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Goldstein on Gelt: Know When to Let Go of the Financial Reins

9 Tammuz 5777 – July 3, 2017
Doug advises both senior parents and their adult children about how to begin the process of helping with the parents financial responsibilities in a respectful and sensitive manner.

Goldstein on Gelt: What is a Deep Value Investor?

8 Tammuz 5777 – July 2, 2017
Instead of rushing to spend/invest an inheritance, slow down and consider the options. There are many details involved in managing an inheritance, especially if it includes IRAs or other American accounts.

Goldstein on Gelt: Should You Invest in Traditional Real Estate or REITs?

4 Tammuz 5777 – June 28, 2017
Doug explains what a REIT is and its potential benefits. If you are interested in the real estate market, make sure to tune in.

Goldstein on Gelt: How Do You Value a Stock?

2 Tammuz 5777 – June 26, 2017
If you are interested in early retirement, there are TWO changes you should make in your investments to increase your chances of financial success.

Goldstein on Gelt: How Do You Value a Stock?

28 Sivan 5777 – June 22, 2017
Doug discusses early retirement. If you are interested in early retirement, there are two changes you should make in your investments to increase your chances of financial success.

Goldstein on Gelt: How to be a Financial Grownup

26 Sivan 5777 – June 20, 2017
Doug explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts.

Goldstein on Gelt: What is the Best Way to Transfer Your U.S. Brokerage Account?

24 Sivan 5777 – June 18, 2017
Doug shares what you, an investor with a foreign address, can do and what factors an investor should be taken into consideration.

Goldstein on Gelt: Which Is More Useful: Stock Market Predictions or a Financial Plan?

20 Sivan 5777 – June 13, 2017
Should investors pay more attention to the analysts predictions of what might happen or their own financial goals and dreams?

Goldstein on Gelt: Don’t Be Fooled by Investment Schemes!

19 Sivan 5777 – June 12, 2017
Doug shares some examples of investment scams and stresses the importance of maintaining a realistic view on the situation.

Goldstein on Gelt: Do Dual Citizens Need Separate Wills for Each Citizenship?

11 Sivan 5777 – June 5, 2017
Discussing options for wills when someone has assets in both the U.S. and Israel, the advantages and limitations of each country’s will.

Goldstein on Gelt: Converting Labor Assets into Financial Assets

5 Sivan 5777 – May 30, 2017
Doug believes we should take a big picture holistic approach to family finances, starting with our biggest asset- salary-when making financial plans.

Goldstein on Gelt: Will Beginning Savings Early Lead to Exponential Growth?

4 Sivan 5777 – May 29, 2017
Without knowing the fundamentals of finance, how can you determine who to listen to or what to do?

Goldstein on Gelt: Should You Increase Portfolio Risk to Increase Your Returns?

28 Iyyar 5777 – May 23, 2017
What choices are there for conservative investors? Should your investment portfolio include certificates of deposit (CDs)? Learn different ways to buy a CD.

Goldstein on Gelt: Is there a “Right Way” to Diversify Investments?

25 Iyyar 5777 – May 21, 2017
Investors should always have a strategy. If you don’t want to build a diversified portfolio by yourself, work with a money manager to choose the well-diversified investments.

Goldstein on Gelt: What Millennials Need to Know About Investing

20 Iyyar 5777 – May 16, 2017
Discussing how the millennial generation can start investing by suggesting smart money habits that make investing money and decreasing debt both possible.

Goldstein on Gelt: The Pros and Cons of International Investing

18 Iyyar 5777 – May 14, 2017
Be sure your investment decisions are within your comfort level. Investors shouldn’t lose sleep over their investments. Don’t let what MIGHT happen affect your decision making.

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.

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