Bobbi Rebell, author of How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom, joins Doug Goldstein, CFP® of Profile Investment Services, Ltd. to discusses how folks can become financially responsible.

They stresses the importance of automating finances as a way of reaching financial goals, and give concrete guidelines people of all ages can take in planning their retirement. Learn how to take the first steps in becoming a financial grownup.


When can you stop saving?

Doug Goldstein, CFP®, explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts. He reviews common miscalculations people make when planning for retirement. What steps can a late-in-life investor take to prepare for retirement?


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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