Perimeter Listening / Investing

Money for the Rest of Us

David Stein draws on his former institutional investment career to explain the decisions facing people who manage their own money. His largely solo episodes connect asset allocation, investment products and economic conditions with retirement planning and portfolio maintenance. The explanations use examples and analogies while still examining risks and tradeoffs. The archive and topic index make the show useful for researching a specific investing question as it arises.

Official show Apple Podcasts Spotify RSS

Meet the hosts

Listen for

Asset allocationRetirementInvestment productsRiskEconomics

The show

Solo investing lessons and commentary · Money for the Rest of Us

The Desk’s listening note

Begin with a portfolio-construction lesson, and separate durable investing principles from the episode’s observations about current market conditions.

Who it’s for

Self-directed investors who know the basics and want clearer explanations of portfolio choices, unfamiliar asset classes and the economic forces affecting long-term plans.

A useful place to start

Start with “How to Simplify Your Portfolio” to hear Stein’s approach to organizing holdings and account constraints, then explore an asset class you already own.

From connected public feeds

Latest collected episodes

Loading collected reading…

The people behind the microphone

Meet the host.

All host profiles

Host, Money for the Rest of Us; former investment strategist

David Stein

David Stein created Money for the Rest of Us to help individuals understand investing and manage their own portfolios. He previously served as chief investment strategist and chief portfolio strategist at FEG Investment Advisors, where he co-led research and helped build an asset management division. His current educational work draws on that institutional experience to explain investment decisions and retirement planning.

Host profile Official profile

Sources & further reading

Profile checked September 18, 2026. Editorial notes are Perimeter’s interpretation.