So Money episode 108, David Stein.

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Welcome to So Money.

Welcome back to So Money, everyone. I'm your host,

Farnish Terabi. How are you? Hope you're doing fantastic.

My guest today is David Stein. He's the host of Money for the Rest of Us.

It's a weekly personal finance podcast.

He also runs The Money for the Rest of Us hub,

which is an online educational platform on money,

how it works, and how to invest it.

And he knows a thing or two about all of that, because previously he was chief

investment strategist and chief portfolio strategist at Fund Evaluation Group, a $35 billion institutional investment advisor,

and it was there that he co-led a 20-person research team and managed assets for endowments, foundations, and financial planners.

And now he's taking all of that knowledge, all of that experience, and bringing it to you and

I.

Three amazing takeaways from our time with David.

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