Podcasts

A global savings glut occurs when investors drive down interest rates. Is this trend coming to an end, meaning interest rates will climb? Do higher interest rates bring inflation?

Today’s guest, Will Denyer, an economist at the financial research company Gavekal, explains how the global savings glut impacts inflation… and your pocketbook.

What would you do if the market was flat?

Generally, the markets are volatile, and smart investors try to mitigate risk by diversifying their assets. Asset allocation strategies try to protect your assets, no matter how the market turns. Have you ever asked yourself how your portfolio would do if the market was flat?

Doug created a one-page resource to help you. Tricks to Making and Maintaining a Smart Asset Allocation designed to help investors better manage their asset allocation.

Doug also helps a listener learn more about their 401k account. For more information about Separately Managed Accounts.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes, downloadable resources, or contact details of the guest, go to https://goldsteinongelt.com/radio-show

Exchange Traded Funds (ETFs) provide a different way to trade stock. But it’s not simply another way. ETFs open themselves to multiple strategies.

First of all, Doug discusses the fact that ETF tend to mirror a benchmark. But why not aim to outperform the benchmark?

Then, the discussion extends to discuss some tax saving strategies you could implement using ETFs. (Remember, I never give specific tax advise, but just discuss investment strategies)

And how about inverse ETFs? Why should someone buy one? If you believe the market will go south, wouldn’t you just sell your stocks?

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

Rav Nachman speaks about current events and this weeks parsha, Parshat Pinchas.

Your IRA (Individual Retirement Account) is a great retirement tool. Are you using it in the most efficient manner?

Kirk Chisholm, Principal of the Innovative Advisory Group, shares some common misconceptions and mistakes people make with their IRA account.

Kirk explains the difference is between a standard account and a self-directed account. He encourages investors to consider the self-directed approach because of its flexibility. He stresses the importance of understanding your investments and knowing your options. Listen now learn how to use an IRA account to its fullest potential.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

Rav Nachman Kahana speaks about this weeks Parsha Balak and some current events. He adds a message for the Jews still in Exile.

There isn’t a formula for financial success, but there are steps you can take to achieve financial stability. The step are your “financial plan” – and everyone’s financial plan looks different.

Doug explains how a financial advisor should guide you towards success through a deep understanding of your financial position.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and downloadable resources, go to https://goldsteinongelt.com/radio-show

We speak with Rav Nachman Kahana about current events and this weeks Torah portion. For more information visit itstimetoleave.com

Today’s episode blasts the misconceptions and myths tied to the world of investing. Anyone, even you, can become a powerhouse investor. Just follow these 5 life-changing rules…

Alice Finn, CEO of Powerhouse Assets and author of Smart Women Love Money: 5 Simple, Life-Changing Rules of Investing, shares her passion for helping women see their potential in the world of finance. She talks about why women tend to shy away from financial planning and talks about approaching your finances with her five life-changing rules.

Stop and think before you spend that inheritance

Doug has prepared a free resource called How Quickly You Should Invest the Money You Inherit? He talks about getting an inheritance and the general questions an investor should ask before they invest their inheritance.

And, on the other side of the coin, Doug outlines the way investors should prepare an inheritance for their loved ones. To learn more about deciding when to pass on your wealth to the next generation, watch Letting Go of Financial Responsibility.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

Rav Nachman gives his opinion about this great period of Jewish history we are living through right now! For more information check out itstimetoleave.com

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. Despite the scale of cross-border investing, many Americans living abroad find their American brokerage firms asking them to close their investment accounts because they have a foreign address.

Fortunately, there are financial institutions dedicated to help cross-border investors.

David Kuenzi is the founder of Thun Financial Advisors, an American brokerage firm specializing in cross-border investing. As a Certified Financial Planner David understands the need expats have for cross-border investment advice. David explains why the FBAR is so important for international tax compliance, and suggests looking at your investments as more than just a currency value. Listen for insights as to what cross-border investors should do with their money.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

Rav Nachman Kahana speaks about this weeks Parsha and the birth pains that Israel is currently going through. For more information please visit itstimetoleave.com

Every investment has risk – the question is what level of risk is best for you.

Smart money decisions are based on your personal tolerance for risk, and having a conservative view on investing is not necessarily a bad thing. Sometimes it may be wise to increase your portfolio risk in order to make more money, but more frequently than not, Doug advises clients against needlessly increasing risk in their portfolios.

Doug encourages investors to be sure they are comfortable with their investment decisions.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show