How to Invest Your Dollars When You Live in Israel
Moving to Israel? Before you pack your bags, think twice about packing up your investment portfolio, too. Doug breaks down why U.S. brokerag...
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4-Minute Money Ideas
The “4 Minute Money Ideas” audio article is based on weekly articles that Douglas Goldstein, CFP® writes in “The Jerusalem Post.” In easy-to-understand language, Doug explains retirement pla...
Episodes
20 of 335 episodesHow a CD Ladder Can Protect Your Retirement When You Live in Israel
You've worked hard, saved what you could, and now one account is carrying the weight of your entire retirement. No big pension. No fat Socia...
What Every New Immigrant Needs to Know in One Brief Letter
Moving to Israel is exciting , but your money needs to make the move with you. From opening an Israeli bank account and avoiding cash-flow h...
Israeli Investments and U.S. Taxes: What Americans Living in Israel Need to Know
You're filing your U.S. taxes like a champ . Gold star. But what if the way your Israeli investments are set up is quietly costing you money...
The Best Way to Gift Money
Should you invest every dollar the same way? Not even close. A real conversation with a family who inherited money reveals one of the bigges...
How Market Headlines Push Investors Into Costly Portfolio Mistakes
Market headlines screaming? Portfolio bouncing around? Before you make a move you might regret, take four minutes and hear why the smartest...
Which is More Important: Steady Income or Potential Growth?
How much of your retirement portfolio should be invested in bonds? High-quality bonds can help reduce portfolio volatility and provide incom...
Moving From Bond Funds to CDs for Steady, Reliable Income
You know that "safe" bond fund in your retirement account? It might not be as safe as you think. Bond funds can lose value when interest rat...
Should Retirees Diversify Globally to Protect Their Savings?
Are you putting too many of your investment eggs in one basket without even realizing it? Many retirees and investors naturally stick with w...
When Cash Sits Idle in an Israeli Bank: What Americans in Israel Often Miss
Got dollars parked in an Israeli bank collecting dust and barely any interest? You might be losing thousands a year without even realizing i...
Are You Guilty of this Portfolio Management Mistake?
What if your investment portfolio is full of stocks you wouldn't buy today? Too many investors hang on to investments simply because they in...
Technology Holdings Jumped Sharply. Should You Rebalance or Stay the Course?
Your portfolio might be out of balance right now and you don't even know it. When one sector takes off, it can quietly crowd out everything...
How a Russian Nuclear Attack Could Destroy the World Economy
What happens to your investments if the world takes a turn for the worse? It's a question many people think about but rarely ask out loud ....
Why Inherited Wealth Doesn't Fix Financial Worry... And What Does
You got the inheritance. You invested wisely. You've got no debt. So why are you still up at night worrying about money? Turns out, a big ba...
3 Financial Moves to Make Before the End of the Year
Most investors don't lose money because they pick the wrong investments… they lose momentum because they stop paying attention. Your financi...
Market Volatility Has You Worried? Why Long-Term Investing Still Looks Good
The market's going crazy, the headlines are screaming, and your gut says, "Get out now!" But what does the data actually say? Spoiler: Sitti...
The Best Dividend There Is
What's the best dividend you'll ever receive? It might not be a stock, a bond, or a growing investment account. It might be a grandchild. Th...
When a Wire Request Triggers Alarm Bells
Your U.S. bank processed a fraudulent wire and then closed YOUR account? Yep, it happens. Americans living in Israel face unique risks when...
Did You Get Bad News About Your US Brokerage Account
Imagine inheriting an I-R-A and then getting a letter that says your brokerage firm can't keep your account because you live overseas. It so...
When Mutual Funds Trigger Unexpected Tax Bills for Americans in Israel
You did not sell . You did not withdraw. So why is there a capital gains tax bill sitting on your kitchen table? Mutual funds have a sneaky...