Goldstein on Gelt
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
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What is the High Cost of Keeping Your U.S. Citizenship?
08/15/2019
What is the High Cost of Keeping Your U.S. Citizenship?
Do financial laws make U.S. citizenship a burden for American expats? Curtis Poe, a writer on U.S. expat issues, explains why many banks don’t want U.S. citizens as clients and describes the difficulties American expats may face in getting jobs. Get a link to a free resource specially geared to American expats about opening a U.S. brokerage account from Israel. Does the discrimination that American citizens face abroad make it worthwhile for expats to renounce their U.S. citizenship? What are the most common financial myths? On today’s show, host Douglas Goldstein CFP® debunks financial myths, such as not being able to transfer funds to/from America or that you always have to support your adult children. Follow Curtis Poe on: http://www.overseas-exile.com/
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Do You Have What It Takes to Become a Top Investor?
08/08/2019
Do You Have What It Takes to Become a Top Investor?
To become a top investor, you need to develop certain personal qualities. Award-winning speaker and author Corey Poirier explains why personal passion and knowing your goals are necessary for financial success. Find out why learning how to deal with failure is important to success. For more information about Corey Poirier’s public speaking course, click here. Follow Corey Poirier’s other work at - http://thepassioncure.com/ and on Twitter @thatspeakerguy. Today’s show features financial advisor Joe Saul-Sehy as a guest co-host, along with regular host Douglas Goldstein, CFP®. The discussion focuses on why dividends are an important part of an investment and why it’s not a good idea to include working after retirement as part of your financial plan. Follow Joe Saul-Sehy at www.stackingbenjamins.com and on Twitter @AverageJoeMoney
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Is There a Secret to Successful Early Retirement?
07/25/2019
Is There a Secret to Successful Early Retirement?
Thinking of early retirement? Darrow Kirkpatrick, author of Can I Retire Yet? and Retiring Sooner, shares how he retired early (age 50) and discusses the investing strategies to make early retirement possible. Find out how to estimate how much money you’ll need in retirement. If you retire early, consider when your pension payments will begin. Should you apply to claim Social Security early (age 62) or wait until you later (age 70), when the benefits are greater? Listen to the show to find out more about Social Security, spousal benefits, and outside pensions. Follow Darrow Kirkpatrick at: http://www.caniretireyet.com
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Is There Really Such Thing as Socially Responsible Investing?
07/18/2019
Is There Really Such Thing as Socially Responsible Investing?
Many investors find the idea of socially responsible investing (SRI), appealing. What makes a company socially responsible? How can you solve ethical dilemmas that can arise in business? Rabbi Shaya Karlinsky, head of Darche Noam institutions, explains how Jewish thought can answer some of the most difficult moral questions in the investment world today. Should you invest in a self-driving car company that pre-programs its cars to kill pedestrians? Is it appropriate to invest in a tobacco company? Apart from moral issues, another question that investors often ask is what form their investment should take – stocks and bonds, or real estate? Find out what you need to know about investing in real estate and being a good landlord. Follow Rabbi Karlinsky at: www.darchenoam.org and on Twitter @Shapells.
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Why Investors Need to Know About Inflation and Unemployment?
07/04/2019
Why Investors Need to Know About Inflation and Unemployment?
Do the government’s inflation and unemployment figures really give an accurate picture of the economy? Economist John Williams defines inflation and unemployment statistics and explains what these figures reveal about living standards. How do inflation and unemployment statistics affect investors, especially if those investing in TIPS (Treasury Inflation Protected Securities)? Follow John Williams at www.shadowstats.com and on Twitter @shadowstats. Also, in this financial podcast, find out how to manage your money when you live outside the United States. How should you plan your retirement, and what should you do with your IRAs?
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How to Avoid Drowning in Student Loan Debt
06/27/2019
How to Avoid Drowning in Student Loan Debt
One of the biggest problems facing young adults today is student loan debt and the cost of higher education. David Carlson, founder of the millennial personal finance blog Young Adult Money and author of Hustle Away Debt, discusses whether debts incurred by tuition fees are really worth it. Find out how to get out of debt, what “side hustles” are, and how they can help you improve your financial situation. Follow David Carlson at: www.youngadultmoney.com and on Twitter: @davidcarlson1 Taking on personal debt is a personal decision. But what happens when governments take on too much debt? Find out what Doug Goldstein CFP® thinks about The Courage to Act: A Memoir of a Crisis and Its Aftermath, which was written by Ben Bernanke, Chairman of the Federal Reserve Bank. How dependent is one of the world’s most powerful and influential economies upon one man, and is this always a good thing? Read Doug’s book review here.
