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Doug Goldstein, CFP®

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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Goldstein on Gelt

Where Physics and Finance Meet

By Doug Goldstein, CFP®

Doug interviews James Owen Weatherall, author of The Physics of Wall Street.

Goldstein on Gelt

Why the Ancient Art of War and Other Strategies Matter

By Doug Goldstein, CFP®

An interview with Andrew R. Wilson, Professor of Strategy and Policy at the United States Naval War College.

Goldstein on Gelt

Here's the Deal: Solving the U.S. Deficit

By Doug Goldstein, CFP®

An interview with David Leonhardt, Washington bureau chief of The New York Times.

Goldstein on Gelt

Three Reasons to Use a Money Manager

By Doug Goldstein, CFP®

Whereas a financial advisor helps you plan your retirement, a money manager, which is often a professional investment firm, handles the day-to-day transactions in your portfolio.

Goldstein on Gelt

Tel Aviv: A City of Opportunity

By Doug Goldstein, CFP®

An interview with Jay Shultz, president of the Am Yisrael Foundation.

Goldstein on Gelt

How to Publish Your Book Today

By Doug Goldstein, CFP®

An interview with Penny Sansevieri, founder and head of Author Marketing Experts.

Goldstein on Gelt

Are Commodities Really Hot Stuff?

By Doug Goldstein, CFP®

An interview with financial expert Jim Rogers, the author of Street Smarts:– Adventures on the Road and in the Markets.

Goldstein on Gelt

Aliyah and Money: Don’t Go it Alone

By Doug Goldstein, CFP®

The various aliyah organizations, from Nefesh b’Nefesh to the AACI, ESRA, and many more, are all on hand to provide advice, information, and moral support.

Goldstein on Gelt

How a Jewish Online Magazine Was Launched

By Doug Goldstein, CFP®

An interview with journalist Alana Newhouse former cultural editor of the Forward and current editor at The Tablet.

Goldstein on Gelt

What Everyone Should Know About Banking and Finance

By Doug Goldstein, CFP®

An interview with Professor Michael K. Salemi, author of Money, Banking, and Financial Markets: What Everyone Should Know.

Goldstein on Gelt

Stop Losing Money as an Emotional Investor

By Doug Goldstein, CFP®

Having an objective certified professional oversee your investments is the best way to prevent yourself from falling into the trap of emotional investing.

Goldstein on Gelt

Capitalism and the Jews

By Doug Goldstein, CFP®

An interview with Professor Jerry Z. Muller author of "Capitalism and the Jews."

Goldstein on Gelt

Three Things to Know if You Win the Lottery

By Doug Goldstein, CFP®

If you come into a great deal of money, your goal shouldn’t be to spend it as quickly as possible.

Goldstein on Gelt

How to Prevent Fraud Crimes Against the Elderly

By Doug Goldstein, CFP®

An interview with Doug Shadel, senior state director of Washington’'s AARP and a leading expert on fraud and the elderly.

Goldstein on Gelt

What Israel Did for IBM and What IBM Did for Israel

By Doug Goldstein, CFP®

An interview with Meir Nissensohn, former general manager of IBM in Israel.

Goldstein on Gelt

Everything You Wanted to Know About Hedge Funds

By Doug Goldstein, CFP®

An interview with Richard Wilson author of The Hedge Fund Book: A Training Manual for Professionals and Capital-Raising Executives.

Goldstein on Gelt

Are You Rich Enough to Make Aliyah?

By Doug Goldstein, CFP®

A new book on financial advice for those seeking make aliyah.

Goldstein on Gelt

The Power of Habit

By Doug Goldstein, CFP®

An interview with Charles Duhigg, a writer at The New York Times and author of The Power of Habit.

Goldstein on Gelt

Data Mining, Predictive Analysis, the Future and You

By Doug Goldstein, CFP®

An interview with Eric Siegel, author of Predictive Analytics: The Power to Predict Who Will Click, Buy, Lie, or Die.

Goldstein on Gelt

Should You Buy Apple, Facebook or a Mutual Fund?

By Doug Goldstein, CFP®

If you are thinking of purchasing individual stocks, ask yourself whether you have sufficient knowledge to choose these investments yourself.

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What Would President Coolidge Think of the World Today?

