Goldstein on Gelt

Has the firm holding your U.S. brokerage account asked you to transfer your assets out because you no longer have an American address? Doug shares an experience he had when he helped an American living in Israel with their U.S. brokerage account. There are certain issues investor needs to know before moving their U.S. based assets. When that dreaded letter comes in the mail, Doug has insights on how to find a brokerage firm that will hold your account, even if you live overseas. What do Gen X and Y want from a financial planner? Katie Brewer, CFP ® and president of Your Richest Life, discusses the differences between investors from Generation X and Y and more traditional investors (retirees). Gen X and Y haven't yet retired, so why should they meet with a financial planner? Kate talks about how couples can juggle their various financial concerns, and gives tips on how to overcome having uncomfortable financial discussions with your spouse. To learn more about Your Richest Life Planning, check out Katie's website yrlplanning.com or find her on Twitter @katieyrl. To learn more about investing and finances in general, visit Profile-Financial.com. 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.

Want to learn about a solid strategy to diversify your investments? Doug recalls his interview with Nobel Prize winner Dr. Harry Markowitz about Modern Portfolio Theory. The conversation gave practical advice about using market analysis to find the right investments for a well-diversified portfolio. (Listen here to their discussion) If you don't want to build a diversified portfolio by yourself, you can work with a money manager. Investors should interview money managers and ask what diversifying strategies they use. A risk-return analysis is essential in today's market Jesse Felder, the creator The Felder Report, expresses concerns about the current bull market. Jesse has a long history on Wall Street and he has seen investment trends come and go. What will happen now? He points to the expertise of shrewd investors like Warren Buffett to learn a strategy that is evergreen, yet flexible with the market changes. Traditional methods of investment are changing and investors need to be realistic with their investment expectations. Follow Jesse Felder on Twitter @jessefelder and at his website The Felder Report. 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. Also, if you want to learn more about being strategic in your investments, then read Doug's co-authored book Rich as a King.

The host of the Mo' Money Podcast, Jessica Moorhouse tells Doug what millennials need to know about investing. They discuss the financial difficulties the millennial generation deal with and how that poor preparation can be countered. Jessica emphasizes the ideal financial plan of both reducing debt and investing money for the future. One of these planning techniques is creating smart money habits, which are the surest way to meet financial goals and to prepare for what the market throws your way. Jessica shares some of these smart money habits and how to establish them. Doug will be teaching a class soon! Doug will be teaching an MBA class in finance at Webster University. The course will be based on the principles laid out in his book Rich as a King: How the Wisdom of Chess Can Make You a Grandmaster of Investing. The book was co-authored with Susan Polgar, a Grandmaster in chess. Believe it or not the game of chess and investing have a lot in common. Doug will outline some of the topics he will cover in his course and how financial behavior plays a part in investment choices. To hear Jessica Moorhouse's podcast visit www.jessicamoorhouse.com. You can also find her podcast Mo' Money Podcast on iTunes and YouTube. 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. You can also watch Doug's interviews on his Youtube channel.

Does fear drive your international investing decisions? Listen for tips on how to minimize your fear of investments. Don't let what might happen affect your decision making. Bearing that in mind, Doug also suggests that diversifying the currency in your portfolio is crucial for people who save in one currency and spend in another. Be sure your investment decisions are within your comfort level. International investments raise many questions especially when currency diversification comes into play. It's important to find a balance between who you are, what you need, and your tolerance for risk. Doug answers the question of whether expat investors needs to sell off their U.S. investments. He also explains why many U.S. firms have a "no non-U.S. client" policy. If you have overseas investments, or would like to have U.S. investments, Doug gives practical advice about finding a cross-border money manager. Be sure to download a free resource for non-U.S. residents who want to open U.S. accounts by clicking here. 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.

Christine Benz, the author of Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and senior columnist for Morningstar returns to talk withDoug about how investors can use the "bucket strategy" to manage their fear of risk. She shares how investors can manage risk in this "war on savers" market. In today's current market, risk is becoming more of a necessity. Christine explains how to balance the old methods of retirement planning with being more open to risk and how to make dividends work for you. Getting married? Consider Doug's advice about merging your finances. When people get married, there are financial discussion to be had, aside from how the wedding will be paid for. Doug has 6 steps a couple should follow before they get married and combine their finances. He discusses how well you should know your partner's spending habits, and why a good money manager is worth the investment. Make sure to share these points with any young couple you know. You can find Christine Benz on Morningstar.com and check out her book Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances too! Listen to Doug and Christine's first discussion here. 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. You can also watch Doug's interviews on his YouTube channel.

Michael W. Zisa, a high school finance teacher and author of The Early Investor, is an advocate of teaching personal finance so kids can start investing at an early age. Michael shares what it's like to teach young investors to make wise and informed investments. He describes the encouraging response to his class and what are some of the investment basics he covers with his students. Why joint brokerage accounts may be good for spouses, but not for siblings Sometimes a brokerage account is setup for two or more people, especially when it was set up by a parent. Doug gives some examples of when splitting up a brokerage account is a good idea, and identifies when a joint account is desirable. Michael W. Zisa is the author of The Early Investor and can be found at becomeanearlyinvestor.com and @investinggeek on Twitter. 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.

Can decision fatigue be partly to blame for a bad investment choice? Nyle Bayer, an experienced money manager, examines what decision fatigue is and how it can cause you to make poor investment choices. Nyle has worked in the financial sector for many years with his father who is also a financial advisor and CFP®. He discusses what factors he has personally observed that could result in a bad investment choice, and why men and women approach investing differently. Do you ever wonder if Doug takes his own advice? Doug has an exciting announcement! His daughter announced her engagement to a wonderful young man! For years, listeners have followed Doug's advice on how to plan for major life milestones like a wedding or buying a home. He shares how well his advice has worked for him and his family during this happy time. You can follow Nyle at The Financial Time Traveler and at @NyleBayer. 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.

Professor Tomas Lindahl, winner of the 2015 Nobel Prize in Chemistry, talks about his research with DNA and the human genome. Dr. Lindahl shares insights about the vulnerability of your DNA… and how it might be possible to fix it. Is a cure for cancer on the horizon? Discover why medical research is one of the most important investments there are.

Professor Robert C. Merton, winner of the 1997 Nobel Prize for Economic Sciences and professor of finance at the MIT Sloan School of Management, explains how a longer average lifespan affects retirement planning and what you need to do to plan for your old age today. Follow Professor Merton at: www.robertcmerton.com

Professor Robert Shiller, winner of the 2013 Nobel Prize in, and author of Finance and the Good Society, talks about how financial institutions and innovations could ultimately be used to improve the quality of society. How can high finance be used to reduce inequality among people? Follow Robert Shiller at www.robertshiller.com