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.

Jul 29, 2021

One of the biggest problems facing a widow (other than the devastating loss of their spouse) is the fear of going broke. Losing your life’s partner is a very emotional time. Many times a widow is faced with decisions she has never had to consider before, including financial decisions.

If you are close to a widow,...


Jul 15, 2021

A question that I’m asked frequently these days is “how do I handle my American investments from overseas if my current American brokerage firm wants to close my account?”

It’s common for me to get inquiries from people who received letters about their accounts being closed/frozen. Happily, I can help...


Jul 8, 2021

Climbing prices are bad for consumers and investors. What is the best way to stop inflation from eating away at the real value of your investments?

While most consumers view higher prices and inflation as a bad thing, the stock market frequently rises during periods of high inflation. This means your stock...


Jul 1, 2021

Managing retirement funds doesn’t need to be confusing or overwhelming. Rolling over a 401K into an IRA (individual retirement account) frequently makes it easier for the client.

I am often asked for tips on what investments should be inside of an IRA account. Here’s what I tell folks:

  • Depending on your...