Best Douglas Goldstein | CFP® | Profile Investment Services Podcasts (2025)

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What If Retirement Isn't About Slowing Down? 4:51

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3d ago4:51

4:51

Retirement isn’t the finish line—it’s the starting line for your next adventure. Whether you're planning to volunteer, travel, or finally dive into that passion project, your money needs to keep up. Learn how to build a steady, value-driven retirement plan that works for your lifestyle—without chasing risky returns. Ready to make your portfolio wor…

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Living in Israel with U.S. Accounts? Listen to This Before It’s Too Late 16:07

5d ago16:07

16:07

Think your U.S. brokerage account is safe? Not so fast. If you’re living in Israel and still holding accounts in the States, you might be one surprise letter away from a frozen account, a forced closure, or a tax mess you never saw coming. From estate planning nightmares to missed required minimum distributions (RMDs), the cross-border financial wo…

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How to Manage Your Finances After a Divorce 5:56

6d ago5:56

5:56

Just got divorced and not sure what to do with the money? Don’t blow your settlement—learn how to slow down, take control, and start building a rock-solid financial future. From managing U.S. portfolios from Israel to avoiding costly tax mistakes, this episode lays out the smart, simple steps to get your financial life back on track—without the str…

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When the Market Shifts, Stay Focused on the Plan 4:38

10d ago4:38

4:38

Your portfolio took a dip—now what? A seasoned investor called with a simple question: “Why did my account go down when the news looked quiet?” The answer isn’t panic—it’s perspective. Markets move. That’s normal. The key is having a plan built to handle the ups and the downs. In this fast-paced episode, find out why emotional reactions cost more t…

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Could Your Spouse Access Your Money in a Crisis? 10:17

12d ago10:17

10:17

A health crisis can turn your world upside down—and if your finances aren’t in order, the stress multiplies fast. For Americans living in Israel with U.S. brokerage and IRA accounts, one unexpected illness can mean frozen accounts, legal roadblocks, and major money headaches. But here’s the good news: with a few simple steps, you can stay in contro…

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The Smart Couple’s Guide to Financially Surviving Illness 5:45

13d ago5:45

5:45

What’s the first call you make after a major diagnosis? Your doctor’s on speed dial — but your financial advisor should be too. Health crises don’t just hit your body… they hit your bank account. Discover the simple steps you can take right now to protect your family, your finances, and your future — without the panic. Planning ahead isn’t scary — …

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How to Avoid Running Out of Money in Retirement 12:55

18d ago12:55

12:55

Retirement income planning doesn’t have to feel like walking a financial tightrope. If you’re living in Israel with your investments still in the U.S., you already know the game is more complicated—exchange rates, taxes, IRAs, RMDs… it’s enough to make your head spin. But here’s the real problem: too many retirees end up guessing instead of plannin…

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Your U.S. Broker Doesn’t Support Overseas Clients Now What 4:41

20d ago4:41

4:41

Your U.S. broker might love you… until you move overseas. Then? You could be dropped without warning. Learn why Americans living abroad are getting locked out of their investment accounts—and what smart expats are doing to stay in control. If you’ve got U.S.-based assets and a foreign address, this is your wake-up call.…

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Struggling to Manage U.S. Investments in Israel 5:10

24d ago5:10

5:10

Got U.S. investments but now living in Israel? Don’t let your retirement accounts turn into a financial mess. Learn how one small tax-smart move saved thousands, why consolidating your accounts could give you peace of mind, and what every expat needs to know to stop stressing and start winning with money — across borders.…

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Love, Marriage… and a U.S. Brokerage Account 29:06

25d ago29:06

29:06

Money clashes, mismatched spending styles, and prenup pressure—when couples don’t talk about finances, things can get messy fast. This episode tackles one of the most overlooked (and awkward!) relationship issues: how to talk about money without ruining the romance. Whether you're dating, getting married for the second time, or trying to merge fina…

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Medical Care and Overseas Investments A Brief Financial Guide for Olim 4:18

27d ago4:18

4:18

A couple in their seventies faces a real dilemma—helping a grandchild with a serious health issue without draining their own retirement. They’ve got U.S. investment accounts, grandkids, and a whole lot of love—but can they balance family needs with financial security? Tune in for a candid look at the tough choices that come when family and money co…

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Investment Anxiety What to Do When Your Portfolio Drops 4:12

1M ago4:12

4:12

Feeling queasy every time you check your portfolio before breakfast? Learn why reacting to market dips—especially from across the globe—can do more harm than good. Discover how a rock-solid plan designed for the long haul can keep your investments steady through the chaos. Plus, find out how a free, no-pressure financial checkup can help you take c…

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How to File Taxes Right When You Live in Israel but Invest in America 26:05

