Spending money can be an educational experience. Joe Saul-Sehy, host of the Stacking Benjamins podcast, and Douglas Goldstein, CFP, director of Profile Investment Services, Ltd. discuss how to turn a shopping trip into an enjoyable personal finance lesson. Find out how to teach your kids how to make better choices about spending money.
Should you ask a financial advisor for references? When a professional provides client references, will you get an objective opinion?
Douglas Goldstein, CFP, explains what you need to look for when choosing a financial advisor.
Learn why references may not be the best benchmark for excellence, and how to check a financial advisors credentials online.