יום רביעי, כ׳ אלול תשפ״וWednesday, September 2, 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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Laws meant to minimize international tax evasion sometimes harm law-abiding dual citizens. What can an ordinary American expat do to help reform current tax laws?
How to decide when it’s time to relinquish financial independence and ask for help with your finances.
Why Bitcoin and cryptocurrency could change the way societies manage currencies.
How to get control of your money (when you have it).
Is a track record as important as understanding your current situation and future goals?
A list of tips for investors who have received a sudden windfall, like an inheritance.
Doug shares his insight on early retirement and stresses the level of commitment it takes to really reach the goal and maximize your chance of success at early retirement,
Listen in to learn how investors can break bad habits and make better financial decisions and what financial values are and how to identify personal ones.
Six points on how to manage retirement income wisely, making financial management easier to navigate.
Doug shares the story of an American citizen who opened an investment account through an Israeli bank and the problems that resulted. Learn how to find the right people to help you build your portfolio.
Invested money isn’t the same as a bank account and that not all brokerage firms offer the same services. Learn how to make the most out of your relationship with your brokerage firm
Learn how to identify the differences between the trends and the solid investments!
Exploring how emotions can cause an investor to make a poor financial decision.
Do you want to protect the senior citizens you know from elder financial abuse? Need to have a conversation with your aging parents about protecting their finances?
Doug discusses the impact of living longer on financial planning and offers three tips for investors needing to prepare their portfolio for a longer retirement. .
Don’t let supporting your adult children ruin your retirement. Create a realistic course of action to teach your adult children how to be financially independent.
Should you implement precautionary measures that can help minimize the impact of a market crisis on an investment portfolio?
There are many ways to look at and manage your finances. Whatever way you choose to look at your finances, make sure you and your significant other are in agreement.
Learn what the difference between a stock’s price and intrinsic value is. Which number is more important for a potential investor?
Should your net worth be your main focus in retirement planning or should your main focus be your cash flow?
10 Secrets to Talking to Your Parents About Money list. It’s perfect for adult children who need a little help to approach delicate financial questions with their parents.
Retirement can be jarring for retirees who find their routine and professional status gone. How can retirees redefine who they are?
Ever wonder how the rich stay rich?
What are bonds? How should you use a bond? And how do you know you have a “good” bond?
Retirement can be jarring for retirees who find their routine and professional status gone. How can retirees redefine who they are?
An emerging market is a great way to bolster your portfolio. But is it worth the risk?
What is the difference between a value stock and a growth stock? Which investment is better for an investor? Both investment approaches work well but are more effective when combined.
Offering tools that make tracking expenses and investments easier and insists that people should “know their numbers.”
If you are optimistic that the economy is growing, look to the future and invest in the economy.
Is the current low-interest-rate environment, a good time to buy bonds?
Millennials should start putting aside a percentage of their income as soon as they begin working. Ignore the impulse to wait until “things are financially easier” to save, since saving is a habit.
Dual citizens often find cross-border investing challenging. The trick is to find a financial advisor who understands the financial implications of living in two countries. How can you find the right financial advisor?
Never commit to an investment or purchase until you have a plan first. Rushing into a deal can be expensive and stressful. Listen to Doug’s cautionary tale before you agree to any big financial change.
Some US brokerage firms are reluctant to keep clients with non-US addresses. If your investments are in US and you live abroad, and have received a letter asking you to close the account, listen to this episode to learn your options.
Is it possible to lower risk in your portfolio? Does using professional money managers lower risk in your investment portfolio?
Do you have sufficient funds to support yourself in retirement?
There are many details involved in managing an inheritance, especially if it includes IRAs or other American accounts. DON'T RUSH. Consult with a licensed professional
Is stock market success due to good luck or skill? Vigilance and good research are the most important criteria for success with an investment portfolio.
Can retirees leave their principal intact and only live off interest? In today’s low-interest rate environment, probably not. So how can retirees know how much they can safely withdraw?
Learn how capital gains tax strategies can be especially useful to dual citizens who may be liable to pay taxes in two countries
So many things can go wrong in investing and not catching a problem early could be very costly.
Doug Goldstein, CFP® and director of Profile Investment Services, Ltd, and Meb Faber, chief investment officer of Cambria Investments Management, the challenges investors have in finding the right investments. Meb thinks the most commonly overlooked investment is investing in a professional financial advisor! Meb has some theories as to why investors have trouble. One of […]
A stockbroker isn’t the same thing as a money manager or financial planner. The jobs have two totally different objectives when it involves investing your money.
Doug advises both senior parents and their adult children about how to begin the process of helping with the parents financial responsibilities in a respectful and sensitive manner.
Instead of rushing to spend/invest an inheritance, slow down and consider the options. There are many details involved in managing an inheritance, especially if it includes IRAs or other American accounts.
Doug explains what a REIT is and its potential benefits. If you are interested in the real estate market, make sure to tune in.
Doug discusses early retirement. If you are interested in early retirement, there are two changes you should make in your investments to increase your chances of financial success.
Doug shares what you, an investor with a foreign address, can do and what factors an investor should be taken into consideration.
Should investors pay more attention to the analysts predictions of what might happen or their own financial goals and dreams?
Doug shares some examples of investment scams and stresses the importance of maintaining a realistic view on the situation.
What choices are there for conservative investors? Should your investment portfolio include certificates of deposit (CDs)? Learn different ways to buy a CD.
Investors should always have a strategy. If you don’t want to build a diversified portfolio by yourself, work with a money manager to choose the well-diversified investments.
