Author Topic: Do Mustachians meet in person to help each other with investment allocations,..?  (Read 1930 times)

ms.frugal

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I am curious if people get together and have help sessions about investment allocations, doing mega roth conversions, learning tax consequences, etc.  I have tried to find a fee only financial advisor and then realized that there are experts on this forum.  Are there groups of Mustachians around the USA who meet and teach others who want to learn (over a weekend, someplace affordable, etc)?  Personally, I would learn, retain, and act on what I learn if I were interacting with people and I assume there are other people who feel the same way...
« Last Edit: September 20, 2017, 07:13:22 PM by ms.frugal »

Financial.Velociraptor

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There is an entire "Ask A Mustachian" board to get feedback.  And a sticky thread on how to write a 'case study' for best feedback.

ms.frugal

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Clarifying what I mean...I am not trying to say that I want someone to work my personal investments for free, etc.  People share much valuable information in this forum and people read the forum so I am assuming that people do that because they enjoy helping others and learning from others.  People get into really detailed replies to questions on this forum so I wondered if people do this activity "face to face" rather than virtually only.  The question I posed is only about the format of the dialogue.  The caution you expressed equally applies to what people respond on this forum as it would if we were talking via skype, phone, in person, etc.

okits

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Some forumites might teach personal finance classes in a community setting, though I've never heard of an MMM-only event.  People are able to devote time to answering questions online probably because it's on their own schedule, without obligation or deadline, and they can do it from home (or anywhere).

All the MMMeet ups I've been to have just been socializing, but if you have a specific topic or question you could ask ahead of time if people would be willing to help advise you (though there's no guarantee that someone knowledgeable will be there and willing to do so).

ElleFiji

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Some forumites might teach personal finance classes in a community setting, though I've never heard of an MMM-only event.  People are able to devote time to answering questions online probably because it's on their own schedule, without obligation or deadline, and they can do it from home (or anywhere).

All the MMMeet ups I've been to have just been socializing, but if you have a specific topic or question you could ask ahead of time if people would be willing to help advise you (though there's no guarantee that someone knowledgeable will be there and willing to do so).
Except that time we are raw vegan food and played with your baby, and you gave me lots of business help.

In my experience, asking the forum questions is usually the best way. But you can also make friends IRL and maybe have ways to help each other.

Travis

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There is a section of forums for in-person meetups, but they seem to be for socialization more than "shop talk."  The meetups I attended when I lived in CO had some lifestyle/lifehack discussions (cooking, gardening, entertainment), but I don't think we ever talked about the money/investing part of things that we discuss in writing here.

dreams_and_discoveries

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Why would we meet up in person with a subset of people, when we can pick everyone's brains here anonymously, for free from the comfort of my sofa?

TomTX

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Why would we meet up in person with a subset of people, when we can pick everyone's brains here anonymously, for free from the comfort of my sofa?

Because biking to an in-person meetup is more badass than sitting on your butt ;)

elaine amj

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Well, I think there's usually at least one investment-type session at Camp Mustaches. I'm excited about going to one at the upcoming Camp Mustache Canada next weekend :)

I think the difficulty with doing things like this in person is that each person's situation is unique so it would take up a lot of time and energy at a meetup.

That said - I would have loved something like what u are proposing too. I struggle a lot with understanding investments and would love more handholding. I've thought about a for-fee advisor but hard to know who to trust. That said, folks on here are great and I've learned quite a lot here. Very, very slow at absorbing it all though - but that's just me. So I try to keep it as simple as possible.


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