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Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and David Rosenberg, chief economist, and strategist at Gluskin Sheff and Associates, discuss whether politics and political climates affect the economy. David explains the real role politics plays in the financial world and when an investor should become nervous. Tune in to to learn how to effectively build a solid portfolio despite the economic and political climate.

The ideal roadmap for the newly retired.

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Doug responds to a listener’s letter about how to manage retirement income wisely. He has six points of advice to make financial management easier to navigate. Download the list at the shownotes of today’s episode to help you set up your portfolio when you retire.

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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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