Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and John Ross, an elder law attorney and estate planner, discuss why people need to plan for the unexpected in their retirement. Doug and John explore the three phases of life that a financial plan needs to take into account. Listen to learn what tools and resources are available to help people create their estate plan.

How to get control of your money (when you have it).

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Wealthy people may have a hard time holding onto their money. Doug shares a checklist of reasons for why people who have money can’t seem to keep it. He covers the basic stumbling blocks and mindsets that can cause financial trouble…even for wealthy people. Access the complete checklist, with the download link, in today’s show notes on The Goldstein On Gelt site

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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