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Planning for life’s unexpected events is crucial for protecting your financial well-being, especially if you have U.S. investments and live abroad. This episode dives into the importance of preparing for life transitions, such as career changes, health crises, or unexpected windfalls. Learn how to safeguard your assets, ensure steady cash flow, and make informed decisions that will keep you financially secure in any situation. By implementing these strategies, you can navigate life’s shifts with confidence and protect your hard-earned wealth.

Key Takeaways:

  • Understand the importance of asset protection and how to adapt your financial plan for unexpected life events.
  • Learn how to manage your U.S. investments effectively while living abroad and ensure steady cash flow during transitions.
  • Discover essential steps to prepare financially for any circumstance, from health crises to career changes.
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For more insights and to deepen your understanding, visit the resources at 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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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.