Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Harold Evensky, CFP® discuss strategies and mindsets that help investors see the bigger picture in their investment strategies. Harold explains how overconfidence leads to poor financial decisions and why financial planners should help their clients maintain a realistic view of the markets.

Would you be prepared if your income abruptly ended?


Doug has created a list of tips for investors who might work in unstable professions, such as startup companies or self-employed. To get the list of tips, download the PDF file in today’s show notes on the Goldstein on Gelt website.


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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. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at 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