J. David Stein

J. David Stein

David helps individuals become better and more confident investors through his writing, audio, and video. He hosts the personal finance podcast Money For the Rest of Us. The show reaches more than 40,000 listeners per episode and has over 10 million downloads. The podcast has received mention from The New York Times, Forbes, The Chicago Tribune, and the U.S. News and World Report. David also provides investment insights and model portfolios to 1,000 members of the Money For the Rest of Us Plus community. Prior to launching the podcast, David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $70 billion investment advisory firm. At FEG, David co-headed the 21-person research group. He co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager. David’s former advisory clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation. David splits his time between Idaho, Arizona, and locations around the globe. In his free time, he loves to bike, fly fish, hike, read, and spend time with his family.
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