by Doug Goldstein CFP® | Dec 3, 2015 | Chess Strategies, Financial Strategies
Following a good strategy is important, but it isn’t enough to win. You need tactics too. Tactics are the small concrete steps that move you along the path to success. Weak tacticians lack the specific moves required to implement a strategy and never reach their... Click for more
by Douglas Goldstein | Dec 1, 2015 | Financial Strategies, Podcasts
Last week’s financial podcast showed that annuities are a hot topic. In answer to many questions that he received after the last show, Doug discusses the tax implications of annuities. How much money are you going to get at the end, once Uncle Sam has received his... Click for more
by Doug Goldstein CFP® | Nov 26, 2015 | Financial Strategies
Of the many subjects taught in school, personal finance classes are noticeably absent. If kids were taught how to avoid debt and how to start saving for retirement from a young age, it would minimize the chance that later on in their lives they would experience... Click for more
by Douglas Goldstein | Nov 24, 2015 | Decision Making, Financial Plan, Podcasts
Many people invest their money in variable annuities because they believe they are very safe. But how safe are they? What are the risks involved? Are you aware of the various charges on your annuity? This financial podcast is a must for anyone thinking of investing in... Click for more
by Doug Goldstein CFP® | Nov 19, 2015 | Decision Making, Financial Plan
What’s the difference between a Minimum Viable Product and a Most Valuable Player? At first, these two concepts seem like opposites but in reality they aren’t. Minimum Viable Product Sometimes the path to perfection is debilitating. While dotting all your i’s and... Click for more
by Douglas Goldstein | Nov 17, 2015 | Decision Making, Financial Plan, Podcasts
Are you thinking of investing in a new startup company? This week’s financial podcast tells you what you need to know before you invest. What are the questions you should ask? The five minutes that it takes to listen to this podcast can make a difference to your... Click for more
by Doug Goldstein CFP® | Nov 12, 2015 | Financial Strategies
What makes a stock profitable – its share value or its dividend returns? Some investors complain that a certain stock’s price hasn’t increased. But if they were to look at how much dividend income they received over the same time period, they would see a very... Click for more
by Douglas Goldstein | Nov 10, 2015 | Asset Allocation, Financial Strategies, Podcasts
Discover how asset allocation can help you build your wealth. This week’s financial podcast will help you get started with using this strategy, favored by many experts. Listen to the whole podcast to get details of a free download with crucial information for... Click for more
