What Are Your Financial Priorities?


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By Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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 obstacles to wealth, and why your self-worth and your net-worth are connected. Can money make you feel more secure? Do you agree with Suze when she says, “If you feel less than, you’ll spend more than.”

What can your brokerage firm do for you?

Doug discusses the various services a brokerage firm offers its clients. He explains that invested money isn’t the same as a bank account and that not all brokerage firms offer the same services. Tune in to find out how to make the most out of your relationship with your brokerage firm. To learn more about opening a U.S. brokerage account, click here to get a free toolkit for overseas investors. For more information about Suze Orman and her various projects visit www.suzeorman.com. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

489 episodes