Preview Mode Links will not work in preview mode

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 28, 2017

Your portfolio returns can be affected by not only owning the right investment, but by making sure it is in the right type of account. Bob French, the Director of Investment Analytics at McLean Asset Management, gives insights on how investors can optimize their portfolio returns. Different investments grow at...


Sep 25, 2017

Retirement is all about cash flow. After all, it’s your income that will determine your lifestyle in retirement, not your net worth. Jason Parker, Retirement Income Certified Professional, explains what the term “cash flow” means and why it is important for retirees to have a source of income. Should your net...


Sep 18, 2017

Do you ever dream about retiring early? Billy and Akaisha Kadarli share their story of how they managed to retire early, at age 38. Billy, a Wall Street investor, realized he and his wife needed to pull back from work to help their marriage. Billy chronicles the steps he took towards early retirement and explains how he...


Sep 14, 2017

Are you looking for a way to choose better investments? If so, consider “factor investing.”

Professor Elroy Dimson of the Cambridge Judge Business School believes factor investing leads to better results. This is because, he says, if you expose your portfolio to a variety of factors (different from just investing in...


Sep 11, 2017

Is your self-worth dependent on your job, your title or your paycheck?

If so, what will happen when you retire and all of those disappear?

Nancy K. Schlossberg, author of Too Young to Be Old: Love, Learn, Work, and Play as You Age, focuses on the transition to retirement, by focusing on the importance of having a...