Goldstein on Gelt

Can you have a financially successful retirement if your pension doesn’t cover all your expenses?

Investing for retirement is different than investing for other goals. Have you started planning for yours?

If your financial advisor doesn’t understand your individual situation and your specific financial needs, it may be time to find one who does.

If your financial advisor doesn’t understand your individual situation and your specific financial needs, it may be time to find one who does.

Living in Israel but investing in the United States?

There are ways to organize your investments in order to increase income. Have you considered all of your investment choices?

Outlining the advantages and disadvantages of keeping money in the bank. Having money in the bank offers investors a sense of security, but leaving money in the bank can impact your long-term financial plan.

Have you recently received an inheritance from abroad? Receiving an inheritance from abroad can be complicated. If you’re a beneficiary to an account in another country, there are some rules and regulations firms must follow.

Receiving an inheritance can be complicated. Each type of asset has its own way of being passed onto the heir.

Understanding Bonds

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.