How do you protect your investments?
Should you let the facts speak for themselves, or should you rely on your own intuition? How important is your mindset when looking for a good personal investment strategy?
Have you ever asked yourself how your portfolio would do if the market was flat?
Exchange Traded Funds (ETFs) provide a different way to trade stock. But it’s not simply another way. ETFs open themselves to multiple strategies.
Are you using your IRA in the most efficient manner?
Doug explains how a financial advisor should guide you towards success through a deep understanding of your financial position.
Why is there a stereotype that women aren’t as good as money as men?
If you are one of the millions of people who live outside of America and have an American brokerage account, you are a cross-border investor. Fortunately, there are financial institutions dedicated to help cross-border investors.
Should investors increase portfolio risk and always look for the highest yielding products?
How can you prepare and encourage your children to develop their own financial identity?
Though it’s hard to have these conversations,,,
Tune in to learn more about cash flow management.
Do you own stocks, and if you do, do you understand stocks?
How a strong family culture improves all forms of communication, but most importantly, makes having financial discussions easier.
How Much Money Can I Safely Withdraw from My Portfolio?
How do you know if you’re spending your money the right way?
Can money make you feel more secure?
Does today’s market contain new patterns or does it reflect historical trends?
What financial systems can put you on the millionaire track?
Should you try to retire early and enjoy life?
Find out how to teach your kids how to make better choices about spending money.
How much will it cost you to live during retirement?
Listen to learn how researching superfluidity generated a new understanding of physics, and more importantly, how to perfect your own individual thought process.
The importance of making family finances a shared family process
How much is your money really worth?
Get out of the paycheck-to-paycheck cycle!
Can having a bad or good day affect your investment choices?
A good financial plan takes into account the 4 Ds (death, disability, divorce, debt) and plans around them
Want to guess who normally initiates a financial planning meeting – men or women?
Before any investment or purchase, ask yourself, “What do I value?”
How can you design an investment portfolio to account for uncertainty?
Given enough time, the markets may recover, but do you have enough time in your own plan to recover from potential loss?
Retirement planning requires some flexibility
How much money do you need to be happy?
How networking can help OR hinder your financial decisions.
Doug explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts.
Learn how to determine a stock’s intrinsic value, and how to make sure you pay less than the value you receive.
If you are interested in early retirement, there are TWO changes you should make in your investments to increase your chances of financial success.
After working hard to save and grow your money, you want to make sure that it is accessible when you need it.
What does handwriting have to do with investing?
If you want to get out of debt, should you pay off your smallest debts first or those with the highest interest rates?
Without knowing the fundamentals of finance, how can you determine who to listen to or what to do?
How can you know which is the best retirement planning tool in the market?
Our host, Doug Goldstein, CFP®, explains what “safety of principal” means and how to get it. Certificates of Deposits or “CDs” are a great option for the conservative investor.
Discussing options for wills when someone has assets in both the U.S. and Israel, the advantages and limitations of each country’s will.
Corona is casting a giant shadow over all aspects of life. Even though the market may have begun to recover from its initial crash, nothing is smooth sailing.
Doug believes we should take a big picture holistic approach to family finances, starting with our biggest asset- salary-when making financial plans.
Practical ways to find the ideal retirement budget and still reach your personal goals.
Doug discusses why investors should consider their financial situations before trying to make more money. Sometimes your portfolio's fine and the real risk of losing money in the market isn’t worth it
Expert advice on investments, risk, and how having the right retirement plan makes all the difference.
Listen to this timely podcast on what is happening with the bond market, and why bond prices might drop. Should you buy or sell bonds now?
The hardest part of investing is not being able to predict the future; the easy part is the paperwork. Doug explains how technology is making financial paperwork easier to deal with.
E-mails and other quick forms of messaging leave open the possibility of miscommunication. Doug gives advice on how to communicate effectively with your financial advisor.
The benefits and pitfalls of investing in the international market.
