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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.

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  2. 2020
  3. 07

Here’s Why Retirement Planning Tools Make a Difference

Jul 23, 2020

How can you know which is the best retirement planning tool in the market? When the stakes are high, there is little room for error. Find out Dr. Wade Pfau’s favorite retirement planning tools and strategies. He’s the Professor of Retirement Income at American College and a CFA©. Wade and Doug debate the wisdom of...

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Leveraged ETFs

Jul 16, 2020

Exchange Traded Funds (ETFs) have been gaining popularity among investors for years since they are an easy way to get into the market and their fees tend to be lower than those of mutual funds.

But how about leveraged ETFs?

Are leveraged ETFs an easy way to increase your portfolio’s return or are they one of the least...

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Do Dual Citizens Need a Separate Will for Each Citizenship?

Jul 2, 2020

Should dual citizens have one will for assets they own in both countries, or will one will cover their global assets? Albert Goodwin, a New York attorney, speaks with Doug about the importance of Americans in Israel having an Israeli will. Albert has experience with helping people in New York, Miami, and Israel...

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