Podcast Summary: Money For the Rest of Us – "Money for the Rest of Us Update"

Host: J. David Stein
Date: September 24, 2025

Overview

In this special update episode, host J. David Stein provides listeners with a status report on the podcast and the broader Money for the Rest of Us platform. Instead of a regular episode, David announces a shift in content delivery for the next two weeks, shares information about upcoming member-exclusive events, details on new content and platforms, and reiterates the values and approach behind his work. The episode serves as a hub for updates, invitations, and reflections on the direction of the show and related resources.

Key Discussion Points and Insights

1. Podcast Schedule Changes & Live Stream Announcement

• [00:00–02:10]
  • No regular podcast episodes this week or the following week.
    • This week: Focus on a video live stream for PLUS members (Sep 25th, 7:00 PM ET).
    • Next week: Time reserved for compiling the monthly investment strategy report for PLUS members.
  • Invitation to join PLUS: Non-members encouraged to try PLUS membership, join the live stream, and ask questions.
  • Live stream topic: Updating episode 281 ("Four Forces That Will Shape The Next Decade") with new analysis on how these forces have evolved and their impact on markets and investing.
    • “Wow, have they really had an impact.” (David Stein, 01:12)

2. Content Beyond the Podcast

• [02:10–04:30]

  • The Money for the Rest of Us platform offers a variety of free educational content in addition to the main podcast.

    • YouTube channel: Recent video covers where to invest cash after Fed's 0.25% rate cut, including an explanation of why the cut was only a quarter percentage point and ongoing inflation concerns.
      • "On the homepage of the Money for the Rest of Us YouTube channel, there’s playlist with dozens and dozens of videos that we’ve recorded over the years…” (03:05)
    • Playlists available: On investing, early retirement, macroeconomics, and government finances.

  • Short-form video content:

    • Over 50 video shorts (~2 minutes each) on various topics, including the OECD lowering economic growth forecasts and its implications for investors.
    • Shorts also cross-posted on Instagram (@AssetCampHQ) and LinkedIn (search: David Stein).
      • "I usually do a video short about twice a week." (03:50)

3. New Platforms & Outreach Initiatives

• [04:30–06:25]
  • Substack launch: Responding to member interest, Money for the Rest of Us is now on Substack. Expect episode-based articles and other curated content.
    • “We recently conducted a survey of PLUS members... a number of them like to curate newsletters and other content on Substack and we haven’t been posting on Substack so we will now…” (04:45)
  • Insider’s Guide email newsletter: Will be expanded to include more updates and highlight content from other platforms to enhance sharing and consumption.
    • "We typically have a fresh article... but we also will highlight the other content that we... create as part of our investment education platform." (05:40)

4. Reflections on Member Feedback & Core Values

• [06:25–07:15]
  • Member appreciation: PLUS members value the consistency and reliability David Stein brings, rooted in decades of institutional investment experience.
    • "I have a way that I approach investing that very much comes out of my institutional investing background that I’ve been teaching on Money for the Rest of Us for over a decade now…” (06:40)
  • Commitment to making educational content accessible and shareable.

5. Book Promotion and Personal Insights

• [07:15–09:10]
  • Listener anecdote: Some community members are unaware David authored a book, "Money for the Rest of Us: 10 Questions to Master Successful Investing," available as audiobook, hardcover, and ebook.
    • “Yes, I did write a book. It’s Money for the Rest of Us: 10 Questions to Master Successful Investing.” (08:05)
  • Work on second book: David shares the challenges and higher standards for his second book.
    • "Your first book, you realize, huh, I can actually write a book. And then the second book is, well, how can I write a better book… That’s why I’ve taken three, almost four years on this second book.” (08:40)

6. Looking Forward

• [09:00–end]
  • Podcast returns with new episodes in October.
  • Reminders of channels to reach out for questions or feedback (email: eam@moneyfortherestofus.com).
    • “We’ll be back in October with new podcast episodes. Thank you for supporting our show…” (09:03)

Notable Quotes & Memorable Moments

• On live stream topic update:
  "The initial topic is to update an episode that I did five years ago, episode 281 Four Forces that will Shape the Next Decade. And I want to update how those forces have changed and wow, have they really had an impact.”
  — David Stein [01:10]

• On multi-platform strategy:
  “In addition to the Money for the Rest of Us podcast, we regularly post on a number of other platforms, free content.”
  — David Stein [02:35]

• On providing consistency:
  "One of the things that they appreciate about Money for the Rest of Us and me is the consist and reliability. I have decades of investment experience.”
  — David Stein [06:30]

• On writing a second book:
  "The second book is, well, how can I write a better book? And that's why I've taken three, almost four years on this second book because I want it to be better than the first book.”
  — David Stein [08:40]

Timestamps for Important Segments

• [00:00] – Host welcomes listeners, episode format announcement
• [01:10] – Upcoming live stream details for PLUS members
• [02:10] – YouTube and other free content explained
• [03:50] – Short videos, Instagram/LinkedIn activities
• [04:45] – Substack launch and content strategy update
• [05:40] – Expansion of email newsletter to cover more platform activity
• [06:40] – Member feedback and the host’s investment philosophy
• [08:05] – Host’s book promotion and ongoing writing efforts
• [09:03] – Wrap-up and preview of upcoming episodes

Conclusion

This episode serves as a comprehensive update on the state and future direction of Money for the Rest of Us. David Stein is temporarily pausing the regular podcast to focus on delivering value to PLUS members and expanding content across multiple platforms. Listeners are encouraged to engage via new channels like YouTube, Instagram, LinkedIn, and Substack, and are reminded of past and upcoming books and resources. The host’s dedication to educational consistency, reliability, and thoughtful evolution of materials remains at the heart of the platform.