by Doug Goldstein CFP® | Mar 31, 2016 | Decision Making
Even if you have a close relationship, it is often tricky to talk about money with your spouse. And tactful conversations get more challenging when you think your spouse is making financial mistakes. Here are some core rules for discussing money with your spouse, so... Click for more
by Douglas Goldstein | Mar 15, 2016 | Decision Making, Financial Strategies, Podcasts
If you get an inheritance, one of the first questions you may ask is how to minimize the resulting taxes. In this financial podcast, find out what you need to know about maximizing the growth of an inheritance and whether you will face estate tax issues. Reminder:... Click for more
by Douglas Goldstein | Feb 23, 2016 | Asset Allocation, Decision Making, Podcasts
Financial advisors spend their workdays investing other people’s money. Have you ever wondered how they invest their own funds? While a financial advisor can be a great role model for financial success, following his investing style exactly may not be the best... Click for more
by Doug Goldstein CFP® | Feb 4, 2016 | Decision Making, Financial Strategies
Looking at investment risk before buying/selling a stock/bond can be compared to a chess player who looks for weaknesses on the board before making a move. A good chess player doesn’t automatically assume that the queen is the strongest piece, or that the pawn is the... Click for more
by Douglas Goldstein | Feb 2, 2016 | Decision Making, Financial Strategies, Podcasts
Transferring credit card balance is probably something Walter Cavanagh, the holder of the world’s record of having the most credit cards, never had to do. (He only uses one card and pays it off in full at the end of the month.) While someone has to hold the title... Click for more
by Douglas Goldstein | Jan 26, 2016 | Behavior finance, Decision Making, Podcasts
How does a terror attack affect investors? When Doug recently spoke to a lawyer at a big brokerage firm, he was shocked to find out that a result of the rise of global terrorism, the company had closed its international operations. But what is the general reaction to... Click for more
