Goldstein on Gelt

Cross-Border Investing Begins with Cross-Person Listening


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Understanding your financial goals isn't just about numbers. It's about digging into what really matters to you. This episode features special guest Mishy Harman, host of the popular Israel Story podcast, who shares how powerful storytelling can spark better conversations about money. Whether you're chatting with your spouse, your advisor, or just thinking things through on your own, learning to pause, listen, and reflect can completely change how you handle your finances.

Get ready for a fun and eye-opening take on how silence, patience, and a good question or two might be the most valuable financial tools you've been missing.

Key Takeaways:

  • Listening more and talking less can help you make smarter money choices
  • Your story shapes your financial goals, so don't leave it out
  • Couples who understand each other’s money mindset make better decisions together

Ready to talk about your story and your money? Schedule your free Cross-Border Financial Evaluation at profile-financial.com/call.

 

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

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