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Watch out for this investment mistake
06/20/2019
Watch out for this investment mistake
Are you looking to avoid making investment mistakes? Then, this week’s episode is for you. The first thing to do if you want to avoid investment mistakes is to understand your financial portfolio and clarify your financial goals. Every investment should be understood as simply one part of the financial picture. Coordinate your investments and make sure that you are diversified. Download the free resource Watch out for this investment mistake to help you avoid making common investing mistakes. Want to become as rich as a king? Trying to manage your money better? Trying to understand your investment portfolio in a way that optimizes on growth? Doug Goldstein and Susan Polgar co-authored Rich As A King: How the Wisdom of Chess Can Make You a Grandmaster of Investing. The book explains how winning chess strategies can be applied to your investment portfolio. Find out how you can make the right moves with your investment portfolio and become a strategic investor. Download the free resource: Watch out for this investment mistake
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3 Steps to Stop Your Retirement Nest Egg from Breaking
06/13/2019
3 Steps to Stop Your Retirement Nest Egg from Breaking
How should you manage your retirement nest egg? Managing your retirement portfolio is complex and it’s different for every retiree. Every investor wants to keep their nest egg safe. What is the best way to protect your nest egg from breaking? How should you manage your money at each stage of your retirement? Listen to the podcast to discover the three things you can do to stop your retirement nest egg from breaking. Download the free resource 3 Steps to Stop Your Retirement Nest Egg from Breaking to learn more. Planning for Retirement Are you planning on retiring in the near future, but do not know what financial moves you need to make first? Everyone has different retirement needs, but there is a common series of steps you can take to plan for retirement. Learn more about retirement planning at Doug Goldstein’s corporate website. Redefine how you think about your retirement. Download the free resource: 3 Steps to Stop Your Retirement Nest Egg from Breaking
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How Tax Laws Can Help in the Fight Against Terrorism
06/06/2019
How Tax Laws Can Help in the Fight Against Terrorism
American tax laws originally enacted to combat money laundering and terrorism adversely affect the millions of American citizens living abroad. Colleen Graffy, a former United States Deputy Assistant Secretary of State for Public Diplomacy and Professor of International Law at Pepperdine University, explains why FATCA (Foreign Account Tax Compliance Act) restrictions are unfair to law-abiding U.S. expats. Did FATCA lower the value of U.S. citizenship? Follow Colleen Graffy on Twitter @Colleen_Graffy Whether FATCA applies to you or not, you need to prepare for retirement. Consider whether dividend-paying stocks are appropriate for retirement savings. Find out more, and also how to download a free copy of The Retirement Planning Book, written by Douglas Goldstein CFP®, by listening to today’s show.
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Three Investment Goals – Which One is Yours?
05/30/2019
Three Investment Goals – Which One is Yours?
When was the last time you thought about your investment goals? Every investor has a different reason for investing. The three primary reasons for investing are growth supplementing your income divestment Once you know why you are investing, it is easy to find the most appropriate investments to meet your goals. The free resource Three Goals of Investing – Which One is Yours is a comprehensive overview of the primary reasons behind investment portfolios and how investors can shape their portfolio based off their specific goals. Download the free resource: Three Goals of Investing – Which One is Yours? Once you know your investment goals, make sure you have the temperament to withstand volatility both within the stock market as a whole and in your own portfolio.
