Podcasts about chief portfolio strategist

Today we're chatting with David Stein, host of the personal finance podcast Money for the Rest of Us.  The show has over 20M downloads and reaches more than 40,000 listeners per episode. Prior to launching his podcast, David advised and managed assets for institutions and financial planners. He was a Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC. David perfected his teaching style as an investment consultant to numerous not-for-profit institutions. His book Money for the Rest of Us: 10 Questions to Master Successful Investing is different from many of the investing books our audience may have read.  It is pivotal in helping “the rest of us” make less emotional and risk conscious decisions when making any investment. It is with great pleasure that we welcome David to Catching Up to FI today. Connect with us! @catchinguptofi buy CUtFI a coffee Resources mentioned on the show:  Money for the Rest of Us Money for the Rest of US: 10 Questions to Master Successful Investing by David Stein Catching Up to FI Episode 025 with Rob Berger assetcamp.com The White Coat Investing   Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

With a very fluid and market moving macro environment, Brian Rose and Ed Kerschner join us to share their views and thoughts around the state of the US economy, the road ahead for monetary policy and the investment implications to be mindful of. Featured are Brian Rose, Senior Economist Americas, UBS Chief Investment Office, and Ed Kerschner, Chief Portfolio Strategist, Columbia Threadneedle Investments. Host: Daniel Cassidy

Today, Jean and Lisa talk with David Stein of Money for the Rest of Us.  We think David has an incredible amount of wisdom and hope you'll really enjoy this episode!About David:For close to two decades David advised and managed assets for institutions and financial planners. He was Chief Investment Strategist and Chief Portfolio Strategist at FEG Investment Advisors, a $15 billion investment advisory firm, where he co-headed the 21-person research group.David co-founded the firm's $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.David perfected his teaching style as an investment consultant to numerous not-for-profit institutions where he assisted the board and staff in overseeing billions of dollars in endowment assets. His former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.He have extensive public speaking experience including at corporate events for iShares, Morningstar, TDAmeritrade, and others.He now uses the investment insights and tools he learned and developed as an institutional investment advisor to help individuals save and invest for retirement.Money for the Rest of Us Podcast

