Aug 20, 2020
One often overlooked sign of aging is your signature. As people age, often their handwriting and signature change. What does handwriting have to do with investing? Quite simply, if your signatures don’t match it may be harder to move money. Doug talks about the importance of keeping up-to-date records with your financial institutions – including your (aging) signature. Learn about other financial implications that may affect senior citizens and get practical workarounds for some of the financial ramifications that come with age.
Do you have someone you can trust with your finances?
Cross-border investing is challenging for American expats. How can you find a financial advisor who understands your specific situation? Doug discusses how to choose an appropriate advisor and build a trustworthy financial team. He lists questions investors need to ask their financial and legal consultants before making an investment. Ask these questions to your financial team! Download a free tool kit for non-U.S. residents, who want to have an American brokerage account. To learn how to listen to The Goldstein on Gelt Show on your iPhone, watch here. To learn more about Roger Whitney and his 5-minute retirement plan, go to rogerwhitney.com/5minuteretirementmakeover. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.