GoldBook Financial

11/03/2026

Women often spend so much time investing in everyone else that their own future takes a back seat. A quick retirement check-in now can help you stay on track for the future you envision. Let's connect.

10/31/2026

Wishing everyone a safe and SPOOKtacular Halloween! 🎃👻

10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/28/2026

Curious about a career in financial services? ʟᴇᴛ’ꜱ ᴇxᴘʟᴏʀᴇ ᴡʜᴀᴛ ɪꜱ ᴘᴏꜱꜱɪʙʟᴇ ᴛᴏɢᴇᴛʜᴇʀ!

At GoldBook, we are looking for driven and ambitious financial professionals to join our growing team across AZ and CA!

Whether you’re an experienced financial professional or exploring your next step in the industry, we’d love to hear from you!

💼 Professional Development | Collaborative Culture | Career Growth

📍 Scottsdale, AZ
https://bit.ly/4sxmKJN

📍 San Diego, CA & Orange County, CA
https://bit.ly/4sAvgI0

📍 Los Angeles, CA
https://bit.ly/4kmE020

Ready for your next opportunity—or know someone who is? Apply today or spread the word by sharing with your network!

👉 Interested in learning more? Connect with our Recruiting Coordinator, Jaiden Phillips, [email protected]

10/28/2026

You bring the expertise. At GoldBook Financial, we bring the support, tools, and resources to help you grow. ​

Let’s talk: https://bit.ly/4yMpODi

10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/26/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/23/2026

Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.

https://bit.ly/4jI9LCF

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/21/2026

You’re in business for yourself—but with GoldBook Financial, never by yourself. ​

Learn more at https://bit.ly/4z85WLW