BRT Rebalance w/ Barry Ritholtz: Best of Investing 2022 - BRT S03 EP29 (128) 7-3-2022   Things We Learned This Week Masters of Business Podcast Qs - Who are your mentors? Philosophy? What books are you reading? Advice to graduates?  What do you wish you knew 30 years ago? Three Keys to Being an Investor: Process, Behavior, Humility Recession Signs to look For – States Expanding or Detracting, Sahm Rule on unemployment uptick, Yield Curve – is it inverted?     Guest: Barry Ritholtz ABOUT BARRY RITHOLTZ & MASTERS IN BUSINESS Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's Masters in Business radio podcast, and a featured columnist at the Washington Post. He is the author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business. Barry has named one of the "15 Most Important Economic Journalists" in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. https://www.bloomberg.com/podcasts/series/master-in-business https://ritholtzwealth.com/   NOTES: Masters of Business podcast inspiration – On a plane watching finance news, interview of reclusive Hedge Fund Manager. Who are your mentors? Philosophy? What books are you reading?  Advice to graduates?  What do you wish you knew 30 years ago? Three key things Process – ability to distinguish between skill and luck. Like in sports at high levels in investment industry – differences are minimal. ARK Cathy Wood in 2020. Behavior – how to manage and stay calm, control limbic system, work through bad market. Humility – acknowledge serendipity and luck in life, could have worked differently. Gates not the first to be offered IBM deal. Other tech entrepreneurs visited Xerox Parq Jobs master of design, even on back of machine where no one looks. Inflation Hawks screaming for 15 years, finally right Three signs of Recession – good indicators: States – amount in expansion or contraction . Number of states growing or declining - % all 50 expanding. Philly Federal – State Coincident Indexes (get ink) hard to have recession when all states doing well. Sahm Rule – unemployment uptick .75 basis points in three month period from prior lows, unemployment mid 2022 is good.                FRED – St. Louis Fed monitors indicator (get ink) Yield Curve – is it inverted? How long, how deep, careful for false positive data. Bonds interest rates long term higher than short term bonds, inverted when S/T rates higher than L/T.                Six months is forever in economy, recession looks unlikely. 2023 – all bets off.                Never know what disruption can occur, like Russia invading Ukraine.     Outlook for the Knicks to make the Playoffs? Knicks will be good when they get new ownership who invests in the product. Need good quantitative analysis like how they acquired players in the heyday of the 1990s. Look at the turnaround of the NY Mets with Steve Cohen buying the team recently.   Best of Investing 2022 Seg. 2 of BRT S03 EP03 (102) 1-16-2022 – BRT - Retirement & Income Planning from SEP IRA, 401K, to Roth IRA + Tax Brackets to Buckets Retirement & Income Planning Qualified Plans: ie - 401K & Roth IRA SEP IRA for business owners, can defer 25% of income if setup correctly Tax Brackets - tiered system of 10%, then 12%, 22% up to 35% - with more income, pushed into higher bracket and you pay more Tax Buckets (3) - Taxed (W2 income), Tax Deferred (401K, IRA), Tax Free (Roth IRA, Life Insurance)   Denver Nowicz, President - Wealth For Life http://wealthforlife.net/ https://twitter.com/denvernowicz  Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing'.   FULL SHOW: HERE More Info on WFL and Tax Free Matching: HERE   Wealth For Life Topic: https://brt-show.libsyn.com/category/Wealth+For+Life   Link to Taxes Show on 10/31/2021 w/ Denver: Here   https://brt-show.libsyn.com/category/Wealth+For+Life+   Seg. 2 of BRT S03 EP07 (106) 2-13-2022 – The Science of Hitting (TSOH) & Investing w/ Alex Morris FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep07-106-2-13-2022-the-science-of-hitting-tsoh-investing-w-alex-morris The Science of Hitting (TSOH) comes from the Ted Williams baseball book on batting and strike zone observations: ie – he tracked his average in each zone of the batter box, and had a higher average when he swung at pitches in a certain zone TSOH Investment Philosophy is Value Investing, classic Graham / Buffet style – buy high quality co's w/ good mgmt, L/T trends, and a Moat - Buffet quote: Investing is a game with no called strikes…can just wait for your pitch Long Term Investment Horizon – looking 5 to even 10 years out, for earnings and sales growth Key Value Drivers for a stock - Earnings Growth & quality of earnings, Price & Sale increases, ‘volume growth' P/E Type Metrics & GAAP Accounting is helpful but may not be useful with R&D, future sales, and volume growth. Example: Netflix – analyze cash expenditures vs. financials which have improved , what are the L/T – trends   Guest: Alex Morris, TSOH Investment Research Blog - https://thescienceofhitting.com/p/my-investment-philosophy LKIN - https://www.linkedin.com/in/alex-morris-cfa-47b87027/ Twitter - https://twitter.com/TSOH_Investing Alex Morris, CFA publishes equities research through the TSOH Investment Research Service on Substack. He has written investment related articles on Gurufocus and worked in the finance industry (RIA's) for the past 10+ years. He is a CFA® charterholder and graduated with my MBA from the University of Florida in April 2015. Prior to starting his TSOH service, he spent ten years as an Equity Analysts at financial firms.     Seg. 2 of BRT S03 EP17 (116) 4-24-2022 – Money for the Rest of Us w/ David Stein FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep17-115-4-24-2022-money-for-the-rest-of-us-w-david-stein Investment vs. Speculation vs. Gambling: You must understand the difference and recognize which camp the product you're considering is in The three drivers of asset class performance: These all relate to cash and earnings,  cash flow, cash flow growth and change in valuation, and how each impacts the future price of an asset class The Efficient Market Hypothesis vs Adaptive Market Hypothesis: which combines behavioral finance w/ EMH Wayfinding: An alternative to traditional rebalancing of asset allocation - use current market conditions to help evaluate where you should increase / decrease your exposure, depending on how the asset is doing currently Modern Portfolio Theory vs. The Asset Garden Approach when adjusting asset allocation, focused on diversification between return drivers - Like landscaping, there are rules of thumb, but there's freedom to create and build the portfolio. And it's much easier to make changes.   Guest: David Stein, Money for the Rest of Us https://www.linkedin.com/in/jdstein/ https://moneyfortherestofus.com/ https://moneyfortherestofus.com/about/ Book: https://moneyfortherestofus.com/how-to-invest-book/   David Stein's Bio: David helps individuals become better and more confident investors through his writing, audio, and video. He hosts the personal finance podcast Money For the Rest of Us. The show reaches more than 40,000 listeners per episode and has over 10 million downloads. The podcast has received mention from The New York Times, Forbes, The Chicago Tribune, and the U.S. News and World Report.  David also provides investment insights and model portfolios to 1,000 members of the Money For the Rest of Us Plus community.   David Stein author of Money for the Rest of Us 10 Questions to Master Successful Investing Prior to launching the podcast, David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm.      Seg. 2 of 4/3/2022 – Options vs Stocks & Trading vs Investing w Tom Sosnoff of tastytrade FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep14-113-4-3-2022-options-vs-stocks-trading-vs-investing-w-tom-sosnoff-of-tastytrade Implied Volatility & Time Decay – options begins with volatility, on a clock so Mechanics (forget mind set) on how to setup a trade is key tastytrade is a media network based on Math (Probability & Statistics - Look at the Math), trading & focus on markets  Limited Profitability & Unlimited Risk when you Sell Puts w/ 80% chance of success - Be a Seller of Options – let Market beat you, slight edge Trade Small, Trade Often - Law of Large Numbers w/ 45 DTE Strike Price of 1 SD – Exit or Roll at 21 DTE Options Trading Teaches Life Lessons – Important to: take risks, learn to take risks, make quick decisions, be decisive about those decisions.   Guest: Tom Sosnoff of tastytrade https://www.tastytrade.com/ https://twitter.com/tastytrade   Tom Sosnoff, founder and co-CEO of tastytrade Tom Sosnoff is an online brokerage innovator and financial educator. Tom is a serial entrepreneur who co-founded thinkorswim in 1999, tastytrade in 2011, tastyworks in 2017, helped to launch the award- winning Luckbox Magazine in 2019, and in 2020 he created the first new futures exchange in 20 years, The Small Exchange. Leveraging over 20 years of experience as a CBOE market maker, Tom is driven by the passion to educate self-directed investors. A true visionary, after his years on the floor he saw the need to build and design superior software platforms and brokerage firms that specialized in complex financial strategies.       Seg.2 of BRT S03 EP22 (122) 5-29-2022 – The One Thing w/ Jay Papasan of Keller Williams Realty   FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep22-122-5-29-2022-the-one-thing-w-jay-papasan-of-keller-williams-realty   The One Thing – Power of Focus, Find your 1 thing - Live Purposefully & be Accountable Dominos - Priority in Latin = First, what is your first Domino? knock it down and all others lined up will fall Time Block - Focus Time the first few hours of each day, 'Battleground' - fight to block out this time Success has a Roadmap – it leaves clues, Modeling & Develop Habits in Life, Bus & Real Estate Investing Productivity Thieves - Learn to Say No, pick tasks carefully, Multitasking is a Waste of Time   Guest: Jay Papsan, VP of Keller Williams Realty https://the1thing.com/ https://www.jaypapasan.com/ https://www.linkedin.com/in/jaypapasan/ https://twitter.com/jaypapasan https://kw.com/   Jay Papasan is a bestselling author and serves as vice president and executive editor at Keller Williams Realty Inc, the world's largest real estate company. He is also co-owner and co-founder of several successful businesses, including Keller INK, Keller Capital, and, alongside his wife Wendy, Papasan Properties Group in Austin, Texas. When Jay first moved to Austin, he joined Keller Williams Realty Inc, and soon began working directly with the founder, Gary Keller. In 2003, he co-authored The Millionaire Real Estate Agent alongside Gary Keller and Dave Jenks.        Clips from BRT S03 EP11 (110) 3-13-2022 – 401K – Turns Spenders into Savers w/ Jean Smart of Penelope & Ted Benna ‘Father of the 401K'   FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep11-110-3-13-2022-401k-turns-spenders-into-savers-w-jean-smart-of-penelope-ted-benna-father-of-the-401k    401K turns Spenders into Savers 401K provides Tax Deferral now, lowers Taxable Income Penelope serves Microbiz, business of 5 – 50 employees who are underserved by major financial institutions Simplify choices, and streamline the 401K process, reduce fees so all size business can participate Ted Benna – Father of the 401K, 401K may not be appropriate to all people or business, choose 401K or IRA based on needs & size of business     Guests: Jean Smart, Founder of Penelope https://www.penelope.co/ https://www.linkedin.com/company/penelopeco Jean Smart is the Founder/CEO. She has overseen the building of a cloud based recordkeeping system from scratch and they have begun to take on clients. I have helped them shape what they are offering using what I have learned working with small businesses. Their goal is to help micro female and minority owned businesses pick the right plan - not just a plan.       Guests: Ted Benna, Benna 401K http://benna401k.com     Ted Benna, Father of the 401K, has worked in pension and retirement benefits industry for 60 years, and literally wrote the book on the 401K. He was a pioneer in the early 80s in designing the early 401K Plans, and then getting them approved by the IRS to be the model still used today.   Books:  401K Forty Years Later (2018) – history of the 401K 401K & IRA for Dummies Updated Version (2021)     Ted Benna 1st appearance on BRT Podcast in 8/2021 Topic: Ted Benna, the Father of the 401k Covers It All, History, pensions, Fees & More Full Show: HERE       ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement More 'Best of Investing': Here     Thanks for Listening. Please Subscribe to the BRT Podcast.      Business Roundtable with Matt Battaglia The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.  Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…  BRT Podcast Home Page: https://brt-show.libsyn.com/ ‘Best Of' BRT Podcast: Click Here BRT Podcast on Google: Click Here BRT Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/podcast-brt-home/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

