​Introduction 

Welcome to the course.  Key objectives outlined. Your investment mandate.

Lesson 1: You Can't Rely on Social Security

Will the social security trust fund still be around by the time you retire?  The optimal age to start claiming benefits.  How to fix the system.

Lesson 2: You Don't Need a Financial Advisor, Actually

Are risk tolerance surveys useful? Certfications an FA should have.  Is your FA really adding value? Here come the Robo-Advisors!

Lesson 3: Dubious Investment Strategies You Should Avoid

Which securities and investment schemes you should avoid and why.

Lesson 4: Are You a Trader or and Investor?

Knowing whether you're a trader type or an investor is key to being able to run a long-term passive strategy.  There is also a solution for those who are a bit of both. How to determine which camp you belong in.

Lesson 5: How to Become a Millionaire by the time You Retire

Learn how you can apply the power of compound growth to secure a comfortable retirement.  What type of account structure should I use?  When can I start? 

Lesson 6: The Reward-to-Risk Trade-Off of Investing

Once you understand what reward and risk are and how you can gauge them, you can start combining asset classes in varying degrees with the goal of an optimal allocation in view.

Lesson 7: So Many Investment Strategies, So Little Time

With all the investment strategies and financial products out there, it's hard to keep your eye on the ball.  Which investment vehicles work best together?  Which ones fit best with your long-term objectives?

Lesson 8: How to Reduce Portfolio Risk

There are many ways to reduce portfolio risk - certain ones apply mainly to passive investors while others to trader types.  We'll focus mainly on passive risk reduction strategies but explore some others as well.

Lesson 9: The Optimal Asset Allocation - the WMB Portfolio

This video compares the WMB portfolio to Ray Dalio's All Seasons portfolio and Professor Jones' All-Weather portfolio and explores their performances and reward-to-risk characteristics.

Lesson 10: How to Implement the WMB Portfolio

There are many ways to reduce portfolio risk - certain ones apply mainly to passive investors while others to trader types.  We'll focus mainly on passive risk reduction strategies but explore some others as well.

Lesson 11: How to Rebalance the WMB Portfolio

This video compares the WMB portfolio to Ray Dalio's All Seasons portfolio and Professor Jones' All-Weather portfolio and explores their performances and reward-to-risk characteristics.

Lesson 12: RMDs and Opt Withdrawal Rates for Retirees

In this chapter, I show you all the practical steps needed to run the WealthMaxBuilder portfolio. Which broker, which funds, rebalancing and tax related matters are covered.

Lesson 13: Recommended Resources

Here's a list of my favorite books, blogs, web sites and brokerage firms that can help you run the WealthMaxBuilder portfolio.

WMB Guide Plan 

You should watch this series of short videos before running any of the WMB portfolio strategies.  Includes recommended steps to run WMB 1.0 Silver, WMB 2.0 Emerald or WMB Baby, and how to set up a DRIP plan.

Conclusion

Final words of advice and contact info in case you need it.