Goldstein on Gelt

Did you inherit money from abroad and are having difficulty collecting the assets?

Receiving an inheritance from abroad can be complicated. Claiming an inheritance is full of bureaucracy, as each organization has to verify the beneficiary's identity.

If you're a beneficiary to an account in another country, the rules and regulations different firms have are complicated. In order to simplify the process, download the free resource "How to Claim an Inheritance from Abroad."

There are a series of steps an investor can take to make receiving their inheritance easier. The Inheritance Book was written for investors living in Israel receiving an inheritance from the United States. The book is a step-by-step guide for the inheritance process. You can buy the book on Amazon.

Download free resource: How to Claim an Inheritance from Abroad

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bonus, receive Doug's free ebook The Retirement Planning Book.

Does your American brokerage firm want to end your relationship because you live in Israel (or anyplace else other than the USA)?

Why would a U.S. broker not want to work with an account with a foreign address? Brokerage firms in the United States may drop clients living in Israel because of the fear of not knowing their client properly and extra bureaucracy involved in having clients who live overseas.

However, it is not against the law for folks living overseas to have American brokerage accounts. If you're an expat investor who has been dropped by your U.S. brokerage firm, you need to find a cross-border firm that specializes in clients similar to yourself.

Look no further….

Trying to find a licensed financial advisor with cross-border expertise who can open an American brokerage account for you?

If so, then you should download the free resource "Retirees Fired by Their Brokers in America." The resource is a summary of what Israeli clients should do if their U.S. financial advisor drops them.

Download free resource: Retirees Fired by Their Brokers in America

If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.

If you are going to pick individual stocks, how should you choose them? Should you pick growth or value stocks? Is it a good idea to try to pick one stock for your portfolio?

In this week's show, Efraim and Doug talk about what if someone wants to invest in the market without professional advice.

Doug explains what the difference between growth and value stock is and the different ways to invest.

Does every company start from growth and slowly move to value?

Tune in to the whole show to hear a tip on how to avoid paying fees to a mutual fund company.

Efraim is a first-year business student, former IDF officer, and an entrepreneur, launching the "Day with an Officer" business. Contact him at: [email protected]

In this down to earth show, learn how to use Yahoo! finance to help you research stocks. Efraim is ready to start investing. Listen to Doug's tips on how to research a stock and understand all the numbers.

While you listen, open up Yahoo! finance, and follow along as Doug and Efraim click through the different tabs. After listening to this show, you'll be prepared to research stocks.

Doug explains what the "yield dividend" is and how to calculate it correctly. You can still make a steady income even f the price of the stock goes down.

Does a company's size matter? Is bigger better? The key is to try to figure out what the company will look like in a few years and if it will still be relevant.

Efraim is a first-year business student, former IDF officer, and an entrepreneur, launching the "Day with an Officer" business. Contact him at: [email protected]

Why is retirement Israel is different than retirement in America, or anywhere else on the globe?

It's because retirement plans need to be specific to individuals.

Your retirement plan should reflect your individual goals and the current size of your nest egg.

If you're an American living in Israel and having a difficult time working with an American firm, it may be time to switch to an Israeli company that can help you keep your dollar assets and retirement accounts in an American brokerage firm.

Retirement in Israel doesn't mean you have to give up the benefits of an IRA account. It just means you need the advice of a CFP (Certified Financial Planner) who understands cross-border investing and your individual situation.

In order to create a long-term financial plan you need to find a balance between growth and risk.

The toolkit, "Opening U.S. Brokerage Accounts from Overseas," a financial guide on brokerage accounts for U.S. investors living in Israel might also help make a difference financially.

Download the free resource, "What Every American Who Retires in Israel Should Know". The resource is a summary of retirement in Israel. Have you recently moved to Israel from the United States? Transform your future. Download the free resource and rethink your retirement.

The toolkit, "Opening U.S. Brokerage Accounts from Overseas," a financial guide on brokerage accounts for U.S. investors living in Israel might also help make a difference financially.

Download free resource: What Every American Retiring in Israel Should Know

If you're not already receiving updates on new episodes, sign up now, and as a special

bonus, receive Doug's free ebook The Retirement Planning Book.

Have you ever felt as if all the forces in the universe were stacked against you improving your financial situation?

That doesn't need to be the case!

Today, Doug brings back one of the Goldstein On Gelt podcast's most popular guests, Joe Saul-Sehy to discuss Joe's new book, Stacked (co-written by Goldstein On Gelt former guest, Emily Guy Birken).

This book provides a huge amount of information about personal finance in a way that's fun to read and inspirational. Doug and Joe discuss whether there are certain people who should NOT keep track of their money. They also answer the question about whether you should buy stuff when you can get 0% financing (spoiler: Free money has consequences.). Finally, they dive into the topic of mortgages, how they should be structured, and the benefits of paying it off early.

Joe Saul-Sehy hosts The Stacking Benjamins Show. Follow him on Twitter @AverageJoeMoney

Do you have enough money to retire and be financially secure? How do you even know what "enough" money is?

Thinking about your retirement can be overwhelming, and it is natural to be concerned about retirement. The good news is the more carefully you plan for retirement, the more likely you'll be able to make it financially.

If you're worried about retirement, download the free resource, "You'll Have a Spectacular Retirement If You Know This One Thing." This resource highlights the most important spending habits during retirement.

How can you create a sustainable financial plan? Creating a comprehensive financial plan requires careful thinking about what you want your retirement to look like. You need to know your goals before you can attach a dollar amount to them.

If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.

Download free resource: You'll Have a Spectacular Retirement If You Know This One Thing

What is the best way to plan in order to achieve a financially secure retirement?

Is there a secret that wealthy people have that "ordinary folks" can imitate?

A financially secure retirement is determined predominately by a person's savings and investments. As you get older and your savings increase, the features of your investments should change.

Take stock of where you are now, and determine a retirement plan that could serve you in the future. Listen to the podcast to find out which financial decisions will directly impact your retirement.

The Goldstein on Gelt created the free resource, "What Wealthy People do to Insure a Financially Secure Retirement" as a financial guide for retired life. If you need help beginning your retirement plan, or want a reality check to make sure you're doing the right things, download the resource now.

Free Download: What Wealthy People do to Insure a Financially Secure Retirement"

If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.

What are your unanswered questions about creating a retirement plan?

Today's show features a listener's question about what he needs to do to create a retirement plan and create a long-term retirement strategy.

Retirement planning is not "one size fits all."

Financial situations are often complex and intertwined with an individual's personal finances. Some investment vehicles are better tools than others when planning for retirement.

If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.

Have you heard the financial lessons of "Scatter Man" and "Generous Mom?"

While identifying characteristics have been changed to maintain the privacy, there are important financial lessons to be learned from these two real-life investor stories.

Learn why Scatter Man's diversification techniques don't work. Instead, Doug explains how to consolidate your money and how to put yourself in a position that will serve you and your investments.

And, if you want to help your children, find a way to do so without the negative side effects of "Generous Mom."

After listening to these stories, are you curious about Doug's money habits? Watch this video about Doug's personal money management.

Doug presented a free webinar on how to open a U.S. brokerage account from overseas. If you missed it and want to watch the replay, email [email protected]. If you are interested in learning more about U.S. brokerage accounts, download the free toolkit designed to help international investors invest in the U.S. economy.

If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.