

Money For the Rest of Us
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
Episodes


Money for the Rest of Us Update and Survey

Small Gains, Big Losses: The Hidden Risk in Steady Income

The Financial System Will Be Hacked and How to Prepare For It

Bond Market Chaos: Why Interest Rates Keep Rising and What to Do About It

5 Steps to Simplify Your Investment Portfolio

How to Navigate the AI Debt Bubble

Is Inflation Manipulated? If So, What to Do About It

A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There

Will You Be Forced to Own SpaceX and Other AI Stocks?

Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs

We Are All Wayfinders

Five Practices That Have Shaped My Career

Invitation to Our Live Portfolio Review and Rebalancing Special Webinar

There Is No Perfect Portfolio. Just Good Enough

A MFTROU Update, Cognitive Offloading Versus Cognitive Surrender, and Live Portfolio Cohorts

Is Another Great Financial Crisis Coming? 5 Ways to Prepare

AI Is Changing Me - and the Case for Good Enough

What Average Really Looks Like — and Can Managed Futures Help?

Asset Location: Where You Invest, Where You Live, What You Can Access
Asset location, both in financial investments and life choices, is the central theme. The podcast explores how to optimize after-tax returns by strategically placing assets in taxable, tax-deferred, and tax-free accounts, treating all accounts as one unified portfolio. It argues that location decisions, such as where t...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
