AT HOME WEALTH MANAGEMENT
ANALYZE | STRATEGIZE | MONETIZE
Empowering you to manage your personal finances, investments, and retirement planning
The Why of AHWM
WE ARE AN EDUCATION COMPANY. We provide training on how to self-manage your wealth in the areas of personal finance, investments (using the TD Ameritrade/Schwab Think or Swim trading platform), and retirement planning, so you can self-direct your wealth regardless of your total net worth. Our educational services apply no matter what financial stage you are in - sunrise (early stage of your career), noon (established in your career), sunset (latter stage of your career), and retired (exited the workforce). AHWM was created for two reasons. First, because of our education and background in these areas, we wanted to give back by providing affordable training to anyone interested in enhancing their financial literacy. Second, because we personally experienced and knew others who were seeking answers to questions like "How much can I afford to spend on my home or car?", "How much money do I need to retire?", and "Can I make a living or have supplemental income investing and trading in the stock market?" These are all very important questions that are derived from not having a plan in place to manage your assets with consideration to the fluctuations of the market. Our training provides you with that plan to learn the many decisions you can make and implement now, in the areas of personal finance, investments, and retirement planning, that your future self will thank you for. We base our training on our company model of ANALYZE, STRATEGIZE, and MONETIZE (ASM). After completing our courses, you will have the tools to apply those methods to personal finance, trading/investing in the stock market, and retirement planning.
Our Services
We provide trainings to help you achieve your short-term and long-term financial goals
Click on the topic title below to see training opportunities
Personal Finance
Personal finance training topics:
• Calculating payments for loans
• Calculating debt to income to ratio
• Debt reduction and how to pay zero % interest while paying down your debt
• How to calculate your burn rate based on variable and fixed expenses
• How to leverage time value of money
• How to start a business in Wisconsin (individual training only, not included in group training)
Individual Training/Consulting:
Click here to schedule a free 30 minute consult to customize your personal finance training and receive price quote.
Group/Webinar Training:
$30/person/class
How to Pay Zero % on Credit Cards
January 18th, 2025 10am-11am Central
Early bird special - Sign up by 12/31/2024 and pay only $20 -- Click here to Enroll
Click here to be notified of future in person and virtual trainings or follow us on Facebook.
On Demand Courses: COMING SOON! Learn on demand anytime with our video courses.
Investments
Investments training topics: • Basics • Analyze - Using Drawings - Using Indicators - Using Patterns - What Moves a Stock • Strategize - Based on Your Analysis of What Moves a Stock - Based on Stock and Momentum Behaviors • Monetize • Bonus Content Account Setup Coaching (Brokerage, IRA, Roth IRA): Click here to schedule time to get support setting up your trading accounts. Individual Training/Consulting: Click here to schedule a free 30 minute consult to coordinate your investments training. Group Training: $40/person/class No group trainings scheduled at this time. Click here to be notified of future in person and virtual trainings or follow us on Facebook. On Demand Courses: Learn on demand anytime with our video courses. See below for details Simulator Training/Practice: COMING SOON! Culminating experience based on scenarios provided; apply what you learned to Analyze and Strategize and share your analysis with a coach to get individual feedback.
Retirement Planning
Retirement planning training topics:
• How to determine how much to invest based on current income, desired retirement age, and desired retirement income
• How to determine whether you will run out of money in retirement
• Tax differences between brokerage vs. retirement accounts
• Proper contribution allocation for 401k, Roth 401k, IRA, Roth IRA, and back door Roth IRA contributions
• How to set up a self-employment 401k
• How to withdraw from your 401k before age 59.5 without penalty
Individual Training/Consulting:
Click here to schedule a free 30 minute consult to customize your retirement planning training
Group Training:
$30/person/class
No group trainings scheduled at this time.
Click here to be notified of future in person and virtual trainings or follow us on Facebook.
On Demand Courses: COMING SOON!
Learn on demand anytime with our video courses.
