Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Yosefa Huber, CPA, discuss common tax compliance issues investors have when dealing with PFICs (passive foreign investment corporations.) She gives a brief history lesson on U.S. investing policies and why those policies have changed. Listeners will also learn what the worst case scenario is for an investor who doesn’t heed the warnings.

Retiring early isn’t all it is cracked up to be


Doug has a free resource for those thinking about early retirement. Download the 3 Reasons Not to Retire Early in today’s show notes on the Goldstein on Gelt site


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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