Podcasts about money for the rest

In this bonus episode, David visits with Bill Yount and Becky Heptig of the Catching Up to Fi podcast in a wide-ranging discussion on investing using a systematic checklist approach.SponsorsMadison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo CodeLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsMoney Pickle – Schedule a free 45-minute video chat with a vetted financial advisor and ask them anything about your financial situation. Go here to schedule your free session.Masterworks – invest in contemporary artMasterworks Disclosure:“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesCatching Up to FIMoney for the Rest of Us bookSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.

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

Welcome to the Investing for Beginners podcast. In today's show, we chat with David Stein of Money for the Rest of Us podcast, and the book of the same name: David explains Closed-End Funds to us Differences between open and closed-end funds and ETFs The best strategy to invest in closed-end funds Good resources to […] The post David Stein from Money For the Rest of Us Podcast Discusses Closed-End Funds and Commodities appeared first on Investing for Beginners 101.

In this episode we answer emails from Julie T, Justin, Jeffrey, Anderson and the mysterious Mycontactinfo.   We discuss Golden Ratio modifications, TIPs vs. commodities and stocks for inflation YTD, asset roles in Risk Parity Portfolios, volatility funds, the good, bad and ugly of dividend investing, ideas for future episodes and Professor Lo's new book (again).  And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links:Golden Ratio Portfolio with Utilities:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Money For The Rest of Us Podcast Episode #374:  Lifecycle Investing, Risk Parity Portfolios, and Why Stocks Are Riskier in the Long RunMoney For The Rest of Us Podcast Episode #306:  Three Approaches to Asset Allocation | Money For The Rest of Us Jeffrey's Link re Dividend Investing:  Dividend Millionaires - The Compound InvestorDividend Collapses Article:  The Biggest Dividend Stock Collapses of All Time - Dividend.comLink To Podcast With Professor Lo:  Andrew Lo: Finding the Perfect Portfolio--a 'Never-Ending Journey' | Morningstar Support the show (https://www.riskparityradio.com/support)

In this episode we answer emails from Stephen, James, Randy and David.  We address a proposed 70/20/10 portfolio construction, rebalancing UPRO/TMF portfolios, portfolio constructions with trading strategies, and potential future rants.  Then we discuss our NFT experiment, what you might consider for Giving Tuesday and Lessons and Carols.Links:Stephen's Interview of Me:   ‎Superb Diamond Range: Frank Vasquez of Risk Parity Radio (The Financial Series) | #49 | Risk Parity Investing | podcast | superb diamond range on Apple PodcastsGold Episodes:    Podcast #12 and Podcast #40| Risk Parity RadioPortfolio Charts Portfolio Analyzer:   MY PORTFOLIO – Portfolio ChartsRandy's website:  Dual Momentum SystemsBias-Variance Dilemma Episode:  Podcast #49| Risk Parity RadioMoney For The Rest Of Us BITO Episode:  Should You Invest in a Bitcoin ETF? | Money For The Rest of UsPolygon Network Links:  Polygon Father McKenna Center Giving:   Donate - Father McKenna CenterFather McKenna Center Lessons and Carols Program:   Lessons and Carols - Father McKenna CenterSupport the show (https://www.riskparityradio.com/support)

In this mailbag extravaganza we tackle questions and comments about podcast humor, intermediate-term investing with the Golden Ratio portfolio, tax-loss harvesting, bonds and dogs and cats living together, AND do our weekly and monthly portfolio reviews of the the sample portfolios you can find at Sample Portfolios | Risk Parity RadioAdditional links:Asset Correlation Calculator:  Asset Correlations (portfoliovisualizer.com)Money For The Rest Of Us Podcast About Bonds:  Why in the World Would You Own Bonds? | Money For The Rest of UsThe Mass Hysteria Caused by Dogs and Cats Living Together:  dogs-and-cats-living-together-mass-hysteria

