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 Doug Goldstein CFP® | Apr 21, 2016 | Decision Making, Financial Plan
Deciding whether to invest in a startup company is a difficult decision, particularly if your own child is involved in the company. A common misconception: parents should always help their children. Sure you should help your kids, but help doesn’t always mean agreeing... Click for more
by Doug Goldstein CFP® | Mar 24, 2016 | Financial Plan
What is the best way to build wealth? Do you need the same things to “feel rich” and to “be rich”? Building wealth is a slow process. After working as a financial advisor for over 20 years, I realize that there are 10 simple steps that my successful clients take. If... Click for more
by Douglas Goldstein | Jan 19, 2016 | Financial Plan, Financial Strategies, Podcasts
An economic problem that targets senior citizens: generally older people have a low tolerance for risk. This can translate into investments with lower returns, which means they might not “make enough” in order to meet their needs. Is there a solution to this economic... Click for more
by Doug Goldstein CFP® | Jan 7, 2016 | Financial Plan
Inflation is one of the most ignored factors in retirement planning. Money just isn’t worth what it used to be. As prices and values change gradually, you may not notice it. But over the long term, inflation can take a powerful bite out of your account. Any money that... Click for more
by Douglas Goldstein | Dec 29, 2015 | Decision Making, Financial Plan, Financial Strategies, Podcasts
Why do 90 million Americans invest their money in mutual funds? What are the characteristics of these investors, and should you follow in their footsteps? Can a mutual fund be useful to you? Listen to this financial podcast for tactics and strategies in investing in... Click for more
