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Doug Goldstein

Cross-border financial advisor Doug Goldstein, CFP® discusses retirement investment risk with Roger Whitney, The Retirement Answer Man. Roger shares his expertise on investments, risk, and how having the right retirement plan makes all the difference. Life is messy, and you can’t always prepare for a crisis.
Learn how to use a “barbell strategy” of investing while building your portfolio.


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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 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