Goldstein on Gelt: Is Owning the S&P 500 Enough Diversification?

Does today’s market contain new patterns or does it reflect historical trends?

Goldstein on Gelt: How to Turn Spending Money Into an Educational Experience

Find out how to teach your kids how to make better choices about spending money.

Goldstein on Gelt: How Education Can Affect Your Investment Decisions

Listen to learn how researching superfluidity generated a new understanding of physics, and more importantly, how to perfect your own individual thought process.

Goldstein on Gelt: Are Your Family Financials a Secret?

The importance of making family finances a shared family process

Goldstein on Gelt: Does Your Financial Plan Account for the Four Ds?

A good financial plan takes into account the 4 Ds (death, disability, divorce, debt) and plans around them

Goldstein on Gelt: Why do Men and Women Approach Financial Planning Differently?

Want to guess who normally initiates a financial planning meeting – men or women?

Goldstein on Gelt: Do Your Financial Values Define Who You Are?

Before any investment or purchase, ask yourself, “What do I value?”

Goldstein on Gelt: How to Reassess Your Investment Risk Profile as Your Life Changes

Given enough time, the markets may recover, but do you have enough time in your own plan to recover from potential loss?

Goldstein on Gelt: How to be a Financial Grownup

Doug explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts.

Goldstein on Gelt: Know the Intrinsic Value of Your Investments

Learn how to determine a stock’s intrinsic value, and how to make sure you pay less than the value you receive.

Goldstein on Gelt: How Do You Value a Stock?

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 Optimize Your Cash Flow

After working hard to save and grow your money, you want to make sure that it is accessible when you need it.

Goldstein on Gelt: What Is the Best Way to Get Out of Debt?

If you want to get out of debt, should you pay off your smallest debts first or those with the highest interest rates?

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

Without knowing the fundamentals of finance, how can you determine who to listen to or what to do?

Goldstein on Gelt: Here’s Why Retirement Planning Tools Make a Difference

How can you know which is the best retirement planning tool in the market?

Goldstein on Gelt: Does Your Broker Understand What You Mean by “Safety of Principal?”

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.

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

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: Handling a Bond Portfolio when Rates are Low and Corona Still...

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.


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