Photo Credit: courtesy
Doug Goldstein

Today’s show features a listener’s question about what he needs to do to create a retirement plan and create a long-term retirement strategy.

Retirement planning is not “one size fits all.”

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Financial situations are often complex and intertwined with an individual’s personal finances. Some investment vehicles are better tools than others when planning for retirement.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and resources, go to https://goldsteinongelt.com/radio-show

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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. 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