We hear a lot about how your portfolio should have both stocks and bonds — because they typically move opposite to each other. The theory is that when stocks go down, bonds should protect your principal. The problem? Every once in a great while, stocks and bonds both tank. For example, this year, 2022. As of May 10, the S&P 500 is down 16%. At the same time, rising rates have crushed bonds, with some down 20% or more. So, what the heck are you supposed to do when there's nowhere to run, nowhere to hide? Let's find out. Stacy Johnson, financial journalist Miranda Marquit and producer  Aaron Freeman to talk about what's going on in the stock and bond markets, what's ahead and what you should be doing. This week's special guest is David Stein, a former institutional fund manager and the author of Money For the Rest of Us. How to invest when the stock market is down. Stacy offers a special look at what to do with your portfolio when things are scary. Hoping to avoid investing in stocks right now? Here are seven ways you can invest without relying on stocks. Do you want to invest in bonds? Check out this comprehensive bond investing guide from our guest David Stein. What about crypto? Sorry, crypto bros. It looks like cryptocurrencies are pretty correlated to the stock market. The Wall Street Journal also has some ideas for investing when stocks and bonds are falling. Meet this week's guest, David Stein. David Stein is the founder of the Money For the Rest of Us investment education platform. Since 2014, he has hosted the Money For the Rest of Us investing podcast and led the Money for the Rest of Us Plus membership community. David's podcast reaches more than 40,000 listeners per episode and has close to 20 million downloads. He is the author of Money for the Rest of Us: 10 Questions to Master Successful Investing, which was published by McGraw-Hill. Previously, David was an institutional investment advisor and asset manager. He was a managing partner at Fund Evaluation Group, LLC, a $19 billion investment advisory firm. At FEG, David served as Chief Investment Strategist and Chief Portfolio Strategist. Retire on your own terms with help from this course. The Only Retirement Guide You'll Ever Need gives you the knowledge you need to retire on your own terms. Sure, you can pay a financial adviser, but this online course gives you total control to create a customized retirement plan around the things that matter to you — without the fees you can expect from financial firms and advisers. You'll get expert, personalized advice. You'll have access to the latest tools. You'll have ongoing support. And when you've completed the course, you'll be ready to approach your retirement with confidence and with peace of mind. It's time to plan the best years of your life. Let's get started. Disclosure: The information you read here is always objective. However, we sometimes receive compensation when you click links within our stories. Become a member: https://www.moneytalksnews.com/members/ See omnystudio.com/listener for privacy information.

