Photo Credit: courtesy
Doug Goldstein

Do your financial values guide your investment decisions? Financial values are the things that are important to you: the goals you have for your money. Before any investment or purchase, ask yourself, “What do I value?”

Certified financial planner Michael F. Kay explains how a person’s background affects their financial choices. He asserts that our parents are our first models of fiscal behavior. We can rise above the nature vs. nurture debate, and not blindly follow the path of a fiscally poor role model. You can break the cycle and create good habits moving forward.

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Learn how to identify your financial values and use them as guidelines. The author of The Feel Rich Project assures listeners that you don’t have to “go cold turkey” to make a positive change in your financial life.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, 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