In this episode I interview David Stein, an expert strategist when it comes to money, how it works, and how to work it.  David now retired from his life as a Portfolio Strategist of a $33 Billion investment advisory firm with over 20 years of experience managing money turned his attention to creating the hit show “Money For The Rest of Us”. Do you have friends, family, or a loved one that want to learn about money, investing, the economy, but feel too intimidated to start? Well then, Mr. Stein is the answer! He is a resource I wish I'd had when I first got started investing. He makes the complex understandable – about a subject that touches every human being. Make sure to subscribe to his podcast and I hope you enjoy this episode! David and I discuss; David's investment philosophy Focus on asset class rather then individual stocks Saving more and spending less Diversity…but not to much! Home investments Types of investors and what beginning investors should focus on and much more! Sponsor/Partnership: Blooom – Your 401k could earn more. Take a minute to link up your 401k to and maximize your investments. For $10/ month, we manage your nest egg so you can enjoy life. Other Resources: Book ‘Margin of Safety‘ mentioned in today's episode selling for THOUSANDS! David's Membership Investing won't make you rich David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets

In episode 265 of Financially Simple, Justin speaks to financial podcaster David Stein about money, national debt and more. The Coronavirus is causing governments globally to take measures to protect citizens and business interests. Justin and David discuss what money is, what National Debt is and how it affects Small Business Owners, and how businesses should conduct themselves accordingly. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 01:40 - David Stein: Money For The Rest of Us 02:45 - What is Money 05:22 - How is Money Created 08:52 - Quantitative Easing 13:16 - Does National Debt Matter 19:05 - Should Business Owners Conduct Business Differently 22:15 - Tracking Trust 24:18 - A Pearl of Wisdom 26:41 - Wrap Up _________________   RESOURCES: Financially Simple Educational Website Financially Simple on YouTube Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9. Subscribe to the Financially Simple Newsletter Ask Justin a Question NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit Money for the Rest of Us - Ep. 94, Ep. 157, Ep. 169, Ep. 295 _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

As listeners and podcast producers, we're always on the hunt for shows that help us improve in some aspect of our lives. The best educational podcasts fill the void with episodes about entrepreneurship, language learning practice, and even philosophical debates. When Craig sat down with Kevan Lee from Buffer, he didn't plan on digging deeper into how Buffer creates their educational podcasts. But after hearing about their unique process and transition into scripted episodes, we had to know more. This week on Audience, we're talking about a popular podcast topic and category–educational podcasts. These podcast's formats take many forms but one thing remains constant. The audience is there to learn something and they need actionable steps to get started. Listen to our interview with Kevan to find out how Buffer produces their show then read on to discover 10 of the best educational podcasts out there. Why You Should Consider An Educational Podcast Format The best educational podcasts tackle a theme or niche topic and analyze it down to its basic points. These shows are popular because podcasts are a great way to learn new skills from experts. They also help audiences access more information about a specific interest that may be too complicated to understand via other mediums. For example, there is a community interested in learning about how to save and invest for retirement. But it takes time to research and understand complex financial topic from articles around the internet. Instead, people listen to Money For The Rest of Us. The host, David Stein, previously managed billions of dollars and is there to guide his listeners through a variety of financial topics. His goal is to help people become more confident investors and take control of their financial futures. For individual hosts, like David Stein, educational podcasts offer an opportunity to become an industry authority. He published a book in 2019, curates a weekly newsletter, and speaks at live events due to his podcast's success. For aspiring podcasters, if you're interested in educating others about a topic or skill then this podcast format is for you. In the same vein, brands like Buffer are producing educational podcasts that weave in their products with actionable information. Buffer's team is an expert on all things social media so they're able teach listeners about industry best practices and how their tool can help. Brands producing educational podcasts offer more value to their customers, helping them refine a skillset along the way. What Buffer Learned From Producing A Podcast We weren't shocked to hear about Buffer's transition from an interview-based podcast to a scripted show because their written content is the pinnacle B2B of content marketing. Recording an educational podcast based off their high performing blog content sounded like a no-brainer. But it took some trial and error from them to get there. The Science of Social Media started as an interview-style show where 3 different hosts would rotate through

The thirty-sixth NewRetirement podcast. This time, Steve Chen is joined by guest David Stein — former institutional money manager and current world-class podcaster with 12 million downloads — and discusses safe draw-down rates, annuities, and the F.I.R.E movement.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.

