Podcasts

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

How can you prepare and encourage your children to develop their own financial identity?

Parents don’t necessarily have a financial obligation to their grown-up children, but situations can arise where they may want to help their children. There’s a fine line between helping and enabling financially bad behavior.

How do you define that line?

Listen to the show for the answer, or download the free resource 8 Steps to Raising Financially Independent Children.

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

We speak with Rav Nachman Kahana about this week's Parsha and the craziness that's happening around the globe and in Eretz Yisrael.

Rav Nachman Kahana speaks about current events and what it all means for you!

Tim Prosch discusses with Doug Goldstein, CFP®, cross-border financial advisor, his book The Other Talk. Many parents try to avoid the conversation about their final wishes. Tim explains why people avoid this topic and how to begin this important dialogue. Saving for life’s milestones Are you thinking about investing money for your kids so you can give them a milestone gift for graduation or a wedding?

Planning a milestone gift can be difficult for parents. Doug offers a smart way to invest in order to have enough cash at life’s milestones. Learn how to set up investments that you control so your child won’t have access to the money before the intended time. Avoid the common mistakes parents make when they invest in their kids’ futures. Doug covers some of those mistakes and has some useful strategies to use in planning gifts for the future.

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We are fortunate to have Rav Nachman Kahana back on the show with his weekly Dvar Torah. For more information see itstimetoleave.com

Running a business presents challenges, not least of which is cash flow. Cash flow is a problem for many people, but businesses have their own issues. How can business owners make the most of their cash flow? Barbara Weltman, attorney and business writer, explains what cash flow is and how to change the way you use it. She outlines some tools and strategies that make cash flow management simpler. Barbara knows a lot about taxes and the nature of businesses. Tune in to learn more about cash flow management.

Retirement can be overwhelming

Doug comforts investors who may find retirement planning overwhelming. He created a downloadable resource called Maintaining Your Income When You Retire. He shares some investment choices that can generate cash flow for investors so retirement is not such a drastic change. If you would like to learn more about increasing your retirement income, check out this video.

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