Goldstein on Gelt

Could Your Spouse Access Your Money in a Crisis?


Listen Later

A health crisis can turn your world upside down—and if your finances aren’t in order, the stress multiplies fast. For Americans living in Israel with U.S. brokerage and IRA accounts, one unexpected illness can mean frozen accounts, legal roadblocks, and major money headaches. But here’s the good news: with a few simple steps, you can stay in control, protect your assets, and make sure your family isn’t left scrambling.

From power of attorney documents to emergency funds, this episode dives into the must-haves that every cross-border family should check off before a crisis hits. If you’re making Aliya, already living in Israel, or supporting family across borders, this could be one of the most important financial check-ins you do all year.

Key Takeaways:

Emergency funds aren’t just good advice—they’re your financial lifeline Granting account access ahead of time prevents major issues later Your estate documents aren’t set-it-and-forget-it. Review them regularly

Want a deeper look at how to protect your finances during a medical emergency?
Read Health Crisis: A Brief Financial Guide for Olim and get the steps you can take today to safeguard your money, your access, and your peace of mind.

...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

3,186 Listeners

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

Rich As A King

19 Listeners

Israel Story by Israel Story

Israel Story

1,210 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

513 Listeners

What Matters Now by The Times of Israel

What Matters Now

324 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,538 Listeners

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

4-Minute Money Ideas

0 Listeners

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

Big Picture Retirement®

524 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

661 Listeners

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

The Q & A with Rabbi Breitowitz Podcast

232 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,965 Listeners

For Heaven's Sake by Shalom Hartman Institute

For Heaven's Sake

434 Listeners

Call Me Back - with Dan Senor by Ark Media

Call Me Back - with Dan Senor

3,050 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,046 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

414 Listeners

Kosher Money by Living Lchaim

Kosher Money

820 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,076 Listeners