יום שלישי, כ״ט תמוז תשפ״וTuesday, July 14, 2026
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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.
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If you're making Aliya, eyeing an investment, or just trying to figure out where to hang your hat long-term, this conversation will help you steer clear of stress and financial setbacks.
This episode unpacks the real-world problems that come up when your legal documents aren’t built for cross-border life
Considering Buying a Property in Israel?
With the right structure, your finances can stop feeling like a juggling act and start giving you peace of mind.
The best financial plans aren’t just about returns. They’re about aligning your money with your values and your future.
Markets go up and down. That’s normal. But your financial plan should stay grounded in the long-term future you believe in.
Whether you're living in Israel, spending in shekels, or managing U.S. accounts from afar, learn how to build a flexible, stress-free financial setup that gives you options—not headaches.
Risk Capacity ≠ Risk Tolerance... learn the difference before it’s too late
Investing outside the U.S. can trigger unexpected tax problems if you're not careful.
Planning ahead can make all the difference. Know your cash flow needs and give some thought to when and how you’ll convert dollars to shekels.
A strong portfolio doesn’t just deliver income—it reflects your identity. When your financial plan matches your values and risk tolerance, you're far more likely to stay the course during uncertain times.
Your money is slipping away in ways you don’t even realize. Here’s how to stop the leaks
Estate planning isn’t about checking a box. It’s about making sure the boxes talk to each other. And when your financial life crosses international borders, things get trickier than many people realize.
If you’ve got U.S. retirement accounts and a life in Israel, this is your quick-start guide to smarter investing.
There’s an old saying: “What you don’t know can’t hurt you.” But when it comes to your money—especially U.S. brokerage and retirement accounts—that couldn’t be further from the truth.
Adjust your investment strategy to match your new life abroad—because your financial goals just got a whole new landscape!
Imagine a pilot landing a plane in the middle of a storm—no instruments, no navigation, just a gut feeling. That’s not just reckless; it’s dangerous. Yet, many investors approach the stock market the same way—acting on emotions, news headlines, or a sudden hunch that now is the perfect time to buy or sell.
The best investment opportunities don’t arrive with flashing neon signs. They appear when markets are shaky, headlines scream uncertainty, and most investors hesitate.
Learn how to set up “financial date nights,” avoid money fights, and align your finances with what really matters to both of you
Thinking about buying property in Israel? Brace yourself—getting a mortgage here isn’t like walking into your local U.S. bank.
Discover the secret weapon of smart investors: ECONOMIC MOATS!
Waiting until a crisis hits is a recipe for stress, bad decisions, and family drama. Let’s get ahead of that before your next family gathering turns into a courtroom.
“The question isn’t at what age I want to retire, it’s at what income.”
Does your investing approach match your personality?
This episode reveals why emotional decisions and frequent trading are draining your wealth, and how a simple, steady approach can help you build a strong, diversified portfolio.
Most investors hate selling at a loss, but sometimes, losing money can actually help you save on taxes.
Protect your loved ones by organizing your estate—before life takes you by surprise.
This episode discusses why diversification is essential to mitigate risk, and how patience and automation can keep you consistent and resilient when markets get rough.
My retirement plan is to find a time machine and go back to when things were cheaper.
Here are essential strategies to help you retire comfortably without unnecessary financial stress.
Israeli and U.S. tax laws interact in ways that can either HURT or HELP your retirement savings
Take Charge of Your Financial Future—One Step at a Time
Discover how to avoid falling for hype and manage market noise like a pro
If you're an American living in Israel, you probably already know that managing your overseas investments and retirement accounts can feel like walking through a minefield; with the right guidance, you can turn complexity into opportunity, and make sure you're on track to meet your financial goals.
Discover how to make your money work harder for you—whether you're optimizing cross-border portfolios or aligning your financial goals with your generosity.
A client in his seventies recently sat across from me, voicing a worry that many retirees share: “I don’t have enough retirement income.” After retiring from a successful career, his income took a significant hit. Despite receiving a 7-figure inheritance, he was reluctant to spend it. He wanted to boost his income without risking his […]
Are your investments calling the shots in your life?
Required Minimum Distributions (RMDs) don’t have to be a headache!
“My emergency fund is so small, it’s more of a minor inconvenience fund.”
Discover how to build a portfolio that’s as calm under pressure as your favorite Zen master
Managing U.S. investments from Israel doesn’t have to feel overwhelming.
Success and Burnout: Recognizing the Signs
Retirement planning doesn’t have to feel like a chore!
For those seeking a diversified approach, Exchange Traded Funds (ETFs) provide a smart solution
What is a Financial Legacy Binder?
