INVESTOR IN THE FAMILY Radio

059 David Stein - Deciding Between Family and $35 Billion (Special Father's Day Podcast)

June 23, 201630 min
059 David Stein - Money For The Rest Of Us   Retiring by the age of 40, 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

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