Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Jonathan Clements, founder of Humble Dollar and author of many personal finance books, discuss the right way to spend money. Jonathan believes money can buy happiness if you are buying the right things. The key is to stay humble. Where should your money be going? And how can it improve your happiness?

Building a portfolio with four easy steps

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Doug has created a four step process to make investing easier.
Download a free resource designed for investors around the globe. To get The Easy Way to Invest Around the World, download the resource in today’s show notes on the Goldstein on Gelt website.

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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
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