Goldstein on Gelt

By Douglas Goldstein | CFP® | Profile Investment Services

What's Goldstein on Gelt about?

The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.

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Goldstein on Gelt episodes:

04.18.2024
Financial Planning for Illness and Death
Financial planning is always important, but it’s especially crucial when health issues arise. A well-built plan allows you and your family to focus on health and family connections, without worrying about the day-after. How can you make sure you...
04.11.2024
The Stress-Free Investment Method
Are You Overlooking the Importance of a Financial Plan? When was the first time you spoke with a financial planner? Let me tell you about a retired couple who I met who...
04.04.2024
How to Overcome Family Pressure in Investing
Family pressure can be overwhelming when it comes to finances. Learn how to handle those pressures correctly, allowing you to build a financial portfolio that suits you perfectly. Here are some key points discussed in the show: 1....
03.28.2024
When Real Estate Investments Turn Sour
Are you considering investing in real estate? Or perhaps you already have real estate investments in your portfolio? If so, it's crucial to understand the potential risks and challenges that can arise. The following...
03.14.2024
How to Invest for Growth
Financial planners frequently meet with folks who want to invest for growth. After all, who doesn’t want to see their portfolio grow? But, growth also means capital gains tax. Are there any investments that encourage portfolio growth but have limited...
03.07.2024
Getting Ready Financially for Divorce
Tips for Managing Your Finances During Divorce for a Smooth Transition Divorce can be a daunting and emotional journey, one that is fraught with legal, emotional, and financial challenges. In this post,...
02.29.2024
6 Strategies for Happier Investment Decisions
Behavioral finance is a critical area that merges psychology with finance to understand why people make irrational financial decisions. It’s important to note that people’s emotions, cognitive errors, and biases often drive these decisions,...
02.22.2024
Moving to Israel in Retirement: Financial Planning and Practical Tips for Olim
Doug delves into the topic of retirement planning and financial considerations for Americans moving to Israel. He shares insights on the practical aspects of living in Israel and the financial implications of the move....
02.15.2024
Understanding RMDs: A Simple Explanation
Are you approaching the age of 73 or have inherited an IRA account? If so, understanding Required Minimum Distributions (RMDs) from IRAs is crucial. In a recent episode of The Goldstein On Gelt Show,...
02.02.2024
The Journey to Expatriation
In "The Journey to Expatriation," we delve into the complex world of expatriation, featuring the real-life journey of a couple navigating the process of giving up U.S. citizenship. Join Doug as he...
01.31.2024
Don't be a DIYer: U.S. Cross-Border Investments in Israel
Taking Control of Your Finances or Partnering Up With Experts? A Critical Decision for U.S. Expats Living in Israel! Are you a DIY investor? Curious about the benefits...
01.25.2024
Tax Planning Tips for Americans Living in Israel | Reduce Tax Liabilities and Maximize Savings!
Yosefa Uber, an expert accountant specializing in American taxes for residents of Israel, sits down with Doug to go over: Qualified Charitable Distributions (QCDs) allow you to donate money from your...
01.18.2024
Being a Good Steward of Family Wealth
Doug discusses what it means to be a good steward of family wealth and how to pass on your financial legacy to future generations. He provides advice for teaching children financial responsibility from a...
01.11.2024
Are You in Danger of Getting Dropped by Your U.S. Investment Advisor?
Are you an American living abroad, specifically in Israel, facing difficulties with US brokerage firms terminating your accounts? Join Doug Goldstein, licensed in both the US and Israel, as he sheds light...
01.04.2024
One Common Myth About Receiving a Cross-Border U.S. Inheritance While Living in Israel
Doug discusses the myth that it is illegal for people who move to Israel or inherit money from the U.S. to keep their investments in American accounts. He explains why this myth exists and...
12.28.2023
Year End Financial Planning Tips
Financial advisors and investment professionals, As we bid goodbye to 2023, let's take a moment to reflect on the state of our portfolios and plan for the new financial year.
11.30.2023
How to Play Nice with the IRS When Transferring Money Overseas
Living in Israel with U.S. investment accounts? Be careful when transferring money overseas! In this insightful recording, Doug Goldstein, CFP®, GFP®, founder of Profile Investment Services, Ltd., unveils essential tips and best...
11.25.2023
Managing Sequence of Returns Risk
In the world of investing, it's not just about the highs but managing the lows, especially when approaching retirement. Here's why discussing sequence of returns risk is crucial: -
11.23.2023
Investing with Purpose: Understanding the ‘Why’ for Financial Success
The biggest mistake many investors make is focusing solely on returns without considering why they are investing in the first place. In this insightful recording, Doug shares valuable insights on the importance...
11.16.2023
Don’t Get Undercut by Sequence of Returns Risk in Retirement
In this insightful recording, Doug sheds light on the critical concept of ‘Sequence of Returns Risk’ and its impact on retirement planning. Discover why timing is everything when it comes to investment...
11.09.2023
Shabbat Everyday
Doug Goldstein is diving into a topic that has been bothering him lately—unrealistic expectations in financial goals. Instead of focusing on sound investment strategies and long-term planning, people are consumed by the...
11.02.2023
Access Your Money: Lessons from a Five-Year Inheritance Battle
How can a lack of estate planning and clear instructions regarding asset distribution lead to family disputes and disagreements? Welcome to another episode of The Goldstein On Gelt Show, where we delve...
10.26.2023
Why Working with a Cross-Border Advisor is Crucial for Olim with US Investments
What are some specific challenges that Americans living in Israel face when it comes to managing their US investments? How can a cross-border investment advisor assist in addressing these challenges? Doug addresses...
09.28.2023
Over-Concentration: The Silent Threat to Your Retirement Portfolio
How do you think Bill Gates' financial advisor would have advised him regarding the concentration of his wealth in Microsoft stock? Welcome to another episode of The Goldstein On Gelt Show with...
09.21.2023
Vacation is a Value Decision
When you choose to go on vacation, you're prioritizing experiences over money in the bank or investments. It's a value decision. But that doesn't mean you shouldn’t invest in experiences with your family or...
09.14.2023
It’s All Decided on Rosh Hashana
