An important, yet neglected, aspect of financial success is organizing your paperwork. Melanie Cullen, author of Get It Together: Organize Your Records So Your Family Won’t Have To, explains why organized paperwork helps you manage your finances efficiently. Find out the best ways to organize your information and why storing it in the cloud is not always the best idea.
After your paperwork is organized, and you can see your financial situation clearly, it’s easier to think about retirement planning. This week’s show discusses how to plan for retirement when you there are so many unknowns. Special guest: Zack the Puppet, CFPP. What’s a CFPP? Listen to the show to find out.
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

 

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com