Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
What is the Best Way to Transfer Your U.S. Brokerage Account?
MP3•Episode home
Manage episode 180550473 series 79150
Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
…
continue reading
558 episodes
MP3•Episode home
Manage episode 180550473 series 79150
Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
…
continue reading
558 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.