Douglas Goldstein
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Financial planning is always important, but it’s especially crucial when health issues arise. A well-built plan allows you and your family to focus on health and family connections, without worrying about the day-after. How can you make sure y
Are You Overlooking the Importance of a Financial Plan? When was the first time you spoke with a financial planner? Let me tell you about a retired couple who I met who had never spoken to a financial planner before. The couple's lack o
Family pressure can be overwhelming when it comes to finances. Learn how to handle those pressures correctly, allowing you to build a financial portfolio that suits you perfectly. Here are some key points discussed in the show: 1. Understand
Are you considering investing in real estate? Or perhaps you already have real estate investments in your portfolio? If so, it's crucial to understand the potential risks and challenges that can arise. The following stories of two individ
Financial planners frequently meet with folks who want to invest for growth. After all, who doesn’t want to see their portfolio grow? But, growth also means capital gains tax. Are there any investments that encourage portfolio growth but have l
Tips for Managing Your Finances During Divorce for a Smooth Transition Divorce can be a daunting and emotional journey, one that is fraught with legal, emotional, and financial challenges. In this post, we'll explore key takeaways Dougl
Behavioral finance is a critical area that merges psychology with finance to understand why people make irrational financial decisions. It’s important to note that people’s emotions, cognitive errors, and biases often drive these decision
Doug delves into the topic of retirement planning and financial considerations for Americans moving to Israel. He shares insights on the practical aspects of living in Israel and the financial implications of the move. Retirement is oft
Are you approaching the age of 73 or have inherited an IRA account? If so, understanding Required Minimum Distributions (RMDs) from IRAs is crucial. In a recent episode of The Goldstein On Gelt Show, Douglas Goldstein discussed RMDs in de
In "The Journey to Expatriation," we delve into the complex world of expatriation, featuring the real-life journey of a couple navigating the process of giving up U.S. citizenship. Join Doug as he uncovers the emotional, legal, and fina
Taking Control of Your Finances or Partnering Up With Experts? A Critical Decision for U.S. Expats Living in Israel! Are you a DIY investor? Curious about the benefits of working with a financial advisor? Join Doug as he discusses
Yosefa Uber, an expert accountant specializing in American taxes for residents of Israel, sits down with Doug to go over: Qualified Charitable Distributions (QCDs) allow you to donate money from your IRA directly to charity tax-free i
Doug discusses what it means to be a good steward of family wealth and how to pass on your financial legacy to future generations. He provides advice for teaching children financial responsibility from a young age and bringing adult child
Are you an American living abroad, specifically in Israel, facing difficulties with US brokerage firms terminating your accounts? Join Doug Goldstein, licensed in both the US and Israel, as he sheds light on this ongoing issue and prov
Doug discusses the myth that it is illegal for people who move to Israel or inherit money from the U.S. to keep their investments in American accounts. He explains why this myth exists and how it can actually be beneficial to maintain U.S
Financial advisors and investment professionals, As we bid goodbye to 2023, let's take a moment to reflect on the state of our portfolios and plan for the new financial year. 📌 Year-End Portfolio Snapshot Understanding the precise va
Living in Israel with U.S. investment accounts? Be careful when transferring money overseas! In this insightful recording, Doug Goldstein, CFP®, GFP®, founder of Profile Investment Services, Ltd., unveils essential tips and best practic
In the world of investing, it's not just about the highs but managing the lows, especially when approaching retirement. Here's why discussing sequence of returns risk is crucial: - 📉 **Volatility Management**: Buying high and selling low is
The biggest mistake many investors make is focusing solely on returns without considering why they are investing in the first place. In this insightful recording, Doug shares valuable insights on the importance of understanding the ‘wh
In this insightful recording, Doug sheds light on the critical concept of ‘Sequence of Returns Risk’ and its impact on retirement planning. Discover why timing is everything when it comes to investment returns, especially during the cru
Doug Goldstein is diving into a topic that has been bothering him lately—unrealistic expectations in financial goals. Instead of focusing on sound investment strategies and long-term planning, people are consumed by the desire for quick
How can a lack of estate planning and clear instructions regarding asset distribution lead to family disputes and disagreements? Welcome to another episode of The Goldstein On Gelt Show, where we delve into the world of finance, estate
What are some specific challenges that Americans living in Israel face when it comes to managing their US investments? How can a cross-border investment advisor assist in addressing these challenges? Doug addresses the importance of und
How do you think Bill Gates' financial advisor would have advised him regarding the concentration of his wealth in Microsoft stock? Welcome to another episode of The Goldstein On Gelt Show with your host, Douglas Goldstein. In this epis
When you choose to go on vacation, you're prioritizing experiences over money in the bank or investments. It's a value decision. But that doesn't mean you shouldn’t invest in experiences with your family or put all your money in the stock
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