Photo Credit: courtesy
Doug Goldstein

Suze Orman, one of America’s most recognized personal finance experts, and Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and financial advisor, discuss why men and women have different financial priorities.

Suze shares her observations of female investing methods versus male investing methods. Are your self-worth and net-worth connected? Listen to learn how you can break the cycle and use money as a tool for increased security.

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The difference between a bank and a brokerage (investing) firm

Doug explains that invested money isn’t the same as a bank account and that not all brokerage firms offer the same services. Tune in to find out how to make the most out of your relationship with your brokerage firm. The link to download a free toolkit to learn more about opening a U.S. brokerage account from overseas is in the show notes of today’s episode on The Goldstein on Gelt Show’s 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