Discover simple, no-nonsense strategies to keep your investments safe and your email inbox squeaky clean. This episode is packed with straight talk, practical advice, and a whole lot of “don’t fall for that!” moments
In this episode, we tackle the challenges expats face with managing investments, handling multiple currencies, and staying ahead of regulatory headaches.
While the goal is to enjoy your golden years with freedom and comfort, reaching that goal requires thoughtful preparation. Here are some suggestions...
T.O.D. accounts might sound like the shortcut to estate planning bliss, but for cross-border families, they can lead to chaos
Our portfolios may appear as numbers on a screen, but they’re deeply connected to our lives, our emotions, and our sense of security. When the world feels uncertain, those feelings can magnify, making it harder to think clearly.
Debunking myths and tackling big questions like, "Will I still get my Social Security?" or "What happens to my investments?"
What’s a Liquidity Trap, and How Does It Happen?
Cross-border investing requires a deeper understanding of how each country’s tax laws apply to your situation.
How to keep cool, even when markets aren't.
Struggling to feel in control of your finances? Sometimes, investments can take unexpected turns, especially if you’re dealing with cross-border accounts or unfamiliar tax rules. This episode dives into how to recognize when your portfolio is steering off course, why you should always trust your gut, and the importance of simplifying your strategy. Learn why […]
Managing cross-border inheritances isn’t just about receiving assets; you must navigate the legal and tax systems of both Israel and the US
Worried about whether your money will last through retirement? You’re not alone, this podcast will share a powerful tool that could help turn your concerns into confidence
Providing strategies for managing U.S. capital gains taxes while living in Israel, tailored for high-net-worth investors.
Whether you’re managing U.S. or Israeli assets, this episode will show you how to protect your future like a pro.
Fully optimize your U.S. investments while living in Israel, you need to take steps that ensure your portfolio is performing at its best.
This episode discusses the hidden complexities of transferring U.S. brokerage and IRA accounts for those living in Israel
Meet the P4 Approach, a proven strategy to help you stay ahead in a complex, cross-border financial world:
By carefully selecting and timing your donations of appreciated stock, you aren’t just managing wealth—you’re aligning your financial decisions with the values of tzedakah and community support.
Learn how to safeguard your assets, ensure steady cash flow, and make informed decisions that will keep you financially secure in any situation.
I invested in the stock market and all I got was this nervous breakdown.
Emphasizing the importance of setting clear goals, maintaining a diversified portfolio, and staying disciplined in the face of market fluctuations.
Early retirement promises freedom, but it requires careful planning, clear communication, and a solid understanding of the unique challenges
Money can often feel like a taboo subject, leading many to avoid critical conversations. However, avoiding financial discussions can lead to misunderstandings, missed opportunities, and financial strain.
This episode emphasizes the value of a collaborative approach between you, your financial advisor, and your accountant to minimize your tax liability effectively.
Learn the importance of transforming inherited wealth into a personal financial asset
This episode provides actionable advice on starting these conversations, navigating the complexities of family dynamics, and ensuring everyone is on the same page financially.
This article explores solutions tailored to help expats manage their U.S. portfolios effectively, including tips on maintaining compliance and making timely decisions.
Discover expert insights on rebalancing your portfolio, maintaining diversification, and making impactful donations that align with your long-term goals.
Discover the Secrets of Estate Planning for Blended Families
Helping Your Adult Children Financially: Key Strategies
Set goals for you and your family
A 6-Step Checklist to Investing
Discover how green energy and fossil fuels have a growing influence on financial markets.
Discussing the emotional turmoil and the possibility of real monetary loss in the event of a market crash.
Alternative investments are a powerful way to grow your money, compared to other investment classes.
Looking for a way to choose better investments?
The 5 things you must do to keep track of your investments.
What do want your money to do for you?
The best way for busy investors (like you) to track the markets.
What do want your money to do for YOU?
Do investors fail because the market is bad or because of their own errors?
If you like to stick to the numbers in your financial planning, then tune in to learn more about this analytical investing approach.
How can a financial planner help YOU see the big picture?
Do you know your investment options and what each investment strategy can offer you?
The2 things that can have a direct impact on your family’s financial success...
Even though now isn’t the first time the stock market has fallen by more than 20%, this newest wave of volatility has panicked many investors.
How do you know you’re asking for advice from the right source?
In your Will, make sure that distributing your assets to your heirs goes smoothly and it won’t be challenged by a potential inheritor.
No need to get down about a down market, there are strategies that you can use to your advantage.
Can money buy happiness?
How can you ensure that your kids will be financially secure throughout their life?
Beauty is in the eye of the beholder...
It takes a team to manage your investments and getting to know the different players and the positions they play is important
July 10, 2026 
