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Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Mitzi Perdue, of the Sheraton and Perdue family businesses, discuss why financial communication is essential, both in the family and in business.

Mitzi introduces the idea of family culture and its long-reaching benefits. Family culture defines all forms of family communication, but is critical in discussions. Mitzi advises parents on how to build a positive family culture and become a high functioning family.

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What to do when you want to move your money overseas

Doug shares a letter from a Goldstein on Gelt Show listener and offers detailed instructions on how to open a U.S. brokerage account from overseas. Go to the shownotes of today’s episode on the website to get a download link for a Toolkit on everything you need to know to open up and manage a U.S. brokerage account when you live outside of America.

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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