Goldstein on Gelt

Retirement is supposed to be your golden years, not a financial minefield. Yet too many people make mistakes that chip away at their savings and peace of mind. Skipping estate planning, helping kids a little too much, grabbing Social Security too early, or falling for scams can all put your hard-earned retirement at risk. The good news? With the right strategy, you can steer clear of...

Managing cross-border investments from Israel can feel like playing financial chess on two boards at once—and the pressure kicks up when a safe investment matures or a hot market trend starts calling your name. This episode is all about turning those “What now?” moments into smart, confident moves. You’ll discover why cash on hand isn’t lazy money, how to sidestep the fear of missing out, and ways to keep your portfolio both rock-s...

The countdown is on... Israel’s 10-year tax holiday doesn’t last forever. When the exemption ends, many olim discover too late that their U.S. brokerage and IRA accounts are suddenly exposed to Israeli taxes, paperwork headaches, and cross-border confusion. The good news? With the right planning, you can stay one step ahead of the deadline and keep your financial life running smoothl...

Managing U.S. accounts from Israel doesn’t have to feel like a juggling act. Between time zones, tax forms, and account restrictions, the move can get overwhelming fast—but the good news is, with the right setup, you can turn financial chaos into clarity. Discover how to streamline your retirement accounts, avoid costly surprises, and create a system that actually works for life in Israel.

Think of it as unpacking your financial “s...

Money stress doesn’t just show up in your bank account. It shows up in how you feel every time markets move, bills arrive, or your portfolio statement lands in your inbox. For Americans in Israel juggling U.S. brokerage or IRA accounts, those fears can feel even bigger. But what if you could turn that anxiety into clarity and confidence?
This episode dives into why money fears run deeper than numbers on a page and how self-awarenes...

Inheriting U.S. assets while living in Israel can feel like you’ve just been handed the keys to a treasure chest… only to realize it’s locked, and the instructions are written in two different tax codes. Between cross-border rules, trust and IRA quirks, and the emotions that come with a loved one’s gift, it’s easy to feel overwhelmed. This episode shows how to turn that “Where do I even start?” feeling into a confident, step-by-ste...

Money fights, emotional spending, and financial tension—sound familiar? It’s not just about numbers. Guest host BatSheva Goldstein, creator of FinancialDate™ Discussion Cards, steps in to explore the emotional side of money: the hidden “money scripts” shaped by childhood, culture, and family that quietly influence your financial choices. When  you're stuck in the same money argument ...

Got U.S. brokerage or IRA accounts and heirs in Israel? Then you’re juggling more than just numbers—you’re navigating cross-border taxes, family dynamics, and future expectations. This episode unpacks how to turn your inheritance plan from a source of stress into a lasting legacy filled with clarity, connection, and purpose.

Learn why silence is the real enemy of estate planning, how to start meaningful money conversations with you...

Think your U.S. brokerage account is safe? Not so fast. If you’re living in Israel and still holding accounts in the States, you might be one surprise letter away from a frozen account, a forced closure, or a tax mess you never saw coming. From estate planning nightmares to missed required minimum distributions (RMDs), the cross-border financial world is full of traps for the unprepared. But here’s the good news: with the right pla...

A health crisis can turn your world upside down—and if your finances aren’t in order, the stress multiplies fast. For Americans living in Israel with U.S. brokerage and IRA accounts, one unexpected illness can mean frozen accounts, legal roadblocks, and major money headaches. But here’s the good news: with a few simple steps, you can stay in control, protect your assets, and make sure your family isn’t left scrambling.

From power o...

Retirement income planning doesn’t have to feel like walking a financial tightrope. If you’re living in Israel with your investments still in the U.S., you already know the game is more complicated—exchange rates, taxes, IRAs, RMDs… it’s enough to make your head spin. But here’s the real problem: too many retirees end up guessing instead of planning. They hesitate, hold back, and miss out on the life they actually saved for.

This e...

Money clashes, mismatched spending styles, and prenup pressure—when couples don’t talk about finances, things can get messy fast. This episode tackles one of the most overlooked (and awkward!) relationship issues: how to talk about money without ruining the romance. Whether you're dating, getting married for the second time, or trying to merge financial lives, skipping these conversa...

American investment accounts, you could be paying too much (or filing too late) without even realizing it. This episode breaks down how to avoid double taxation, decode the infamous “first bite” rule, and finally get your Israeli and American accountants on the same page without losing your mind.

Douglas Goldstein, CFP® teams up with Aryeh Holtz, CPA from Simple Tax, who explains what to file, when to file, and how to avoid the com...

Understanding your financial goals isn't just about numbers. It's about digging into what really matters to you. This episode features special guest Mishy Harman, host of the popular Israel Story podcast, who shares how powerful storytelling can spark better conversations about money. Whether you're chatting with your spouse, your advisor, or just thinking things through on your own,...

Buying Real Estate in Israel Without Losing Your Mind (or Your Money)

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Wills that don’t work. Trusts that get tangled. Heirs scrambling to figure out who gets what—and when. If you’ve got U.S. investments but live in Israel, your estate plan might be headed for a legal mess without even realizing it. This episode unpacks the real-world problems that come up when your legal documents aren’t built for cross-border life—and how you can avoid costly, confusing mistakes by getting your financial and legal ...

Feeling financially stuck between two countries? If your accounts are split between the U.S. and Israel, even simple money decisions, like when to convert currency or which account to use, can start to feel risky. It’s not about being bad with money. It’s about not having a system that fits your life. This episode explores the hidden stress that comes from managing cross-border finances and offers practical ways to reduce the press...

Are You Betting Your Future on “If”?

If you’re living in Israel and managing U.S. brokera...

Tax rules shouldn't hold you back from building a life abroad, but for many Americans living overseas, that's exactly what happens. Marylouise Serrato of American Citizens Abroad (ACA) unpacks the real struggles expats face, from filing U.S. tax returns while living abroad to dealing with confusing rules around foreign investments. Sound overwhelming? Well change might finally be on the way.

From the fight to end worldwide taxation...