Welcome to Money for the rest of us. This is a personal finance show on money, how it works,

how to invest it, and how to live without worrying about it. I'm your host, David Stein. Today is

Episode 555. It's titled Five Practices that Have Shaped My Career. Tomorrow, I'm speaking to a

graduate finance class at the University of Arizona. It's something that I do about

once a year. The professor invited me to share what I've learned across a 30-year career as an

investment advisor, an author, an entrepreneur. And as I thought about it, I've narrowed it down to

five practices. The first, I learned really my first day at university. In high school,

the teachers would write all the notes on the board and I would just copy them down. That first

class, the professor just started speaking and I, what do I write down? But I even asked the girl sitting next to me, like, well, at least I watched what she was doing,

that she was writing some of the stuff down.

And so I started taking notes.

That's a practice that I continued, obviously, throughout my undergraduate, my graduate,

but I have continued to do that throughout my, my professional life.

I started by writing down in hardcover Moleskin notebooks, and I would fill one up,

I'd write the next one down, but problem with Moleskin is, yeah, you can kind of go back and

review, but you can't really search that. And so when technology came along where you could record it online in somewhat of a wiki format,

that's what I did.

Starting with Social Text 2005, I used Backpack by Basecamp, now known as formerly 37 signals.

That was in 2007. 2008, I started using Evernote and used

primarily Evernote and Base Camp for our business as well as backpack up until 2019 when I started

using Rome research for most of my notes, with the exception of things that have to do strictly with organizing

our business and we continue to use base camp. I also have kept a written journal since the

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