A brief summary of this episode

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 is the host of the Money For the Rest of Us podcast and the author of Money for the Rest of Us: 10 Questions to Master Successful Investing. David was an institutional investment advisor who managed money for endowments, foundations, and financial planners. Eventually, he knew that he wanted to branch out on his own, and he started Money For the Rest of Us.  According to David, his new book distills the financial information that he has been talking about for the last 20 years. He breaks the chapters down into 10 questions that we can ask to build a framework for investing. He says that we don’t have to be experts to invest, but having a plan and a framework to work through can help us ask the right questions to discover which investments are right for us.  He says that portfolios don’t have to be complicated and can be as simple as two or three funds. In this episode, David walks us through his 10 questions and shares insight and wisdom from his financial experience. He shares the difference between optimzing and diversify and why you can think of your portfolio as a flower garden with a diverse range of plants. He also gives his advice for people who are just starting out with investing and saving.    Highlights from This Episode  [00:44] David was an institutional investment advisor for about 17 years. He managed money for endowments, foundations, and financial planners. [01:02] When he was in his mid-forties, he realized he wanted to do something else. [01:16] He now works for himself and runs the Money for the Rest of Us Podcast where he teaches people about investing and how money works.  [01:58] David Stein is the author of the book Money for the Rest of Us: 10 Questions to Master Successful Investing where he has distilled everything he has been talking about for the last 20 years. [02:40] His book is geared towards individual investors to give them a sense of confidence. [03:13] David wants to help individual investors find a way to analyze all of their options. This book will help them decide how to make decisions around investing and what to invest in. [04:08] The book does include some tactics but those are to reinforce the strategic plan. [04:35] The book is structured with each chapter having a question to ask ourselves before we invest. Together these questions form an investment discipline. [05:45] Question 1 begins with what is it. If we can explain what we're investing in then it may not be the best option. [07:22] Question two asks whether it's investing, speculation, or gambling. Is there an income component? Will the return be positive or negative? Gambling has a negative expected return. We do it for entertainment value. [09:24] We should be spending money on things that help us figure out our purpose in life. When people leave the military they are often not sure what to do next. [11:18] Be aware of the return on your investment whether it's college or another investment. [12:54] The next two questions are what is the upside and the downside. Investments can be broken down into cash flow, how the cash flow is growing, and what are investors paying for that cash flow stream. [14:35] The downside is the maximum potential lost that could happen and what the impact of that would be. [15:30] Understanding how to measure risk helps us to make allocation decisions. [17:18] We've been in a 10-year bull market with stocks. Don't assume recent events are going to continue. [19:33] The next question is who's on the other side of the trade. Knowing who's selling something and why can be valuable information, because you'll know how motivated they are. [22:46] Trading is a zero-sum game and there's a loser for every winner. When you trade Forex or options you're competing against institutions. Those institutions know more about trading and the flow of the orders and the drivers of the market. [29:14] Question number seven is what does it take to be successful. In real estate, you need to separate the underlying expenses and cash flow. [31:00] Question eight is think about who's getting a cut of the return. A lot of the return can go to taxes. Recognize taxes and fees. Having to pay taxes does mean you've been a successful investor. [32:22] Question nine is how does it impact your portfolio. This comes down to asset allocation. Think of it as a flower garden that you want to diversify. You don't optimize your garden, you diversify it. [35:33] Question 10 is should you invest.  [37:24] Answering these questions will help you form an investing discipline. [37:34] David's book was endorsed by Annie Duke. We shouldn't beat ourselves up for the outcome of our decisions. [38:15] Professionals have a framework or checklist to guide them. [39:45] Thrift Savings Plans have the G fund which is a government bond fund. It has a higher yield than many bond funds. The price won't fall as interest rates rise. [40:42] You could invest in a TSP and then put your taxable money into an ETF or Index Fund. [41:37] Portfolios don't have to be complicated. Investing can be as simple as owning two or three funds.  [45:54] Start small with investing and about investing. You'll always be learning more. Set the discipline to start saving. Try to allocate 15 to 20% to savings.    Links and Resources Money For the Rest of Us Money for the Rest of Us: 10 Questions to Master Successful Investing David Stein on LinkedIn Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts  

