Goldstein On Gelt

"Cheapskate" isn't necessarily a pejorative term, as cross-border financial planner Doug Goldstein, CFP®, finds out when he interviews Jeff Yeager, author of How to Retire the Cheapskate Way: The Ultimate Cheapskate's Guide to a Better, Earlier, Happier Retirement. Learn why cheapskates rarely suffer from “buyer’s remorse,” and get tips for how to teach children the advantages of delayed gratification. Follow Jeff Yeager at www.ultimatecheapskate.com and on Twitter @JeffYeager How using a checklist can help you become a better investor The Checklist Manifesto promotes the use of checklists for pilots and in minimizing medical mistakes. But could using a checklist improve your financial situation? Look at a real example of an interactive checklist for how to open a U.S. Brokerage Account from Overseas, and send an email to get a checklist on how to choose a good investment advisor.