By Doug Goldstein, CFP®

An interview with best-selling author and columnist Amity Shlaes.

Goldstein on Gelt

Does Handling Money Stress You Out? (Podcast)

By Doug Goldstein, CFP®

An interview with author, consultant and lecturer, David Allen.

Goldstein on Gelt

Why It's Tough to Be an American

By Doug Goldstein, CFP®

Six good reasons why financially, life has become more difficult for American citizens living overseas.

Goldstein on Gelt

Three Mistakes that Can Get You in Big Trouble

By Doug Goldstein, CFP®

When it comes to the IRS, out of sight is not out of mind.

Goldstein on Gelt

The True Meaning of Financial Liberation

By Doug Goldstein, CFP®

Doesn’t modern slavery come in the form of debt, overdraft, and heavy bills?

Goldstein on Gelt

Authors' Lost Treasures (Podcast)

By Doug Goldstein, CFP®

An interview with Ken Lopez, a buyer and seller of authors' lost papers.

Goldstein on Gelt

Life, Banks, and the Future (Podcast)

By Doug Goldstein, CFP®

An interview with Anat Admati, author of The Bankers’ New Clothes and professor of economics at Standford University.

Goldstein on Gelt

FACTA Hurts Everyone, Especially Americans

By Doug Goldstein, CFP®

FATCA imposes an obligation on foreign financial institutions to register with the IRS if they have depositors or conduct financial transactions with U.S. citizens or businesses.

Goldstein on Gelt

All You Need to Know About Moving Overseas (Podcast)

By Doug Goldstein, CFP®

An interview with Darlene Hart, chairwoman of the U.S. Tax & Financial Services Group.

Goldstein on Gelt

The Future of the World Economy (Podcast)

By Doug Goldstein, CFP®

An interview with Nobel Prize winner Professor Christopher A. Sims.

Goldstein on Gelt

Who Needs Insurance? (Podcast)

By Doug Goldstein, CFP®

Insurance, retirement and pensions in Israel.

Goldstein on Gelt

Do You Need to File an FBAR Form with the IRS?

By Doug Goldstein, CFP®

US citizens living abroad with foreign assets and bank accounts are required to file an FBAR form with the IRS.

Goldstein on Gelt

All You Need to Know About Taxes for Expats

By Doug Goldstein, CFP®

An interview with Jackie Bugnion of American Citizens Abroad.

Goldstein on Gelt

The Expats: Fiction or Reality? (Podcast)

By Doug Goldstein, CFP®

An interview with Chris Pavone, author of The Expats.

Goldstein on Gelt

The Best of Goldstein on Gelt 2012

By Doug Goldstein, CFP®

A free e-book with compilations of Goldstein on Gelt's best interviews.

Goldstein on Gelt

Exile on Wall Street (Podcast)

By Doug Goldstein, CFP®

An interview with Mike Mayo, a financial analyst and author of Exile on Wall Street.

Goldstein on Gelt

The Economist Who Helped Warren Buffet Get Rich

By Doug Goldstein, CFP®

An interview with Joe Carlen, author of The Einstein of Money.

Goldstein on Gelt

Are You a Tax Criminal?

By Doug Goldstein, CFP®

An interview with Ron Zalben, about the FBAR and FATCA tax forms and why it's so important to file them.

Goldstein on Gelt

What You Need in Order to Retire (Podcast)

By Doug Goldstein, CFP®

An interview with Terry Savage, author of The New Savage Number: How Much Money Do Really You Need to Retire?

Goldstein on Gelt

How to Play the Numbers Game (Podcast)

By Doug Goldstein, CFP®

An interview with Dr. Arthur Benjamin, professor of mathematics.

Goldstein on Gelt

Big Business and Realizing Your Dreams (Podcast)

By Doug Goldstein, CFP®

An interview with Julie Deane, founder of the Cambridge Satchel Company.

Goldstein on Gelt

Hiding Money From Your Spouse

By Doug Goldstein, CFP®

Approximately 20 percent of British citizens have debts that they have not disclosed to their partners.

Goldstein on Gelt

What Makes an Investor Tick? (Podcast)

By Doug Goldstein, CFP®

An interview with Professor Meir Statman author of 'What Investors Really Want.'

