Photo Credit: courtesy
Doug Goldstein

Do you want to protect the senior citizens you know from elder financial abuse?
Need to have a conversation with your aging parents about protecting their finances?

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Carolyn Rosenblatt and Dr. Mikol Davis of Aging Parents discuss the best way to help grown children discuss financial decisions and financial control with their parents. Sadly, the elderly are a vulnerable population that is often taken advantage of and abused. Ms. Rosenblatt and Dr. Davis offer non-threatening ways to approach this sensitive topic.

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8 mistakes that high earners need to avoid

Doug responds to a listener letter about controlling expenses. He lists the worst mistakes of high earners and how to avoid them. Download the list at the shownotes of today’s episode to help you stay proactive.

 

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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