Investment Education

Welcome to Brooklyn FI’s investment education course. We’ve had hundreds of investment discussions with our clients over the years and decided to distill all those conversations into a serious of educational videos. There’s a TON of information here but we’ve done our best to make it easy to understand and maybe even a little bit fun…

DIRECTIONS

We recommend watching all three parts in one sitting. There’s 50 minutes of content which is about the length of one episode of Game of Thrones. We’d love to continue the conversation in our next meeting so please feel free to jot your questions down.


How to Reach Financial Independence Part 1

In this video we’ll explore…

  • How to generate a nest egg large enough to reach your retirement goals

  • The different investment portfolios that will help you reach financial independence faster

  • The different types of stocks and bonds that will make up a diversified portfolio

  • How much income do you need in retirement

  • How much do you need to save

  • How should you invest


How to reach financial INDEPENDENCE Part 2

In this video we’ll explore…

  • Focus on what you can control: diversify, determine your risk, minimize expenses, etc.

  • Understanding compounding interest

  • How taxes impact your investment portfolio

  • Why we love Roth IRAs and how you can sneak into a Roth IRA through the back door

  • The history of the stock market


how to reach financial independence part 3

In this video we’ll explore…

  • Trusting the market

  • Why diversification is your friend

  • How to optimize your portfolio’s returns

  • Why humans are wired to be poor investors

Woohoo! You’ve made it to the end.

Recommendation: jot your thoughts and questions down in an email to us while they are fresh in your mind!