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
Investing Insights by Morningstar

Investing Insights

490 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

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

The Stacking Benjamins Show

1,976 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

716 Listeners

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

Retirement Answer Man

1,286 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,362 Listeners

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

Rich As A King

19 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

504 Listeners

Optimal Finance Daily - Financial Independence and Money Advice by Optimal Living Daily | Diania Merriam

Optimal Finance Daily - Financial Independence and Money Advice

1,267 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®

507 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

18Forty Podcast by 18Forty

18Forty Podcast

647 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

404 Listeners

Kosher Money by Living Lchaim

Kosher Money

794 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,062 Listeners