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111: Guest Interview - David Stein, What Investment Return Should You Plan for? episode artwork

EPISODE · Dec 9, 2019 · 35 MIN

111: Guest Interview - David Stein, What Investment Return Should You Plan for?

from Millionaires Unveiled · host Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Afford Anything

David Stein, podcast host and author of the podcast/book titled, "Money for the Rest of Us" joins us for today's interview. We discuss David's background as an institutional investor and money manager, his asset allocation, and his thoughts on what return one should plan for in the future. He also shares advice on cash flow, portfolio allocation, real estate, and risk. Check out his new book at https://amzn.to/341qLt4 and his website at https://moneyfortherestofus.com/.

Episode metadata supplied by the publisher feed · Published Dec 9, 2019

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111: Guest Interview - David Stein, What Investment Return Should You Plan for?

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