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How to Manage a Multi-Currency Lifestyle
05/23/2019
How to Manage a Multi-Currency Lifestyle
Are you a cross-border investor living a multi-currency lifestyle? Specifically, do you live in Israel but your money lives in America? Living a multi-currency lifestyle comes with its own series of complications. You need to convert currencies, be concerned about volatility in different markets, and keep in mind economic shifts and investments in different countries. The Goldstein on Gelt Show was created for Americans living in Israel. In a regulated financial world, an investor needs to really understand the market. Expand your financial understanding with the free resource How to Manage a Multi-Currency Lifestyle . Get this high-level overview of currency trading and tips on creating a financial portfolio that’s designed for your lifestyle. Download the free resource: How to Manage a Multi-Currency Lifestyle
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Watch Out for This Investment Mistake
04/11/2019
Watch Out for This Investment Mistake
Have you ever made an investment mistake? Investors make mistakes without even realizing it. Take a moment to think about how you coordinate your investments, and what motivates your financial decisions. For instance, how do you decide to design your portfolio or diversify your accounts? Are you a DIY investor or do you prefer to use a money manager? Hopefully, by becoming a strategic investor you can learn to avoid investment mistakes. The free resource Watch Out for this Investment Mistake is a comprehensive summary of mistakes made by investors. Download it free, here. For further information on strategic investing, read Rich As A King: How the Wisdom of Chess Can Make You a Grandmaster of Investing and start making wise investment decisions. Download the free resource: Watch Out for this Investment Mistake Where do you get investment advice? Have you recently joined the investment world and don’t know where to turn for advice? Do you have unanswered questions about your investments? Are you wondering what options you have? Send your financial questions to The Goldstein on Gelt Show! Download the free resource: Watch Out for This Investment Mistake
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Is the Right Company Managing Your Money?
04/04/2019
Is the Right Company Managing Your Money?
Who is managing your money? Who is giving you financial advice? How do you know you’re asking for advice from the right source? Any financial advice you receive should be customized and personalized to meet your current financial situation. The free resource Is The Right Company Managing Your Money explains how all of your investments should be reviewed and by who. Download the free resource: Is The Right Company Managing Your Money? Recently received an inheritance in the United States? Have you recently received an inheritance from the United States but are living in Israel? Every inheritance is different. Someone may inherit two brokerage accounts and an IRA while someone else’s inheritance is completely different. Know where to find the right advice. What should you do with your inheritance? Receiving an inheritance can be complicated especially if you receive a U.S. inheritance and are living in Israel. But it doesn’t have to be. The Inheritance Book was written for every Israeli citizen that recently received an inheritance from America.
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When is the Best Time to Let Go of Financial Responsibility?
03/28/2019
When is the Best Time to Let Go of Financial Responsibility?
When should you let go of financial responsibility? When is it time to delegate some of financial responsibility to your spouse, children, or someone else close? The specific financial responsibilities to be delegated depend on your specific situation. Often they include, giving someone power of attorney, check writing ability, and/or trading authority. Letting go of financial responsibility is a process. The free resource When is the Best Time to Let Go of Financial Responsibility was made for every investor who’s thinking about letting go of some financial responsibility. What financial questions should you ask your lawyer? Legal advisors, tax advisors, and financial advisors have complexly different roles when it comes to your finances. Start asking the right financial questions: What should you do with your will? What should you have in your will? Should you have a will for your assets in Israel and a different will for your assets in the United States? Do you need to have a trust? What are the tax implications on having a trust? Each of these questions need to be answered by specific professionals. Download the free resource: When is the Best Time to Let Go of Financial Responsibility?
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Steps You Need to Take 5 Years Before Retirement
03/21/2019
Steps You Need to Take 5 Years Before Retirement
What are the steps you need to take before retirement? What are the critical things you must do before you clean out your desk at work? Hopefully you’ve accumulated a significant amount of savings to supplement your pensions before you retired. But how that money is invested may be even more important than the fact you have savings. An investor should consider their portfolio’s asset allocation and its tax efficiencies before retiring. What kind of situation is your portfolio in? Are your investments growing in taxable accounts or are they in tax-deferred accounts? Should an investor be aggressive in their portfolio or conservative after retiring? The resource Steps You Need to Take 5 Years before Retirement was made for every investor on the road to retirement. Download the free resource: Steps You Need to Take 5 Years before Retirement What happens after retirement? Retirees that stay engaged and productive are happier in all aspects of their life. What will you do after you retire? Make sure that you’re not only” retiring from” work, but you “retire to” do something that makes you fulfilled. Understanding exactly how you’ll spend your time is the first step to understanding your retired financial position. Consider what a purposeful retirement looks like for you.
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The #1 Reason You Should Buy Stocks Now
03/14/2019
The #1 Reason You Should Buy Stocks Now
Should you buy stocks now? Are today’s market conditions conducive to buying stocks? The truth is the market is unpredictable. There is no perfect time to buy stocks. No one really knows how the market will move, and there’s no guarantee of returns. So why should you invest in the stock market? There is one over-arching reason someone should invest in the market: if you think tomorrow’s financial future will be better than today. If you’re an optimist and think the best is yet to come, then perhaps you should start investing. The free resource The #1 Reason You Should Buy Stocks Now can answer your questions about the stock market. Download the free resource: The #1 Reason You Should Buy Stocks Now The video What Do I Need to Know About Investing in Stocks? explains which kinds of investors should invest in stocks, how investors can get into the stock market, and what kinds of information you can find out about a stock.