You may not have to sell your stocks at historic lows in order to raise cash to withdraw and pay taxes. Listen to this podcast for an explanation.
Despite the ban on amusement parks, we are on a roller coaster ride. Buckle up, and tune in for this special update.
Do you agree with the pundits who predict a global market crash?
Doug talks about looking at the longer-term view of the world economy. Can things get better? Will you benefit from the world’s future abundance?
Is it fair to say investing in stocks is like gambling?
Is there a magic amount of savings that enables you to retire? What factors, other than age, should be taken into consideration when determining when and where you’ll retire?
Learn responsible ways to use a credit card, so it won’t hurt your credit rating.
Many teenagers have no idea about how banks work, budgeting, or bill paying, and as a result can fall into the cycle of debt from an early age. Learn how to become fiscally responsible
Find out why most Israeli retirees have better health coverage than they would in the United States, and what you need to know about nursing care for the elderly.
Doug shares three simple steps that you can take this year to stay financially secure. Find out what these steps are on today’s financial podcast
Why it’s important to talk to your children about money from an early age and how giving teens an allowance helps them learn basic financial concepts.
Governments increase income with taxes; individuals need other ways to generate wealth. Doug discusses how to invest when markets hit rock bottom and investment strategies to achieve long-term goals.
Why does emotion play a role in financial decision making, and why is it so important to keep track of the bigger picture?
Learn how to persevere and use your failures to build success. Listen to get guidance on how to handle business partnerships and your marriage when money problems strike.
How does Modern Portfolio Theory compare as an investment strategy to asset allocation?
Is being frugal the best way to ensure financial stability? Discover how frugality can be fun, and why avoiding debt is the best tactic for financial stability from “America’s Cheapest Family.”
What makes stock values rise and fall, and how should these influence your investment decisions? Doug explains the influences behind the stock market, and how to respond to them.
Today's show explains why your retirement plan should include doing a “test retirement” to see whether your retirement goals are feasible.
How much of your income do you need to put aside to achieve financial independence?
Learn about the tax considerations involved in gifting money to your children, and how the wrong kind of assistance can make your children more dependent on you and less able to manage their money.
Can you protect yourself against financial scammers, who thrive on their victims’ irrationality, and keep your finances safe?
When living and saving for retirement in Israel, Americans need to take taxes, service, and performance into consideration before participating in Israeli saving and investment programs.
A happy retirement takes into consideration factors other than the size of your bank account. Listen to find out what else you need for an enjoyable retirement.
wWat to expect as financial markets react to the upcoming U.S. elections.
Find out how to estimate how much money you’ll need in retirement.
Why it’s not a good idea to include working after retirement as part of your financial plan.
It’s important to realize that your entire fiscal picture is interconnected: every investment should be understood as one aspect of the financial picture.
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.
Talking about why objectivity should be an important component of your investment strategy.
Find out how to get out of debt, what “side hustles” are, and how they can help you improve your financial situation.
How do inflation and unemployment statistics affect investors, especially if those investing in TIPS (Treasury Inflation Protected Securities)?
American tax laws originally enacted to combat money laundering and terrorism adversely affect the millions of American citizens living abroad.
You only get one shot at retirement, so how should you manage your money during retirement?
What is the purpose of your investment portfolio: growth or income?
How do you know how to make safe currency changes? Are you making wise investment decisions?
What do you need to do to become a strategic investor?
Recently received an inheritance in the United States?
What financial questions should you ask your lawyer?
What is life after retirement?
The market is unpredictable, timing the market is near impossible. So why should you invest in the stock market
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 are inheritances taxed? Are inheritances taxed differently in the United States?
Can you have a financially successful retirement if your pension doesn’t cover all your expenses?
Investing for retirement is different than investing for other goals. Have you started planning for yours?
If your financial advisor doesn’t understand your individual situation and your specific financial needs, it may be time to find one who does.
If your financial advisor doesn’t understand your individual situation and your specific financial needs, it may be time to find one who does.