Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP©, director of Profile Investment Services Ltd., and Nancy Schlossberg, author of Too Young to Be Old: Love, Learn, Work, and Play as You Age, discuss the emotional and psychological side of retirement. Many people place a lot of value on what their job title and paycheck, and are lost when those disappear in retirement.
Retirement can be jarring for retirees who find their routine and professional status gone.
How can retirees redefine who they are?

Explore the idea of a psychological portfolio, a mental preparation that will help new retirees find balance in their retired life.

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Don’t ignore your financial statements!

Doug offers a simple lesson on how to make sense of your portfolio statement. He also explains why it is important you look at your statements every month and make sure you understand them.

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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