Investing can give even the most confident a little anxiety. So when it comes to understanding how to invest, especially with talks of a recession - it helps to have a professional who can reassure and break things down. David Stein has managed billions of dollars as a professional advisor. Now, he shares his knowledge with the rest of us on his podcast and book, both entitled Money For The Rest of Us. You can learn more about David on his website: https://moneyfortherestofus.com/. And connect with him on Instagram @JDStein on Twitter @JDStein

David's book Money for the Rest of Us: 10 Questions to Master Successful Investing is now available (at least the e-book version). To celebrate, here is a bonus episode with excerpts from the forthcoming audiobook.Please enjoy the Introduction and Chapter One.Also, as part of the book launch, David will be hosting an Ask Me Anything (AMA) on Reddit on Wednesday, October 30, 2019 at 1PM Eastern time. Please join us.

David Stein shares a sneak peak of the investing strategies from his new book, including how to differentiate between investing, speculating and gambling. He also discusses why you need to know who is on the other side of a trade, and the key factors that will make an investment profitable. For more information, visit the show notes at https://www.bobbirebell.com/podcast/fggdavidstein

David walks us though his 10-Question approach to evaluating any investment. Then we’ll apply to his approach to: Homeownership College FAs Index funds Bitcoin David's book, "Money for the Rest of Us," is available on Amazon. ========== READ Pick up my books on personal finance, probate, and executors. Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ========== LISTEN Subscribe to the “Simple Money Wins” podcast at: iTunes: https://apple.co/2XvtoVz Google Play: http://bit.ly/2XRWDRK Stitcher: http://bit.ly/2Xuct5A Spotify: https://spoti.fi/2XMDYa3 iHeartRadio: https://ihr.fm/2JwhDnV ==========

Bonds have been a-rockin' lately, and nobody's talking about it. Well, today we do with thought leader David Stein from Money For The Rest of Us podcast. We'll talk about the recent upswing and dive into a New York Times piece which focuses on one investor's success...and learn maybe a few valuable lessons from it!

David Stein reached out to us after Erin Lowry’s Episode 81, where we talked about the basics of investing. He really liked that episode, and wanted to dive a little further into the different TYPES of investments you can choose from.In this episode, we explore asset classes we haven’t really discussed before: Closed End Mutual Funds, REITs, Mortgage REITs, and the different types of stock you can buy. (Yes, there is more than one!) We even touch on Gold and Cryptocurrency! Investing isn’t limited to stocks, bonds and real estate, and David introduces these ideas so you can start investigating the asset classes that appeal to you and works best for your financial goals.David also shares his Investing Principles and his top tip is so simple, yet such an EXCELLENT piece of advice: Be able to describe in detail what you are investing in. If you can’t, you’re not ready to invest in that just yet.If you’re looking for different asset classes, better returns or even just to diversify your portfolio, this episode is a must-listen!In This Episode We Cover:David's money journeyLaunched businesses at the very young ageStudied and liked the aspect of financeHis approached to money throughout his careerWhat prompts him the decision to retireOn the "Money For The Rest of Us"The investment principles that he teachOn the tradingDisadvantages of buying individual stocksThe difference between investment, speculation and gamblingIndividual stocks versus index fundsAny circumstances that would make people buy an individual stockThe reason why he start the podcastClosed-End Mutual FundsBondsOn real estate investment trustHow he select reitsPrivate reits versus public reitsOn preferred stockBuying preferred stock versus common stockWhat a mortgage reit isOn bitcoinWhat makes bitcoin speculation rather than a gambleAnd SO much more!

David Stein, host of the Money For The Rest of Us podcast, will explain the importance of trade, and how the trade, and trade wars, might impact you and your retirement. For more information, visit the show notes at http://www.bigpictureretirement.net/103

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.

