Good investment advice reflects the big picture, taking into account an investor’s goals. Eric and Wendy Nissan, co-founders of DIY.FUND, discuss with Douglas Goldstein, CFP®, why investors – and their advisors — need a holistic approach to managing money. Find out why practicing trading with investment simulation games won’t help you deal with the reality of working with the financial markets.
What is the hardest part of personal finance?
The hardest part of investing is not being able to predict the future. The easy part is the paperwork. Douglas Goldstein, CFP®, explains how technology is making financial paperwork easier to deal with.

 

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The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

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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