Some common worries every investor has regardless of wealth status and what to do about it
Explaining how debt, surprisingly, might be a good thing for an investor’s bottom line.
She gives a brief history lesson on U.S. investing policies and why those policies have changed.
Emphasizing the importance of diversification and looking at the big picture.
Advising parents on how to build a positive family culture and become a high functioning family.
Discussing how to calculate your retirement income. and warning listeners that retirement is not a one-size-fits-all situation.
Discussing the importance of having a diverse education with Nobel Prize winner, Professor J. Michael Kosterlitz.
Why the U.S. has a promising future in the global market and how the millennial generation is part of that future
How to avoid tax problems that arise with international investments. and why real estate investments may provide the biggest tax challenge for international investors.
Harvard professor, Mihir Desai discusses his book The Wisdom of Finance: Discovering Humanity in the World of Risk and Return. and shares his belief that the financial system is broken and suggests how to return to a human-focused approach.
Discussing how overconfidence leads to poor financial decisions and why financial planners should help their clients maintain a realistic view of the markets.
Discussing the various investment strategies an investor can use during financial planning.
Advice for dual-citizen investors who have international investments, including how to view an investment as more than its currency value.
Discussing the investment strategy known as a “permanent portfolio” and how it may protect investors during an economic crisis.
Laws meant to minimize international tax evasion sometimes harm law-abiding dual citizens. What can an ordinary American expat do to help reform current tax laws?
How to decide when it’s time to relinquish financial independence and ask for help with your finances.
Why Bitcoin and cryptocurrency could change the way societies manage currencies.
How to get control of your money (when you have it).
Is a track record as important as understanding your current situation and future goals?
A list of tips for investors who have received a sudden windfall, like an inheritance.
Doug shares his insight on early retirement and stresses the level of commitment it takes to really reach the goal and maximize your chance of success at early retirement,
Listen in to learn how investors can break bad habits and make better financial decisions and what financial values are and how to identify personal ones.
Six points on how to manage retirement income wisely, making financial management easier to navigate.
Doug shares the story of an American citizen who opened an investment account through an Israeli bank and the problems that resulted. Learn how to find the right people to help you build your portfolio.
Invested money isn’t the same as a bank account and that not all brokerage firms offer the same services. Learn how to make the most out of your relationship with your brokerage firm