Active Retirement Investing 12-Week RS Replays
View each class below by clicking on the Class number. Expand each section to play the class replay, get helpful resources, and download the handouts.
This kickoff session gives you a bird’s-eye view of the 12-week course. We’ll introduce the three retirement investing phases and walk through what you can expect to gain from the program.
Click below for helpful links as well as useful downloads.
Terminology Pamphlet: Terminology pamphlet to review various terms.
Broker Check: Research brokers, advisors, and financial professionals to verify credentials and history.
Learn how to assess your full financial picture, including cash flow, insurance, estate plans, taxes, and real estate. This foundation helps you understand where you are now so you can plan where to go next.
Each session walks you through essential investing concepts in plain English. Plus, you get downloadable checklists and templates to stay organized.
Financial Preparedness Checklist: A helpful checklist to ensure you're ready!
Income & Expenses Budget Sheet: Use this sheet to track your income and expenses.
We demystify account types like IRAs, 401(k)s, and taxable accounts. You’ll also learn the differences between ETFs and mutual funds, and how to read portfolio summaries.
Mutual Funds vs. ETFs: Learn the key differences and how they fit into a portfolio.
Mutual Funds & ETFs Guide - Investor.gov : A government resource for deeper insights.
Learn how to assess your full financial picture, including cash flow, insurance, estate plans, taxes, and real estate. This foundation helps you understand where you are now so you can plan where to go next.
Each session walks you through essential investing concepts in plain English. Plus, you get downloadable checklists and templates to stay organized.
Portfolio Construction Guide: A quick overview of how to build a balanced investment portfolio using time horizon, risk tolerance, and diversification strategies.
S&P Global Bank Credit Rating: If you are curious about how to check bank credit ratings with S&P Global we have created this instruction document to help you navigate the website.
Stock Market Average Returns: A helpful link to learn more about historical market returns to help set realistic expectations for long-term investment growth.
Explore how to build portfolios using "lateral" and "vertical" strategies based on types of investors and different investment goals. This is where portfolio design gets personal.
Each session walks you through essential investing concepts in plain English. Plus, you get downloadable checklists and templates to stay organized.
Lateral & Vertical Portfolio Construction Guide : Explains how different investment structures align with time horizons and risk tolerance.
Learn how to categorize yourself as an investor and apply lateral and vertical integration strategies. This class is about matching your portfolio to your personality and risk comfort.
Each session walks you through essential investing concepts in plain English. Plus, you get downloadable checklists and templates to stay organized.
Navigating Market Volatility Amid Tariff Uncertainty: A market analysis from Osaic on how recent tariffs on Canada, Mexico, China, and the EU are driving volatility. This guide explains historical patterns, economic resilience, and portfolio strategies to weather market swings.
We'll unpack key concepts like beta, alpha, R-squared, mean return, standard deviation, and the Sharpe ratio—without the math headache. This session gives you the language to evaluate portfolio performance.
Modern Portfolio Theory Overview: A guide on how MPT helps investors balance risk and return, optimize diversification, and assess performance using statistical measures.
ABC's of Credit Rating: This resource explains how credit ratings work, what they mean, and their role in bond investing. It also covers how to interpret different credit rating scales and their limitations.
Learn how to categorize yourself as an investor and apply lateral and vertical integration strategies. This class is about matching your portfolio to your personality and risk comfort.
Risk Tolerance Guide: Explains different risk tolerance levels and their impact on investing.
Investor Profile Questionnaire: A tool from Charles Schwab to help investors assess their risk tolerance and portfolio suitability.
Now that your portfolio is built, we focus on keeping it on track. Learn how to monitor performance, make smart tax moves, and update your estate plan as life changes.
Liberation Day: This article from Osaic explores the emotional and financial relief investors can experience when transitioning from active investing to a more strategic, long-term mindset.
Portfolio Monitoring : A guide for monitoring your portfolio throughout the year, complete with tips on tools, timing, and tactical adjustments.
This class explains how to structure your accounts and trusts to protect your assets and loved ones. You'll also get a checklist to help you stay current with your estate planning needs.
Estate Planning Checklist: A detailed list of tasks to ensure your plan is complete.
Estate Planning Tip Sheet: A quick summary of key terms and reminders.
Learn how to optimize taxes in retirement, including Roth conversions, account ownership strategies, and the tax implications of real estate.
Fidelity Tax-Efficient Investing Guide: Learn how to build a plan to reduce taxes through smart investment choices, account use, and timing.
We review the entire course and help you decide whether to manage your portfolio on your own or work with a financial advisor. You’ll also get tools to evaluate your current advisor.
How to Avoid Scams - FINRA Guide: Spot red flags before it’s too late.
How to Work With a Financial Professional - FINRA Guide : Questions to ask and how to choose the right person.