Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Tom Anderson, founder and CEO of Supernova Companies, talk about the reality of debt. Tom shares how debt might be a good thing for an investor’s bottom line. Tom explains liquidity and flexibility and why investors should have both. He also breaks down debt into three groups and warns listeners about oppressive debt.

Issues widows and widowers need to face in financial decision-making

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Doug has created a list of tips for those who are coping with financial upheavals such as a death. For the complete resource called Answers to Tough Financial Questions for Widows & Widowers, download the PDF file in today’s show notes on the Goldstein on Gelt website.

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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