Goldstein on Gelt

When Life Happens, Will Your Money Be There?


Listen Later

Need cash fast in retirement? Don't get stuck selling stocks at the worst time or scrambling with currency conversions. If your money’s locked away in long-term accounts, it might look good on paper—but won’t help much when life throws you a curveball. This episode dives into the surprisingly overlooked topic of liquidity—what it is, why it matters, and how to make sure your money is actually there when you need it.

Whether you're living in Israel, spending in shekels, or managing U.S. accounts from afar, you'll learn how to build a flexible, stress-free financial setup that gives you options—not headaches. Say goodbye to panic-selling and hello to peace of mind.

Key takeaways and action points:

Liquidity = freedom. Without it, you're stuck. Avoid costly mistakes by keeping cash ready for surprises. Split your emergency funds between shekels and dollars. Top off your cash reserves when the markets are strong.

Want to go deeper? Check out Doug’s article on how to avoid liquidity traps in retirement, especially if you're managing U.S. and Israeli accounts: Asset-Rich, Cash-Poor

Disclaimer: This article is meant for educational purposes only. It’s not financial, legal, or tax advice. For personalized help, speak with a qualified professional.

 

...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

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,990 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

735 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,281 Listeners

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

Rich As A King

19 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,303 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,533 Listeners

The Commentary Magazine Podcast by Commentary Magazine

The Commentary Magazine Podcast

5,125 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®

525 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

663 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,069 Listeners

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

The Q & A with Rabbi Breitowitz Podcast

231 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

3,043 Listeners

Honestly with Bari Weiss by The Free Press

Honestly with Bari Weiss

8,600 Listeners

What's Your Number? by Ark Media

What's Your Number?

85 Listeners