Podcast Episodes
Back to SearchDo All Married Couples Need to Share Their Money?
Do All Married Couples Need to Share Their Money?
By Douglas Goldstein, CFP®
What’s the ideal way to handle your money?
In a perfect world…
10 years, 6 months ago
How to Make the Most Out of Your Parents' Stocks
How to Make the Most Out of Your Parents’ Stocks
By Douglas Goldstein, CFP®
What should you do if you inherit a portfolio of stocks from your parent…
10 years, 6 months ago
What You Need to Know About Start-Up Investing
What You Need to Know About Start-Up Investing
By Douglas Goldstein, CFP®
In a dramatic repeat of what I saw many times in the late 1990s-2000, anoth…
10 years, 6 months ago
What to Do With Your Money at the End of the Year
What to Do With Your Money at the End of the Year
By Douglas Goldstein, CFP®
As the fiscal year draws to a close, it’s time to review your financial …
10 years, 6 months ago
Do You Suffer from "Inheritance Loyalty Syndrome?"
Do You Suffer from “Inheritance Loyalty Syndrome?”
by Douglas Goldstein, CFP ®
It is common to feel emotional angst after receiving an inheritance. I…
10 years, 6 months ago
Don't Leave Tax-Loss Harvesting to the End of the Year
Don’t Leave Tax-Loss Harvesting to the End of the Year
By Douglas Goldstein, CFP®
Many investors optimize their portfolio to minimize capital-gains …
10 years, 6 months ago
What Should You Do When You Get An Inheritance?
What Should You Do When You Get An Inheritance?
By Douglas Goldstein, CFP®
Many of my client relationships began as a result of receiving an inherit…
10 years, 6 months ago
How to Help Your Children Become Financially Independent
How to Help Your Children Become Financially Independent
By Douglas Goldstein, CFP®
A client told me about her married daughter who is in a financia…
10 years, 6 months ago
How To Break Your Bad Habits And Get Rich
How To Break Your Bad Habits And Get Rich
By Douglas Goldstein, CFP®
Money woes are generally not due to a market gone awry or a low salary. The numb…
10 years, 7 months ago
Are Bonds a Good Investment for You?
Are Bonds a Good Investment for You?
By Douglas Goldstein, CFP®
Bonds are a very popular investment, but before you buy any, let me tell you what I s…
10 years, 7 months ago