How can you design an investment portfolio to account for uncertainty?
Given enough time, the markets may recover, but do you have enough time in your own plan to recover from potential loss?
Retirement planning requires some flexibility
How much money do you need to be happy?
How networking can help OR hinder your financial decisions.
Doug explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts.
Learn how to determine a stock’s intrinsic value, and how to make sure you pay less than the value you receive.
If you are interested in early retirement, there are TWO changes you should make in your investments to increase your chances of financial success.
After working hard to save and grow your money, you want to make sure that it is accessible when you need it.
What does handwriting have to do with investing?
If you want to get out of debt, should you pay off your smallest debts first or those with the highest interest rates?
Without knowing the fundamentals of finance, how can you determine who to listen to or what to do?
How can you know which is the best retirement planning tool in the market?
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.
Discussing options for wills when someone has assets in both the U.S. and Israel, the advantages and limitations of each country’s will.
Corona is casting a giant shadow over all aspects of life. Even though the market may have begun to recover from its initial crash, nothing is smooth sailing.
Doug believes we should take a big picture holistic approach to family finances, starting with our biggest asset- salary-when making financial plans.
Practical ways to find the ideal retirement budget and still reach your personal goals.
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.
Listen to this timely podcast on what is happening with the bond market, and why bond prices might drop. Should you buy or sell bonds now?
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.
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.
The benefits and pitfalls of investing in the international market.
You may not have to sell your stocks at historic lows in order to raise cash to withdraw and pay taxes. Listen to this podcast for an explanation.
Despite the ban on amusement parks, we are on a roller coaster ride. Buckle up, and tune in for this special update.
Do you agree with the pundits who predict a global market crash?
Doug talks about looking at the longer-term view of the world economy. Can things get better? Will you benefit from the world’s future abundance?
Is it fair to say investing in stocks is like gambling?
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?