Jun 17, 2021
What does financial success look like? There isn’t a formula for financial success, but there are steps you can take to achieve financial stability. The step are your “financial plan” – and everyone’s financial plan looks different. Doug explains how a financial advisor should guide you towards success through a deep understanding of your financial position.
Dealing with American financial advisors when you live abroad
Why would a U.S. financial advisor limit his interactions with a client who lives abroad? A Goldstein on Gelt Show listener, “Bill,” was told by his financial advisor that he can only take unsolicited orders (so much for giving advice!) and that he cannot purchase any mutual funds. What is an unsolicited order? And why can’t his financial advisor purchase mutual funds? Listen to find out more about these issues and possible solutions. Begin your path towards financial success by downloading the resource Three Steps to Financial Success. Download free resource: Three Steps to Financial Success 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.