Ready to take control of your investments and stay cool when the market gets tough? It’s time to learn how to stick to your plan, even when the market throws you a punch. Get the inside scoop on managing your emotions, making smart decisions, and setting up a strategy that works for the long haul. Plus, discover how to navigate the unique challenges of managing a cross-border portfolio and make the most of your U.S. inheritance. Keep your eye on the goal and your portfolio balanced—let’s make investing less stressful and more profitable! 

Avoiding taxes might feel smart... until it costs you peace of mind. If you're heading into retirement with a growth-heavy portfolio, you could be setting yourself up for unnecessary risk. Learn why doing nothing might be the most expensive decision of all—and how a smart strategy (yes, even one that includes paying taxes) can actually protect what you’ve worked so hard to build. 

Ready to ditch the confusion and get clear on your cross-border finances? If you’re managing a U.S. portfolio from Israel, this episode is for you. We’re diving into why face-to-face communication is a game-changer for financial planning, and how texting your advisor can lead to costly misunderstandings. Let’s get down to business with simple, straightforward advice on how to make the most of your investments—and your financial future. Don’t settle for anything less than clarity. Tune in now! 

Ready to tackle U.S. taxes from Israel without the stress? Discover the key differences between realized and unrealized gains, and learn how realizing losses can actually help reduce your tax bill. It’s all about maximizing your investments and avoiding those surprise bills! Get the scoop on navigating cross-border tax reporting, and find out how teaming up with experts can help you make the most of your U.S. portfolio and inheritance. Time to take control and keep your finances on track! 

Want to make your IRA work harder for you? It’s not just a retirement account—it's a powerful platform for building wealth. Learn how to maximize your IRA's potential, avoid common mistakes, and explore strategies that align with your life stage and financial goals. Whether it’s growing your portfolio or making the most of an inheritance, we’ve got tips to help you make smarter moves. Don’t let that IRA sit on autopilot—start using it to its full advantage today! 

Ready to stop letting taxes sneak up on you? Capital gains can make or break your investment returns, but with the right knowledge and strategy, you can keep more money in your pocket. Learn how timing your sales, offsetting gains with losses, and watching your tax forms closely can save you big. Plus, get pro tips for managing your U.S. investments from Israel—without the tax headaches. Tune in and take control of your financial future! 

Thinking of making aliya and wondering what to do with your U.S. investments? Don’t hit the reset button just yet! Doug breaks down the smart moves you need to make before, during, and after your big move to Israel. From keeping your money flexible and avoiding tax pitfalls to rolling over your 401(k) and working with the right financial planner, this episode is packed with practical tips to ensure your finances stay on track. Whether you’re moving next month or just dreaming about it, Doug’s got the advice you need to protect your wealth and set yourself up for success! 

Ready to dive into the world of real estate and investing? Whether you’re thinking about becoming a landlord or sticking to stocks, it’s all about making smart choices. Discover why declaring your rental income is a must, how the Israel Tax Authority is using tech to track down unreported revenue, and why managing real estate might not be as glamorous as it seems. Plus, find out what happens when you neglect your U.S. taxes for too long—spoiler alert: it could cost you more than just your passport! Tune in for tips on keeping your financial life in check without all the headaches. 

Want to know the secret sauce behind companies that stay on top year after year? It’s all about the economic moat. Learn how businesses build powerful barriers to protect their profits and keep competitors at bay. Get the lowdown on why investing in companies with strong moats is a game changer for your portfolio. Plus, find out how to spot these golden opportunities and make smarter, more stable investment choices. Let’s dive into the world of winning companies and how they can help you build long-term wealth! 

Inheriting a stock and bond portfolio? It’s exciting, but can be tricky. Learn how to manage your new assets, avoid common mistakes, and make sure you're not hit with unexpected taxes. Get smart about diversifying, protecting your future, and making the best decisions for you. Keep your eye on the goal and your portfolio balanced!