What kind of bond should you invest in to create a dynamic portfolio?
Why are bonds a popular investment and not just for retirees?
Thinking about your retirement can be overwhelming, so how do you create a sustainable financial plan?
Retirement planning is not “one size fits all” and must be customized specifically for an individual investor.
There are two predominant aspects of a financially successful retirement: saving and investing. How do you find the balance? Where do you start?
Doug shares two stories that illustrate two very important financial lessons.
Discussing creating wealth and the specific challenges women might face and how they can overcome them.
Outlining some common mistakes couples make during their divorce proceedings.
The challenges involved in opening an American brokerage account from overseas and how to overcome them
Owning bonds can help an investor meet their financial goals. Bonds have specific characteristics and are designed for a specific kind of investing. Learn more...
What is estate tax? Who has to pay estate tax? And what is the first thing you should do when estate tax on your inheritance is unavoidable?
Discussing the process of claiming assets after a loved one’s passing. In Israel, a beneficiary needs a transfer certificate. What is a transfer certificate, why they are important, how to get one and what a beneficiary can expect during the process.
Explaining why U.S. power of attorneys aren’t valid in Israel and how to go about getting a legal power of attorney in Israel.
A review of past episodes
Debunking some common myths and misunderstandings surrounding mutual funds, including whether Americans living abroad can or should buy mutual funds.
5 warning signs that a widow may not be making the best financial decisions.
What is an ETF, how to use them effectively in your portfolio, and why can this investment benefit American expats?
it is possible to own a U.S brokerage account when you have a non-U.S. address. Listen to the podcast to learn more,
Factors one should take into consideration when deciding to invest in stocks and how an investor can pick a good stock when there are so many to choose from.
What are the signs of a good financial advisor are and how critical they are for your financial planning?
Ten simple and practical steps to protect your investments from hackers.
In honor of the Goldstein's 26th wedding anniversary, a gift from Doug--ten tips to make your marriage financially stable.
Are you interested in creating a growth-oriented portfolio?
How Monte Carlo simulations work and how they can effectively be used for financial planning.