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 4)
68. Criteria to Select Dividend Paying Companies Part 5
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 5)
69. Criteria to Select Dividend Paying Companies Part 6
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 6)
70. Criteria to Select Dividend Paying Companies Part 7
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 7)
71. Criteria to Select Dividend Paying Companies Part 8
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 8)
72. Criteria to Select Dividend Paying Companies Part 9
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 9)
73. Criteria to Select Dividend Paying Companies Part 10
- www.DRIPinvesting.org spreadsheet
- Criteria to select companies that have been paying dividends continuously over the years, as well as increased them (part 10)
74. Summary (lessons 64 to 73)
- Summary (lessons 64 to 73)
75. What are REITs
- What are REITs
76. Why invest in real estate?
- Why invest in real estate?
77. Pros & cons of REITs versus traditional real estate investing
- Pros & cons of REITs versus traditional real estate investing
78. Real Estate Investment Groups (REIGs)
- Real Estate Investment Groups (REIGs)
79. Real Estate Limited Partnerships (RELPs)
- Real Estate Limited Partnerships (RELPs)
80. Real Estate Mutual Funds (REMFs)
- Real Estate Mutual Funds (REMFs)
81. Real Estate Investment Trusts (REITs)
- Real Estate Investment Trusts (REITs)
82. Real Estate Investment Trusts (REITs)
- Real Estate Investment Trusts (REITs)
83. Publicly traded REITs, Public non-traded REITs, and Private REITs
- Publicly traded REITs
- Public non-traded REITs
- Private REITs