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Are Mutual Funds Safe?
03/07/2019
Are Mutual Funds Safe?
Are mutual funds safe investments? The word on the street is that mutual funds are “safe” because they are a diversified investment, but is that really true? Can mutual funds have risk? In other words, can you lose money with mutual funds? Listen to today’s show to learn more about mutual funds and the risk they have. What makes a fund conservative, moderate, or aggressive? How do smart investors use mutual funds to diversify their portfolio and minimize risk? It’s important to understand the details of any mutual fund you have in your portfolio. Finding a brokerage firm Have you recently been asked to close your account simply because you don’t have an American address? While some investment firms decide not to work with expats, others welcome an expat’s legitimate business. If your U.S. brokerage firm kicked you out, get in touch. The free toolkit Opening U.S. Brokerage Accounts for Overseas was created for investors living who want to open a U.S. brokerage account. Download it now!
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How to Make the Most Out of Your Parents’ Stocks
02/28/2019
How to Make the Most Out of Your Parents’ Stocks
What is the first thing you should do after you inherit your parents’ stock portfolio? Start with a financial planning outlook. Take a moment to think about your own needs, and determine if the inherited stocks meet those needs. If not, then decide how to sell them and what to invest in instead. The important thing is that even though at one time the assets were your parents’ stock, you don’t need to keep the assets invested in the same stocks that they did. Instead, you should create a portfolio based on your current situation, including your own tax obligations. Download the free resource “How to Make the Most Out of Your Parents’ Stocks” is an step-by-step guide for all investors looking for answers about inheritances. Download free resource: How to Make the Most Out of Your Parents’ Stocks How are U.S. inheritances taxed? How are inheritances taxed? Are inheritances taxed differently in the United States than other countries? If you recently received a U.S. portfolio, there are certain U.S. tax laws that could impact your inheritance. While I am a financial advisor and not a tax expert, there are certain tax ramifications to owning/inheriting stocks that you need to know about. For more information about inheritances, check out The Inheritance Book. The Inheritance Book was written for investors living in Israel receiving an inheritance from the United States.
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4 Things You Should Do to Have a Financially Successful Retirement
02/21/2019
4 Things You Should Do to Have a Financially Successful Retirement
What do you need to do to have a financially successful retirement? Even if you’re lucky enough to receive a work and/or government retirement pension, chances are it won’t cover all your expenses. That is why folks increasingly depending on their investment portfolio to sustain their retirement. Have you set up your investment portfolio for success? The free resource “Do These 4 Things to Have a Financially Successful Retirement” is a must-read for anyone who wants a financially successful retirement. Read the list and begin to create the retirement you want. Download free resource: Do These 4 Things to Have a Financially Successful Retirement Connect with a financial advisor Have unanswered financial questions? Contact The Goldstein on Gelt Show to either have a financial question answered on the show or a question answered personally by Doug. If you’re interested in more information on retiring, sign up now to receive updates on new episodes and receive Doug’s free ebook The Retirement Planning Book.
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Three Tips for a Successful Investment Portfolio
02/14/2019
Three Tips for a Successful Investment Portfolio
Everyone wants a successful investment portfolio – but the definition of a successful investment portfolio is different for everyone. What would need to happen in order for YOU to consider yourself successful at investing? Do you need to redefine your definition of success or redesign your portfolio? Download the free resource “Three Tips for a Successful Portfolio” which gives three simple tips to help optimize your portfolio to help it meet your investment goals. Remember, a successful investment portfolio isn’t only measured by the total on your monthly statement. A truly successful portfolio enables you to live the lifestyle you want, be it steady dependable income, disposable income, or peace of mind. Download free resource: Three Tips for a Successful Portfolio Investing for retirement Have you started planning for your retirement? What would your ideal retirement look like? if you need some motivation to begin your retirement planning. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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4 Times You Should Speak with a Financial Advisor
02/07/2019
4 Times You Should Speak with a Financial Advisor
When should you speak with a financial advisor? While you should always speak with a financial advisor if you have unanswered questions about your investments, that is not the only time you should consult with a financial professional. To find out when you need to get professional financial advice, listen to this podcast, and then download the free resource 4 Times You Should Speak with a Financial Advisor. Finding a financial advisor How can you find a financial advisor that is the right fit for you? Ideally, a financial advisor should understand your specific investment needs, like what type of investor are you? How is your portfolio set up? Financial advisors may not be able to predict market movements, but they can educate clients on the potential of their investments. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book. Download free resource: 4 Times You Should Speak with a Financial Advisor
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Did You Inherit Money from Abroad?
