Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., uncovers the secret to a successful retirement. Thinking about your retirement can be overwhelming, so how do you create a sustainable financial plan?

The answer is: think carefully about your future. Once you know your goals and their price tags, it’s easier to create a retirement plan. For a bit of extra help, download the free resource, “You’ll Have a Spectacular Retirement If You Know This One Thing.” Download the free resource on The Goldstein on Gelt website in today’s show notes.

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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]