Doug Goldstein, CFP®, director of Profile Investment Services, Ltd., warns about “too good to be true” financial offers. Investors should consult professionals or trusted advisors before they agree to any sort of investment. Doug shares some examples of investment scams and stresses the importance of maintaining a realistic view on the situation.

 

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Remember, always read the fine print!
Everything you need to know about personal finance can be written on an index card
Helaine Olen, co-author of The Index Card: Why Personal Finance Doesn’t Have to be Complicated, joins the show to discuss how the financial landscape has changed. She offers some reasons for these changes and how an investor can get back on track. Helaine also tells the story about “the index card” and how it inspired the book. Can you write everything you need to know about money on an index card?

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Doug Goldstein, CFP®
http://www.profile-financial.com
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. 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 [email protected]