Spending money can be an educational experience. Joe Saul-Sehy, host of the Stacking Benjamins podcast, and Douglas Goldstein, CFP®, director of Profile Investment Services, Ltd., discuss how to turn a shopping trip into an enjoyable personal finance lesson. Find out how to teach your kids how to make better choices about spending money.
Should you ask a financial advisor for references?
When a professional provides client references, will you get an objective opinion?
Douglas Goldstein, CFP®, explains what you need to look for when choosing a financial advisor. Learn why references may not be the best benchmark for excellence, and how to check a financial advisor’s credentials online.
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.