1M ago26:05

26:05

American investment accounts, you could be paying too much (or filing too late) without even realizing it. This episode breaks down how to avoid double taxation, decode the infamous “first bite” rule, and finally get your Israeli and American accountants on the same page without losing your mind. Douglas Goldstein, CFP® teams up with Aryeh Holtz, C…

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Protecting Your Overseas Investments Advice for the Family CFO 5:38

1M ago5:38

5:38

Tired of feeling overwhelmed by managing family finances across borders? You’re not alone! Whether you’re juggling investments for loved ones overseas or dealing with tax headaches, it’s time to take control. Learn how to navigate the world of cross-border investing, avoid costly mistakes, and make your money work for you no matter where you are. G…

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What If Retirement Isn't About Slowing Down 4:27

1M ago4:27

4:27

Retirement isn’t the end—it’s your chance to build a life you love. Whether you're dreaming of travel, giving back, or just living stress-free, your money needs to work for you, not stress you out. Learn how to create reliable income, align your investments with your values, and turn your next chapter into your best one yet.…

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Cross-Border Investing Begins with Cross-Person Listening 26:44

1M ago26:44

26:44

Understanding your financial goals isn't just about numbers. It's about digging into what really matters to you. This episode features special guest Mishy Harman, host of the popular Israel Story podcast, who shares how powerful storytelling can spark better conversations about money. Whether you're chatting with your spouse, your advisor, or just …

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Navigating Cross-Border Finance Strategies for Family CFOs 4:57

1M ago4:57

4:57

Managing money across borders doesn’t have to be a nightmare. If you’ve got family—or finances—in more than one country, it’s time to stop guessing and start planning. Learn how to handle currency swings, keep your U.S. investments compliant, and simplify your cross-border financial life. No fluff, just straight talk—and real solutions that work.…

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When Buying Real Estate Is the Wrong Investment 5:39

2M ago5:39

5:39

Think real estate is the ultimate retirement investment? Think again. Before you sink your savings into bricks and mortar, find out what hidden costs and headaches could be waiting and why flexibility might just beat another set of house keys. Don’t miss this eye-opener if you’re managing money across borders or planning your next big move in retir…

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Don’t Buy a Home in Israel Until You Listen to This 19:02

2M ago19:02

19:02

Buying Real Estate in Israel Without Losing Your Mind (or Your Money) Buying a home in Israel isn’t just about bricks and mortar. For many people, it’s tied to big dreams like starting fresh in a new country or creating a stronger connection to the land of Israel. But navigating the Israeli real estate market? That part can be overwhelming. Doug Go…

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Dealing with Illness 3 Ways to Avoid Financial Ruin 5:57

2M ago5:57

5:57

When a spouse gets sick or injured, everything changes—and fast. The last thing you want is to be caught off guard, unsure how to access accounts, manage care, or keep the household running. That’s why having a clear, actionable plan in place is essential. Get practical steps for creating a financial safety net, understanding your income sources, a…

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High Dividend, High Stress 4:57

2M ago4:57

4:57

Think a 15% dividend sounds like easy money? Think again. A retired professor learns the hard way that chasing high yields can lead to big losses—and bigger stress. Tune in for a real-world lesson on how to build a portfolio that supports your life, not your anxiety. If you're serious about peace of mind and smarter cross-border investing, this one…

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The Estate Planning Trap for Americans in Israel  9:49

2M ago9:49

9:49

Wills that don’t work. Trusts that get tangled. Heirs scrambling to figure out who gets what—and when. If you’ve got U.S. investments but live in Israel, your estate plan might be headed for a legal mess without even realizing it. This episode unpacks the real-world problems that come up when your legal documents aren’t built for cross-border life—…

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Financial Resilience Post Divorce How to Create a New Investment Strategy 5:12

2M ago5:12

5:12

Divorce doesn’t just change your relationship status—it resets your entire financial game plan. Ready to take control? Learn how to rebuild your portfolio, avoid costly tax mistakes, and make smart money moves for your new future. Whether you're managing U.S. assets from abroad or navigating your first solo budget, this one's for you. Let’s get you…

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Financial Peace Comes from Preparation, Not Predictions 4:50

2M ago4:50

4:50

Tired of feeling like every market dip is a five-alarm fire? It doesn’t have to be that way. Learn how one investor stayed calm, cool, and completely unfazed—thanks to a solid financial cushion and a clear long-term plan. We’re talking about how to build real financial confidence, avoid panic moves, and prepare for life’s curveballs. If you want cl…

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From Chaos to Clarity: Mastering U.S.-Israel Finances 12:45

2M ago12:45

12:45

Feeling financially stuck between two countries? If your accounts are split between the U.S. and Israel, even simple money decisions, like when to convert currency or which account to use, can start to feel risky. It’s not about being bad with money. It’s about not having a system that fits your life. This episode explores the hidden stress that co…

