111: Guest Interview - David Stein, What Investment Return Should You Plan for?
Millionaires Unveiled · Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Afford Anything
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Show Notes
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/.