Goldstein on Gelt

4 Simple Steps to Take Control of Your Money as an Expat in Israel


Listen Later

Ready to Master Your Finances in Israel? Discover the P4 Approach! šŸŒšŸ’°

Are you an American living in Israel or planning to move and wondering how to take control of your financial future? This episode is your roadmap to building a personalized financial plan that aligns with your unique goals and circumstances, no matter where life takes you.

Meet the P4 Approach—a proven strategy to help you stay ahead in a complex, cross-border financial world:Ā 

  • Profile Vision: Get crystal-clear on where you stand financially and set meaningful goals.Ā 
  • Profile Prism: Adapt swiftly to life's changes and market shifts by adjusting your goals regularly.Ā 
  • Profile Pathfinder: Develop a custom strategy to reach your financial aspirations. Ā 
  • Profile Portfolio: Craft and manage an investment portfolio that perfectly aligns with your needs.

Join us as we dive deep into how to handle investments, manage risks, and make smart portfolio adjustments, all while preparing for whatever surprises life might throw your way. You'll gain actionable insights to create a resilient financial plan that not only minimizes unnecessary risks but also empowers you to thrive.

Curious how the P4 Approach can work for you? Head over to Profile Investment Services, Ltd. and schedule your free cross-border evaluation call today. Let’s discuss your unique needs and see how we can help you reach your financial goals!

Ā 

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

Goldstein on GeltBy Douglas Goldstein | CFPĀ® | 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

3,187 Listeners

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

Rich As A King

19 Listeners

Israel Story by Israel Story

Israel Story

1,211 Listeners

Retirement Starts Today by Benjamin Brandt CFPĀ®, RICPĀ®

Retirement Starts Today

513 Listeners

What Matters Now by The Times of Israel

What Matters Now

39 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,535 Listeners

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

4-Minute Money Ideas

0 Listeners

Big Picture RetirementĀ® by Devin Carroll, CFPĀ® & John Ross, JD

Big Picture RetirementĀ®

524 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFPĀ®

Stay Wealthy Retirement Podcast

663 Listeners

The Q & A with Rabbi Breitowitz Podcast by Rabbi Dr Yitzchak Breitowitz

The Q & A with Rabbi Breitowitz Podcast

231 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,963 Listeners

For Heaven's Sake by Shalom Hartman Institute

For Heaven's Sake

432 Listeners

Call Me Back - with Dan Senor by Ark Media

Call Me Back - with Dan Senor

3,048 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,045 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

414 Listeners

Kosher Money by Living Lchaim

Kosher Money

818 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,076 Listeners