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10 Shevat 5779 -
? Wednesday, January 16, 2019


Goldstein on Gelt: How Bonds Change from Country to Country

What kind of bond should you invest in to create a dynamic portfolio?

Goldstein on Gelt: Start Investing in Bonds

Why are bonds a popular investment and not just for retirees?

Goldstein on Gelt: The Secret to Retirement

Thinking about your retirement can be overwhelming, so how do you create a sustainable financial plan?

Goldstein on Gelt: Are You Ready for Retirement?

Retirement planning is not “one size fits all” and must be customized specifically for an individual investor.

Goldstein on Gelt: What Wealthy People Do to Insure a Financially Secure Retirement

There are two predominant aspects of a financially successful retirement: saving and investing. How do you find the balance? Where do you start?

Goldstein on Gelt: The Financial Lessons from “Scatter Man” & “Generous Mom”

Doug shares two stories that illustrate two very important financial lessons.

The Path to Financial Freedom

Discussing creating wealth and the specific challenges women might face and how they can overcome them.

Goldstein on Gelt: Common Mistakes Made in Israeli Divorces

Outlining some common mistakes couples make during their divorce proceedings.

Goldstein on Gelt: Behind the Scenes of Opening a U.S. Brokerage Account

The challenges involved in opening an American brokerage account from overseas and how to overcome them

Goldstein on Gelt: How to Get Started with Bonds

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...

Goldstein on Gelt: Preparing for Estate Tax

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?

Goldstein on Gelt: What are Transfer Certificates?

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.

Power of Attorney: The Difference between an American and Israeli Power of Attorney

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.

Goldstein on Gelt: Choose a Mutual Fund That is Right for You

Debunking some common myths and misunderstandings surrounding mutual funds, including whether Americans living abroad can or should buy mutual funds.

Is the Widow in Your Life Going Broke?

5 warning signs that a widow may not be making the best financial decisions.

Goldstein on Gelt: Learn the Benefits of ETFs

What is an ETF, how to use them effectively in your portfolio, and why can this investment benefit American expats?

Goldstein on Gelt: Should Americans in Israel Keep Their U.S. Investments?

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,

Goldstein on Gelt: 8 Tips for Making Smart Stock Choices

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.

Goldstein on Gelt: The 3 Steps to Financial Success

What are the signs of a good financial advisor are and how critical they are for your financial planning?

Goldstein on Gelt: 10 Steps to Protect Your Investments

Ten simple and practical steps to protect your investments from hackers.

Goldstein on Gelt: How to Have a Financially Calm Marriage

In honor of the Goldstein's 26th wedding anniversary, a gift from Doug--ten tips to make your marriage financially stable.

Goldstein on Gelt: Learn How to Invest for Growth

Are you interested in creating a growth-oriented portfolio?

Goldstein on Gelt: How to Use a Monte Carlo Simulation

How Monte Carlo simulations work and how they can effectively be used for financial planning.

Goldstein on Gelt: Why are Banks Concerned about Anti-Money-Laundering Rules?

America has strict rules about money leaving its shores. This episode offers professional insight and stresses the importance of working with a cross-border advisor to keep your accounts in compliance.

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