Goldstein on Gelt

Retirement planning doesn’t have to feel like a chore! It can be the key to unlocking your dream lifestyle in the golden years. Dive into the secrets of crafting a retirement strategy that’s not just secure but exciting. From transitioning from saving to spending to creating a steady mix of income streams, learn how to turn your retirement dreams into reality. Whether you’re just get...

Let’s face it—scammers are getting sneakier, and your hard-earned money is their ultimate prize. Don’t let them win! Marketing guru Jay Schwedelson shares eye-opening insights into the clever tactics scammers use to grab your attention and trick you into risky decisions. Learn how to recognize these schemes and take ...

Are you ready to take control of your cross-border finances like a pro? In this episode, we tackle the challenges expats face with managing investments, handling multiple currencies, and staying ahead of regulatory headaches. Say goodbye to confusion and hello to clarity with tips to protect your wealth and make your money work for you. Whether you're balancing dollars and shekels or safeguarding your accounts, this episode gives y...

Think T.O.D. Accounts Are Simple? Think Again!

T.O.D. accounts might sound like the shortcut to estate planning bliss, but for cross-border families, they can lead straight to chaos. Tax traps, legal tangles, and probate drama are just a few of the surprises waiting for unsuspecting heirs. Don’t let a so-called "simple solution" turn into a family nightmare—learn how to sidestep the ...

Why Even Millionaires Can Feel Cash-Strapped and What to Do About It

Rich on paper but broke in reality? It’s called a liquidity trap, and it’s more common than you think! If your wealth is tied up in real estate or illiquid investments, accessing the cash you need can feel like breaking into a locked safe. Learn how to make your money...

Thinking about renouncing your U.S. citizenship? It’s a decision that comes packed with complex financial and emotional considerations! Eli Clark, an international lawyer with a focus on cross-border estate planning, joins us to unpack the nuances. From untangling complicated banking woes to understanding the infamous exit tax, there's a lot at stake. We dive deep into what it really...

Investing can feel like riding a roller coaster, but the secret to success isn’t in predicting the market—it’s in mastering your emotions. Is your portfolio still working for you, or are fear and excitement driving your decisions? This episode reveals how unchecked emotions can derail even the best financial plans—and what you can do to stay in control. Learn how to align your investments with your true goals, turn losses into oppo...

Struggling to feel in control of your finances? Sometimes, investments can take unexpected turns, especially if you’re dealing with cross-border accounts or unfamiliar tax rules. This episode dives into how to recognize when your portfolio is steering off course, why you should always trust your gut, and the importance of simplifying your strategy. Learn why risky investments, hidden...

Worried about whether your money will last through retirement? You’re not alone, but there’s a powerful tool that could help turn your concerns into confidence: dividend-paying ETFs. These handy investments could pay you regular income—without you having to lift a finger. Imagine setting up a second paycheck just from your portfolio!

Whether you're looking for potential stability dur...

Estate planning may sound like a snooze, but there’s one powerful document you can’t afford to ignore: the enduring power of attorney. In this episode, Doug Goldstein and Mirit Hoffman uncover why this single document is your secret weapon for staying in control of your finances and healthcare, even when life throws unexpected curveballs. Plus, discover how to avoid the headaches of guardianship, and why all cross-border investors ...

What happens to your U.S. investments when you’re gone? Spoiler: It’s not as simple as your heirs calling dibs! This episode uncovers the hidden complexities of transferring U.S. brokerage and IRA accounts for those living in Israel. From joint accounts with rights of survivorship to individual IRAs, understanding the necessary paperwork—like death certificates and transfer certificates—can prevent a mountain of confusion later. Es...

Ready to Master Your Finances in Israel? Discover the P4 Approach! 🌍💰

Are you an American living in Israel or planning to move and wondering how to take control of your financial future? This episode is your roadmap to building a personalized financial plan that aligns with your unique goals and circumstances, no matter where life takes you.

Meet the P4 Approach—a proven strategy t...

Navigating major life transitions can be overwhelming, especially when your financial stability is at stake. Whether you're approaching retirement, considering a career change, facing a di...

Understanding how behavioral finance impacts investment decisions is crucial for achieving long-term financial success. This episode dives into the psychological biases that often lead investors astray, such as overconfidence, loss aversion, and herd mentality. By recognizing these patterns, listeners can take control of their financial decisions, avoid common pitfalls, and build a more resilient portfolio. The discussion emphasize...

Managing capital gains taxes is a critical aspect of financial planning, especially for cross-border investors with U.S. brokerage accounts who may be dealing with two (or more) tax jurisd...

Overcoming money silence and fostering healthy financial dynamics within families are crucial for financial well-being. This episode delves into the challenges many face when it comes to d...

Ever wondered why inheriting money can feel like a burden instead of a blessing?

When you receive an inheritance, it's like a bittersweet hug f...

Donating appreciated stock can maximize charitable contributions and minimize tax liabilities. Recent changes in Israeli tax laws make this an ideal time for investors to leverage their...

Discover the Secrets of Estate Planning for Blended Families

Estate planning for blended families presents unique challenges and opportunities to ensure financial security for both spouses and children. In this episode, we delve into the intricacies of crafting a balan...