4-Minute Money Ideas

Dec 12 2024 166 ep. 3 mins 3

4-Minute Money Ideas Podcast artwork

Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile Investment Services’ financial podcast.

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Worried About Outliving Your Money?

Dec 12 2024 4 mins

Worried about running out of money in retirement? In this episode of the 4-Minute Money Ideas Podcast, we break down the basics of dividend ETFs—how they work, their potential for steady income, and why they could be a smart addition to your portfolio. Learn the benefits, risks, and tips for getting started with this flexible investment option. Tune in and learn how to keep your

Balancing Family Needs in Estate Planning

Nov 21 2024 4 mins

How do you ensure your spouse’s future is secure and protect your children’s inheritance? For blended families, estate planning can feel like a high-wire act. In this episode, we dive into practical strategies for balancing different family members’ needs, using trusts to safeguard assets, and how clear communication can help prevent family conflicts. Plus, we’ll share real

Reduce Your Tax Burden by Donating Appreciated Stock

Nov 11 2024 4 mins

Imagine this: You’re ready to donate money, but your wealth is stuck in stocks. This was the challenge for one of my clients during the war. He wanted to make a significant donation to help the soldiers, but his assets were stuck in investments that if he sold them, he would owe a large capital gains tax. So, he felt stuck.

How to Build Financial Goals Together as a Couple

Nov 07 2024 5 mins

Imagine you’re on a long road trip with a buddy. Both drivers need to agree on the destination, determine when they’ll make pit stops, and keep the car running smoothly. The same principle applies to managing your finances. You and your spouse need to agree on your goals, strategies, and tactics. A unified approach strengthens your financial health as well as your relationship.

Simplifying Your Cross-Border Inheritance: A Beneficiary’s Guide

Oct 31 2024 4 mins

Imagine receiving a notification that you are named as a beneficiary in a will or trust from a relative abroad. Initially, it seems like a windfall, but what comes next? The intricacies of managing cross-border trusts can turn an expected gain into a complex financial headache.

Adult Siblings Unite to Help Aging Parents

Oct 22 2024 4 mins

Are you and your siblings united by the need to manage your aging parents’ finances? Sharing and effective communication are key for adult children helping their senior family members.

Watch Out for This Investment Mistake

Jun 27 2019 3 mins

Watch Out for This Investment Mistake Avoid this investment mistake, by using the financial snapshot tool. Getting a snapshot view of your finances makes investment decisions easier.

Is The Right Company Managing Your Money?

Jun 20 2019 3 mins

Is The Right Company Managing Your Money? Are you getting customized financial advice? How can you tell if the right/wrong company is managing your money?

3 Steps to Stop Your Retirement Nest Egg from Breaking

Jun 06 2019 3 mins

3 Steps to Stop Your Retirement Nest Egg from Breaking Do you and your spouse have different ideas of how to invest your retirement nest egg? What should you do if one partner wants to invest more aggressively than the other?

Americans and Mutual Funds – What You Need to Know

May 30 2019 3 mins

Americans and Mutual Funds – What You Need to Know Are you having difficulty buying American mutual funds because you don't have an American address? Learn about your solutions here.