Goldstein on Gelt

Nov 14 2024 562 ep. 20 mins 29
Goldstein on Gelt Podcast artwork

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 https://goldsteinongelt.com and is the director of Profile Investment Services, Ltd., https://profile-financial.com

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Smart Investing Under Stress

Nov 14 2024 11 mins  
Investing can feel like riding a roller coaster, but the secret to success isn’t in predicting the market—it’s in mastering your emotions. Is your portfolio still working for you, or are fear and excitement driving your decisions? This episode reveals how unchecked emotions can derail even the best financial plans—and what you can do to stay in control. Learn how to align y

Take Back Control of Your Investments

Nov 07 2024 12 mins  
Struggling to feel in control of your finances? Sometimes, investments can take unexpected turns, especially if you’re dealing with cross-border accounts or unfamiliar tax rules. This episode dives into how to recognize when your portfolio is steering off course, why you should always trust your gut, and the importance of simplifying your strategy. Learn why risky investments, h

A Retirement Game Changer: Dividend ETFs

Oct 31 2024 14 mins  
Worried about whether your money will last through retirement? You’re not alone, but there’s a powerful tool that could help turn your concerns into confidence: dividend-paying ETFs. These handy investments could pay you regular income—without you having to lift a finger. Imagine setting up a second paycheck just from your portfolio! Whether you're looking for potential stab

Escape the Guardianship Trap: The Importance of an Enduring Power of Attorney

Oct 10 2024 18 mins  
Estate planning may sound like a snooze, but there’s one powerful document you can’t afford to ignore: the enduring power of attorney. In this episode, Doug Goldstein and Mirit Hoffman uncover why this single document is your secret weapon for staying in control of your finances and healthcare, even when life throws unexpected curveballs. Plus, discover how to avoid the headach

Managing U.S. Assets for Americans Who Pass Away in Israel

Sep 26 2024 10 mins  
What happens to your U.S. investments when you’re gone? Spoiler: It’s not as simple as your heirs calling dibs! This episode uncovers the hidden complexities of transferring U.S. brokerage and IRA accounts for those living in Israel. From joint accounts with rights of survivorship to individual IRAs, understanding the necessary paperwork—like death certificates and transfer c

4 Simple Steps to Take Control of Your Money as an Expat in Israel

Sep 19 2024 16 mins  
Ready to Master Your Finances in Israel? Discover the P4 Approach! 🌍💰 Are you an American living in Israel or planning to move and wondering how to take control of your financial future? This episode is your roadmap to building a personalized financial plan that aligns with your unique goals and circumstances, no matter where life takes you. Meet the P4 Approach—a proven s

Protect Your Wealth Through Life’s Shifts

Sep 12 2024 15 mins  
Navigating major life transitions can be overwhelming, especially when your financial stability is at stake. Whether you're approaching retirement, considering a career change, facing a divorce, or dealing with an inheritance, each of these milestones presents unique challenges that require careful planning and informed decision-making. If you're an American living in Israel

Are Your Emotions Sabotaging Your Investments?

Sep 05 2024 15 mins  
Understanding how behavioral finance impacts investment decisions is crucial for achieving long-term financial success. This episode dives into the psychological biases that often lead investors astray, such as overconfidence, loss aversion, and herd mentality. By recognizing these patterns, listeners can take control of their financial decisions, avoid common pitfalls, and build a

Realized vs. Unrealized Gains: Don’t Overpay on Taxes

Aug 29 2024 13 mins  
Managing capital gains taxes is a critical aspect of financial planning, especially for cross-border investors with U.S. brokerage accounts who may be dealing with two (or more) tax jurisdictions. This episode explains the importance of understanding realized and unrealized gains, highlighting how misinterpreting these can lead to unexpected and often costly tax bills. The di

From Silence to Clarity: A Guide to Financial Transparency

Aug 22 2024 17 mins  
Overcoming money silence and fostering healthy financial dynamics within families are crucial for financial well-being. This episode delves into the challenges many face when it comes to discussing money with loved ones, especially across generations. Learn how to break the taboo of money silence, establish open financial communication, and create a supportive environment f