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David Stein is the 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.
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Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)
Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)
Nectarine: Advice-Only Financial Advisors
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.
By Bill Yount & Jackie Cummings Koski4.8
336336 ratings
David Stein is the 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.
š Connect with us
Buy CUtFI a coffee
Record a message for CUtFI
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)
Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)
Nectarine: Advice-Only Financial Advisors
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.

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