Goldstein on Gelt

4 Retirement Mistakes That Could Ruin Your Golden Years (and How to Avoid Them)


Listen Later

Retirement is supposed to be your golden years, not a financial minefield. Yet too many people make mistakes that chip away at their savings and peace of mind. Skipping estate planning, helping kids a little too much, grabbing Social Security too early, or falling for scams can all put your hard-earned retirement at risk. The good news? With the right strategy, you can steer clear of these traps.

This episode breaks down the most common retirement pitfalls and shows how cross-border families in Israel with U.S. brokerage and IRA accounts can stay protected. With a mix of practical planning and a dose of patience, you'll discover how to keep more of your money working for you — and less of it slipping away.

Key Takeaways:

  • Estate planning is the safety net that keeps your family protected.
  • Protect retirement funds by setting boundaries on how much you give away.
  • Delay rash moves — smart Social Security timing and scam awareness can mean more money in your pocket.

👉 Ready to protect your retirement? Schedule a free Cross-Border Financial Evaluation today!

...more
View all episodesView all episodes
Download on the App Store

Goldstein on GeltBy Douglas Goldstein | CFP® | Profile Investment Services

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

30 ratings


More shows like Goldstein on Gelt

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,218 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,991 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,943 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

530 Listeners

Rich As A King by Douglas Goldstein | CFP® | Profile Investment Services

Rich As A King

19 Listeners

4-Minute Money Ideas by Douglas Goldstein | CFP® | Profile Investment Services

4-Minute Money Ideas

0 Listeners

All Classes by Rabbi YY Jacobson

All Classes

378 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

550 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,075 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,993 Listeners

Call Me Back - with Dan Senor by Ark Media, Ilan Benatar

Call Me Back - with Dan Senor

3,183 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,075 Listeners

Kosher Money by Living Lchaim

Kosher Money

821 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,108 Listeners

What's Your Number? by Ark Media

What's Your Number?

113 Listeners