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Goldstein on Gelt: How the “Bucket Strategy” Can Help Investors Manage Risk

14 Iyyar 5777 – May 10, 2017
Whether combining accounts is something you want to do, or not, these 6 steps are still good for getting the marriage off on the right foot.

Goldstein on Gelt: Prepare Your Kid to be an Early Investor

11 Iyyar 5777 – May 7, 2017
Doug offers examples of when splitting up a brokerage account is a good idea, and identifies when a joint account is desirable.

Goldstein on Gelt: Align Your Spending and Investments With Your Values

7 Iyyar 5777 – May 3, 2017
An investor's money choices should align with what they value in life. Explore how to realign thinking and make smarter investments based on personal values.

Goldstein on Gelt: Is There Such a Thing as Predictable Investments?

30 Nisan 5777 – April 26, 2017
A major mistake new retirees make is failing to make a sound retirement budget. Here are some practical suggestions to find the ideal retirement budget and still reach your personal goals.

Goldstein on Gelt: Common Investing Mistakes

Three common-SIMPLE-mistakes investors make with their money. Doug explains what leads to these mistakes and how to fix them

Goldstein on Gelt: Are Non-US Citizens “Allowed” to Own US Financial Accounts?

30 Nisan 5777 – April 25, 2017
The benefits and pitfalls of investing in the international market, why people are interested in owning US. accounts and why having a cross-border specialist if planning to invest outside your country.is a necessity

Goldstein on Gelt: Can Decision Fatigue Affect Your Investments?

18 Nisan 5777 – April 14, 2017
Do you ever wonder if Doug takes his own advice? Find out...

Goldstein on Gelt: Are You Prepared for a Market Crash?

16 Nisan 5777 – April 12, 2017
Many investors don’t have the heart to hang onto a stock that was decimated in a market crash. For investors who don’t want to take their chances with the market, Doug has some safer choices.

Goldstein on Gelt: Be Wary of the Risks of Margin Accounts

13 Nisan 5777 – April 9, 2017
Doug explains margin accounts or borrowing money to make an investment. He offers 4 questions to ask yourself before making such a risky investment move and why margin accounts may be a bad idea.

Goldstein on Gelt: Does Your Broker Understand What You Mean by “Safety of Principal?”

7 Nisan 5777 – April 2, 2017
Our host, Doug Goldstein, CFP®, explains what “safety of principal” means and how to get it. Certificates of Deposits or “CDs” are a great option for the conservative investor.

Goldstein on Gelt: Do your adult kids know your final wishes?

3 Nisan 5777 – March 30, 2017
Avoid the common mistakes parents make when they invest in their kids’ futures. Doug covers some of those mistakes and has some useful strategies to use in planning gifts for the future.

Goldstein on Gelt: Can You Really Live on Less?

29 Adar 5777 – March 27, 2017
Graham Hill believes you can live on less. His TED Talk, “Less Stuff, More Happiness” presents his unique view on society’s misguided need to get more $, more power, more stuff…just “more” in general

Goldstein on Gelt: Why You Need to Understand your Stocks

18 Adar 5777 – March 16, 2017
Dividends are often a trap. Learn how it’s easy to be fooled by high dividend returns. How can you determine if a high dividend is worth the risk?

Goldstein on Gelt: Do You Really Need to Make More Money?

14 Adar 5777 – March 12, 2017
Doug discusses why investors should consider their financial situations before trying to make more money. Sometimes your portfolio's fine and the real risk of losing money in the market isn’t worth it

Goldstein on Gelt: Will Investment Risk Derail Your Retirement?

9 Adar 5777 – March 7, 2017
Expert advice on investments, risk, and how having the right retirement plan makes all the difference.

Goldstein on Gelt: Can Financial Forecasting Predict the Best Investments?

7 Adar 5777 – March 5, 2017
Many investors use “financial forecasting,” and base their investment strategy on what they think might happen in the markets. Is that a good idea?

Goldstein on Gelt: Is There a Better Way to Use Your Credit Card?

3 Adar 5777 – March 1, 2017
Find out how credit cards really work, and who benefits from your credit card purchases. Can consumers benefit from points and reward schemes without falling into debt?

Goldstein on Gelt: Are You Prepared for the Next Market Crash?

1 Adar 5777 – February 27, 2017
Is creating a trust appropriate for your estate plan? Learn about the ramifications of trusts on probate, inheritance, and maintaining control of your assets.

Goldstein on Gelt: How to Turn Spending Money Into an Educational Experience

26 Shevat 5777 – February 22, 2017
Spending money can be an educational experience. Find out how to teach your kids how to make better choices about spending money.

Goldstein on Gelt: How to Turn Spending Money Into an Educational Experience

25 Shevat 5777 – February 21, 2017
When a professional provides client references, will you get an objective opinion?

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