The Investing Bundle

Investing gets explained like a club you're not in. These five books open the door.

They cover what you actually own when you invest, how a trade really happens, and what a 1% fee costs you over 30 years. They explain what a 401(k) and a Roth actually are, and why the eggs-and-baskets rule works.

No stock tips. No predictions. No fund names. Just how it works, so you can think for yourself.

📚 WHAT'S INCLUDED

📘 Investing Without the Misery (25 pages)

 Start here. Keeping cash safe vs owning something that grows: shares, property, a business. Risk vs return, where returns come from, and what fees quietly take.

📘 The Stock Market Without the Misery (26 pages)

 A share is a slice of a real business. How a trade happens, what moves prices, dividends, what the S&P 500 measures, and five famous crashes in plain numbers.

📘 Index Funds Without the Misery (27 pages)

 Returns are uncertain; costs are certain. Mutual funds vs ETFs, active vs passive, how to read a fund fact sheet, and a 1% fee worked out over 30 years.

📘 Retirement Accounts Without the Misery (26 pages)

 An account is a container, not an investment. Covers the 401(k), 403(b), IRA, Roth and HSA, with 2026 limits and catch-ups, and traditional vs Roth worked out side by side.

📘 Risk and Diversification Without the Misery (27 pages)

 Risk is the range of outcomes. Volatility vs permanent loss, one stock vs many, why things fall together in crashes, and rebalancing in real dollars.

🎁 BUNDLE-ONLY BONUS: THE INVESTING WORKBOOK (22 pages)

Eleven fill-in sheets for your own situation. Not sold separately.

✔️ Before You Invest: Questions to Answer

✔️ My Goals and Their Time Horizons

✔️ My Accounts Map

✔️ What's in My Mix

✔️ What Fees Cost Me

✔️ Reading a Fund Fact Sheet

✔️ Employer Match Calculator

✔️ Traditional vs Roth: My Side-by-Side

✔️ Rebalancing Worksheet

✔️ Before I Sell in a Panic

✔️ My Yearly Investing Review

✅ INSIDE EVERY BOOK

✔️ A worked example with real numbers for every idea (54 across the bundle)

✔️ Practice problems with full worked answers at the back (54 across the bundle)

✔️ Fill-in worksheets

✔️ A "Try This Now" page of actions for this week

✔️ A plain-English glossary

✔️ A one-page "5 Things You Actually Need to Remember" summary

👤 WHO IT'S FOR

Adults who have been told "you should invest" their whole life but never had it explained. It's also for anyone with a 401(k) or IRA who isn't sure what's actually in it. No prior knowledge needed.

🚫 WHO IT'S NOT FOR

Anyone looking for stock picks, trading strategies or market predictions. These books never tell you what to buy.

📥 WHAT YOU GET

Six PDF files (5 books and 1 workbook, 153 pages in total), delivered instantly. Read them on any device or print them.

2026 US figures included (401(k) and IRA limits, catch-up contributions), each marked with its year. Educational only. Not financial, investment, tax or legal advice. Instant PDF download.