David Stein teaches people about money, how it works and how to invest it in his popular podcast, “Money For the Rest of Us.” With over 25,000 listens per episode, “Money for the Rest of Us” is Stein’s primary platform for teaching thousands of individuals about money, investing and the economy. The show has been featured in Business Insider, Forbes, and U.S. News & World Report.
For close to two decades prior to retiring, Stein advised and managed assets for institutions and financial planner. He was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where I co-headed the 21-person research group.
Stein co-founded the firm’s $2.2 billion asset management division where I developed its investment philosophy and process and was the lead portfolio manager.