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Do Volatile Markets Make You Feel as If You’re Being Punched in the Face 5:23

2M ago5:23

5:23

Ready to take control of your investments and stay cool when the market gets tough? It’s time to learn how to stick to your plan, even when the market throws you a punch. Get the inside scoop on managing your emotions, making smart decisions, and setting up a strategy that works for the long haul. Plus, discover how to navigate the unique challenge…

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Retiring Soon Don’t Let the Fear of Taxes Freeze Your Strategy 4:44

2M ago4:44

4:44

Avoiding taxes might feel smart... until it costs you peace of mind. If you're heading into retirement with a growth-heavy portfolio, you could be setting yourself up for unnecessary risk. Learn why doing nothing might be the most expensive decision of all—and how a smart strategy (yes, even one that includes paying taxes) can actually protect what…

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Are You Taking Too Much Risk with Your U.S. Investments? 14:36

2M ago14:36

14:36

Are You Betting Your Future on “If”? If you’re living in Israel and managing U.S. brokerage or IRA accounts, here’s a tough question: are you confident in your investment plan or just crossing your fingers and hoping the market doesn’t drop? Managing money across two countries isn’t just about tax forms and exchange rates (though yes, there’s plent…

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How to Best Handle Your U.S. Investments from Israel with Clear Communication 5:08

2M ago5:08

5:08

Ready to ditch the confusion and get clear on your cross-border finances? If you’re managing a U.S. portfolio from Israel, this episode is for you. We’re diving into why face-to-face communication is a game-changer for financial planning, and how texting your advisor can lead to costly misunderstandings. Let’s get down to business with simple, stra…

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Tired of Filing Two Tax Returns in Israel? 16:43

2M ago16:43

16:43

Tax rules shouldn't hold you back from building a life abroad, but for many Americans living overseas, that's exactly what happens. Marylouise Serrato of American Citizens Abroad (ACA) unpacks the real struggles expats face, from filing U.S. tax returns while living abroad to dealing with confusing rules around foreign investments. Sound overwhelmi…

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How to Avoid Surprises on Capital Gains in Your US Investments 5:31

3M ago5:31

5:31

Ready to tackle U.S. taxes from Israel without the stress? Discover the key differences between realized and unrealized gains, and learn how realizing losses can actually help reduce your tax bill. It’s all about maximizing your investments and avoiding those surprise bills! Get the scoop on navigating cross-border tax reporting, and find out how t…

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Turn Your IRA Into an Investment Powerhouse 5:13

3M ago5:13

5:13

Want to make your IRA work harder for you? It’s not just a retirement account—it's a powerful platform for building wealth. Learn how to maximize your IRA's potential, avoid common mistakes, and explore strategies that align with your life stage and financial goals. Whether it’s growing your portfolio or making the most of an inheritance, we’ve got…

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When Life Happens, Will Your Money Be There? 15:43

3M ago15:43

15:43

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…

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Tax Confusion Simplifying Capital Gains for Cross Border Investors 5:49

3M ago5:49

5:49

Ready to stop letting taxes sneak up on you? Capital gains can make or break your investment returns, but with the right knowledge and strategy, you can keep more money in your pocket. Learn how timing your sales, offsetting gains with losses, and watching your tax forms closely can save you big. Plus, get pro tips for managing your U.S. investment…

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Don’t Let Aliya Derail Your Investments 5:39

3M ago5:39

5:39

Thinking of making aliya and wondering what to do with your U.S. investments? Don’t hit the reset button just yet! Doug breaks down the smart moves you need to make before, during, and after your big move to Israel. From keeping your money flexible and avoiding tax pitfalls to rolling over your 401(k) and working with the right financial planner, t…

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Retiring in Israel? Don't Ignore Your IRA 14:00

3M ago14:00

14:00

There’s over $15 trillion sitting in IRA accounts in the U.S.—are you making the most of yours? If you’re living in Israel and still have retirement savings in the States, understanding how IRAs work could mean the difference between a secure future and missed opportunities. This episode makes sense of the rules (without the jargon), shows you how …

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Simplifying the Real Estate vs Stock Market Debate 4:41

3M ago4:41

4:41

Ready to dive into the world of real estate and investing? Whether you’re thinking about becoming a landlord or sticking to stocks, it’s all about making smart choices. Discover why declaring your rental income is a must, how the Israel Tax Authority is using tech to track down unreported revenue, and why managing real estate might not be as glamor…

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How to Spot Companies Built to Last 6:13