David Stein shares his expertise as a money manager to help us make better investment decisions based on timeless principles.    Take away: David shares a principled based way to invest.    Action step: Try something new!   Money Learnings: David bought a course at age 11 to learn how to make money. He had to learn about money on his own. He read many self-development books at a kid. He teaches his kids that money flows.   Bio:  David Stein helps individuals become more confident investors via audio, video, and books. For the past five years, he has hosted the weekly personal finance podcast Money For the Rest of Us. The show has more than 250 episodes and over 12 million downloads. David is the author of Money For the Rest of Us: 10 Questions to Master Successful Investing. Previously, David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $70 billion institutional investment advisory firm, where he co-headed the 21-person research group.     Highlights from this episode: Episode page   Time versus Money David was a finance major and he learned to like it. He retires from a finance career in his mid-forties. Settled work. Do what you enjoy! Learn how to help people.  The book - Money for the Rest of Us. Understand the principles of investing. Bad outcomes are sometimes the result of good decisions. Return drivers: Cash flow, cash flow growth, how do investors value that cash flow.  David focuses on assets classes versus individual stocks. Investing / Speculation / Gambling The inherent value of bitcoin. Future predictions of stock and bond returns. Create the work you love to do.  You can find David at: https://moneyfortherestofus.com/   Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   https://www.facebook.com/richersoul   http://richersoul.com/   rocky@richersoul.com   If you like the show please leave a review on iTunes: http://bit.do/richersoul   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

