059 David Stein Father’s Day Interview – Deciding Between Family and $35 Billion

David Stein Father

059 David Stein Father’s Day Interview – Deciding Between Family and $35 Billion



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This is part two of a three part Father’s Day series, you can click to enjoy part one, an interview with Chris DeMuth.

Retiring by the age of 50, David Stein has been in the personal finance and investment industry for over 20 years. 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 his family, traveling, writing, and trout and fly fishing. David is a strong believer that “the best way to become a millionaire in the United States is to start and own your own business” and to live frugally.

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Related Content:

David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets

057 Chris DeMuth Father’s Day Interview – Raise Your Kids to be Successful Adults