Business
The Index Fund Roadmap
A short, narrative-style podcast that guides anxious first-time investors from zero knowledge to fully set-up index fund portfolios in under a month. Each 8–10-minute episode is crafted for commuters, delivering step-by-step instructions you can follow without a screen. Calm, boring, and incredibly effective—this limited series lets listeners build long-term wealth on autopilot while avoiding the hype of stock-picking.
Episodes
Investing Without Anxiety — Why Index Funds Win Long-Term
Kick off the journey by discovering what an index fund is, why it consistently beats most active strategies, and how it can turn market fear into calm...
Build Your Safety Net — Emergency Fund & Debt First
Before buying any fund, make sure your financial floor is solid. Learn exactly how much cash buffer you need and a simple plan to knock out high-inter...
Choose Your Goal Mix — Find Your Ideal Asset Allocation
Stocks, bonds, or both? Craft a personal asset allocation that matches your timeline and sleep schedule—no complicated math involved.
Pick the Right Account — 401(k), IRA or Brokerage?
Tax shelters can turbo-charge returns. Learn which account to fund first and a decision tree you can recall without a spreadsheet.
Spot the Perfect Fund — Fees, Tickers & Tracking Explained
Not all index funds are created equal. Learn to read a ticker symbol, compare expense ratios, and avoid sneaky ‘closet’ funds in five minutes flat.
Open Your First Account — Hands-Free Audio Walk-Through
Headphones on, phone in hand. We’ll literally walk you, tap-by-tap, through opening a zero-fee brokerage account in under ten minutes.
Buy Your First Shares — Placing a Trade With Confidence
Time to own the market! Follow an audio demo to place your very first index fund order and understand what happens after you tap ‘buy.’
Automate Contributions — Dollar-Cost Averaging Made Easy
Consistency beats timing. Set up automatic transfers so investing happens while you sleep—and learn the psychology that keeps you going.
Stay the Course — Handling Market Drops Calmly
Markets wobble. Your plan shouldn’t. Build emotional armor with data-light stories and a checklist to avoid panic selling during downturns.
Review & Rebalance — Annual Check-Up for Long-Term Growth
Finish the roadmap by learning the once-a-year ritual that keeps your portfolio on target without constant tinkering.
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