In this episode I interview David Stein, an expert strategist when it comes to money, how it works, and how to work it.  David now retired from his life as a Portfolio Strategist of a $33 Billion investment advisory firm with over 20 years of experience managing money turned his attention to creating the hit show “Money For The Rest of Us”. Do you have friends, family, or a loved one that want to learn about money, investing, the economy, but feel too intimidated to start? Well then, Mr. Stein is the answer! He is a resource I wish I'd had when I first got started investing. He makes the complex understandable – about a subject that touches every human being. Make sure to subscribe to his podcast and I hope you enjoy this episode! David and I discuss; David's investment philosophy  Focus on asset class rather then individual stocks Saving more and spending less Diversity...but not to much! Home investments Types of investors and what beginning investors should focus on and much more! Sponsor/Partnership: Blooom - Your 401k could earn more. Take a minute to link up your 401k to and maximize your investments. For $10/ month, we manage your nest egg so you can enjoy life. Other Resources: David's Membership Investing won't make you rich David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets

On Episode 466 of Radical Personal Finance, I discussed the idea of the US Government's certain default on its stated obligations and commitments by referencing Professor Lawrence Kotlikoff's Congressional testimony on this subject. After that show, my friend David Stein (host of Money for the Rest of Us) emailed me to tell me that I was wrong. :) So, I invited him on the show to debate it with me. Enjoy! Joshua Here's the previous show on Kotlikoff's work: https://radicalpersonalfinance.com/the-usas-long-term-fiscal-gap-and-why-it-matters-to-you-americas-fiscal-insolvency-and-its-generational-consequences-by-professor-laurence-kotlikoff/ Please support RPF on Patreon: www.radicalpersonalfinance.com/patron

David Stein, host of the Money For The Rest of Us podcast, will explain the importance of trade, and how the trade, and trade wars, might impact you and your retirement. For more information, visit the show notes at http://www.bigpictureretirement.net/066

Welcome back my friends to the latest episode of Freedom Formula for Physicians' Podcast.  I'm honored to have a guest on here with us today that has tons of experience in podcasting. With over 6 million downloads of his podcast and an accomplished career in the financial world, he is now enjoying life, traveling the world, and helping people with financial issues and questions. Please help me welcome David Stein of Money for Rest of Us.   In this podcast episode you will:   Be motivated to not just settle with getting by Learn how to think "forward" as our economy is always changing Hear David's story of starting with nothing and moving to prosperity based on moving his thoughts to actions and taking necessary risks Discover David's formula for how his podcast is growing-it involves investing in his listeners and giving away resources for FREE Learn what some of the biggest financial pitfalls can be Be motivated to develop a lifestyle business after retiring, especially if you retire early  Resources mentioned in this episode: Money For The Rest of Us Podcast  If you have questions or want to share your story, I'd love to hear from you. Contact me at dave@doctorfreedompodcast.com or on my website www.doctorfreedompodcast.com. If you are confused about this tax stuff and you want the latest copy of the Tax Reduction Prescription and that calculator I was talking about in January, there's no better time to grab that then right now! Text LESSTAXES to 44222. Remember, make sure to slash your debt, slash your taxes, and live a liberated lifestyle.

There is no regular episode of the podcast this week, but there is a new podcast you can subscribe and listen to: Topics by Money For the Rest of Us. This is a seasonal show released monthly that categorizes existing episodes into topics with a newly recorded introduction. Please subscribe so you automatically get the seasons as they are released.

#95: J. David Stein used to manage billions of dollars. He retired at age 46. Now that he's retired, he faces a different challenge: How should he invest his own money? What investing philosophy should he follow in his own life? And what can we learn from that? Stein, who now hosts a podcast called Money for the Rest of Us, joins me on today's show to talk about his big-picture investing ideas. For a list of my takeaways, go to http://affordanything.com/episode95

I'm back after a summer break! Today I shall share some financial rules, principles and tips that I now adopt…and to some extent wish I had adopted sooner in my own personal financial life! You get to learn from some of my mistakes, hopefully also my later, better judgement as time has passed too, along […] The post Soundbite: ‘Money for the Rest of Us' Inspired Tips for Controlling Our Financial Future appeared first on The Property Voice.

