Get Clarity in Your Financial Planning

What's the First Question You Should Ask Your Financial Planner?

Douglas Goldstein,

Goldstein on Gelt with Douglas Goldstein
Goldstein on Gelt with Douglas Goldstein
Goldstein on Gelt with Douglas Goldstein

Doug Goldstein, CFP, director of Profile Investment Services Ltd., and Marguerita Cheng, CFP and CEO of Blue Ocean Global Wealth, discuss the importance of having a solid financial plan.

Marguerita shares her personal philosophy on investing and offers the questions you should ask when interviewing a new advisor.

Is a track record as important as understanding your current situation and future goals? Listen to explore why people tend to shy away from financial planning learn how to change your thinking to be more positive.

Are you ready for tax loss harvesting? Doug has created a free resource for investors wanting to do a little housekeeping in their accounts before the year end.

He encourages investors to consult a tax professional before implementing tax loss harvesting. Download a guide to tax loss harvesting in the show notes of today's episode on the website.



Loading....


More Arutz Sheva videos:


top