• Home
  • Episodes
  • About
    • Awards
  • Contact

Make the most of your money

martin@icfp.co.uk
Informed Choice RadioInformed Choice Radio
  • Home
  • Episodes
  • About
    • Awards
  • Contact
ICR 115_ David Stein, Money For The Rest of Us

ICR 115: David Stein, Money For The Rest of Us

21/09/2016 Posted by Martin Bamford Interview, Podcast

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.

Subscribe in iTunes | Click to listen now | Right click to download episode

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?

Subscribe in iTunes | Click to listen now | Right click to download episode

Useful links mentioned in this episode

–Money For The Rest Of Us podcast

–David on Twitter

–Email David

Help us spread the word!

Thank you for listening to this episode of Informed Choice Radio. Please use the comments section below to share any feedback you have.

If you enjoy the show, please subscribe in iTunes and write us a review! Reviews really help us stand out from the crowd and reach more listeners.

Subscribe in iTunes | Click to listen now | Right click to download episode

Share
0

About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

You also might be interested in

Covid cards, lottery ban, & mysterious monoliths

Covid cards, lottery ban, & mysterious monoliths

Dec 11, 2020

Welcome to episode 3 of Talking Money, with Martin Bamford[...]

Adventures in opting out, with Cait Flanders

Adventures in opting out, with Cait Flanders

Oct 12, 2020

My guest on the podcast today came up with the[...]

ICR176: What happens to my pension when I die?

ICR176: What happens to my pension when I die?

Feb 17, 2017

  Today on the podcast, I’m talking about what happens[...]

Latest episodes

  • How to reduce your energy bills and combat fuel poverty, with James Sommerville
  • Money mindset, with Makala Green
  • Critical Thinking Skills: How to Combat Fake News, with Helen Lee Bouygues
  • Managing an ‘all-weather’ global equity portfolio in 2022, with Matthew Tillett
  • Life Lessons to Help You Find Purpose, Prosperity, and Happiness, with Keisha Blair

Subscribe to Informed Choice Radio

 

Like us on Facebook

Get social with us!

About us

Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals and living a better life.

Find us here

  • Martin Bamford
  • Informed Choice Ltd
  • Sundial House, 20 High Street
  • 01483 274566
  • martin@icfp.co.uk
  • www.icfp.co.uk
  • martinbamford

Fresh from our podcast

  • How to reduce your energy bills and combat fuel poverty, with James Sommerville
  • Money mindset, with Makala Green
  • Critical Thinking Skills: How to Combat Fake News, with Helen Lee Bouygues
  • Managing an ‘all-weather’ global equity portfolio in 2022, with Matthew Tillett
  • Life Lessons to Help You Find Purpose, Prosperity, and Happiness, with Keisha Blair

© 2022 · Informed Choice Ltd. Site by Bear Content

  • Home
  • Contact
Prev Next