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MONTHLY COUPON - 20% OFF (use code "WEBSITE" at checkout)
ON DEMAND INVESTMENT COURSES PROMOTIONAL VIDEOS AND CONCLUSION
Watch the videos in our video library.
PROMOTIONAL VIDEO - ANALYZE AND STRATEGIZE FOR WHAT MOVES A STOCK(Runtime 1:48)
INTRODUCTION TO COURSE - BASICS(Runtime 3:00)
CONCLUSION(Runtime 0:26)
ON DEMAND INVESTMENT COURSES SAMPLE VIDEOS
Watch the videos in our video library.
SETTING PLAN (NOT PROFIT) GOALS(Runtime 2:18)
LOCK IN OR LOSE IT(Runtime 1:37)
EXTENDED HOURS TRADING(Runtime 1:42)
BAGHOLDING(Runtime 1:39)
DETERMINING MARKET DIRECTION(Runtime 1:55)
TRADING IN BULL AND BEAR MARKETS(Runtime 2:19)
On Demand INVESTMENTS Courses
To purchase one of our four individual courses ($50 each), select the "PURCHASE THIS GROUP" link located below each group OR Select "GROUP 7" to purchase GROUPS 1-4 for $180 All purchases include lifetime access All videos are available in the following closed captioned languages: English, Spanish, French, Italian, Hebrew, Korean, Chinese (simplified), Hindi, Arabic, and Brazilian Portugeuse
Basics ($50)
Learn the basics to get started!
Each video 2-4 minutes
Total time of available videos about 40 min.
Account Setup
Cash vs Margin Account
How Much Money to Start With
PDT Trading Rules
Paper Trading Simulator
Risk Management
Chart Types and Setup
Day Trade Swing Trade and Investing
Trading vs Investing
Bag holding
Active Trading Ladder
Order Types-1- Market/Limit Order
Order Types-2-Stop–Buy, Sell, Trail
Order Types-3-OCO Brackets
Extended Trading Hours
Analyze Using Drawings, Indicators and Patterns ($50)
Learn how to use drawing tools, indicators, and patterns to identify market direction and determine your trading plan! Each video 2-4 minutes Total time of available videos about 32 min. Support and Resistance Market Direction (Index/Sector/Stock) TREESS Method Why Use Indicators RSI EMA SMA/MA LEVEL 2 VWAP MACD Hull Moving Average VIX Double Bottom Double Top Higher Highs/Higher Lows and Lower Highs and Lower Lows
Analyze and Strategize for What Moves a Stock ($50)
Learn how to analyze to plan your strategy and trades based on what moves a stock!
Each video 2-4 minutes
Total time of available videos about 35 min.
What Moves a Stock Overview
Analyze Earnings
Strategize Earnings Release (Before/After)
Analyze Investor Conferences
Strategize Investor Conf. (Before/After)
Analyze Dividends
Strategize Dividends (Before/After)
Analyze Economic Events
Strategize Economic Events (Before/After) Analyze Economic Reports
Strategize Economic Reports (Before/After)
Trading in Both a Bull and Bear Market
Break New 52 Week High
High Volume Stocks - What Volume to Trade
Watch Lists and Alerts
Strategize Based on Stock and Momentum Behaviors ($50)
Learn how to plan your strategy and trades based on these stock and momentum behaviors!
Each video 2-4 minutes
Total time of available videos about 34 min.
Time Frames
Times to Trade
Blast Off
Sell Off
Bounce Off EMA or SMA
Scalping
Short Selling
Lock in Profits OR Lose it (LI-O-LI)
Golden Rule of Momentum Trading
Don't Give Away Your Winners
Run Your Own Race
Rotation in(over) Channel Stagnation
ETFs
Setting Plan (Not Profit) Goals
Keep a Log
BONUS CONTENT PART 1
Learn this PART 1 bonus content to enhance your skill set!
