Course Description

Did you know that the average investor lost $22,000 in the most recent recession?

Could you imagine working for years, putting money into the stock market and doing all of the “right things” just to lose it all because you invested in the wrong thing at the wrong time? 

Could you imagine sitting on the sidelines, wanting to grow and invest your money but you’re missing out on your potential because you are not sure where to start or how? 

When I started investing in 2010 I was afraid that I would never have enough money to invest. I didn’t know that there were smart, simple ways to reduce the odds that I would lose money in the market. 

That changed in 2014 when I became a financial advisor in New York City. I saw what my millionaire clients had in common. I saw how they invested, how they got started and how they protected themselves from losses. 

Three years later, I became one of the Top 100 Most Influential Financial Advisors and managed more than $147 million while helping dozens of families create generational wealth.  

And now it is my turn to help you! 

The Investor’s Toolkit is the easiest, step-by-step investing course on the planet. 

It is designed to give you a proven step-by-step process to reduce the chances that you will lose money in the stock market and find quality investments no matter your budget.

The course includes:

  • Step-By-Step Workbook/Video ($3,000 value) - This will help you set up your investing accounts and find quality investments so that you don't have to pay someone thousands to do it for you
  • Testing Tutorial ($500) - Takes you through each of the tools I use to avoid bad investments
  • Kevin's Monthly Stock List ($5,000) - I give you a list of stocks each month so that you can save time and quickly find quality investments
  • Investing Account Guide ($500) - This tool will help you choose the right investing account so that you are not confused or lost when opening your account
  • Monthly Investing Q/A Calls ($1,000 value)* - Each month students will have the opportunity to speak with Kevin and ask questions about their investments live. Each session will be recorded. 

* Paid in full bonus only

The total investment for the Investor's Toolkit is just $1197 (or 4 payments of $359). 

What students are saying:

"Now I know why Kevin was a Top 100 Advisor. This class gave me everything I needed and more. If I could sign up twice, I would. Thank you Kevin!" H. Andrews, Pittsburgh, PA

“Worth 3x the investment! I loved the fact that everything was broken down in a way that I could understand.” Shay S (Los Angeles, CA)

“I liked Kevin’s concepts on testing your options first and the importance of diversification.” Ebony M. (Newark, NJ)

“The step by step guidance that you provide allows me to be more confident in learning and actually applying what I learn to be successful in investing.” Ken D. (Colorado Springs, CO)

#1 Bestselling Author & Top 100 Financial Advisor

Kevin Matthews II

In 2010, I founded BuildingBread to help first-time investors enter the stock market with confidence and not confusion by using my simple easy-to-follow investing philosophy.I have taught more than 15,000 investors with the help of some amazing people like Tiffany the Budgetnista and Sandy Smith of Yes I am Cheap. And I've been featured in Business Insider, The New York Times, Buzzfeed, Forbes and more.I got my start as a financial advisor in New York City where I managed $140M in investments and became one of the top 100 most influential advisors in 2017.Learning from the biggest banks in the world and more than 100+ millionaire investors, I've created programs that have put more than 5,000 people on the path to generational wealth and financial freedom by providing the perfect tools to eliminate fear and introduce financial freedom.I hold a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business School. In 2020, I graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC). 

Course curriculum

  • 2

    Step-By-Step Investing Guide

    • Step-By-Step Investing Guide

    • Download the Step-By-Step Guide

  • 3

    Module 1: What type of investor are you?

    • Using the Risk Tolerance Questionnaire and Investor's Quiz

  • 4

    Module 2: How to find the perfect investments for you

    • Understanding Your Investment Options

    • What the research says about the stock market

    • Fund Hacking 101 - My Secret Key to Investing

    • Another way to easily find great stocks

    • Creating your watchlist

  • 5

    Module 3: Finding the right investing account

    • Discussing your investing account options

    • Additional notes on investing accounts

  • 6

    Module 4: How to open an account and where

    • How to open an investing account

  • 7

    Module 5: How to reduce the chances of losing money

    • How to test drive your investment ideas (Part 1)

    • How to test drive your investment ideas (Part 2)

    • Testing Walkthrough

    • Links to the testing tools

  • 8

    Module 6: Deciding how much money to invest

    • Backtest Portfolio Asset Allocation

    • How to own any stock for $20 or less

    • Investing through the Public app

    • Creating Your Own Monthly Investing Model

  • 9

    Module 7: How to Buy and When to Sell

    • Using the Rebalance Tool

    • Link to rebalancing tool

    • How to buy and sell a stock tutorial

    • When to sell your investments (Update)

  • 10

    Kevin's Monthly Stock List

    • How to use the monthly stock list

    • Link to Monthly Stock List

  • 11

    Putting It Altogether

    • Combining all the steps!

  • 12

    BONUS 1 - My Favorite Trading Technique

    • Learning About Different Order Types

    • Bracket Trading 101

    • Bracket Trading 102

    • Setting Up the Bracket in ThinkOrSwim (pt 1)

    • Setting Up the Bracket in ThinkorSwim (pt.2)

    • The 3:1 Rule

    • Putting it All Together

  • 13

    BONUS 2: How to Trade Stock Options

    • Welcome to Options

    • Options 101 - Calls

    • Options 101 - Puts

    • Reading an Option Chain

    • How to open an account for options

    • Option Strategy #1

    • Option Strategy #2

    • When to buy calls vs when to buy puts

    • How to find good options trades

    • Live option trade walkthrough

    • Option Trading Guide

    • The Option Guide (walkthrough)

  • 14

    Paid-In-Full Bonus - Monthly Investing Strategy Call w/Kevin

    • Monthly Investing Calls

Pricing options

Explain how different pricing options might be valuable to different segments of your audience.