David Stein produces and hosts the top-10 iTunes ranked investing podcast Money For the Rest of Us where he teaches over 25,000 listeners per episode about money, how it works, how to invest it, and how to live without worrying about it.
 The show notes, including links to everything we talked about, can be found at http://ptmoney.com/david

Have you ever felt like most of the financial advice you read requires an advanced degree to understand? Today’s guest spends his days teaching “the rest of us” about money - the mindset we need, the financial tools and vehicles we need to reach our goals, and what it will take for us to have the freedom to live life on our terms!   Heroic Public Speaking http://heroicpublicspeaking.com Send in your questions: questions@michaelport.com Give us a review and help others find this show better! http://stealtheshow.com/podcast/reviews        

What happens when a money manager responsible for billions of dollars of investments feels burnt out and decides to become a personal finance teacher instead? In this episode of Informed Choice Radio, I speak to David Stein. David is a former chief investment strategist and chief portfolio strategist, responsible for $33 billion of investments, heading up in this role a 21-person strong research group. He is host of the incredibly popular Money for the Rest of Us podcast, his primary platform for teaching thousands of people about money, investing and the economy. David’s podcast has been featured in Business Insider, Forbes, and US News & World Report. David also helps hundreds of individual investors improve their portfolio performance by providing asset allocation and investment guidance via the Money For the Rest of Us Hub, a premium multimedia investment education platform. In this episode of Informed Choice Radio, I speak to David about the difference between institutional and retail investment decisions, the impact of Brexit on US fund management, his favourite podcast episodes, and much more. Welcome to Money For The Rest of Us with David Stein, in episode 115 of Informed Choice Radio. Some questions I ask -How did you make the transition from institutional investment management to personal finance podcasting and education? -Did you always want to work in finance and investing? -Can the same broad strategic thinking apply to multi-billion dollar institutional investing and individuals from a personal financial planning perspective? -Is Brexit a big deal for US investors? -What's the current 'wall of worry' for investors? -Why is index investing becoming so much more appealing than active fund management? -Who gets your vote in the upcoming US presidential election?   Useful links mentioned in this episode -Money For The Rest Of Us podcast -David on Twitter -Email David  

In this episode I interview David Stein, an expert when it comes to money, how it works, and how to live without worrying about it. He's the creator and host of the wildly popular "Money For The Rest of Us" podcast. Do you have friends, family, or a loved one that want to learn about money, investing, the economy, but feel too intimidated to start? Well then, Mr. Stein is the answer! He is a resource I wish I'd had when I first got started investing. In a former life, David had two decades of experience managing money. A LOT of money. He was the Chief Investment & Portfolio Strategist of a $33 Billion investment advisory firm. (and you thought your job was stressful!) He makes the complex understandable - about a subject that touches every human being. Make sure to subscribe to his podcast and I hope you enjoy this episode!

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.

Today’s show is an interview with David Stein, a former professional portfolio manager and now host of the “Money for the Rest of Us” podcast. We had an amazing conversation and dug into some of the behind-the-scenes information on what the world of professional money management is like. You’ll also be interested in hearing how […]

J David Stein of Money For the Rest of Us visits for our ongoing Better Know A Millionaire series. David went to work as an institutional investment advisor at the age of 30 after spending years in corporate finance. David retired at 40, already a millionaire. David tells us that most millionaires, as in The Millionaire Next Door, live a frugal lifestyle. And the best way to become a millionaire in the United States is to start and own your own business. David lives in Idaho and drives a used BMW with a cracked windshield. What does a retired millionaire do to bring money in? The bulk of David’s income now comes from investing. He is more cautious now than he was when he was still working. He reiterates some ideas we have discussed in the past. Keep your fees low and be greedy when others are fearful and fearful when others are greedy. David’s greatest pleasure now that he’s retired is travel. He travels as he lives, frugally. Taking advantage of sites like Airbnb for cheap and comfortable accommodations. David has found that travel has teaches us to “be amazed at how many ways there are in the world to live.” Another lesson that David reinforces for us is that the best mind’s best ideas did not out perform the market. The average person can match or beat the best money managers out there and without the fees. But I think David’s greatest wisdom is that living frugally and investing wisely so that we can retire at the young age he was able to are worth the trade off for complete freedom. We all want to be David when we grow up. Show Notes JDavidStein.com: David’s personal finance blog. SilenceLikeThunder.com: David’s site devoted to his personal writings. Learn more about your ad choices. Visit megaphone.fm/adchoices