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Voices & Sources

David Stein

Investment Advisor and Podcast Host

David Stein

David Stein

Investment Advisor and Podcast Host

David Stein is an investment advisor and the host of the 'Money for the Rest of Us' podcast, focusing on personal finance and investment education.

Cited In 2 Articles

Financial Technology (FinTech)

Is Voice-Activated Banking Convenient Enough to Justify the Privacy Trade-Off — or Are You Literally Giving Your Financial Data a Microphone?

Is voice-activated banking worth the privacy trade-off, or are you handing your financial data a microphone? Fintech expert Rohit Bhargava, privacy attorney Jennifer McFadden, and CFP David Stein debate convenience, security, and whether current data protections are enough.

Sep 01, 2026

Credit & Personal Finance

Is Holding Cash Right Now a Smart Defensive Move — or Are You Just Losing to Inflation While Waiting for Certainty That Never Comes?

Inflation is eating away at every dollar sitting idle — but markets feel shaky enough that "stay liquid" still sounds reasonable. Michael Kitces, Samantha Sharf, and David Stein debate whether holding cash right now is smart defense or just a slow bleed while you wait for certainty that may never come.

Jun 30, 2026