Goldstein on Gelt

The Future of Banking and Finance (Podcast)

By Doug Goldstein, CFP®

An interview with John Kraft of D.A. Davidson, a banking technology company.

Goldstein on Gelt

Will Bio-Fuels Solve the Oil Crisis? (Podcast)

By Doug Goldstein, CFP®

An interview with Jonathan Trent of the NASA Ames Research Center.

Goldstein on Gelt

When Giving Charity Enables Bad Habits

By Doug Goldstein, CFP®

Sometimes, you need to be the recipient of your own tzedakah because the bottom line is that you are the only person who can really help yourself.

Goldstein on Gelt

The Art of Positive Communication (Podcast)

By Doug Goldstein, CFP®

An interview with Dalton Kehoe a senior scholar of communications studies.

Goldstein on Gelt

When Protective Laws Do More Harm Than Good (Podcast)

By Doug Goldstein, CFP®

An interview with Henry Juszkiewicz, chairman and CEO of the Gibson Guitar Corp.

Goldstein on Gelt

All Aboard the Sky Train

By Doug Goldstein, CFP®

An interview with Jerry Sanders, CEO of SkyTran Inc.

Goldstein on Gelt

What Happens to Your Rights When You Move Abroad?

By Doug Goldstein, CFP®

An interview with Peter Anstis, founder of Expatsradio.com.

Goldstein on Gelt

US Taxes and the American Citizen Abroad (Podcast)

By Doug Goldstein, CFP®

An interview with Anne Hornung-Soukup, finance director of American Citzens Abroad.

Goldstein on Gelt

How to Combine Business With Motherhood

By Doug Goldstein, CFP®

An interview with Gail Reynolds, “the "Six Million-Pound Mum,."

Goldstein on Gelt

The Five-Point Plan for Making Aliya

By Doug Goldstein, CFP®

Douglas Goldstein presents a five-point plan to make your aliyah dream a reality.

Goldstein on Gelt

Pairwise Matching Revisited (Podcast)

By Doug Goldstein, CFP®

An interview with Nobel Prize winner Professor Robert Aumann.

Goldstein on Gelt

The Best Way to Use Your Money to Help Others

By Doug Goldstein, CFP®

If you are thinking of making a significant donation to a particular organization, consider employing the services of a family office to oversee the donation.

Goldstein on Gelt

Stress and Money (Podcast)

By Doug Goldstein, CFP®

An interview with therapist, educator and life coach Diane Lang.

Goldstein on Gelt

Secrets of Strategic Thinking (Podcast)

By Doug Goldstein, CFP®

An interview with Professor Stanley Ridgley, Assistant Professor in the Department of Management at Drexel University’s LeBow College of Business.

Goldstein on Gelt

Marriage and the Psychology of Money (Podcast)

By Doug Goldstein, CFP®

An interview with Sherrie Miller of the non-profit organization Choices of the Heart.

Goldstein on Gelt

The Best Job for 2013 and Beyond

By Doug Goldstein, CFP®

Sadly, people today, especially those just entering the workforce, lack the skills to lead their fellow workers.

Goldstein on Gelt

The Fine Art of Optimism (Podcast)

By Doug Goldstein, CFP®

An interview with Benjamin Zander, conductor of the Boston Philharmonic Orchestra, and author of The Art of Possibility.

Goldstein on Gelt

Market Design, Matching, and Me (Podcast)

By Doug Goldstein, CFP®

An interview with Economics professor and Nobel prize winner Alvin Roth.

Goldstein on Gelt

From Academia to Industry: The Story of Graphene (Podcast)

By Doug Goldstein, CFP®

An interview with Noble Prize winner Professor Andre Geim, the developer of graphene.

Goldstein on Gelt

Will the Iranian Threat Go Away? (Podcast)

By Doug Goldstein, CFP®

When Bibi Netanyahu addressed the U.N. and challenged the world to take a tough stance on Iran, his call to draw a red line met with comments on his artistic ability and mixed reviews on his political insights. One can argue that the Europeans take the threat of Iran seriously. The European Union imposed its toughest sanctions on […]

Goldstein on Gelt

Is Making Money on the Net Passe? (Podcast)

By Doug Goldstein, CFP®

Making money on the internet is not just a science fiction fantasy.

Goldstein on Gelt

Do Expatriates Still Have the Right to Vote? (Podcast)

By Doug Goldstein, CFP®

Did you know that you still have the right to vote, even if you live overseas?