01/31/2019
Did You Inherit Money from Abroad?
Did you inherit money from abroad and are having difficulty collecting the assets? Receiving an inheritance from abroad can be complicated. Claiming an inheritance is full of bureaucracy, as each organization has to verify the beneficiary’s identity. If you’re a beneficiary to an account in another country, the rules and regulations different firms have are complicated. In order to simplify the process, download the free resource “How to Claim an Inheritance from Abroad.” There are a series of steps an investor can take to make receiving their inheritance easier. The Inheritance Book was written for investors living in Israel receiving an inheritance from the United States. The book is a step-by-step guide for the inheritance process. You can buy the book on Amazon. Download free resource: How to Claim an Inheritance from Abroad If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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What to Do When Your Brokerage Firm Wants to End Your Relationship
01/24/2019
What to Do When Your Brokerage Firm Wants to End Your Relationship
Does your American brokerage firm want to end your relationship because you live in Israel (or anyplace else other than the USA)? Why would a U.S. broker not want to work with an account with a foreign address? Brokerage firms in the United States may drop clients living in Israel because of the fear of not knowing their client properly and extra bureaucracy involved in having clients who live overseas. However, it is not against the law for folks living overseas to have American brokerage accounts. If you’re an expat investor who has been dropped by your U.S. brokerage firm, you need to find a cross-border firm that specializes in clients similar to yourself. Look no further…. Living in Israel but investing in the United States? Trying to find a licensed financial advisor with cross-border expertise who can open an American brokerage account for you? If so, then you should download the free resource “Retirees Fired by Their Brokers in America.” The resource is a summary of what Israeli clients should do if their U.S. financial advisor drops them. Download free resource: Retirees Fired by Their Brokers in America If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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How Can You Increase Your Retirement Income?
01/17/2019
How Can You Increase Your Retirement Income?
Are you interested in increasing your retirement income? After retirement, retirees typically support themselves on their work pension, government pension, and investments. Unfortunately for most retirees the sum isn’t enough, and they need ways to increase their retirement income. Are you receiving enough income from your investment portfolio? There are ways to organize your investments in order to increase income. For investors who are looking to increase their retirement income, Doug outlines their options. Changing your investment portfolio Have you considered different types of income producing investments such as CDs, bonds, and dividend paying stocks? Download the free resource How Can You Increase Your Retirement Income. The resource is a comprehensive overview of how to increase your retirement income. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book. Download free resource: How Can You Increase Your Retirement Income
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What Should You Do With Money in the Bank
01/10/2019
What Should You Do With Money in the Bank
Do you keep money in the bank and not the stock market? Having money in the bank can offer investors a sense of security. But, leaving money in the bank can impact your long-term financial plan. There are times when it’s appropriate to keep the bulk of your savings in the bank, and other times when investing in the market may be a better alternative. The right answer as to what you should do with money in the bank depends on your financial goals, your risk tolerance, and your time frame. Doug created the free resource What Should You Do With Money in the Bank. The summary features the advantages and disadvantages of keeping your money in the bank. Download it now! Download free resource: What Should You Do With Money in the Bank Getting into the Stock Market What kinds of risks are you interested in taking as an investor? Today’s episode explains how investment decisions are dependent on an investor’s personal interest in risk. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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What You Need to Do After You Inherit an IRA
01/03/2019
What You Need to Do After You Inherit an IRA
Have you recently received an inheritance? Did you inherit a brokerage account, an IRA, a bank account, real estate, or property in Israel? Receiving an inheritance can be complicated. Each type of asset has its own way of being passed onto the heir. Inheriting an IRA is different than inheriting other assets, and in order to maintain the tax-beneficial status the paperwork needs to be done in a specific manner. Download the free resource, “What You Need to Do After You Inherit an IRA” which summarizes the specifics of inheriting an IRA. Receiving an inheritance The Goldstein on Gelt Show highlights the specifics behind receiving different inheritances.. Have an unanswered question about inheritances? Reach out to The Goldstein on Gelt Show through the Contact Us bar on the homepage and get answers to your financial questions. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book. Download free resource: What You Need to Do After You Inherit an IRA