David Stein was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $70 billion investment advisory firm, where he co-headed the 21-person research group.   He hosts the "Money For the Rest of Us" podcast with over 12 million downloads, the podcast reaches 45,000 listeners per episode and has been featured in Business Insider, Forbes, Inc., The New York Times, The Chicago Tribune, The Motley Fool, and U.S. News & World Report.   His book "Money for the Rest of Us – 10 Questions to Master Successful Investing" was published by McGraw-Hill and is available in hardcover and e-book formats as well as an audiobook.   Brought to you by Haberland Group (HaberlandGroup.com) and Hardy Haberland's Programs (HardyHaberland.com).   This podcast is brought to you by Haberland Group. Haberland Group is a global provider of marketing solutions. With multidisciplinary teams in major world markets, our holding companies specialize in advertising, branding, communications planning, digital marketing, media, podcasting, public relations, as well as specialty marketing. If you are looking for a world-class partner to work on marketing programs, go to HaberlandGroup.com and contact us.   This podcast is also brought to you by Hardy Haberland's Programs. Hardy provides educational programs for high performers who want world-class achievement, true fulfillment, and lasting transformation in their lives. He also provides consulting for established brands and businesses that have generated a minimum of $3 million in annual sales. If you need a catalyst for transformation and a strategist for success at the highest level, go to HardyHaberland.com and apply.   If you enjoyed this episode, please consider to rate, review, and subscribe on Apple Podcasts/iTunes. It takes less than 60 seconds and it really makes a difference. Rate, review, and subscribe at HardyHaberland.com/iTunes.

David Stein was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $70 billion investment advisory firm, where he co-headed the 21-person research group.   He hosts the "Money For the Rest of Us" podcast with over 12 million downloads, the podcast reaches 45,000 listeners per episode and has been featured in Business Insider, Forbes, Inc., The New York Times, The Chicago Tribune, The Motley Fool, and U.S. News & World Report.   His book "Money for the Rest of Us – 10 Questions to Master Successful Investing" was published by McGraw-Hill and is available in hardcover and e-book formats as well as an audiobook.   If you enjoyed this episode, please consider to rate, review, and subscribe on Apple Podcasts/iTunes. It takes less than 60 seconds and it really makes a difference. Rate, review, and subscribe at HardyHaberland.com/iTunes.

This week we welcome Nicholas Lacy, Chief Portfolio Strategist for Asset Management Services with Raymond James Financial. Nick discusses the current economic climate, as well as what we can expect to see over the next 8-12 months. With the possibility of a recession on the horizon, we delve into the potential severity of this downturn, how we should prepare and react, and what indicators we should watch for in the press to prepare our businesses.