3M ago6:13

6:13

Want to know the secret sauce behind companies that stay on top year after year? It’s all about the economic moat. Learn how businesses build powerful barriers to protect their profits and keep competitors at bay. Get the lowdown on why investing in companies with strong moats is a game changer for your portfolio. Plus, find out how to spot these g…

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Saving Money 101: Stop Wasting and Start Building Wealth 19:12

3M ago19:12

19:12

Why Saving Money Feels Hard (And How to Make It Easy) Ever check your bank balance and think, Wait—where did all my money go?! One minute, payday hits, and the next, your hard-earned cash has vanished—eaten up by bills, surprise expenses, and everyday spending. It’s like your money is playing hide and seek… and winning. But here’s the good news: sa…

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Did You Receive an Inheritance What You Need to Do Now 6:16

3M ago6:16

6:16

Inheriting a stock and bond portfolio? It’s exciting, but can be tricky. Learn how to manage your new assets, avoid common mistakes, and make sure you're not hit with unexpected taxes. Get smart about diversifying, protecting your future, and making the best decisions for you. Keep your eye on the goal and your portfolio balanced!…

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Financial Survival for New Olim: The Cross-Border Strategy 14:20

3M ago14:20

14:20

Aliya is an adventure, and your finances should be ready for the ride! But too many new olim arrive in Israel only to find their U.S. brokerage and IRA accounts limited or even shut down. The key is preparation—making sure your money stays accessible, your investments remain on track, and your financial future is secure. Learn what steps you need t…

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How to Strengthen Your Financial Future as a Couple 5:20

3M ago5:20

5:20

Ready to get on the same financial page with your partner? It's time to stop the money fights and start working together! Discover simple, actionable steps that will bring you and your spouse closer to your financial goals—without the stress. Learn how open communication, clear goals, and joint planning can transform your financial future. Let’s tu…

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Why Sudden Market Swings are the New Normal 4:30

4M ago4:30

4:30

Discover how to navigate today’s fast-paced, roller-coaster markets without losing your cool. We’re going to break down the surprising risks of investing in the S&P 500, why market swings seem more frequent, and simple strategies to protect your portfolio. Learn how diversification, a cash cushion, and emotional discipline can help you stay on trac…

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What Happens When Siblings Disagree 5:39

4M ago5:39

5:39

Want to keep family finances running smoothly without the drama? Learn how to avoid the common pitfalls when managing your parents' money, from assigning roles to keeping communication clear. Whether you're dealing with assets across borders or just trying to stay on the same page, these simple steps will help you navigate the complexities of famil…

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Who Should Set Financial Goals: You or Your Advisor? 4:16

4M ago4:16

4:16

Take Control of Your Money and Chart Your Course! It’s time to take the wheel of your financial ship! In this episode, we’re breaking down how you can hit your biggest money goals—whether that’s retiring on a beach, building your emergency fund, or finally taking that dream vacation. You’ll learn how to tackle money fears, take simple steps that le…

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The Impact of Inherited IRAs on Your Financial Planning 4:35

4M ago4:35

4:35

Got an inherited IRA? You’re not alone—and it’s not as simple as just cashing out. Learn how to navigate the IRS’s 10-year rule, minimize taxes, and make smart moves with your inherited funds. Whether you’re looking for steady income or future growth, we’ve got the strategies you need to make the most of this financial opportunity. Plus, we’ll brea…

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Crush Your Wealth Worries 4:25

4M ago4:25

4:25

Feeling stuck when it comes to managing your money? Fear can freeze us in place, but it doesn’t have to. Explore how to break free from financial anxiety, recognize unhelpful patterns, and build confidence to make smarter money moves. Whether you’re nervous about investing or simply unsure where to start, tune in for practical tips to help you take…

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Understand Cross-Border Inheritance Tips for Trust Beneficiaries 5:43

4M ago5:43

5:43

Inherited a trust but feeling overwhelmed by the legal and tax maze? You're not alone! Trusts can be tricky, especially when you're dealing with cross-border complications. Discover the key steps to managing your inheritance without the stress—get expert tips on avoiding costly mistakes, understanding trust terms, and planning for tax obligations. …

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How Successful Stocks Can Weaken Your Portfolio 4:19

4M ago4:19

4:19

Investing in a single “star stock” might sound tempting, but is it worth the risk? In this episode, we explore the power of diversification through real-life stories—both the wins and the cautionary tales. Learn how tools like index funds and ETFs can help you spread your risk, protect your portfolio, and build a more secure financial future. Tune …

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Financial Intimacy: The Key to Success 17:55

4M ago17:55

17:55

Talking about money with your spouse can feel about as fun as a trip to the dentist—but what if it didn’t have to be that way? Financial intimacy isn’t just about budgets and spreadsheets; it’s about strengthening your relationship by building trust, aligning your goals, and working together as a team. Learn how to set up “financial date nights,” a…