Is the bank really the best place for your money? And what are the best financial habits that you should try to adopt? Doug shares tips to implement financial habits such:

When is taking money out of the bank an important financial move?
What’s the difference between a mutual fund and an ETF?

Today?s guest, Aviad Goz, representative of Franklin Covey in Israel, specializes in the Seven Habits of Highly Successful People, written by the late Steven Covey. Aviad talks about taking personal responsibility for yourself and your wealth. He explains the best way to become proactive instead of reactive, and how to properly set goals.

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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]