The Three Worst Pre-Retirement Planning Mistakes
How do you visualize your retirement years? Most people hope that they will finally be able to do the things that they never had time to do during their working years. Very frequently, folks anticipate retirement will be a worry-free time, full of enjoyment, and ample time to spend with family and friends. As a financial adviser, I am often saddened to see retirees facing a different picture.
How to Open a US Brokerage Account from Overseas
Watch this Doug Goldstein video to learn how easy it's to open a US brokerage account from overseas.
Goldstein on Gelt: Is the U.S. Economy About to Crash?
How might Trump's winning the White House affect the U.S. economy, stocks, and other investments?
Don’t Get Swept Away by the Pension Tsunami!
On this week’s Goldstein on Gelt podcast, Doug meets Jack Dean, publisher of PensionTsunami.com, vice-president of the California Foundation for Fiscal Responsibility and California...
Goldstein on Gelt: What is a Deep Value Investor?
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.
Should You Be Afraid of Rising Interest Rates?
Doug reviews fundamental points about retirement planning
Goldstein on Gelt: The Pros and Cons of International Investing
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.
Angel Investing and How it Can Help Your Business Succeed
This week Doug speaks with David S. Rose, entrepreneur, former angel investor, and founder of Gust.
Goldstein on Gelt: The Simple Strategy That Beats Market Timing Every Time
This episode reveals why emotional decisions and frequent trading are draining your wealth, and how a simple, steady approach can help you build a strong, diversified portfolio.
Goldstein on Gelt: How the “Bucket Strategy” Can Help Investors Manage Risk
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: Are You Ready for Retirement?
Retirement planning is not “one size fits all” and must be customized specifically for an individual investor.
Goldstein on Gelt: Which Retirement Planning Tool Should You Use?
Can retirees leave their principal intact and only live off interest? In today’s low-interest rate environment, probably not. So how can retirees know how much they can safely withdraw?
Goldstein on Gelt: How a Positive Family Culture Can Build a Strong Family Business
Advising parents on how to build a positive family culture and become a high functioning family.
Goldstein on Gelt: Your Mother Was Right: Handwriting Does Matter
Dual citizens often find cross-border investing challenging. The trick is to find a financial advisor who understands the financial implications of living in two countries. How can you find the right financial advisor?
Goldstein on Gelt: Are Millennial Investors the Only Investors with Short Attention Spans?
Offering tools that make tracking expenses and investments easier and insists that people should “know their numbers.”
Goldstein on Gelt: The Wisdom of Hiring a Financial Planner
A list of tips for investors who have received a sudden windfall, like an inheritance.
How Going Through a Crisis Can Build your Business
When you face a crisis, it doesn’t have to bring you down. In part one of this week’s Goldstein on Gelt podcast, Jay Myers,...
Did You Save Enough for Your Empty Nest?
Find out how to get ready to live your dreams and how to avoid some of the most common retirement mistakes on the way.
How to Increase Your Pension Income
The most common retirement planning mistakes are made by pre-retirees. Doug explains common mistakes
The Six Thinking Hats
Get a straight answer from Edward de Bono to the question: What is lateral thinking?
How to Take Responsibility for Your Finances
Doug's interview with engineer and personal finance blogger Len Penzo.
Why Kids Need to Know That Money Doesn’t Grow on Trees
Two ways to teach your kids about money.
Seven Ways to Success
The 7 Decisions that changed author Andy Andrews' life and how they can guide you towards success.
Goldstein on Gelt: Will Your Spouse Be Financially Secure if You Die First?
Investing wisely is more than just choosing high-yielding investments and optimizing your asset allocation. Today's broadcast shares tips about investing wisely and how to plan your estate
Goldstein on Gelt: How American anti-Money Laundering Legislation Adversely Affects 8 million U.S. Expats
American tax laws originally enacted to combat money laundering and terrorism adversely affect the millions of American citizens living abroad.
Goldstein on Gelt: Does Financial Stability Bring Happiness?
How much money do you need to be happy?
How to be a Successful Entrepreneur
In the second part of this week's Goldstein on Gelt podcast, you can meet Thom Ruhe, vice president of Entrepreneurship at the Kauffman Foundation....
Goldstein on Gelt: Is Agriculture a Worthwhile Investment?
Discussing agro-technology and why putting venture capital into farming is a good investment
Goldstein on Gelt: 4 Things That Can Derail Your Financial Decisions
Do investors fail because the market is bad or because of their own errors?
Goldstein on Gelt: The End of How to Make Money in the Stock Market...
A review of past episodes