Goldstein on Gelt

Keynes vs. Hayek: Which Approach Won Over the Economies of the West? (Podcast)

By Doug Goldstein, CFP®

Keynes and Hayek were two of the most influential economists of modern times. But how did their economic philosophies and views affect the world today?

Goldstein on Gelt

Marriage, Medical School, and Matching (Podcast, Pt.I)

By Doug Goldstein, CFP®

The subject that brought this year’s Nobel Prize for Economics to winners Alvin Roth and Lloyd Shapley is pairwise matching. But what is pairwise matching, and how can it be applied to everyday life choices? Doug Goldstein interviews Nobel Laureate Professor Robert Aumann, winner of the prize in 2005, who explains what pairwise matching is and how it can be applied to life decisions, such as who to marry and which medical school to attend.

Goldstein on Gelt

Three Things to Do Before Meeting Your Financial Planner

By Doug Goldstein, CFP®

Did you know that the most important part of a financial planning meeting occurs even before you set foot inside your financial adviser’s office? Before you meet for the first time, you need to do your homework. Even the most professional adviser can’t help you if you haven’t done these three things.

Goldstein on Gelt

Are You Thinking Clearly? (Podcast Part II)

By Doug Goldstein, CFP®

How do you make the important decisions of your life, such as what to study or where to invest your money? Is there a mathematical strategy to thinking clearly? On this week’s Goldstein on Gelt show, Professor Michael Starbird, professor of mathematics and author of “The Five Elements of Effective Thinking,” talks about how we make decisions and how to think clearly.

Goldstein on Gelt

Is Inflation About to Eat All My Investments? (Podcast)

By Doug Goldstein, CFP®

Anyone who remembers life in Israel in the 1980s will cringe at the sound of the word “inflation.” Remember the soaring prices and the dramatic falls in the value of inflation? But what is inflation, and how does it affect the average investor? Listen to Doug Goldstein’s interview with Zane Brown, partner and fixed income strategist […]

Goldstein on Gelt

Three Ways That Your Pension May be Spent Before It Enters Your Bank Account

By Doug Goldstein, CFP®

When saving for retirement, you may feel secure because you’re putting aside earnings into a pension plan. However, what you may not realize is that some of that money is going to be spent even before it reaches your bank account.

Goldstein on Gelt

The Safety Net You Need

By Doug Goldstein, CFP®

The last time you were at the circus did you gasp as the trapeze artist swung through the air? Even though his antics might be scary, there’s a strong safety net catch him in the event of a fall. Hopefully, the trapeze artist won’t ever need to use it. But it is always there – just in case.

Goldstein on Gelt

Romney Can’t and Obama Won’t Do What America Needs (Podcast Pt. II)

By Doug Goldstein, CFP®

Romney may say the right things, but will he really be able to affect change? And Obama says… and does… the wrong things, and he has no reason to change. Democrats complain that Romney has no sympathy for the unemployment problem. Here is part II of Douglas Goldstein's radio show.

Goldstein on Gelt

Gold Buyers Beware: Fraudulent Gold Found in the Marketplace

By Doug Goldstein, CFP®

Word has been spreading that some gold experts have cracked open the gold bars that they bought only to discover tungsten (a metal worth about one-fifth of the value of gold) inside. Since tungsten has a similar density to gold, it’s easy to confuse people, amateurs and experts alike. With bars of gold that weigh ten ounces or more, using regular x-rays to determine the chemical composition of the metal doesn’t work well since the x-rays don’t penetrate deep enough.

Goldstein on Gelt

Romney Can’t and Obama Won’t Do What America Needs (Podcast Pt. I)

By Doug Goldstein, CFP®

Douglas Goldstein interviews former Chief Economist for the International Monetary Fund (IMF) and Harvard professor Ken Rogoff on the American debt crisis.

Goldstein on Gelt

How Marriage Can Make You Richer

By Doug Goldstein, CFP®

Comedian Billy Connolly once said, “Marriage is a wonderful invention; then again, so is a bicycle repair kit.” However, what Mr. Connolly probably was not aware of when he said this was that marriage can also prolong your life more than a bicycle repair kit would.

