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Artwork for Money For the Rest of Us

Money For the Rest of Us

J. David Stein
Investment Strategies
Investing
Inflation
Artificial Intelligence
S&P 500
Interest Rates
Federal Reserve
Market Trends
Bitcoin
Gold
Passive Investing
Personal Finance
National Debt
Japan
Private Credit
Quantitative Easing
Money For the Rest Of Us
Asset Allocation
Exchange Traded Funds
Stock Market

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

PublishesTwice monthlyEpisodes577Founded12 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Money For the Rest of Us

Latest Episodes

SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in stocks tied to AI. And finally, if you do buy Spac... more

We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. Finally, we explain why it's better to own a singl... more

Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze his portfolio trades over the past 12 years.

Spon... more

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I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.

Topics covered include:

• Recommended note-taking app and practices

• Recommended periodicals

• How to get better... more

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Recent Guests

David Bach
A former financial advisor and author of 12 bestselling books, including The Automatic Millionaire.
Episode: Burnout, Breaks, and the Courage to Spend with David Bach
Dave Thomas
CIO and founder of Atalan Capital Partners
Atalan Capital Partners
Episode: Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas
Carl Richards
Renowned sketch artist and author, known for his insightful illustrations on financial concepts
New York Times
Episode: How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards
Nick Maggiulli
Chief Operating Officer at Ritholtz Wealth Management, author and creator of Dollar and Data.
Ritholtz Wealth Management
Episode: Climbing the Wealth Ladder with Nick Maggiulli
Scott Harlan
Managing Partner and Founder of Rockland Capital
Rockland Capital
Episode: The Future of Power: Energy at a Crossroads with Scott Harland
Ali Akay
Founder and CIO of Carrhae Capital, an emerging markets asset manager.
Carrhae Capital
Episode: Investing in Emerging Markets with Ali Akay
Simmons Bunton
Influential blogger and author
Trinity University Press
Episode: Where Are We Heading?
Max Belmont
Portfolio Manager and Senior Research Analyst at First Eagle Investments
First Eagle Investments
Episode: Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge
Howard Smith
Partner at Indus Capital, focused on Japan strategies
Indus Capital
Episode: Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

Host

David Stein
Host of Money For the Rest Of Us. Provides investment education and financial insight with a practical, down-to-earth approach.

Reviews

4.5 out of 5 stars from 1.9k ratings
  • Remember when you hated btc

    Because of your incompetence I didn't research and thought it was just bogus. You have costed thousands of listeners millions of dollars in opportunity cost because of your dumbness

    Apple Podcasts
    1
    Hodl_till_the_end
    United States6 months ago
  • Good info, not my favorite to listen to.

    I struggle with David’s podcasting voice. His tempo, his inflections, his tone, to me, make everything sound both “really important” and “really mundane” simultaneously. Also, the fact that his ads have no backgound music, and sound exactly like his monologue is really annoying. The info he shares is fine, I just don’t enjoy listening to much of it very often.

    Apple Podcasts
    3
    Jeff G. Colorado
    United States10 months ago
  • Great show

    Thanks for putting together the show with insightful interviews. Love the content, and it helps more people stay informed on many things investing.

    Apple Podcasts
    5
    AustinAllStar
    United Statesa year ago
  • Well worth a listen!!

    Loving this podcast, it is educational and entertaining. David is a great host!

    Apple Podcasts
    5
    Poppy@davedubeau
    United Kingdoma year ago
  • Mostly Insightful

    Nice work on cryptocurrency.

    Apple Podcasts
    5
    Interested bystander
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

A few reviews note the host's delivery can be polarizing but the content is consistently informative.
The host simplifies complex topics into actionable ideas that listeners can actually apply.
Sponsorships are welcomed when they align with practical investing themes.
Listeners praise the clear, data-driven insights and practical retirement planning guidance.
Some episodes feel overly long or heavy on ads, but the core content remains valuable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards
Q: How has your approach to risk changed over the years?
I've come to understand risk through experiences in the mountains, realizing it's more about the consequences than just the probability of negative outcomes.
How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards
Q: Can you explain the difference between risk and uncertainty?
Risk pertains to probabilities we can estimate, while uncertainty involves the unknown factors we can't fully predict.
How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards
Q: How has your understanding and relationship with money changed after many years in your work?
My view has evolved into seeing money as an abstraction disconnected from real interactions and relationships, emphasizing the need for a more conscious connection.
Climbing the Wealth Ladder with Nick Maggiulli
Q: What other types of wealth beyond financial wealth should we consider?
Beyond financial wealth, there are social, time, mental, and physical wealth that should be prioritized as you move up the wealth ladder.
Climbing the Wealth Ladder with Nick Maggiulli
Q: What role does luck play in moving up the wealth ladder?
Luck can greatly influence wealth accumulation; bad luck can impact those at lower levels much more severely than at higher levels.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Money For the Rest of Us

What is Money For the Rest of Us about and what kind of topics does it cover?

The show centers on practical personal finance and investing education for individual investors, with a focus on simple, data-driven concepts, portfolio construction, and risk management. Episodes frequently tackle retirement planning, asset allocation, and real-world strategies, while also exploring how technology—especially AI—affects decision making and efficiency. Noteworthy elements include a steady emphasis on staying flexible, using lightweight yet rigorous analysis, and incorporating live cohorts or webinars to help listeners implement ideas. The host's approachable style and willingness to translate complex topics into actionable steps are likely to appeal to listeners who want clear guidance without heavy market speculation.

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Which podcasts are similar to Money For the Rest of Us?

These podcasts share a similar audience with Money For the Rest of Us:

1. The Long View
2. Bogleheads On Investing Podcast
3. Stay Wealthy Retirement Podcast
4. Investing Insights
5. Sound Investing

How many episodes of Money For the Rest of Us are there?

Money For the Rest of Us launched 12 years ago and published 577 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Money For the Rest of Us?

Recent guests on Money For the Rest of Us include:

1. David Bach
2. Dave Thomas
3. Carl Richards
4. Nick Maggiulli
5. Scott Harlan
6. Ali Akay
7. Simmons Bunton
8. Max Belmont

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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