Photo Credit: courtesy
Doug Goldstein

Did growing up during the 2008 recession cause millennials to distrust the financial system? Millennial financial expert Amanda Abella, author of Make Money Your Honey, discusses the unique issues facing millennials with Douglas Goldstein, CFP®, director of Profile Investment Services, Ltd. Why do so many young people have financial fears? How can they overcome them and begin investing? Find out what millennials need to know in order to plan for the future.

Don’t use email for financial transactions

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Emails and other quick forms of messaging leave open the possibility of miscommunication. Douglas Goldstein, CFP®, shares an example of what happened when an email with financial instructions was misunderstood and gives advice on how to communicate effectively with your financial advisor.

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 www.GoldsteinOnGelt.com

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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
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