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Great investments and retirement planning begins with an understanding of what YOU want and need. Here are the tools to help you gain financial security, discover smart investments, and learn investing basics.

Get started by listening to The Goldstein on Gelt Show’s most recent episode.

Sep 9, 2021

What exactly is a power of attorney, and when would it come into play? Russell Mayer, a Senior Partner at Livnat Mayer & Company, explains what a power of attorney (POA) is and when people would typically need to use one. A power of attorney gives someone else the authority to handle your affairs in the event you...

Sep 2, 2021

Why is it important to have a will, if it only comes into play after you no longer are alive? Russell Mayer, an estate attorney based in Israel, explains how the law distributes an investor’s assets after their death and why having a valid will makes a difference. Doug and Russell examine how a will works and who...

Aug 26, 2021

Do you know how to choose a mutual fund to best meet your investment goals?

Doug just created The Mutual Fund Buying Checklist to help you choose mutual funds! Download it now!

In a recent listener’s letter, Doug was asked if mutual funds were still a good investment. He was also asked if it is illegal for Americans...

Aug 19, 2021

Do you know the benefits of ETFs (Exchange Traded Funds)?

While some investors like to pick their own individually stocks, statistically their overall returns tend to be lower than someone who invests in a mutual fund or ETF. Listen to today’s episode to learn what to look for in choosing an ETF and how to use...

Aug 12, 2021

How does an investor pick a good stock when there are so many to choose from?

What if choosing a stock didn’t have to be so complicated?

Download Doug’s free resource to help you make educated stock choices. The eight-point list is complete with practical advice on picking stock. However, don’t only use this list...