יום רביעי, א׳ אב תשפ״וWednesday, July 15, 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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Some folks feel that by buying TIPs (Treasury Inflation Protected bonds) they are protected from inflation. Listen to find out if this is true or just a myth.
What would need to happen in order for YOU to consider yourself successful at investing?
To find out when you need to get professional financial advice, listen to this podcast
Cross-border investing and understanding what an investor can expect from the experience.
• Find out how to plan with your spouse for long term and short-term personal and financial goals
Today, Doug talks about the two main myths about how to invest when inflation is high
How should you invest when things are looking tough around you?
Do you know how to choose a mutual fund to best meet your investment goals?
What is the difference between active funds and passive funds? Is one actually more aggressive than the other?
Take stock of where you are now, and determine a retirement plan that could serve you in the future. Listen to the podcast to find out which financial decisions will directly impact your retirement.
Retirement planning is not “one size fits all.”
• How can you invest without emotion if all the big choices in life come down to emotions?
There have always been wars, plagues, and major upheavals, and yet some people have made money while investing in turbulent times
What is the best time of day to have a financial discussion with your spouse?
And, if you want to help your children, find a way to do so without the negative side effects of “Generous Mom.”
Receiving an inheritance from abroad can be complicated. Claiming an inheritance is full of bureaucracy, as each organization has to verify the beneficiary’s identity.
For other tips on how to invest and manage your IRA accounts, listen now!
Doug explains what the difference between growth and value stock is and the different ways to invest.
Why is retirement in Israel is different than retirement in America, or anywhere else on the globe?
Which policy should YOU choose?
Is free money "FREE" or does it cost?
Can you predict what your financial future will look like?
With the help of smart tax advisors, many people have found some great solutions to the problem of inheritance tax.
When you die will your heirs need to pay estate tax?
There’s more to know about receiving an inheritance, other than getting cash! Learn more by listening to this podcast
Is there a common character trait that successful entrepreneurs share?
Before you call your lawyer you should gather certain information, listen to this week’s episode
As with most everything In Israel, Israeli divorces are different than American ones.
What situation would you have to be in to feel financially secure?
One way to invest for growth is through a SMA – a Separately Managed Account.
In today’s episode, Doug outlines three decisions you should not make when receiving an inheritance.
How to stop inflation from eroding your purchasing power?
What if choosing a stock didn’t have to be so complicated?
If you received a letter from Wells Fargo (or any other American brokerage firm) informing you that you must move your account elsewhere, don’t panic. There is a simple solution.
If you are close to a widow, would you know if she were having financial problems or if she was facing the possibility of going broke?
How do you protect your investments?
Should you let the facts speak for themselves, or should you rely on your own intuition? How important is your mindset when looking for a good personal investment strategy?
Have you ever asked yourself how your portfolio would do if the market was flat?
Exchange Traded Funds (ETFs) provide a different way to trade stock. But it’s not simply another way. ETFs open themselves to multiple strategies.
Are you using your IRA in the most efficient manner?
Doug explains how a financial advisor should guide you towards success through a deep understanding of your financial position.
Why is there a stereotype that women aren’t as good as money as men?
If you are one of the millions of people who live outside of America and have an American brokerage account, you are a cross-border investor. Fortunately, there are financial institutions dedicated to help cross-border investors.
Should investors increase portfolio risk and always look for the highest yielding products?
How can you prepare and encourage your children to develop their own financial identity?
Though it’s hard to have these conversations,,,
Tune in to learn more about cash flow management.
Do you own stocks, and if you do, do you understand stocks?
How a strong family culture improves all forms of communication, but most importantly, makes having financial discussions easier.
How Much Money Can I Safely Withdraw from My Portfolio?
How do you know if you’re spending your money the right way?
Can money make you feel more secure?
Does today’s market contain new patterns or does it reflect historical trends?
What financial systems can put you on the millionaire track?
Should you try to retire early and enjoy life?
Find out how to teach your kids how to make better choices about spending money.
How much will it cost you to live during retirement?
Listen to learn how researching superfluidity generated a new understanding of physics, and more importantly, how to perfect your own individual thought process.
The importance of making family finances a shared family process
How much is your money really worth?
Get out of the paycheck-to-paycheck cycle!
Can having a bad or good day affect your investment choices?
A good financial plan takes into account the 4 Ds (death, disability, divorce, debt) and plans around them
Want to guess who normally initiates a financial planning meeting – men or women?
Before any investment or purchase, ask yourself, “What do I value?”
How can you design an investment portfolio to account for uncertainty?
Given enough time, the markets may recover, but do you have enough time in your own plan to recover from potential loss?
Retirement planning requires some flexibility
How much money do you need to be happy?
How networking can help OR hinder your financial decisions.
Doug explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts.
Learn how to determine a stock’s intrinsic value, and how to make sure you pay less than the value you receive.
If you are interested in early retirement, there are TWO changes you should make in your investments to increase your chances of financial success.
After working hard to save and grow your money, you want to make sure that it is accessible when you need it.
What does handwriting have to do with investing?
If you want to get out of debt, should you pay off your smallest debts first or those with the highest interest rates?
Without knowing the fundamentals of finance, how can you determine who to listen to or what to do?
How can you know which is the best retirement planning tool in the market?
Our host, Doug Goldstein, CFP®, explains what “safety of principal” means and how to get it. Certificates of Deposits or “CDs” are a great option for the conservative investor.
Discussing options for wills when someone has assets in both the U.S. and Israel, the advantages and limitations of each country’s will.
Corona is casting a giant shadow over all aspects of life. Even though the market may have begun to recover from its initial crash, nothing is smooth sailing.
Doug believes we should take a big picture holistic approach to family finances, starting with our biggest asset- salary-when making financial plans.
Practical ways to find the ideal retirement budget and still reach your personal goals.
Doug discusses why investors should consider their financial situations before trying to make more money. Sometimes your portfolio's fine and the real risk of losing money in the market isn’t worth it
Expert advice on investments, risk, and how having the right retirement plan makes all the difference.
Listen to this timely podcast on what is happening with the bond market, and why bond prices might drop. Should you buy or sell bonds now?
The hardest part of investing is not being able to predict the future; the easy part is the paperwork. Doug explains how technology is making financial paperwork easier to deal with.
E-mails and other quick forms of messaging leave open the possibility of miscommunication. Doug gives advice on how to communicate effectively with your financial advisor.
The benefits and pitfalls of investing in the international market.
You may not have to sell your stocks at historic lows in order to raise cash to withdraw and pay taxes. Listen to this podcast for an explanation.
Despite the ban on amusement parks, we are on a roller coaster ride. Buckle up, and tune in for this special update.
Do you agree with the pundits who predict a global market crash?
Doug talks about looking at the longer-term view of the world economy. Can things get better? Will you benefit from the world’s future abundance?
Is it fair to say investing in stocks is like gambling?
Is there a magic amount of savings that enables you to retire? What factors, other than age, should be taken into consideration when determining when and where you’ll retire?
Learn responsible ways to use a credit card, so it won’t hurt your credit rating.
Many teenagers have no idea about how banks work, budgeting, or bill paying, and as a result can fall into the cycle of debt from an early age. Learn how to become fiscally responsible
Find out why most Israeli retirees have better health coverage than they would in the United States, and what you need to know about nursing care for the elderly.
Doug shares three simple steps that you can take this year to stay financially secure. Find out what these steps are on today’s financial podcast
Why it’s important to talk to your children about money from an early age and how giving teens an allowance helps them learn basic financial concepts.
July 10, 2026 
