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    David Stein

    Money For the Rest of Us

    David Stein is a prominent financial professional known for his role as the Producer and Host of Money For the Rest of Us, a popular weekly personal finance podcast boasting over 15 million downloads.

    In addition to his podcasting success, he is the Author of Money For the Rest of Us: 10 Questions to Master Successful Investing, a book published by McGraw Hill.

    Stein serves as the Editor and Publisher of Money For the Rest of Us Plus, a comprehensive multimedia investment education platform designed to equip individual investors with the necessary tools and resources to effectively manage their investment portfolios.

    With a robust background as a creative strategic planner and business developer, Stein brings valuable executive-level leadership experience in portfolio management, investment consulting, manager research, and outsourced CIO solutions.

    His career highlights include conceptualizing, building, and selling investment advisory businesses, consistently achieving double-digit annualized revenue and EBITDA growth through his strategic leadership.

    Boasting over 16 years of senior-level experience, Stein has provided advisory services to institutions, financial advisors, and individuals on both discretionary and non-discretionary bases.

    His expertise spans global macroeconomics, asset allocation, portfolio structure, market sentiment, and alternative investments.

    Stein is recognized for his ability to simplify complex economic and investment concepts through his writing and public speaking engagements, making him adept at communicating with a broad audience.

    He pursued his education by studying MBA with a concentration in Finance at Miami University and earning a BBA in Finance from the University of Cincinnati.

    Throughout his professional journey, Stein has been associated with notable organizations such as Money For the Rest of Us, Darby Creek Advisors LLC, Fund Evaluation Group, LLC, and AT&T.

    His comprehensive experience and expertise in finance, investment, and strategic planning position him as a respected figure in the financial industry.

    David Stein
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    Location

    Tucson, Arizona, United States