Discussing how the millennial generation can start investing by suggesting smart money habits that make investing money and decreasing debt both possible.
Be sure your investment decisions are within your comfort level. Investors shouldn’t lose sleep over their investments. Don’t let what MIGHT happen affect your decision making.
Whether combining accounts is something you want to do, or not, these 6 steps are still good for getting the marriage off on the right foot.
Doug offers examples of when splitting up a brokerage account is a good idea, and identifies when a joint account is desirable.
An investor's money choices should align with what they value in life. Explore how to realign thinking and make smarter investments based on personal values.
A major mistake new retirees make is failing to make a sound retirement budget. Here are some practical suggestions to find the ideal retirement budget and still reach your personal goals.
Three common-SIMPLE-mistakes investors make with their money. Doug explains what leads to these mistakes and how to fix them
The benefits and pitfalls of investing in the international market, why people are interested in owning US. accounts and why having a cross-border specialist if planning to invest outside your country.is a necessity
Do you ever wonder if Doug takes his own advice? Find out...
Many investors don’t have the heart to hang onto a stock that was decimated in a market crash. For investors who don’t want to take their chances with the market, Doug has some safer choices.
Doug explains margin accounts or borrowing money to make an investment. He offers 4 questions to ask yourself before making such a risky investment move and why margin accounts may be a bad idea.
Avoid the common mistakes parents make when they invest in their kids’ futures. Doug covers some of those mistakes and has some useful strategies to use in planning gifts for the future.
Graham Hill believes you can live on less. His TED Talk, “Less Stuff, More Happiness” presents his unique view on society’s misguided need to get more $, more power, more stuff…just “more” in general
Dividends are often a trap. Learn how it’s easy to be fooled by high dividend returns. How can you determine if a high dividend is worth the risk?
Many investors use “financial forecasting,” and base their investment strategy on what they think might happen in the markets. Is that a good idea?
Find out how credit cards really work, and who benefits from your credit card purchases. Can consumers benefit from points and reward schemes without falling into debt?
Is creating a trust appropriate for your estate plan? Learn about the ramifications of trusts on probate, inheritance, and maintaining control of your assets.
Spending money can be an educational experience. Find out how to teach your kids how to make better choices about spending money.
When a professional provides client references, will you get an objective opinion?
Find out how the BUZZ Index works and why people may be more inclined to tell the truth on social media platforms than in polls.
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?
Find out why women in particular should research what they may be entitled to when they retire, whether single, married, or divorced. Depending on your situation, it may be more than you think.
Learn why cheapskates rarely suffer from “buyer’s remorse,” and get tips for how to teach children the advantages of delayed gratification. Learn why 'cheapskates' rarely suffer from “buyer’s remorse,” and get tips for how to teach children the advantages of delayed gratification.
If you want your money to grow faster than the bank’s interest rates, should you invest in the stock market? Is there a “safe stock?” What should conservative investors do with their investments?
Why do some people prefer to bet in a casino, where the odds are stacked in favor of the house, rather than putting their money into the stock market, where chances of making a profit are much higher?
Many retirees’ biggest worry is that they will outlive their savings. In today's show, Doug shares tactics for preparing financially for a long life, so that you will always be able to pay your bills.
The real key to building wealth? It's obvious: Make more money. Today's program discusses why you should think out of the box when deciding on a profession rather doing what seems easiest.
Investing wisely is more than just choosing high-yielding investments and optimizing your asset allocation. Today's broadcast shares tips about investing wisely and how to plan your estate
Should retirees keep any money in the stock market? Some say retirees should cash out completely, others say leave money in stocks to protect against inflation. Doug discusses both options.
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 teenagers can become fiscally responsible.
How might Trump's winning the White House affect the U.S. economy, stocks, and other investments?
What is the best way to increase your odds at making a profit in the market? Why do people equate gambling with buying stocks, and why are they wrong?
Is it fair to say investing in stocks is like gambling?
What’s the first thing you should do if you receive a sudden windfall, such as an inheritance, legal settlement, or bonus?
Find out what “conscious money” is and why doing a value review should be an important step in deciding how you invest.
Why are low interest rates harmful to your investments? Discover the most effective ways to invest your money and stay ahead of inflation.
Should you invest domestically or abroad? While it might seem best to invest in your home country because you are familiar with it, investing with geographic diversification may be more profitable
Especially during the holiday season, cyber crime is on the rise. How can you keep your money safe?
Schools don’t make financial education a required subject. This episode explains the best ways you can learn about personal finance and how to manage your money.
Financial fitness isn’t only about staying within your budget and savings. It’s also about monitoring your stress level on financial issues.
Being a disciplined investor is more than watching the markets. It also plays into how you discuss financial concerns with your spouse and teach money to your children.
Should a volatile market be cause for concern? On today’s financial podcast, Doug Goldstein talks about the importance of accepting the ups and downs of the market if you are a long-term investor.
How much of your income do you need to put aside to achieve financial independence?
If you receive a sudden financial windfall--such as an inheritance, legal settlement, or bonus--what’s the first thing you should do?
On today’s show, Doug examines generational giving. Learn about the tax considerations involved in gifting money to your children
Estate expert Peggy Atkins Munro, author of Estate and Trust Administration for Dummies, explains the basics that everyone should know when dealing with an estate,
Did you inherit your parents’ irrational financial decision making gene? Are you able to discuss managing their finances with them?
Find out the best ways to organize your information and why storing it in the cloud is not always the best idea.
August 28, 2026 
