Financial Lessons from Doug’s Desk

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Thông tin tác giả Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services được phát hiện bởi Player FM và cộng đồng của chúng tôi - bản quyền thuộc sở hữu của nhà sản xuất (publisher), không thuộc về Player FM, và audio được phát trực tiếp từ máy chủ của họ. Bạn chỉ cần nhấn nút Theo dõi (Subscribe) để nhận thông tin cập nhật từ Player FM, hoặc dán URL feed vào các ứng dụng podcast khác.

Have you heard the financial lessons of “Scatter Man” and “Generous Mom?”

While identifying characteristics have been changed to maintain the privacy, there are important financial lessons to be learned from these two real-life investor stories.

Learn why Scatter Man’s diversification techniques don’t work. Instead, Doug explains how to consolidate your money and how to put yourself in a position that will serve you and your investments.

And, if you want to help your children, find a way to do so without the negative side effects of “Generous Mom.”

After listening to these stories, are you curious about Doug’s money habits? Watch this video about Doug’s personal money management.

Trying to open a U.S. brokerage account?

Doug presented a free webinar on how to open a U.S. brokerage account from overseas. If you missed it and want to watch the replay, email doug@profile-financial.com. If you are interested in learning more about U.S. brokerage accounts, download the free toolkit designed to help international investors invest in the U.S. economy.

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.

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