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December 11, 2016 / 11 Kislev, 5777
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Financial Security Isn’t Only a Matter of Inheritance


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On this week’s podcast, prosperity and growth are the main themes. In part I, Doug meets Kimberly Foss, president and founder of Empyrion Wealth Management and author of Wealthy by Design, a five-step plan for financial security. Find out why anyone can improve their financial security and not have to rely on an inheritance or family money…

Doug Goldstein, CFP®

About the Author: Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com

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