Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together, discuss her observations of the millennial generation and their finances. She shares her unique perspective as an American expatriate and reflects on how that changed her financial views. Tune in to learn why millennials often face financial challenges, and what they can do to overcome them.

Consider your options for an emergency fund

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How can you invest money if you need easy access to it? Doug breaks down the options investors have.

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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. 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