Comprehensive financial planning includes cash-flow, investments, and insurance. Are you properly insured? Doug answers a letter from a listener who asks about private insurance policies. How can you determine the most appropriate insurance policy, and make sure your pension plans are properly set up?

Don’t forget the legal implications of your financial planning and insurance decisions. Veteran lawyer Ely Rosenzveig explains the legal pitfalls of retirement planning, why women have different legal considerations from men, and what to consider if you are moving to Israel.

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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 www.GoldsteinOnGelt.com


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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.