(See status below)
Each video 2-4 minutes
Buy the Dip (Completed)
Bid/Ask Strategy (in progress)
Bounce Off VWAP
Reversals
Playing the QQQs
Find Your Niche (in progress)
Stock Value From Earnings
Checklist for the Week/Day
Learn From Your Mistakes (Completed)
Automatic Orders (in progress)
Trading Intent
Red Candle of Death (Completed)
No Thank You, I'm No Fool! (in progress)
Competitors Stocks (Completed)
Golden Line-Follow Daily (Completed)
Easily Determining Direction (in progress)
Cross Over of Moving Averages (in progress)
BONUS CONTENT PART 2 COMING SOON!!!
Learn this PART 2 bonus content to enhance your skill set! Simulator Scenarios #1- "Trading To Plan" #2- "Too Close" #3- "Let it Run!" Advanced Orders Buy and OCO Averaging Up or Down Based on Direction News (Set Alerts) Why Review Your WinsBear Trap Win Loss Ratio Cup and Handle Pattern Risk/Reward Ratios Mindset/FOMO MORE CONTENT COMING SOON....
LEARN OUR INVESTMENTS PLAN MODEL ANALYZE STRATEGIZE MONETIZE (ASM)
Video from Investments On Demand Course Group 2 - Analyze using Drawings, Indicators and Patterns
ANALYZE
Analyze and identify market direction and opportunities based on stock patterns for your plan.
STRATEGIZE
Strategize your plan based on your analysis and using At Home Wealth Management's "TREESS" method. Ticker Reason Entry Exit Stop/Loss Summary
MONETIZE
Execute according to plan, evaluate results.
COMING SOON
Coming Soon for
YouTube Subscribers (YS) and
Support Services Members (SSM)
45 To Thrive
YouTube Subscribers
Our weekly Sunday night stock talk providing educational chart analysis based on ticker symbols submitted attendees
DEV and TMOL
Support Services Members Only
Our Daily Educational Videos (DEV) and weekly Ten Minutes or Less (TMOL) videos on what's moving the market this week and our ASM educational plan for it.
Descending Pricing Structure
Membership has its perks! Stay tuned for more!
Services
Subscribers and Members
Teaching/Consulting
Members
One on One Trading evaluation
Access ASM live morning trading (see details below)
DiscountsReferral Bonuses
Support Services Members Only
Members will be eligible for discounts on products and services, and bonuses for referring new members
Merchandise
Merchandise, digital downloads, and handouts coming soon
Affiliate Program
Sell our content - get a commission!
Personal Finance and Retirement Planning Content
Additional video modules are being built out for personal finance and retirement planning
ASM LIVE MORNING TRADINGREAL TRADES-REAL TIME
MONTHLY SUPPORT SERVICES SUBSCRIPTION REQUIRED
Watch the best and the brightest of our elite team identify key levels and execute trades from those key levels. A must see!!!!
ROLL OUT/UPDATES
NEXT PHASE OF UPDATES
INVESTMENTS ON DEMAND VIDEOS PART 5 - CHECK COMPLETION PROGRESS ABOVE
BONUS CONTENT
You asked - We listened!! More Content!
FREE SUNDAY NIGHT STOCK TALK "45 TO THRIVE" - COMING SOON
Become a Subscriber to be notified when we go live on Sunday nights!
Our weekly Sunday night stock talk providing educational chart analysis based on ticker symbols submitted by attendees
DEV and TMOL - COMING SOON
Become a student (purchase entire course) to be notified when we post our latest videos!
Our Daily Educational Videos (DEV) and weekly Ten Minutes or Less (TMOL) videos on what's moving the market this week and our ASM educational plan for it.
Stock Simulator Training/Paper Trading Competitions/Game Night
Decide where you want to start
The place where practice matters. After completing the live stock trading course, this is the culminating experience to show yourself and others how you stand out by applying what you learned in a live real time enviroment
Live Real Time Educational Training
STAND UP, STAND OUT, LEAN IN
Real Trades, Real Time! Watch and listen as the best and the brightest on our team Analyze, Strategize, and Monetize by showing you our process at work to form a trading plan and execute real trades. Learn from what you see so you can also learn to be self sufficient, but always knowing we are here to offer continued support services to help you stay aligned with your plan.
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