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What Every American Retiring in Israel Should Know
12/27/2018
What Every American Retiring in Israel Should Know
Why is retirement Israel is different than retirement in America, or anywhere else on the globe? It’s because retirement plans need to be specific to individuals. Your retirement plan should reflect your individual goals and the current size of your nest egg. If you’re an American living in Israel and having a difficult time working with an American firm, it may be time to switch to an Israeli company that can help you keep your dollar assets and retirement accounts in an American brokerage firm. Retirement in Israel doesn’t mean you have to give up the benefits of an IRA account. It just means you need the advice of a CFP (Certified Financial Planner) who understands cross-border investing and your individual situation. In order to create a long-term financial plan you need to find a balance between growth and risk. The toolkit, “Opening U.S. Brokerage Accounts from Overseas,” a financial guide on brokerage accounts for U.S. investors living in Israel might also help make a difference financially. Rethink your retirement Download the free resource, “What Every American Who Retires in Israel Should Know”. The resource is a summary of retirement in Israel. Have you recently moved to Israel from the United States? Transform your future. Download the free resource and rethink your retirement. The toolkit, “Opening U.S. Brokerage Accounts from Overseas,” a financial guide on brokerage accounts for U.S. investors living in Israel might also help make a difference financially. Download free resource: What Every American Retiring in Israel Should Know If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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The Secret to Retirement
12/20/2018
The Secret to Retirement
Do you have enough money to retire and be financially secure? How do you even know what “enough” money is? Thinking about your retirement can be overwhelming, and it is natural to be concerned about retirement. The good news is the more carefully you plan for retirement, the more likely you’ll be able to make it financially. If you’re worried about retirement, download the free resource, “You’ll Have a Spectacular Retirement If You Know This One Thing.” This resource highlights the most important spending habits during retirement. How can you create a sustainable financial plan? Creating a comprehensive financial plan requires careful thinking about what you want your retirement to look like. You need to know your goals before you can attach a dollar amount to them. Independence in Retirement The Goldstein on Gelt Show is hosting a free webinar, “Three Steps to Financial Independence in Retirement.” Don’t procrastinate planning for retirement – the webinar is today! Register now, even if you can’t make it, and we’ll send you a link to the replay. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book. Download free resource: You’ll Have a Spectacular Retirement If You Know This One Thing
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What Wealthy People Do to Prepare for a Financially Secure Retirement
12/13/2018
What Wealthy People Do to Prepare for a Financially Secure Retirement
What is the best way to plan in order to achieve a financially secure retirement? Is there a secret that wealthy people have that “ordinary folks” can imitate? A financially secure retirement is determined predominately by a person’s savings and investments. As you get older and your savings increase, the features of your investments should change. Take stock of where you are now, and determine a retirement plan that could serve you in the future. Listen to the podcast to find out which financial decisions will directly impact your retirement. The Goldstein on Gelt created the free resource, “What Wealthy People do to Insure a Financially Secure Retirement” as a financial guide for retired life. If you need help beginning your retirement plan, or want a reality check to make sure you’re doing the right things, download the resource now. Free Download: What Wealthy People do to Insure a Financially Secure Retirement” Trying to retire? I’m hosting a free webinar, Three Steps to Financial Independence in Retirement on December 20th. The webinar will be a financial conversation surrounding retirement. Register now: profile-financial/live. If you can’t attend the live webinar, sign up for the to receive a recording. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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Creating a Retirement Plan
11/29/2018
Creating a Retirement Plan
What are your unanswered questions about creating a retirement plan? Today’s show features a listener’s question about what he needs to do to create a retirement plan and create a long-term retirement strategy. Retirement planning is not “one size fits all.” Financial situations are often complex and intertwined with an individual’s personal finances. Some investment vehicles are better tools than others when planning for retirement. Should you invest in bonds? Doug recently hosted a free webinar on “How to Invest in Bonds for Safety and Income.” If you weren’t able to attend and are interested in watching the replay, send Doug an email and he’ll send you a link. Email doug@profile-financial.com. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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