Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Mitzi Perdue, of the Sheraton and Perdue family businesses, discuss why financial communication is essential, both in the family and in business.
Mitzi introduces the idea of family culture and its long-reaching benefits. Family culture defines all forms of family communication, but is critical in discussions. Mitzi advises parents on how to build a positive family culture and become a high functioning family.
What to do when you want to move your money overseas
Doug shares a letter from a Goldstein on Gelt Show listener and offers detailed instructions on how to open a U.S. brokerage account from overseas. Go to the shownotes of today’s episode on the website to get a download link for a Toolkit on everything you need to know to open up and manage a U.S. brokerage account when you live outside of America.