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Downloadable Starting from Scratch Guides

Printable companions to the 8-Episode Starting from Scratch video series

Watch the free videos first, then use these guides to:

  • check your understanding

  • learn key investing terms

  • practice making real decisions—at your own pace

👉 New to investing? Start with the videos.
👉 Want structure and reference materials? Choose a guide below.

From Novice to Shareholder in 8 Short Ep
8-Episode Companion Guide: Everything in One Place

This is the best choice if you:

  • want one place to keep notes, definitions, and exercises

  • prefer to move through the series without switching documents

  • are managing your own investing accounts (or taking them over) for the first time

Each section aligns exactly with its episode and includes:

  • plain-English explanations of key concepts

  • terminology definitions

  • short reflection questions and simple practice prompts

Prefer smaller sections?
Episode-specific companion guides are available below.
All are included in the Ep 1–8 Comprehensive Guide.

Watch Gear
Episodes 1-3 Mini Guide

A focused reference for the foundations of investing

Episodes 1–3 cover:

  • deciding if you’re ready to invest

  • how the stock market works at a basic level

  • brokers, exchanges, and how trades actually happen

This guide is a good fit if you:

  • want to move step-by-step

  • prefer shorter, focused reference materials

  • aren’t ready for the full guide yet

gold bars.jpeg
Episodes 4-5 Mini Guide

Market indexes, returns, and how investors actually make money

Episodes 4–5 focus on:

  • the Dow, S&P 500, and Nasdaq

  • capital gains, dividends, and income from investing

  • how different returns work together

Choose this guide if you:

  • already understand the basics

  • want clarity around market performance and investor returns

  • like working in compact sections

Staircase
Episodes 6-8 Mini Guide

Risk, diversification, and next steps

Episodes 6–8 cover:

  • managing risk

  • diversification and fund choices

  • setting up accounts and planning next steps

This guide is ideal if you:

  • want to strengthen decision-making skills

  • are preparing to invest on your own

  • like having a reference as you take action

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