Today's guest, joining us today on the Join Up Dots entrepreneur podcast interview is the host of Money For the Rest of Us, one of the most downloaded podcasts for Investing in the world with over 6 million downloads. As he says “I help investors have enough to retire. Managing your own investments can be isolating at times. No one to talk shop with. Cheer you on. Reaffirm you're doing the right thing. Help you not to overreact to the latest financial headlines. While I've managed billions of dollars professionally for institutional clients and co-led a large investment research team, I don't do that anymore. Now my biggest financial challenge is the same as yours: making sure I have enough money to retire and that those resources last. Here's the thing. We are better investors when we have a sounding board— a community to share what we're thinking, what we're learning, the mistakes we make, and what we're doing with our investments. Money For the Rest of Us is for people like you and me who aren't relying on someone else to make sure we have enough to retire. We've taken control of our financial future. But just because you choose to manage your own investment portfolio doesn't mean you have to do it alone. Let's take this financial journey together.” Prior to launching his podcast, he was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group. He also co-founded the firm's $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager. So is it a risky gaming investing, or one built on sure footing? And has a life of travel become the real wealth from creating his online business? Well let's find out as we bring onto the show to start joining up dots with the one and only David Stein Show Highlights During the entrepreneur podcast show we had deep hitting conversations with David Stein around subjects such as: David shares how it took him a few years to find his place in the online world after leaving his home job, and the steps he took to get there. Why David feels that batching his work is not the fit that suits him, although I think it is amazing and should be done at all costs. And lastly…….. We discuss how any coach that is worth their weight in gold should be more focused on teaching more and more to their clients, in effect teaching themselves in the progress.

David is the host of the podcast, money for the rest of us, which discusses money at a high level. He leverages his experience of working with billion dollar portfolios to tell us normal folk more about how money works, how the economy works, and how we can leverage that knowledge to benefit us. Joe and David will discuss a lot of these same ideas and thoughts on today’s episode. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: “It’s hard for individuals to get into the institutional space” - David Stein   David Stein Real Estate Background: Produces and hosts the investing podcast Money For the Rest of Us He was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion institutional advisory firm Say hi to him at Based in Idaho Falls, ID Best Ever Book: Skin in the Game   Get more real estate investing tips every week by subscribing for our newsletter at   Made Possible Because of Our Best Ever Sponsor: List and manage your property all from one platform with . Once listed you can: accept applications, screen tenants, accept payments and receive maintenance tickets all in one place - and all free for landlords. Go to to get started today!

For reference, we talked about the difference between investing and speculating back in Episode 21. It was great having David on the show and we know you will enjoy hearing his wisdom! David Stein produces and hosts the weekly podcast Money For the Rest of Us where he weaves together stories, examples, academic research and media findings on topics related to money, investing and the economy. The podcast launched in May 2014 and has over 185 episodes and more than six million downloads. Prior to launching the podcast, David advised and managed assets for institutions and financial planners. He was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group. He co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.

Jason and David discuss the difference between investing, speculation, gambling and whether you should use Bitcoin in your investment portfolio. David Stein produces and hosts the investing podcast Money For the Rest of Us where he teaches over 30,000 listeners per episode about money, how it works, how to invest it and how to live without worrying about it. David also provides market insights, asset allocation help, and portfolio guidance to over 800 members of Money For the Rest of Us Plus, an investment education platform. Previously, David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC (“FEG”), a $50 billion institutional investment advisor. At FEG, David was co-head of the firm's 21-person research team that provides institutional research on private equity, real assets, hedge funds, equity, and fixed income, including topical level and manager specific research. He was responsible for FEG's top-down research including macroeconomic analysis, market sentiment research, model portfolios and capital market analysis. David also co-founded FEG's $2 billion asset management division, developed its investment philosophy and process, and acted as lead portfolio manager for over 9 years. David has spoken at numerous investment related conferences including events sponsored by Morningstar, iShares, TD Ameritrade and Fincon.

Our guest today is David Stein. David was the Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm. Today he likes to teach people about money, how it works, how to invest it and how to live without worrying about it. What is inflation, and what causes it? Why you shouldn’t pay off your mortgage. What does the current investment landscape look like? Plus other topics we discussed on tangents.   If you missed last week’s episode, be sure to listen to How to be Mortgage Free in Five to Seven Years. Enjoy the show! – – – – – – – – – – – – – – Download your FREE copy of: The Ultimate Guide to Passive Real Estate Investing. Get your FREE coffee mug by leaving us a Rating and Review on iTunes. Here’s how. See our available Turnkey Cash-Flow Rental Properties. Please give us a RATING & REVIEW (Thank you!) SUBSCRIBE on iTunes | Stitcher | Podcast Feed Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is David Stein, host of Money For the Rest of Us, a weekly personal finance podcast. He also runs the Money For the Rest of Us Hub, an online educational platform on money, how it works, and how to invest it. Previously, he was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, a $35 billion institutional investment advisor. There he co-lead the 20 person research team and managed assets for endowments, foundations and financial planners.