The class made investing simple, straightforward, and practical — and that gave us confidence to take the next steps.
Advanced
Welcome
Welcome from Fred Martin visited
Resource
Main Menu
Resource
T1 : The Goal of Investing
Introduction Video
Resource
Goal Of Investing Title
Resource
Build Confidence
Resource
Reflection Question
Resource
Personal Vision Statement
Resource
Your Personal Vision Statement
Resource
Personal Vision Statements
Resource
Give Yourself Grace
Resource
Margin of Safety 1
Resource
Margin of Safety 2
Resource
Building the Margin of Safety
Resource
Monthly Saving Plan
Resource
Four Buckets
Resource
Margin of Safety Scenarious
Resource
Reflection Questions
Resource
Fred Video
Resource
Conclusion
Resource
T2 : Building Blocks of Investing
Building Blocks of Investing
Resource
Intro
Resource
Quote
Resource
Simple vs. Compound Interest
Resource
Compound Interest Formula
Resource
Leveraging Time
Resource
Scenarios
Resource
Compound Interest Slider (25 Years)
Resource
Compound Intereset Slider
Resource
Multiplying Money
Resource
Quote
Resource
Compound Wrap UP
Resource
Asset Introduction
Resource
Drag and Drop Investment vs. Non-investment
Resource
Liquidity
Resource
Liquid or Illquid Chart
Resource
liquidity Animation
Resource
Liquidity
Resource
Drag and Drop Liquid vs. Illiquid
Resource
Asset Mix
Resource
Stocks and Bonds
Resource
Asset Mix: Account
Resource
Asset Mix
Resource
Putting All Together
Resource
Fred Video: Building Blocks Recap
Resource
Conclusion
Resource
T3: Killer Mistakes of Investing
T3: Killer Mistakes of Investing
Resource
Fred Video: Why is this Important?
Resource
Intro
Resource
Narrative and Example
Resource
Five Killer Mistakes
Resource
Scanario
Resource
Mulitple Answer Scenario
Resource
Multiple Choice Scenario
Resource
Homework
Resource
Conclusion
Resource
Killer Mistake 1
Subsection
Killer Mistake 2
Subsection
Killer Mistake 3
Subsection
Killer Mistake 4
Subsection
Killer Mistake 5
Subsection
T4 : Rules of Investing
Five Rules to Avoid Killer Mistakes
Resource
Fred Video : Why is this important?
Resource
Knowledge and Process
Resource
Bike Metaphor
Resource
Quote
Resource
Overview
Resource
Five Rules Of Investing
Resource
Bike Metaphore
Resource
Discipline
Resource
Rules of Investing Recap
Resource
Homework
Resource
Conclusion
Resource
Rule 1
Subsection
Rule 2
Subsection
Rule 3
Subsection
Rule 4
Subsection
Rule 5
Subsection
T5: Key Questions for Healthy Investing
Key Questions For Healthy Investing
Resource
Intro
Resource
Three Key Questions
Resource
The AIP Tool
Resource
Reflection Question
Resource
Outro
Resource
Question 1
Subsection
Question 2
Subsection
Question 3
Subsection
T6: Your Plan for Investing
Your Plan for Investing
Resource
Intro
Resource
Closing Remarks
Resource
Conclusion
Resource
Debriefing the AIP
Subsection
Developing Your Plan
Subsection
T7 : The Life of Your Investments
The Life of Your Investing
Resource
Quote : Behavior
Resource
Key Takeaways Overview
Resource
Key Takeaways and Action Items
Resource
Changing Behavior is Challenging
Resource
Reflection Behaviour
Resource
Accountibility Behaviour
Resource
Establishing Your Margin of Safety
Resource
Action steps if still working on margin of safety visited
Resource
Action steps with full margin of safety
Resource
Testimonial Video
Resource
Ongoing Support and Resources
Resource
Course Recap
Resource
Thank You
Resource
Conclusion
Resource
Killer Mistake 1
Fred Video: KM #1
Resource
KM #1
Resource
Compound Interest Slider (50 years)
Resource
Killer Mistake 2
Quote: KM #2
Resource
KM #2
Resource
Killer Mistake 3
Quote: KM #3
Resource
KM #3
Resource
Knowing enough
Resource
Reflection Question
Resource
Killer Mistake 4
Piggy Banks
Resource
KM #4
Resource
Killer Mistake #4
Resource
Net Return, Value Proposition
Resource
Knowledge Check
Resource
Evaluate Your Investments visited
Resource
Multiple Choice
Resource
Reasonable Return
Resource
Reflection Question
Resource
Killer Mistake 5
Quote: KM #5
Resource
KM #5
Resource
Stock Market
Resource
Fear and Greed
Resource
Extreme Market
Resource
Multiple Answer Scenario
Resource
Multiple Answer Scenario
Resource
Key Concept for Extreme Markets
Resource
Fred Video: Stock vs. Company
Resource
Stock vs. Company
Resource
Rule 1
Quote: Hold your investments
Resource
Rule #1
Resource
Rule 2
Quote: Asset Mix
Resource
Rule #2
Resource
Not One-Size-Fits-All
Resource
Volatility Examples
Resource
Rule 3
Quote: Invest in knowledge
Resource
Rule #3
Resource
Build Confidence Animation
Resource
Reflection Question
Resource
Rule 4
Quote: Small Leak
Resource
Rule #4
Resource
Annual Investment Physical
Resource
Rule 5
Fred Video: Why is this Important?
Resource
Rule #5
Resource
Hannah and Jake
Resource
Margin of Safety Scenarios
Resource
Debriefing the AIP
Fred Video: KM #1
Resource
Developing Your Plan
Developing Your Plan
Resource
Saving
Resource
Reflection Question
Resource
Determining Milestones
Resource
Sample Mistones
Resource
Investment Pledge
Resource
Investment Pledge Without Debt
Resource
Question 1
Intro
Resource
What's my assets mix?
Resource
Savings vs. Investing
Resource
Two Key Players
Resource
Where's my money animation
Resource
Types of Invesment Funds
Resource
Multiple Choice
Resource
Question 2
What is it costing me?
Resource
Graphic Animation
Resource
Question 3
How am i doing?
Resource
Where's my money?
Resource
Rate of Return Examples
Resource
Knowledge Check
Resource
Instructor
ujjval joshi
I've spent over 34 years in the investment world, and if there's one thing I've learned, it's that most people aren't given the tools—or the confidence—to invest well. Too often, financial advice feels overwhelming, filled with jargon, or designed to sell you something. That's why I built this course.
Real stories, genuine experiences.
People Just Like You, Who Finally Got It
The course helped us understand our investments, identify changes we could make, and reduce the fees we were paying.
What I’ve really learned is how to evaluate my investments for myself — how much I’m putting in, how much it’s making, and how much it’s costing me.
A personalized Financial Health Score
A clear, actionable financial plan built around your life
Habit building tools that create real financial momentum
See Where You Stand
Your investing journey begins with knowing where you stand. Download Able, get your free Financial Health Score, and take a real step forward.