The challenges involved in opening an American brokerage account from overseas and how to overcome them
Owning bonds can help an investor meet their financial goals. Bonds have specific characteristics and are designed for a specific kind of investing. Learn more...
What is estate tax? Who has to pay estate tax? And what is the first thing you should do when estate tax on your inheritance is unavoidable?
Discussing the process of claiming assets after a loved one’s passing. In Israel, a beneficiary needs a transfer certificate. What is a transfer certificate, why they are important, how to get one and what a beneficiary can expect during the process.
Explaining why U.S. power of attorneys aren’t valid in Israel and how to go about getting a legal power of attorney in Israel.
A review of past episodes
Debunking some common myths and misunderstandings surrounding mutual funds, including whether Americans living abroad can or should buy mutual funds.
5 warning signs that a widow may not be making the best financial decisions.
What is an ETF, how to use them effectively in your portfolio, and why can this investment benefit American expats?
it is possible to own a U.S brokerage account when you have a non-U.S. address. Listen to the podcast to learn more,
Factors one should take into consideration when deciding to invest in stocks and how an investor can pick a good stock when there are so many to choose from.
What are the signs of a good financial advisor are and how critical they are for your financial planning?
Ten simple and practical steps to protect your investments from hackers.
In honor of the Goldstein's 26th wedding anniversary, a gift from Doug--ten tips to make your marriage financially stable.
Are you interested in creating a growth-oriented portfolio?
How Monte Carlo simulations work and how they can effectively be used for financial planning.
America has strict rules about money leaving its shores. This episode offers professional insight and stresses the importance of working with a cross-border advisor to keep your accounts in compliance.
Discussing the importance of the FBAR and how those who are not currently in compliance with U.S. tax laws can get back into the system.
Goldstein on Gelt is offering a free downloadable resource to help expats keep a close eye on their financial arrangements
Pointers on how parents can raise financially independent children and how parents can make themselves financially stable while setting a good example for their children.
Exploring the common mistakes couples make when discussing money and the financial implications if the marriage does not work out and ends in divorce
Tune in to learn how to find an American CPA in Israel and why it may be more beneficial for olim to use an Israel based American accountant, as opposed to a CPA back in the “Old Country.”
Can asset allocation be reduced to a formula, or is it more complicated than that.
Discussing the harsh realities of PFICs (Passive Foreign Investments Companies) and how they relate to Americans living in Israel.
If you ever wondered about why you should worry if a foreign currency falls, listen to this episode to learn about the interconnected global economy.