Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., shares two stories that illustrate two very important financial lessons. Do you recognize your own financial habits in the stories of “Scatter Man” and “Generous Mom?”

Stories aren’t only a pleasant diversion –they can teach us real life lessons. Listen to these stories and learn how to move beyond common financial stumbling blocks.


Start making a financial plan

If you missed Doug’s last webinar on opening a U.S. brokerage account overseas, visit today’s show notes for his contact information and he’ll be glad to send you a link to a replay. For other financial lessons and tips visit


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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 [email protected]