Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Brittney Castro, CFP®, founder and CEO of Financially Wise Women, discuss how a financial planner can help investors gain more confidence. Brittney specializes in working with women and couples. She outlines common issues women deal with in financial decisions and how they can overcome those issues.

Have you recently received an inheritance?

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Doug offers a list of tips for investors who have received a sudden windfall, like an inheritance. To see all 11 points from Doug’s list, download the free PDF resource in the show notes.

The Goldstein on Gelt Show is a financial podcast. To listen to whole show, read a transcription, or find contact details of the guest, go to http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently

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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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