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.
Doug offers examples of when splitting up a brokerage account is a good idea, and identifies when a joint account is desirable.
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.
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.
Three common-SIMPLE-mistakes investors make with their money. Doug explains what leads to these mistakes and how to fix them
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
Do you ever wonder if Doug takes his own advice? Find out...
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.
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.
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?