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Goldstein on Gelt

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Goldstein on Gelt

Douglas Goldstein | CFP® | Profile Investment Services

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Weekly
 
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
 
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4-Minute Money Ideas

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4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
 
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Rich As A King

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Rich As A King

Douglas Goldstein | CFP® | Profile Investment Services

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Daily+
 
Want to save money, build wealth, and win the financial game? The Rich As A King podcast brings you tips and practical suggestions on how to apply the strategic thinking to your finances. Download the podcast to discover specific tactics to apply to budget and savings, to help you prepare for a successful retirement. personal finances, making you a winner of the money game all the way to retirement. This podcast is based on the best-selling book Rich As A King: How the Wisdom of Chess Can Ma ...
 
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show series
 
Wells Fargo announced they are going to end their relationship with their overseas clients and close those accounts just because the address on the account is not in America. Does Wells Fargo’s move leave you and your investments out in the cold? If you received a letter from Wells Fargo (or any other American brokerage firm) informing you that you…
 
A question that I’m asked frequently these days is “how do I handle my American investments from overseas if my current American brokerage firm wants to close my account?” It’s common for me to get inquiries from people who received letters about their accounts being closed/frozen. Happily, I can help them. While many American firms are dismissing …
 
Climbing prices are bad for consumers and investors. What is the best way to stop inflation from eating away at the real value of your investments? While most consumers view higher prices and inflation as a bad thing, the stock market frequently rises during periods of high inflation. This means your stock prices and dividends may increase. How to …
 
Managing retirement funds doesn’t need to be confusing or overwhelming. Rolling over a 401K into an IRA (individual retirement account) frequently makes it easier for the client. I am often asked for tips on what investments should be inside of an IRA account. Here’s what I tell folks: Depending on your situation, you can have stocks, bonds, ETFS, …
 
What is the difference between term and whole life insurance? Term life insurance is pure insurance; you pay the insurance company a premium, and if you die within the predetermined period, then they’ll pay your heirs/estate a lump sum of money. Whole life insurance has a cash component – part of your premium goes into a savings account which you c…
 
How can you financially prepare for a divorce? Lili Vasileff, founder of the financial firm Divorce and Money Matters, helps people prepare for their financial future after a divorce. Doug and Lili discuss the common conflicts couples have regarding money before divorce is even mentioned. Lili shares advice that makes financial communication easier…
 
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 implem…
 
Mutual funds are frequently used by investors as a way to diversify their portfolio, and thereby minimize investment risk. One of the popular types of mutual funds is index funds. How are they traded, and who arranges the list of stocks in the index? What is the difference between active funds and passive funds? Is one more aggressive than the othe…
 
Investors are continually bombarded with rules of thumb as to the best asset allocation. However, determining an asset allocation is not a simple formula. Tom Jacobs, money manager for Huckleberry Capital Management, doesn’t believe in the old-fashioned asset allocation rules. He underlines unrealistic expectations of investment strategies and expl…
 
After a pandemic-induced layover, the Nostalgia Theater show is back! For his return engagement, Zaki chats with Douglas Goldstein (Robot Chicken) about his work on Wizard and ToyFare magazines in the '90s, how ROBOT CHICKEN became the groundbreaking smash we know and love, and his new SyFy animated series DEVIL MAY CARE. Plus: What it was like rec…
 
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 woul…
 
There is a right way to spend money. How do you know if you’re spending your money the right way? Jonathan Clements, founder of Humble Dollar and author How to Think About Money, says money can buy happiness. He explains why it may seem as if you don’t have enough money and what you can do about it. Jonathan also believes in the idea of “Buckets of…
 
Is there a common character trait that successful entrepreneurs share? John Lee Dumas, host of the Entrepreneur on Fire podcast, returns to the Goldstein on Gelt Show to talk about what it takes to start a successful business. John’s insight after speaking with thousands of entrepreneurs can help you with the decision to start your own business or …
 
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 s…
 
Many successful family businesses also have a strong family culture. How are the two related, and how do you shape your family culture? Mitzi Perdue grew up in one family business and married into another. Mitzi shares how her father, founder of Sheraton Hotel, created a strong foundation for his family and encouraged a positive family culture, and…
 
Do you know what your retirement income needs are? How much will it cost you to live during retirement? There is no one magic answer as your retirement income should be determined by your personal needs. David Trahair, CPA and financial writer, concurs that retirement is a personal case-by-case situation. He advises how to calculate your retirement…
 
Make sure your financial plan accounts for what you don’t want to happen A good financial plan takes into account the 4 Ds (death, disability, divorce, debt) and plans around them. Doug and John Ross, estate planner and elder law attorney, stress the importance of planning for the unexpected. John is a co-host of the weekly podcast Big Picture Reti…
 
Do your financial values guide your investment decisions? Financial values are the things that are important to you: the goals you have for your money. Before any investment or purchase, ask yourself, “What do I value?” Certified financial planner Michael F. Kay explains how a person’s background affects their financial choices. He asserts that our…
 
People first, then money, then things. Suze Orman, one of America’s most recognized personal finance experts, and I discuss why men and women have different financial priorities. Why is that men and women tend to handle money differently? Is it true that women are better at investing than men? Learn why fear, shame, and anger are the internal obsta…
 
Can having a bad or good day affect your investment choices? Before you decide to buy or sell that next stock ask yourself why you are doing it. Dr. Kate Levinson, author of Emotional Currency: A Woman's Guide to Building a Healthy Relationship with Money and a licensed family therapist, shares the role that emotions play in financial decision maki…
 
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 e…
 
What is the difference between a stock’s price and intrinsic value? Learn how to determine a stock’s intrinsic value, and how to make sure you pay less than the value you receive. John Szramiak of Vintage Value Investing joins Doug to discuss the importance of knowing the intrinsic value of your stock selections. John is a firm believer that the in…
 
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