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.
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.
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
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?
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
Expert advice on investments, risk, and how having the right retirement plan makes all the difference.
Many investors use “financial forecasting,” and base their investment strategy on what they think might happen in the markets. Is that a good idea?
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?
Is creating a trust appropriate for your estate plan? Learn about the ramifications of trusts on probate, inheritance, and maintaining control of your assets.
Spending money can be an educational experience. Find out how to teach your kids how to make better choices about spending money.
When a professional provides client references, will you get an objective opinion?
E-mails and other quick forms of messaging leave open the possibility of miscommunication. Doug gives advice on how to communicate effectively with your financial advisor.
Find out how the BUZZ Index works and why people may be more inclined to tell the truth on social media platforms than in polls.
Is there a magic amount of savings that enables you to retire? What factors, other than age, should be taken into consideration when determining when and where you’ll retire?
Find out why women in particular should research what they may be entitled to when they retire, whether single, married, or divorced. Depending on your situation, it may be more than you think.
Learn why cheapskates rarely suffer from “buyer’s remorse,” and get tips for how to teach children the advantages of delayed gratification. Learn why 'cheapskates' rarely suffer from “buyer’s remorse,” and get tips for how to teach children the advantages of delayed gratification.
The hardest part of investing is not being able to predict the future; the easy part is the paperwork. Doug explains how technology is making financial paperwork easier to deal with.
If you want your money to grow faster than the bank’s interest rates, should you invest in the stock market? Is there a “safe stock?” What should conservative investors do with their investments?
Why do some people prefer to bet in a casino, where the odds are stacked in favor of the house, rather than putting their money into the stock market, where chances of making a profit are much higher?
Doug shares three simple steps that you can take this year to stay financially secure. Find out what these steps are on today’s financial podcast