Millennial investors are the biggest generation in American history, and the most tech orientated. How does their reliance on technology affect their finances?

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Stephen Rischall, one of Investopedia’s most influential financial advisors, discuss the stereotypes versus the reality of how millennial investors approach their financial planning. Stephen shares his experiences with his millennial clients and what he has learned from them. Tune in to hear what you can learn from the “social media generation!”


What is the right way to discuss finances in your marriage?

Doug tells a story about a meeting he had with a couple that was just the perfect example of good family financial planning. He shares some of the habits that can help investors find their own family financial balance.


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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