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!
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Book ‘Margin of Safety‘ mentioned in today’s episode selling for THOUSANDS!
Investing won’t make you rich
David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets