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Radical Personal Finance

Professional Portfolio Manager Turned Early Retiree: Interview With David Stein, Host of Money for the Rest of Us RPF0057

Radical Personal Finance

Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

Finance, Retirement, Insurance, Business, Money, Education, Self-improvement, Financial, Independence, Growth, Advice, Investing, Family, Personal, Radical, Christian, Faith

4.41.9K Ratings

🗓️ 9 September 2014

⏱️ 78 minutes

🧾️ Download transcript

Summary

Today’s show is an interview with David Stein, a former professional portfolio manager and now host of the “Money for the Rest of Us” podcast. We had an amazing conversation and dug into some of the behind-the-scenes information on what the world of professional money management is like. You’ll also be interested in hearing how […]

Transcript

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0:00.0

Would you have any interest in having a chat with somebody who built their career as a portfolio manager of professional portfolios for endowments,

0:11.0

university, the endowments of universities and nonprofit organizations, large

0:16.1

portfolios who's had the opportunity to interview hundreds of individual managers and then

0:22.4

went on to sell a steak in a business and retire at

0:25.5

about 45-ish? I sure would. Today we talk with David Stein. Today is episode 57. I guess it's a little bit silly to say I sure would be interested when in fact I already have and I was interested and I'm still

0:54.3

interested.

0:55.3

Welcome to the Radical Personal Finance Podcast.

0:57.6

I thank you for being here.

0:58.7

My name is Joshua Sheets and I'm your host.

1:01.4

Today is Tuesday, September the 9th, 2014 and Today's show is an interview

1:06.7

with J David Stein, host of the Money for the Rest of us podcast and a former professional portfolio manager.

1:17.0

Or at least portfolio manager consultant. It's always a little bit difficult when you're talking in the financial business to try to figure out exactly what title works for everybody.

1:26.0

I think you're really going to like today's show.

1:28.0

I was really thrilled when I had the chance to talk with David.

1:32.0

We had a very interesting conversation. We talked

1:34.0

about his personal journey and then we also talked about portfolio management,

1:37.2

the science of portfolio management. This is one of those subjects that I'm

1:41.1

incredibly interested in,

1:43.0

and I have a feeling that there's

1:44.6

going to be a lot of information that you're

1:46.2

going to take away.

1:47.4

Enjoy.

...

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