Photo Credit: courtesy
Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., walks older investors through delegating some financial responsibility. When should an investor let others help them make financial decisions?

How should investors delegate their finances? While every situation is different, listen to the basic questions that should be asked, which might reveal the time has come. .


Download the free resource “When is the Best Time to Let Go of Financial Responsibility?” to help determine if you/your loved ones have reached the next stage in your financial life. The download is available at the shownotes page of The Goldstein On Gelt Show website.

What financial questions should you ask your lawyer?

There are many types of financial questions. Some are better answered by a lawyer or accountant than a financial advisor. Tune into the show to learn the right questions you should be asking.


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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