“Cheapskate” isn’t necessarily a pejorative term, as cross-border financial planner Doug Goldstein, CFP®, finds out when he interviews Jeff Yeager, author of How to Retire the Cheapskate Way: The Ultimate Cheapskate’s Guide to a Better, Earlier, Happier Retirement. Learn why cheapskates rarely suffer from “buyer’s remorse,” and get tips for how to teach children the advantages of delayed gratification.
Use a checklist to help you become a better investor
The Checklist Manifesto promotes the use of checklists for pilots and in minimizing medical mistakes. But could using a checklist improve your financial situation? Look at a real example of an interactive checklist for how to open a U.S. Brokerage Account from Overseas, and get a checklist to figure out how to choose an investment advisor by sending a message to: www.GoldsteinonGelt.com/contact
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 www.GoldsteinOnGelt.com
