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? Monday, November 19, 2018

Goldstein on Gelt: Behind the Scenes of Opening a U.S. Brokerage Account

The challenges involved in opening an American brokerage account from overseas and how to overcome them

Goldstein on Gelt: How to Get Started with Bonds

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...

Goldstein on Gelt: Preparing for Estate Tax

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?

Goldstein on Gelt: What are Transfer Certificates?

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.

Power of Attorney: The Difference between an American and Israeli Power of Attorney

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.

Goldstein on Gelt: Choose a Mutual Fund That is Right for You

Debunking some common myths and misunderstandings surrounding mutual funds, including whether Americans living abroad can or should buy mutual funds.

Is the Widow in Your Life Going Broke?

5 warning signs that a widow may not be making the best financial decisions.

Goldstein on Gelt: Learn the Benefits of ETFs

What is an ETF, how to use them effectively in your portfolio, and why can this investment benefit American expats?

Goldstein on Gelt: Should Americans in Israel Keep Their U.S. Investments?

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,

Goldstein on Gelt: 8 Tips for Making Smart Stock Choices

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.

Goldstein on Gelt: The 3 Steps to Financial Success

What are the signs of a good financial advisor are and how critical they are for your financial planning?

Goldstein on Gelt: 10 Steps to Protect Your Investments

Ten simple and practical steps to protect your investments from hackers.

Goldstein on Gelt: How to Have a Financially Calm Marriage

In honor of the Goldstein's 26th wedding anniversary, a gift from Doug--ten tips to make your marriage financially stable.

Goldstein on Gelt: Learn How to Invest for Growth

Are you interested in creating a growth-oriented portfolio?

Goldstein on Gelt: How to Use a Monte Carlo Simulation

How Monte Carlo simulations work and how they can effectively be used for financial planning.

Goldstein on Gelt: Why are Banks Concerned about Anti-Money-Laundering Rules?

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.

Goldstein on Gelt: American Citizens Living in Israel Means Dual Tax Compliance – including...

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: Why are Banks Concerned about Anti-Money-Laundering Rules?

Goldstein on Gelt is offering a free downloadable resource to help expats keep a close eye on their financial arrangements

Goldstein on Gelt: How to Raise Financially Independent Kids

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.

Goldstein on Gelt: What Ramifications Does Divorce Have on Your Financial Situation?

Exploring the common mistakes couples make when discussing money and the financial implications if the marriage does not work out and ends in divorce

Goldstein on Gelt: Why U.S. Expats Should Hire an American CPA

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.”

Goldstein on Gelt: Asset Allocation Rules Aren’t Black and White

Can asset allocation be reduced to a formula, or is it more complicated than that.

Goldstein on Gelt: What are the risks of PFICs?

Discussing the harsh realities of PFICs (Passive Foreign Investments Companies) and how they relate to Americans living in Israel.

Goldstein on Gelt: How Does the Global Economy Impacts Individual Investors?

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.


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