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December 5, 2016 / 5 Kislev, 5777

Posts Tagged ‘retirement’

Goldstein on Gelt: How to Make Sure Your Retirement Goals Are Feasible

Wednesday, October 5th, 2016

Kiplinger’s columnist Jane Bennett Clark explains why your retirement plan should include doing a “test retirement” to see whether your retirement goals are feasible. Make sure to include practical issues, such as where you will live, what you will do, and what your sources of income will be, in planning for retirement.
Should you invest in the stock market when you retire? Doug Goldstein CFP® explains the nature of investing in the stock market and why trying to double your money at a casino is riskier than investing in stocks. Also, don’t forget to sign up for Doug’s upcoming webinar on the effect of the U.S. elections on retirement planning.
The Goldstein On Gelt Show is a financial podcast.

Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

 

Doug Goldstein, CFP®

What Choices Do You Need to Make When You Plan for Retirement?

Tuesday, September 6th, 2016

When you plan for retirement, what are the choices you need to make? Joel Kranc, author of “Retirement Planning in 8 Easy Steps: The Brief Guide to Lifelong Financial Freedom,” explains why your retirement planning should not always follow “rules of thumb.” Instead, you should base your retirement on personal choices. Discover the eight steps you need to take when you plan for retirement.

Are you worried in case there could be another economic crash like in 2008? Doug Goldstein, CFP®, who counseled his clients through the credit crunch, talks about how the central bankers handled the situation and what might happen next.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

Doug Goldstein, CFP®

How Much Money Should You Save For Retirement?

Friday, September 2nd, 2016

How much money do you need to save for retirement? Labor economist Teresa Ghilarducci, author of “How to Retire With Enough Money: And How to Know What Enough Is,” explains how to make this decision, based both on rules of thumb and your personal situation. Find out how to avoid the most common mistakes that people make when planning for retirement.

Doug Goldstein, CFP®, talks about withdrawing from your retirement savings. Learn about the adverse results of not taking “required minimum distributions” on today’s show.
The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

Doug Goldstein, CFP®

How to Prepare for a Happy Retirement

Monday, August 29th, 2016

Planning for a happy retirement is not only a question of money. There are other factors to consider. Wes Moss, financial planner, podcaster, and author of You Can Retire Sooner Than You Think, talks about what makes a happy retirement. Retirement is not only about leaving the daily grind of going to work — it should be a time for doing what you have always dreamed of, but were unable to do during your working years. A happy retirement takes into consideration factors other than the size of your bank account. Listen to find out what else you need for an enjoyable retirement.

Have you recently received a letter from your U.S. brokerage firm asking you to transfer out your account? What should you do? Douglas Goldstein, CFP®, of Profile Investment Services, Ltd. explains the steps you can take if you need to end your existing brokerage relationship. Don’t miss the free download of a toolkit that can guide you through the process of managing your U.S. accounts from overseas.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

Doug Goldstein, CFP®

Is There a Secret to Successful Early Retirement?

Tuesday, July 26th, 2016

Thinking of early retirement?

Darrow Kirkpatrick, author of Retiring Sooner, shares how he retired early (age 50) and discusses the investing strategies to make early retirement possible.

Find out how to estimate how much money you’ll need in retirement.
If you retire early, consider when your pension payments will begin. Should you apply to claim Social Security early (age 62) or wait until you later (age 70), when the benefits are greater?
Listen to the show to find out more about Social Security, spousal benefits, and outside pensions.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

Doug Goldstein, CFP®

How to Invest for Retirement in a Low-Interest Rate Environment

Thursday, June 2nd, 2016

How can you invest for retirement in a low-interest rate environment? One answer is to invest in bonds. Learn why many retirees choose to invest in bonds, what the risks are, and how to buy them.

Investing in a bond fund can help diversify your portfolio. This week’s Goldstein on Gelt podcast gives a link for a video about bond laddering and an article that explains how bond funds can increase your portfolio’s diversification.

Professor Burton G. Malkiel of Princeton University, bestselling author of A Random Walk Down Wall Street, takes the idea of investing at low risk further. He recommends three tools that may help you to invest for retirement in today’s low-interest environment and shares his predictions for inflation and interest rates.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

Doug Goldstein, CFP®

Bank Leumi to Cut 10 Percent of Work Force

Wednesday, May 25th, 2016

Bank Leumi plans to cut at least 10 percent of its work force, according to the draft of a five-year plan presented this week to the Bank of Israel.

In the first year of the bank’s reorganization plan, more than a thousand workers are to be laid off, according to Israel Radio.

Approximately 100 employees per year will be laid off in the next four years, most of whom will be those who are ready to retire.

Bank Leumi is one of the largest banks in Israel.

Hana Levi Julian

Printed from: http://www.jewishpress.com/news/breaking-news/bank-leumi-to-cut-10-percent-of-work-force/2016/05/25/

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