Author Topic: Teaching a Investment/Mustachian Group  (Read 1045 times)


  • 5 O'Clock Shadow
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Teaching a Investment/Mustachian Group
« on: June 06, 2016, 07:21:11 PM »
Hello fellow Mustachians,

I'm posting about a little group I'm starting with my friends that is intended to educate them on frugality, badassery, saving and investing. I'll be giving my first course in two weeks and am planning on doing a presentation type format about an hour in length. The audience will be just a couple friends who overheard me talking about 401k's, my early retirement plans and the like. This isn't anything fancy, just some beers at one of their places with a computer hooked to a TV.

My plan is to have the first course cover the following topics in order:
1) Why do you want to retire early/invest/save? What are your goals and motivations?
     - Since there are only a few of them, maybe they can each say out loud why each is interested in learning. I want to engage them and get them thinking critically at the start.

2) Go over the Boglehead videos detailing compound interest, IRAs, 401ks, index funds, etc.
     - I love this set of videos because they are short and sweet and cheesy but also really efficiently detail the basics of index fund investing

3) Give a preview for the following week's lesson (I'm thinking starting a budget or introducing MMM)
     - I only have three items planned because I don't want to overwhelm them with information but keep them wanting more and be excited for the following month's meeting. Would a homework assignment be too intense? Something like setting up a budget or saving receipts/monitoring spending until the next month?

What do y'all think of the plan? What would you do different? Is it too much too soon? Too little? Any thoughts are welcome. Cheers!



  • Bristles
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Re: Teaching a Investment/Mustachian Group
« Reply #1 on: June 06, 2016, 10:58:26 PM »
To me, if it's just a few friends, this sounds way too formal.

Watching Bogleheads videos, asking them to save receipts? I think a roundtable with some beers and a laptop handy if it seems appropriate in the course of conversation to introduce a video or website would be sufficient.

If you're trying to create a larger curriculum that you would deliver to a wider audience, and these buddies are your guinea pigs, then keep it structured. If you're just trying to influence a few compadres, keep it simple.

It wouldn't be a bad idea to ask them to read a few key posts before your gathering. A few from MMM, maybe ERE, a couple from my loaded signature, etc.. :)