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Doug Goldstein

Planning for a happy retirement is not only a question of money. There are other factors to consider. Wes Moss, financial planner, podcaster, and author of You Can Retire Sooner Than You Think, talks about what makes a happy retirement. Retirement is not only about leaving the daily grind of going to work — it should be a time for doing what you have always dreamed of, but were unable to do during your working years. A happy retirement takes into consideration factors other than the size of your bank account. Listen to find out what else you need for an enjoyable retirement.

Have you recently received a letter from your U.S. brokerage firm asking you to transfer out your account? What should you do? Douglas Goldstein, CFP®, of Profile Investment Services, Ltd. explains the steps you can take if you need to end your existing brokerage relationship. Don’t miss the free download of a toolkit that can guide you through the process of managing your U.S. accounts from overseas.

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The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com

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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 doug@profile-financial.com