by Douglas Goldstein | Aug 9, 2016 | Decision Making, Financial Strategies, Podcasts
Want a great tactic to cut your taxes? Just look at the way many investors handled the sudden drop in pound sterling after the Brexit vote. Find out what tax-loss harvesting is and how it can help you deal with volatile markets. Most importantly of all, don’t... Click for more
by Douglas Goldstein | Jul 26, 2016 | Decision Making, Podcasts
Don’t let your spouse be the only one to manage your money. You need to know what’s going on with your finances, even if you don’t handle all of the daily expenses. Find out what the differences are between men and women when it comes to handling... Click for more
by Douglas Goldstein | Jun 28, 2016 | Decision Making, Podcasts
What should you do when you get an inheritance? The first thing you should do when you get an inheritance is not to make any rash decisions or changes in your lifestyle without understanding what you have just received. This is especially true if these assets are... Click for more
by Doug Goldstein CFP® | May 31, 2016 | Decision Making
Money problems, specifically, the inability to communicate well on financial issues, is one of the main causes of conflict among married couples. I saw this recently at a meeting in my financial planning practice where the husband literally put his hand in front of... Click for more
by Douglas Goldstein | May 10, 2016 | Decision Making, Financial Plan, Podcasts
Listen to a story about how a man lost his retirement savings because he chose to ignore good advice. This story teaches strategic lessons about how NOT to invest your retirement savings. Get some positive tips and tactics for managing your... Click for more
by Douglas Goldstein | May 3, 2016 | Decision Making, Financial Strategies, Podcasts
What are alternative investments? How do they compare to ETFs, stocks, bonds, and mutual funds? This week’s financial podcast explains why it is important to avoid complexity in investing, and why you should make sure to match your investments to your personality and... Click for more