Goldstein on Gelt

Will Your Grandma Be a Victim of Financial Abuse

By Doug Goldstein, CFP®

Have you ever met the kind of guy that would sell his own grandmother down the river? Since more and more elderly people are being swindled and financially abused every day, it’s crucial to learn how to protect your grandmother and other seniors you care about.

Goldstein on Gelt

How Schools Prepare Kids to Fail in Business

By Doug Goldstein, CFP®

I am a big believer in math. I studied many complex topics in college, and I think others should, too. But first teach kids practical math in school, and then if they decide to study further, only then start with the abstruse topics.

Goldstein on Gelt

Are Your Investment Decisions Rational?

By Doug Goldstein, CFP®

As a financial planner, I often ask new clients why a particular investment is included in their portfolio. One answer that I find somewhat worrying is: “I don’t really know how to explain it, but I just had a gut feeling that this stock was going to be a winner!”

Goldstein on Gelt

The Four Most Common Financial Mistakes

By Doug Goldstein, CFP®

As a financial adviser I notice that certain money mistakes are very commonplace. Are you making these kinds of errors that can destroy a fortune? Instead of learning from your own mistakes, try learning from other people’s mistakes. Here is a list of some of the most common mistakes in financial planning.

Goldstein on Gelt

How to Avoid Being the Next Ponzi Scheme Victim

By Doug Goldstein, CFP®

Sadly, as stated above, ZeekRewards is not a one-off story. Apart from desperation to make more money, another possible reason people fall for these schemes is that the scammers may have gotten smarter. However, there are three basic measures that you could follow to protect yourself from falling victim in a financial scheme.

Goldstein on Gelt

Transferring Wealth with Stocks, Bonds, and Bicycles

By Doug Goldstein, CFP®

Wealth transfer is a hot topic in financial planning. Thinking about how to pass funds from one generation to the next can be emotionally difficult. Perhaps the older generation doesn’t approve of the way the younger spends the money, or the younger generation isn’t involved in the family business. Furthermore, tax and legal issues can complicate matters.

Goldstein on Gelt

Tishrei: A Time to Examine Your Deeds and Your Portfolio

By Doug Goldstein, CFP®

Spiritual accounting is similar to the financial accounting. In order to be an effective investor, it’s a good idea to sit down once a year with your financial adviser and ask a few questions.

Goldstein on Gelt

How to Retire When You Don’t Have Enough Money

By Doug Goldstein, CFP®

Whatever the reason, if you reach retirement age and you see that you are not going to have enough money for your anticipated needs, what should you do?

Goldstein on Gelt

How Peer Pressure Could Help Your Investments

By Doug Goldstein, CFP®

While generally peer pressure is viewed as a negative trait, emulating successful people may help increase your own chances of success.

Goldstein on Gelt

The Three Worst Pre-Retirement Planning Mistakes

By Doug Goldstein, CFP®

How do you visualize your retirement years? Most people hope that they will finally be able to do the things that they never had time to do during their working years. Very frequently, folks anticipate retirement will be a worry-free time, full of enjoyment, and ample time to spend with family and friends. As a financial adviser, I am often saddened to see retirees facing a different picture.

Goldstein on Gelt

Why Your Best 20th Birthday Present is a Pension

By Doug Goldstein, CFP®

You’re never too young to start planning for retirement.

Goldstein on Gelt

Which Mutual Fund Should You Buy?

By Doug Goldstein, CFP®

There are thousands to choose from… which mutual fund is right for you?

Goldstein on Gelt

Four Reasons to Consider Buying Mutual Funds

By Doug Goldstein, CFP®

Though every investment has pros and cons, consider using one of the most common investment tools around.

Goldstein on Gelt

What a Fast Food Franchise Can Teach You About Managing Your Own Money

By Doug Goldstein, CFP®

The best-selling book The E-Myth examines the success of McDonalds and what we can learn from it.

Goldstein on Gelt

Should You Sell Your Inheritance?

By Doug Goldstein, CFP®

What did you do when you received a purple vase decorated with green stripes and gold roses as an inheritance from your late Aunt Minnie? Did you give it a place of honor in your breakfront, hide it away in the attic, or did you follow your spouse’s instructions and “sell that hideous thing because at least you might get some money for it”? Chances are that you wouldn’t dare sell the vase, simply because of its sentimental value.

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