Douglas Goldstein, CFP® contributes a weekly piece to "The Jerusalem Post" about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and "nefesh b nefesh" folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile…
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You got the inheritance. You invested wisely. You've got no debt. So why are you still up at night worrying about money? Turns out, a big bank balance doesn't automatically fix the fear that comes from decades of watching every penny. Doug Goldstein breaks down why financial confidence isn't really about the numbers, and what it actually takes to feel secure when your reality has changed but your…
Most investors don't lose money because they pick the wrong investments… they lose momentum because they stop paying attention. Your financial plan isn't a "set it and forget it" kind of deal. Life shifts, markets move, and what made sense yesterday might be holding you back today. In this conversation, we break down a simple, no-nonsense financial checkup: how to see if your goals are still…
The market's going crazy, the headlines are screaming, and your gut says, "Get out now!" But what does the data actually say? Spoiler: Sitting on the sidelines has a price tag, and it's bigger than most people think. Doug Goldstein breaks down why missing just a handful of the market's best days can wreck your long-term returns, why those best days love to hide right next to the worst ones, and…
What's the best dividend you'll ever receive? It might not be a stock, a bond, or a growing investment account. It might be a grandchild. This week, we take a lighthearted look at the parallels between investing and family, exploring why grandchildren may be the ultimate return on investment. Along the way, you'll hear practical financial tips for new parents, including emergency funds, estate…
Your U.S. bank processed a fraudulent wire and then closed YOUR account? Yep, it happens. Americans living in Israel face unique risks when managing money from overseas, and big institutions don't always have your back the way you'd expect. Doug Goldstein breaks down why a personal relationship with your financial firm isn't just nice to have, it's a safeguard. Plus, the one question you should…
Imagine inheriting an I-R-A and then getting a letter that says your brokerage firm can't keep your account because you live overseas. It sounds unbelievable, but it's happening more often than you might think. This week, Doug shares a real-life email from a frustrated investor who found himself caught in the growing trend of United States brokerage firms restricting accounts for clients with…
You did not sell . You did not withdraw. So why is there a capital gains tax bill sitting on your kitchen table? Mutual funds have a sneaky little habit of generating taxes behind the scenes, and most people have no idea it is happening until the bill shows up. Doug Goldstein breaks down exactly how this works, what to look for on your statement, and the one move you can make this week to stop…
Think using your brother's address in California will keep your U.S. brokerage account safe while you're living overseas? Think again. Major brokerage firms are getting much stricter with clients who live outside the United States, and many investors are finding out the hard way that their accounts can be restricted or even closed. Discover how brokerage firms know where you're really living, why…
You worked hard, saved smart, and finally made it to retirement. But what happens when your retirement income is actually higher than what you earned while you were working? Sounds like a dream, right? It is, but it also means the old financial playbook goes out the window. The questions you should be asking now are completely different from what most retirees expect. Doug Goldstein, CFP®, breaks…
Ever bought an S&P 500 index fund thinking you owned an equal piece of 500 companies? Not so fast. The biggest names like Apple, Microsoft, and Nvidia may be doing most of the heavy lifting in your portfolio , and that surprises a lot of investors. Discover how capitalization-weighted index funds really work, why diversification is n't a lways what it seems, and what every investor should know…
Your U.S. employer just decided your remote work setup from Israel is a compliance headache. Now what? You thought you had a few more years of income, but the clock just jumped forward. Having a solid 401(k) balance is great, but it won't tell you how to structure your severance, when to claim Social Security, or whether your spouse even knows where all the accounts are. Doug Goldstein breaks down…