In what ways does Rosh Hashana impact our financial situations for the coming year? Doug explores the connection between Rosh Hashana and your financial future. Discover how the decisions made...
09.07.2023
5 Tips for Business Management
Are you an entrepreneur looking to run a thriving business in Israel?
08.24.2023
Why You Need an American CPA Even if You Live in Israel
Americans living abroad still need to pay U.S. taxes, so if you are an oleh, it might be a good idea to find an American CPA in Israel. Why would an American CPA in Israel be better than hiring an...
08.10.2023
What You Need to Do After You Inherit an IRA
Have you recently received an inheritance? Did you inherit a brokerage account, an IRA, a bank account, real estate, or property in Israel? Receiving an inheritance can be complicated. Each type of asset has its own way of being passed...
07.20.2023
Why You Should Care About the Global Economy
Is investing in the global economy really that important? Andrew Vonnegut, author of Inside the Global Economy: A Practical Guide, is an expert in global economics. He explains why global economics should matter to individual investors. Events like wars and...
07.13.2023
Can You Predict a Stock Market Bubble?
Stock market bubbles have a way of putting the financial world into on edge as they try to attempt to predict when it will burst. Is there a way to predict a bubble? Bubbles transform entire industries including the technology...
06.29.2023
Do Shareholders Have a Voice in the Company?
Is the corporate world an ‘insiders only’ club, or do ordinary shareholders have a real say in the company? Learn how shareholder activism may be changing the face of corporate America. Jeff Gramm, a portfolio manager at Bandera Partners, adjunct...
06.15.2023
The Optimism of a Millennial Economy
Welcome Generation Y! The United States is in the middle of a millennial economy thanks to the largest population boom after the baby boomer generation. What does this millennial economy mean for investors? Our guest, Ken Gronbach, author and demographer,...
06.01.2023
What is in Your “Very Safe” portfolio?
If you are like many of my clients, you might not want to take too many risks with investing your money. If you want a “very safe” portfolio, what does this actually look like?...
05.18.2023
Financial Time Travel: How Your “Future Self” Can Help You Make Better Financial Decisions Today
When making a decision, do you take ALL facts into account – including your “future self?” When most people make a decision it’s hard for them to see the impact of their decision on their “future self” – but this...
05.04.2023
Why Anti-Money-Laundering Rules are Making International Investing Harder
Anti-money-laundering rules have become stricter since 9/11, in order to stop terrorism at the financial level. How does AML (anti-money-laundering) legislation affect international investors? David Kuenzi, a certified financial planner with Thun Financial, explains why AML legislation has made opening...
04.20.2023
How to Start Financial Communication
How can couples have better financial communication? Doug defines six ways spouses can keep the lines of communication open. Whether it is discussing money in a certain way or scheduling a meeting with your spouse, Doug’s free resource How to...
03.30.2023
How Millennials Can Get a Grip on Their Finances
Why are many millennials broke? Is there negative cash flow due to circumstances beyond their control or poor money management? Erin Lowry ,author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together, is an American expatriate with...
03.23.2023
How Stock Pickers Research Stocks
Professional stock researchers can serve as stock pickers for investors who don’t know where to start. Is it better to pick your own stocks or to use a professional stock picker? Tao Wang, a portfolio manager for Alpha Architect, explains...
03.09.2023
Does Debt Actually Have Value?
Conventional wisdom says that if you want to be in good financial standing, you need to be debt free. However, is all debt bad? If you take into consideration tax breaks and liquidity, can debt be considered financially sound? Tom...
02.23.2023
How to Use Leverage to Increase Your Portfolio Returns
Want to increase the potential profit on your investment portfolio? What would happen if you could use disproportionate strength to increase your portfolio’s profits? Then you would be using a strategy called...
02.09.2023
Four Topics People Don’t Like to Talk About (but I will)
People hate talking about debt, disability, death, and divorce. And that’s exactly why we need to have a discussion about these four topics. In today’s show, Doug and his son, Efraim, discuss these difficult subjects. Debt...
01.26.2023
The 6-Step Checklist Every Investor Needs to Use
Investing is more than just throwing money in the stock market. If everyone’s goal was to grow their portfolio, then shouldn’t everyone do the same thing? In this week’s show, Doug and...
01.12.2023
Exploring the Pros & Cons of Investing in Green Energy Sources
There’s lots of talk about how alternative energy sources are good for the environment, but how does green energy affect the financial markets? Listen to Doug’s discussion with Arie Addi, the tech...
12.22.2022
What are Alternative Investments?
Nearly everyone has heard of stocks and bonds, but sometimes investors feel that they could profit more from alternative investments. This week Doug chats with Stefan von Imhof, co-founder of Alts.co, about...
12.15.2022
Are You as Disorganized as the Guy Who Lost $280K?
Doug discusses his recent meeting with someone who received an inheritance. Not only did the guy receive significant funds, but the inheritance included financial disorganization. The father’s investments were scattered in different...
12.01.2022
The Best Way for Busy Investors to Track the Markets
Listen to this important episode where I discuss the best way for busy investors (like you) to track the markets. Focus on five critical points that need your attention: Focus on interest rates and inflation Review market...
11.23.2022
Use Your Real Address for Your U.S. Investment Account When You Live Overseas
Major American brokerage firms are closing accounts of clients who don’t have U.S. addresses. They are also closing accounts of clients who use American addresses but don’t live stateside. If you’re like many of the people who’ve recently called my...
10.20.2022
Are You Prepared for a Market Crash?
If there was a market crash what would happen with your investments? Doug discusses the emotional turmoil and the possibility of real monetary loss in the event of a market crash. Some investors just can’t take the uncertainty of the...
10.06.2022
Align Your Spending Habits and Investments with Your Values
Do your spending habits and investments align with your values? In other words, what do want your money to do for you? Do your habits, practices, and investments reflect that? Sarah Li-Cain, a financial storyteller for High Fiving Dollars explains...

