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Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and The Wall Street Journal editor and author Spencer Jakab discuss whether or not investors should rely on financial experts.

They discuss his book, Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tilt the Odds in Your Favor and how it can help investors self-educate rather than blindly following a pundit’s advice. Spencer discusses whether it is possible to beat the market on a consistent basis. Learn how to see the differences between the trends and the solid investments!


Thinking about retiring early? Doug knows how!

Doug shares a list of five tips that will help investors prepare for early retirement. Do you really need to work until full retirement age?
Download the list at the show notes of today’s episode.


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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