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Goldstein on Gelt: The #1 Mistake Americans in Israel Make with Their U.S. Accounts

By Doug Goldstein, CFP®

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January 19, 2025, 7 AM ET

Ready to stop sweating every market wobble and start investing like a pro?

This episode on asset allocation has the answers you’ve been Googling at 2 a.m. Discover how to build a portfolio that’s as calm under pressure as your favorite Zen master, learn why diversification is the financial equivalent of not putting all your eggs in one basket (because who wants scrambled retirement plans?), and find out how a little liquidity can be your secret weapon when life throws a curveball. Whether you’re mapping out retirement, growing your wealth, or just trying to adult responsibly, this episode serves up the tips you need—with a side of financial confidence. Listen now—you’ll thank yourself later!

Key Takeaways:

  • Build a portfolio that fits you—your goals, your risk tolerance, your timeline.
  • Spread the love across asset classes for a stable and secure investment mix.
  • Stay ahead of the game by reviewing and adjusting your strategy when life or markets change.
The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and resources mentioned in the show, go to https:⁠/⁠/goldsteinongelt.com/radio-show

The information provided here is intended for educational purposes only and is not to be considered legal, tax, or investment advice. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates.

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