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INVESTOR IN THE FAMILY Radio

The average DIY investor has annual returns of 2.9%. Don't be that guy. Learn to invest with Investor in the Family through our community, training, and education. This podcast exists to help you learn to invest. Whether you've been in the market for years or are just beginning to dip your toes in the water. Our show features interviews with seasoned, professional veterans with the goal of providing an enjoyable and tangible learning opportunity for all of our listeners. Seeking Alpha Certified
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Jun 23, 2016

059 David Stein - Money For The Rest Of Us

 

Retiring by the age of 50, David Stein has been in the personal finance and investment industry for over 20 years – already a millionaire. He has advised and managed corporate assets for institutions and financial planners, working as the Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC. In addition, he has co-founded the firm’s asset management division while perfecting his teaching style as an investment coach and consultant with non-profit organizations.

Although retired, David still enjoys helping people learn about money and how to invest it wisely. Currently, he helps “young investors” improve their portfolio performance through his coaching and consultation services, as well as his podcast and the Money For the Rest of Us Hub – a multimedia investment education platform. When he’s not spending time helping other investors build their portfolios or working on his own, he enjoys spending time with his family, traveling, writing, and trout and fly fishing. David is a strong believer that “the best way to become a millionaire in the United States is to start and own your own business” and to live frugally.

Please welcome David Stein to the show!

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Links:

http://www.jdavidstein.com/

https://twitter.com/jdstein

https://www.facebook.com/moneyfortherestofus

https://www.linkedin.com/in/jdstein

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