Photo Credit: courtesy
Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., outlines the steps an investor should take before retiring.

Have you been thinking about retiring? How can you set yourself up for a sustainable financial future? There are a series of considerations an investor should make when retiring including their portfolio’s asset allocation and its tax efficiencies.


The free resource Steps You Need to Take 5 Years before Retirement was made for every investor on the road to retirement. Download the free resource on the Goldstein on Gelt Show website in the show notes for today’s show.

What is life after retirement?

Retirees that stay engaged and productive are happier in all aspects of their life. Have you started thinking about life after retirement? What happens when you don’t have to work anymore? Investors thinking about retiring should consider what a day in their retired life will look like. Consider what a purposeful retirement looks like.


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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