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What Investors Don't See That's Ruining Their Portfolios and What They Can Do to Fix It with Dorian Mintzer and Douglas Goldstein

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Manage episode 373591098 series 3296896
Content provided by Dorian Mintzer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dorian Mintzer 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.

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Douglas Goldstein, CFP, will present the research that he's done over the past five years with World Chess Champion Susan Polgar about how high-level participants in any field often miss critical information in their decision-making process and how investors can use the same strategies that chess grandmasters use in order avoid the common downfalls.

In this episode, you'll discover:

  • What is holding you back from financial freedom
  • How to apply the strategies that Susan Polgar used to win 10 Olympic medals to managing your money
  • Several strategies that can make you as "Rich as a King!"

About Douglas Goldstein:
Douglas Goldstein is the co-author of Rich As A King: How the Wisdom of Chess Can Make You a Grandmaster of Investing. He's a Certified Financial Planner, a college lecturer, and a radio show host. When he started on Wall Street, his favorite client was his grandmother. She had been a stockbroker many years earlier, among the first women to earn the license. Following in her footsteps, his mother also became an investment advisor, helping clients plan and build wealth throughout her 17-year career. He joined her as a partner in 1992, and the #1 lesson he learned from her was the importance of educating clients about handling their money wisely.
He is a 20-year Wall Street veteran and head of a major international financial services company but views himself as a financial educator. He writes extensively, using easy-to-understand language so everyone can realize that investing isn't only for the professionally trained. He also writes newspaper columns and is the author of four other books, teaches college courses, and even hosts a personal finance radio program, The Goldstein on Gelt Show.
Get in touch with Douglas Goldstein:
Visit Douglas' website: https://profile-financial.com
Buy Douglas' book: https://revolutionizeretirement.com/goldstein

What to do next:

  continue reading

113 episodes

Artwork
iconShare
 
Manage episode 373591098 series 3296896
Content provided by Dorian Mintzer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dorian Mintzer 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.

Send us a Text Message.

Douglas Goldstein, CFP, will present the research that he's done over the past five years with World Chess Champion Susan Polgar about how high-level participants in any field often miss critical information in their decision-making process and how investors can use the same strategies that chess grandmasters use in order avoid the common downfalls.

In this episode, you'll discover:

  • What is holding you back from financial freedom
  • How to apply the strategies that Susan Polgar used to win 10 Olympic medals to managing your money
  • Several strategies that can make you as "Rich as a King!"

About Douglas Goldstein:
Douglas Goldstein is the co-author of Rich As A King: How the Wisdom of Chess Can Make You a Grandmaster of Investing. He's a Certified Financial Planner, a college lecturer, and a radio show host. When he started on Wall Street, his favorite client was his grandmother. She had been a stockbroker many years earlier, among the first women to earn the license. Following in her footsteps, his mother also became an investment advisor, helping clients plan and build wealth throughout her 17-year career. He joined her as a partner in 1992, and the #1 lesson he learned from her was the importance of educating clients about handling their money wisely.
He is a 20-year Wall Street veteran and head of a major international financial services company but views himself as a financial educator. He writes extensively, using easy-to-understand language so everyone can realize that investing isn't only for the professionally trained. He also writes newspaper columns and is the author of four other books, teaches college courses, and even hosts a personal finance radio program, The Goldstein on Gelt Show.
Get in touch with Douglas Goldstein:
Visit Douglas' website: https://profile-financial.com
Buy Douglas' book: https://revolutionizeretirement.com/goldstein

What to do next:

  continue reading

113 episodes

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