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Investing For Educators

By Alex Mason - Episode 179


If you’re a teacher or educator, you’re in a unique position to empower young minds with knowledge and insight. This is true when it comes to any subject, but also with money and investing. How about investing for your retirement though? How do you go about doing it if you don’t know where to start?

In today's episode we cover how to get started investing from the educator’s perspective. We discuss:

  • Investing Basics
  • Pensions
  • Account Types, like 403(b), 457, Traditional IRA, Roth IRA
  • And more!
  • 96S&P 500


    What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns?

    Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors.

    My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

    How did this all come about?


    Public Storage (PSA) - Storing Stuff In Life's Transitions

    What is a mental model? I think of it as a framework for an idea or thought process. Mental models are all around us, and help describe how the world works. One of the reasons I like them is because they are not only applicable to investing, but to so many other aspects of life.

    The idea of mental models was popularized by Charlie Munger, particularly in his book Poor Charlie’s Almanack (an expensive book, but worth it).

    It has also been covered extensively by people like Shane Parrish over at Farnam Street / The Knowledge Project (another great resource).

    While I love mental models generally, my goal here is to not only breakdown the fundamentals, but to figure out each one’s application and context in the world of the individual investor. Although learning new ideas is wonderful, is is the connection to our lives that make them powerful.


    Order of Magnitude - The Intuition of Size