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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.

Oct 22, 2020

How much money do you need to be happy? In other words, can financial stability bring happiness? Bestselling author of The Five Secrets You Must Discover Before You Die, Dr. John Izzo and Doug explore what happiness really is and the underlying question, “Does money make a person happier?” Dr. Izzo spoke to 250 people with 18,000 years of cumulative life experience and found one thing in common: your internal mindset about how you see money impacts your happiness more than the dollar amount in your bank account. Listen to his research that shows if financial stability really brings happiness.

Want to manage your finances without a professional financial advisor?

Doug discusses the many different ways you can choose to handle your money – with or without a professional’s help. He compiled a list of “7 Different Ways to Handle Your Money.* (Click here to download) which covers the right ways and the wrong ways to plan. Whichever way you choose to handle your money, make sure you and your spouse agree on it! If you would like a little more insight on including your spouse in portfolio planning, watch this video. Learn more about Dr. John Izzo can on Twitter, LinkedIn, or his website. 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.