Money For the Rest of Us

著者： J. David Stein
無料で聴く

  • サマリー

  • 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
    © All rights reserved
    続きを読む 一部表示

あらすじ・解説

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
© All rights reserved
個人ファイナンス 経済学
続きを読む 一部表示
エピソード
  • Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

    Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income
    2025/02/19

    How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.

    Topics covered include:

    • How immediate annuities and deferred income annuities work
    • What are mortality credits, and why they are a key diversifier
    • Examples of how mortality credits lead to a 1% to 1.5% higher annualized return over several decades
    • How to decide whether an annuity is right for you


    Episode Sponsors

    NetSuite

    LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

    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

    Asset Camp

    Money for the Rest of Us Plus

    Show Notes

    Post: No, really. Deferred income annuities (DIAs) are superior to SPIAs in every way by Boglehead User "GoWithTheCashFlow"—Bogleheads

    Actuarial Life Table—SSA

    TIPSLadder

    Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement by Wade D. Pfau—Retirement Researcher

    Related Episodes

    464: More Ways to Lock in Higher Yields in Case Interest Rates Fall

    455: Easier Investing, Richer Life: TIPS Ladders to Annuities

    407: Worry-Free Retirement Investing

    279: Why All Retirees Should Consider an Income Annuity

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    続きを読む 一部表示
    26 分
  • What Are Sovereign Wealth Funds and Does the U.S. Need One?

    What Are Sovereign Wealth Funds and Does the U.S. Need One?
    2025/02/12
    The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how they invest, and some concerns with the U.S. establishing one.Topics covered include:What are the four types of sovereign wealth funds, and why the U.S. doesn't fit the typical use caseHow sovereign wealth funds navigate between politics and generating high returnsWhy a U.S. sovereign wealth fund, depending on its size, could crowd out other investment capital, leading to lower investment returnsHow the U.S. already invests in its economy without a sovereign wealth fundEpisode SponsorsDelete Me – Use code David20 to get 20% offLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFact Sheet: President Donald J. Trump Orders Plan for a United States Sovereign Wealth Fund—The White HouseA Plan For Establishing A United States Sovereign Wealth Fund—The White HouseInternational Forum of Sovereign Wealth FundsSovereign Wealth Funds: Past, Present and Future by Salman Bahooab, Ilan Alonb, and Andrea Paltrinieria—ScienceDirectGuardians releases 2024 Annual Report—NZ Super FundUK Wealth Fund Brings Government And Private Investment Together by Efraim Chalamish—Global Finance2024 Invesco Global Sovereign Asset Management Study—InvescoTop 100 Largest Sovereign Wealth Fund Rankings by Total Assets—Sovereign Wealth Fund InstituteThe Importance and Perspectives of Sovereign Wealth Funds in the Globalised Economy by Jan Černohorský and Kateřina Tesnerová—SHS ConferencesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    続きを読む 一部表示
    20 分
  • Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

    Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge
    2025/02/05

    This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.

    FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.

    Topics discussed in the episode include:

    • How experienced professionals can have a significant influence on one's career, such as the impact Jeremy Grantham and David Swenson had on Ben's career
    • The impact of the rise of passive investing
    • Investment opportunities in quality and deep-value stocks
    • The distinct risks of the high concentration in large-cap tech stocks


    Show Notes

    FEG episode page

    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

    Asset Camp

    Money for the Rest of Us Plus

    Related Episodes

    491: The Five Layers of Investing

    419: How to Make Portfolio and Asset Allocation Changes

    401: Why Diversifying Your Portfolio Feels Awful

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    続きを読む 一部表示
    51 分
activate_buybox_copy_target_t1

Money For the Rest of Usに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。