Goldstein on Gelt
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
Episodes
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 you are setting yourself up for a smooth transition of wealth to your family?
Tune in and learn about the nuances of managing shared accounts, t...
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 ret...
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 your investments: If you find...
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 th...
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 limited tax liability? On today’s show, Doug answers a listener question about investing for growth. “Jeff” asks if there are investments that encourage portfolio growth, but have little tax l...
Tips for Managing Your Finances During Divorce for a Smooth Transition
Divorce can be a daunting and emotional journey, one that is fraught wit...
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, cogni...
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 finan...
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...
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.
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Taking Control of Your Finances or Partnering Up With Experts?
A Critical Decision for U.S. Expats Living in Israel!
Yosefa Uber, an expert accountant specializing in American taxes for residents of Israel, sits down with Doug to go over:
- ...
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 respon...
Are you an American living abroad, specifically in Israel, facing difficulties with US brokerage firms terminating your accounts?
Join Doug ...
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...
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
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Living in Israel with U.S. investment accounts? Be careful when transferring money overseas!
In this insightful recording, Doug Goldstein, CFP®...
- 📉 **Volatility Management**: ...
The biggest mistake many investors make is focusing solely on returns without considering why they are investing in the first place.
In this...
In this insightful recording, Doug sheds light on the critical concept of ‘Sequence of Returns Risk’ and its impact on retirement planning.
Dis...
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