The First-Investment Readiness Checklist (Free)

Not sure you're ready to invest? Work through this free checklist before you put a single dollar into stocks or crypto.

The First-Investment Readiness Checklist covers the four things every beginner should have sorted first:

• Your money foundation — emergency fund, debt, and only investing money you won't need for 5 years
• The basics — stocks, funds, order types, diversification, and brokerage fees in plain English
• Crypto-specific checks — wallets, custody, and spotting scam patterns before they cost you
• Red flags that should stop you — guaranteed returns, pressure tactics, and "signal groups"

Not checked everything yet? That's normal — the included 7-Day Learning Plan gives you one short session a day, in the right order.

Ready to go deeper? The full Stocks & Crypto for Beginners interactive course adds 10 lessons, knowledge checks, and 3 practice labs — so you practice the mechanics before risking real money.

Free download — educational use only, not financial advice.