יום ראשון, ב׳ תשרי תשפ״זSunday, September 13, 2026
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Living in Israel but investing in the United States?
There are ways to organize your investments in order to increase income. Have you considered all of your investment choices?
Outlining the advantages and disadvantages of keeping money in the bank. Having money in the bank offers investors a sense of security, but leaving money in the bank can impact your long-term financial plan.
Have you recently received an inheritance from abroad? Receiving an inheritance from abroad can be complicated. If you’re a beneficiary to an account in another country, there are some rules and regulations firms must follow.
Receiving an inheritance can be complicated. Each type of asset has its own way of being passed onto the heir.
What kind of bond should you invest in to create a dynamic portfolio?
Why are bonds a popular investment and not just for retirees?
Thinking about your retirement can be overwhelming, so how do you create a sustainable financial plan?
Retirement planning is not “one size fits all” and must be customized specifically for an individual investor.
There are two predominant aspects of a financially successful retirement: saving and investing. How do you find the balance? Where do you start?
Doug shares two stories that illustrate two very important financial lessons.
Discussing creating wealth and the specific challenges women might face and how they can overcome them.
Outlining some common mistakes couples make during their divorce proceedings.
The challenges involved in opening an American brokerage account from overseas and how to overcome them
Owning bonds can help an investor meet their financial goals. Bonds have specific characteristics and are designed for a specific kind of investing. Learn more...
What is estate tax? Who has to pay estate tax? And what is the first thing you should do when estate tax on your inheritance is unavoidable?
Discussing the process of claiming assets after a loved one’s passing. In Israel, a beneficiary needs a transfer certificate. What is a transfer certificate, why they are important, how to get one and what a beneficiary can expect during the process.
Explaining why U.S. power of attorneys aren’t valid in Israel and how to go about getting a legal power of attorney in Israel.
A review of past episodes
Debunking some common myths and misunderstandings surrounding mutual funds, including whether Americans living abroad can or should buy mutual funds.
5 warning signs that a widow may not be making the best financial decisions.
What is an ETF, how to use them effectively in your portfolio, and why can this investment benefit American expats?
it is possible to own a U.S brokerage account when you have a non-U.S. address. Listen to the podcast to learn more,
Factors one should take into consideration when deciding to invest in stocks and how an investor can pick a good stock when there are so many to choose from.
What are the signs of a good financial advisor are and how critical they are for your financial planning?
Ten simple and practical steps to protect your investments from hackers.
In honor of the Goldstein's 26th wedding anniversary, a gift from Doug--ten tips to make your marriage financially stable.
Are you interested in creating a growth-oriented portfolio?
How Monte Carlo simulations work and how they can effectively be used for financial planning.
America has strict rules about money leaving its shores. This episode offers professional insight and stresses the importance of working with a cross-border advisor to keep your accounts in compliance.
Discussing the importance of the FBAR and how those who are not currently in compliance with U.S. tax laws can get back into the system.
Goldstein on Gelt is offering a free downloadable resource to help expats keep a close eye on their financial arrangements
Pointers on how parents can raise financially independent children and how parents can make themselves financially stable while setting a good example for their children.
Exploring the common mistakes couples make when discussing money and the financial implications if the marriage does not work out and ends in divorce
Tune in to learn how to find an American CPA in Israel and why it may be more beneficial for olim to use an Israel based American accountant, as opposed to a CPA back in the “Old Country.”
Can asset allocation be reduced to a formula, or is it more complicated than that.
Discussing the harsh realities of PFICs (Passive Foreign Investments Companies) and how they relate to Americans living in Israel.
If you ever wondered about why you should worry if a foreign currency falls, listen to this episode to learn about the interconnected global economy.
Money CAN buy happiness--IF you are buying the right things. The key is to stay humble.
Algorithmic trading is when a computer takes a certain set of variables and creates an algorithm that makes stock trading faster and more efficient--a useful tool for both advisors and investors. Learn if algorithmic trading is the right strategy for you
A global savings glut occurs when investors drive down interest rates. Is this trend coming to an end, meaning interest rates will climb? Do higher interest rates bring inflation?
Why women tend to shy away from financial decisions and how they can change their thinking.
Learn why millennials often face financial challenges, and what they can do to overcome them.
What is the right way to discuss finances in your marriage?
Tune in to learn just how powerful a shareholder’s voice can be.
Who wants to be a millionaire?
Explaining cash flow and how to make wiser decisions when it comes to cash flow.
Some common worries every investor has regardless of wealth status and what to do about it
Explaining how debt, surprisingly, might be a good thing for an investor’s bottom line.
She gives a brief history lesson on U.S. investing policies and why those policies have changed.
Emphasizing the importance of diversification and looking at the big picture.
Advising parents on how to build a positive family culture and become a high functioning family.
Discussing how to calculate your retirement income. and warning listeners that retirement is not a one-size-fits-all situation.
Discussing the importance of having a diverse education with Nobel Prize winner, Professor J. Michael Kosterlitz.
Why the U.S. has a promising future in the global market and how the millennial generation is part of that future
How to avoid tax problems that arise with international investments. and why real estate investments may provide the biggest tax challenge for international investors.
Harvard professor, Mihir Desai discusses his book The Wisdom of Finance: Discovering Humanity in the World of Risk and Return. and shares his belief that the financial system is broken and suggests how to return to a human-focused approach.
Discussing how overconfidence leads to poor financial decisions and why financial planners should help their clients maintain a realistic view of the markets.
Discussing the various investment strategies an investor can use during financial planning.
Advice for dual-citizen investors who have international investments, including how to view an investment as more than its currency value.
Discussing the investment strategy known as a “permanent portfolio” and how it may protect investors during an economic crisis.
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.
September 11, 2026 
