Investing wisely is more than just choosing high-yielding investments and optimizing your asset allocation. Dan Solin, New York Times bestselling author of The Smartest Retirement Book You’ll Ever Read and columnist in The Huffington Post, shares tips about investing wisely and how to plan your estate so that your spouse is financially safe when you pass away.

Avoid Outliving Your Retirement Nest Egg

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No one wants to outlive their money. Creating a financial plan is one of the best ways of making sure that your assets will meet your needs your entire life. Douglas Goldstein, CFP®, director of Profile Investment Services, Ltd., discusses the advantages of planning your budget, lifestyle, and investments.
The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

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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. 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 [email protected]