Money For the Rest of Us

J. David Stein

A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com

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Money For the Rest of Us

Episodes (567)

Wed Feb 11th Asset Location: Where You Invest, Where You Live, What You Can Access
Jan 28th Why Catastrophe Bonds Yield 12%. Should You Invest?
Jan 14th What Will Drive Financial Markets in 2026—and How to Make It Your Best Year

Money For the Rest of Us

Feb 11, 2026
24½ minutes
22 MB

In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices. Sponsors Gelt - Taxes Done Right Masterworks - Invest in multimillion-dollar artwork offerings Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products <...

Money For the Rest of Us

Asset Location: Where You Invest, Where You Live, What You Can Access

J. David Stein

00:00 -23:33