What's Goldstein on Gelt about?

Download our free app to listen on your phone

Goldstein on Gelt episodes:

Financial Planning for Illness and Death

The Stress-Free Investment Method

How to Overcome Family Pressure in Investing

When Real Estate Investments Turn Sour

How to Invest for Growth

Getting Ready Financially for Divorce

6 Strategies for Happier Investment Decisions

Moving to Israel in Retirement: Financial Planning and Practical Tips for Olim

Understanding RMDs: A Simple Explanation

The Journey to Expatriation

Don't be a DIYer: U.S. Cross-Border Investments in Israel

Tax Planning Tips for Americans Living in Israel | Reduce Tax Liabilities and Maximize Savings!

Being a Good Steward of Family Wealth

Are You in Danger of Getting Dropped by Your U.S. Investment Advisor?

One Common Myth About Receiving a Cross-Border U.S. Inheritance While Living in Israel

Year End Financial Planning Tips

How to Play Nice with the IRS When Transferring Money Overseas

Managing Sequence of Returns Risk

Investing with Purpose: Understanding the ‘Why’ for Financial Success

Don’t Get Undercut by Sequence of Returns Risk in Retirement

Shabbat Everyday

Access Your Money: Lessons from a Five-Year Inheritance Battle

Why Working with a Cross-Border Advisor is Crucial for Olim with US Investments

Over-Concentration: The Silent Threat to Your Retirement Portfolio

Vacation is a Value Decision

It’s All Decided on Rosh Hashana

5 Tips for Business Management

Why You Need an American CPA Even if You Live in Israel

What You Need to Do After You Inherit an IRA

Why You Should Care About the Global Economy

Can You Predict a Stock Market Bubble?

Do Shareholders Have a Voice in the Company?

The Optimism of a Millennial Economy

What is in Your “Very Safe” portfolio?

Financial Time Travel: How Your “Future Self” Can Help You Make Better Financial Decisions Today

Why Anti-Money-Laundering Rules are Making International Investing Harder

How to Start Financial Communication

How Millennials Can Get a Grip on Their Finances

How Stock Pickers Research Stocks

Does Debt Actually Have Value?

How to Use Leverage to Increase Your Portfolio Returns

Four Topics People Don’t Like to Talk About (but I will)

The 6-Step Checklist Every Investor Needs to Use

Exploring the Pros & Cons of Investing in Green Energy Sources

What are Alternative Investments?

Are You as Disorganized as the Guy Who Lost $280K?

The Best Way for Busy Investors to Track the Markets

Use Your Real Address for Your U.S. Investment Account When You Live Overseas

Are You Prepared for a Market Crash?

Align Your Spending Habits and Investments with Your Values