Podcasts

We speak with Rav Nachman Kahana about the end of exile and the beginning of redemption, Parshat Lach Lecha.

Financial planners frequently meet with folks who want to invest for growth. After all, who doesn’t want to see their portfolio grow? But, growth also means capital gains tax. Are there any investments that encourage portfolio growth but have limited tax liability?

On today’s show, Doug answers a listener question about investing for growth. “Jeff” asks if there are investments that encourage portfolio growth, but have little tax liability. While an investment advisor, and not a tax advisor, Doug answers several aspects of the question:

- Are there conservative investments that offer reasonable growth?
- What are the common mistakes people make when investing for growth?
- What is the best way to minimize tax on your investment?

One way to invest for growth is through a SMA – a Separately Managed Account.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. To watch a short clip on “What is a SMA – Separately Managed Account”, go to the link in the show notes at http://goldsteinongelt.com/radio-show.

We speak to Rav Nachman Kahana about this week's Torah portion of Noach and current events in Israel and around the world.

Why is it important to have a will, if it only comes into play after you no longer are alive?

Russell Mayer, an estate attorney based in Israel, explains how the law distributes an investor’s assets after their death and why having a valid will makes a difference. Doug and Russell examine how a will works and who needs to be involved in creating it. Russell stresses the importance of each spouse having a separate will (some things just aren’t meant to be shared!). The death of a loved one is difficult, but the dividing assets doesn’t have to be emotionally wrought experience. Determining what arrangements you want for your family before you pass can save a lot of potential legal battles.

In today’s episode, Doug outlines three decisions you should not make when receiving an inheritance. Download a checklist of the paperwork you’ll need to claim your inheritance here.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

The inside story of the destruction notice Ari & Jeremy received this past week for the vineyard in the Arugot Farm. Now is a time for prayer together, for each other.

Rav Nachman Kahana speaks about this past year and anticipates a crazy next year!

Climbing prices are bad for consumers and investors. What is the best way to stop inflation from eating away at the real value of your investments?

While most consumers view higher prices and inflation as a bad thing, the stock market frequently rises during periods of high inflation. This means your stock prices and dividends may increase.

How to stop inflation from eroding your purchasing power?

When prices rise, the Consumer Price Index (CPI) also rises. It may be prudent to buy TIPS (Treasury Inflation-Protected Securities) because they are pegged to the CPI.

REITS (real estate investment trusts) are a popular choice because rising prices also spill over to property values. Increases in rent are directly paid out to REIT owners in terms of higher dividends.

Listen to the episode to learn which investments are better avoided during times of high inflation (hint, CDs and annuities may fit into this category).

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

We speak with Rav Nachman Kahana about current events and this week's Parsha.

How does an investor pick a good stock when there are so many to choose from?

What if choosing a stock didn’t have to be so complicated?

Download Doug’s free resource to help you make educated stock choices. The eight-point list is complete with practical advice on picking stock. However, don’t only use this list as your criteria for choosing stocks. Investors should always work closely with a professional financial advisor to build their portfolio, making sure it will both meet their investments goals and match their risk tolerance. The Smart Way to Pick Stocks is an in-depth explanation on stocks.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes or to download the free resource, “The Smart Way to Pick Stocks”, go to https://goldsteinongelt.com/radio-show

Wells Fargo announced they are going to end their relationship with their overseas clients and close those accounts just because the address on the account is not in America.

Does Wells Fargo’s move leave you and your investments out in the cold?

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.

How Profile Can Help You

With over 25 years of experience with cross-border investors, Profile is able to open and maintain U.S. brokerage and IRA accounts for people who live outside the United States. Even though our office is in Jerusalem, we work with Portfolio Resources Group, which has clients in 35 countries. Our Jerusalem office focuses on clients in Israel, Europe, and the Far East.

Listen to this podcast which tells you the basic procedures that clients need to know about transferring their accounts.

Then, call the office 02-624-2788, and let’s start a conversation.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

Rav Nachman Kahana provides some insights from our sages into what we can expect to unfold in the future.