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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.

Aug 24, 2017

Millennial investors are stereotyped as having short attention spans and an aversion to investing. Is this an accurate representation? Doug invites Shannah Game, CFP® , a specialist in millennial investors, to discuss the difference between millennials and other investors. Listen to two Certified Financial PlanningTM...


Aug 21, 2017

Can young people become millionaires? They can if they begin investing early! Listen to Grant Sabatier, “the millennial millionaire,” as he shares why and how he embraced an early investing strategy. Grant took advantage of a bear market and made millions of dollars when the market recovered. He stresses...


Aug 14, 2017

Stretching is not only for the gym… if you have a “Stretch IRA” you can s-t-r-e-t-c-h out the taxes due on your inherited IRA (Individual Retirement Account). If you pay taxes later, you have more money to invest now! CPA and Estate Planning Attorney Jim Lange discusses with Doug how to best title and organize...