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.”


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


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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 [email protected]