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

1
Tired of Filing Two Tax Returns in Israel? 16:43

2h 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…

1
How to Avoid Surprises on Capital Gains in Your US Investments 5:31

12h 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…

1
Turn Your IRA Into an Investment Powerhouse 5:13

4d 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…

1
When Life Happens, Will Your Money Be There? 15:43

5d 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…

1
Tax Confusion Simplifying Capital Gains for Cross Border Investors 5:49

7d 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…

1
Don’t Let Aliya Derail Your Investments 5:39

12d 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…

1
Retiring in Israel? Don't Ignore Your IRA 14:00

14d 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 …

1
Simplifying the Real Estate vs Stock Market Debate 4:41

15d 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…

1
How to Spot Companies Built to Last 6:13

19d 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…

1
Saving Money 101: Stop Wasting and Start Building Wealth 19:12

20d 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…

1
Did You Receive an Inheritance What You Need to Do Now 6:16

22d 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!…

1
Financial Survival for New Olim: The Cross-Border Strategy 14:20

27d 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…

1
How to Strengthen Your Financial Future as a Couple 5:20

29d 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…

1
Why Sudden Market Swings are the New Normal 4:30

1M 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…

1
What Happens When Siblings Disagree 5:39

1M 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…

1
Who Should Set Financial Goals: You or Your Advisor? 4:16

1M 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…

1
The Impact of Inherited IRAs on Your Financial Planning 4:35

1M 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…

1
Crush Your Wealth Worries 4:25

2M 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…

1
Understand Cross-Border Inheritance Tips for Trust Beneficiaries 5:43

2M 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. …

1
How Successful Stocks Can Weaken Your Portfolio 4:19

2M 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 …

1
Financial Intimacy: The Key to Success 17:55

2M 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…

1
What Car Seats and Investing Have in Common 5:05

2M ago5:05

5:05

Is your financial plan as secure as your child’s car seat? A little diversification, emotional resilience, and regular check-ins could be the difference between cruising smoothly or getting caught in a financial wreck. Learn how to keep your investments safe and sound – no panic, no guesswork, just smart planning for your future. Buckle up, it's ti…

1
Growth, Security, and Currency Risk: A Financial Playbook for Olim 4:12

2M ago4:12

4:12

Struggling to keep your U.S. investments safe while living in Israel? You’re not alone! In this episode, we break down the secrets of smart asset allocation to help you balance growth, security, and currency risk like a pro. Learn how to make your money work harder for you—without losing sleep over market swings. Don’t miss these game-changing tips…

1
How U.S. Expats Can Avoid the Top Mortgage Mistakes in Israel 22:57

2M ago22:57

22:57

Thinking about buying property in Israel? Brace yourself—getting a mortgage here isn’t like walking into your local U.S. bank. Israeli lenders care more about cash flow than net worth, appraisals often come in lower than expected, and pulling equity out later in the form of a HELOC (Home Equity Line Of Credit) might cost you more than you think. Th…

1
Are You Losing Money by Doing Nothing? Optimize Your U.S. Investments from Israel 5:32

2M ago5:32

5:32

Ready to take control of your financial future? Learn how inaction can cost you big and why making active, informed decisions with your money is a game-changer. Find out how to avoid costly mistakes, rebalance your portfolio, and stay proactive, even when life throws you curveballs. Plus, get expert tips on managing cross-border investments and bui…

1
How to Transfer Wealth... and Financial Wisdom 4:53

2M ago4:53

4:53

Passing down a financial legacy is about more than wealth—it's about empowering the next generation with the values and tools to manage it responsibly. Learn how to teach financial planning, share your investment principles, and model discipline to build a lasting legacy. Practical tips and real-life examples to help your family thrive.…

1
Invest Smarter While Living Abroad: Cracking the Code of Economic Moats 15:05

2M ago15:05

15:05

Ready to take your investment game to the next level? Discover the secret weapon of smart investors: economic moats! These unique business advantages can help companies crush their competition and keep their profits strong—no matter the market conditions. Whether you're managing U.S. investments from abroad or just looking to build a portfolio you …

1
Navigating Estate Planning in Blended Families 5:38

2M ago5:38

5:38

Worried about your spouse's financial security after you're gone? It’s a concern many of us have, but too often, it’s one we push aside. Learn how a well-crafted plan—and in some cases, a trust—can provide peace of mind and financial stability for your loved ones. Whether you’ve got kids from a previous marriage or a second spouse, we’re diving int…

1
Feeling Unsure About Your U.S. Investments? 4:46

3M ago4:46

4:46

Are you feeling uneasy about your U.S. investments while living in Israel? Changing interest rates, tech stock overexposure, and the impact of global events could be creating hidden risks in your portfolio. Explore why bonds aren’t always as safe as they seem, how to balance your tech investments, and why diversification matters more than ever for …

1
The Simple Strategy That Beats Market Timing Every Time 15:39

3M ago15:39

15:39

Think you can outsmart the stock market? Think again! Investors who chase market highs and lows often lose out on long-term gains. This episode reveals why emotional decisions and frequent trading are draining your wealth, and how a simple, steady approach can help you build a strong, diversified portfolio. You’ll learn why staying invested matters…

1
Tax-Efficient Philanthropy Means You Can Give More 5:39

3M ago5:39

5:39

Ready to make your charitable giving work harder for you? It's not just about writing a check—it's about creating a strategy that truly aligns with your values and maximizes your impact. Learn how to avoid wasted donations, tap into tax benefits, and even build a lasting philanthropic legacy for your family. Whether you're giving out of your IRA or…

1
Money Fears Holding You Back? Simple Steps to Financial Confidence 4:01

3M ago4:01

4:01

Overwhelmed by financial worries? Learn how to address money fears, understand your financial habits, and take small, practical steps to regain control and build confidence in your future. This quick, actionable guide makes managing your money feel achievable and empowering. Tune in now!

1
Do You Want More Income from Your Investments 5:28

3M ago5:28

5:28

Ready to make your retirement savings work harder for you? Dividend ETFs are the secret weapon you’ve been missing! Learn how to generate steady income, boost your cash flow, and build a solid investment strategy without confusion. Get practical tips on minimizing risk and maximizing your returns—because your financial future is too important to le…

1
The Cost of Keeping Financial Secrets 4:23

3M ago4:23

4:23

Talking finances with adult children can feel awkward, but it's key to avoiding future conflicts. In this episode, we explore how simplifying accounts, sharing intentions, and gradually involving kids in financial planning can secure your legacy and build their confidence. Tune in for practical tips and real-world advice!…

1
Don’t Miss the Next Big Financial Breakthrough 17:26

3M ago17:26

17:26

Opportunities to build significant wealth don’t knock every day. The key is being prepared when they do. These rare, game-changing events—often called "tail events"—can transform your financial future if you position yourself correctly. This episode unpacks how to spot these opportunities, why diversification is essential to mitigate risk, and how …

1
Facing the Asset Allocation Puzzle? Here’s How to Master It 4:41

3M ago4:41

4:41

Feeling overwhelmed by the challenge of managing U.S. investments while living in Israel? You’re not alone. In this episode, we break down the puzzle of cross-border finances into three simple steps: understanding your income sources, assessing your risk tolerance, and defining your financial risk zone. Packed with relatable stories and practical t…

1
What Happens to Your U.S. Retirement Accounts After Aliya? 24:07

3M ago24:07

24:07

Did you know your U.S. IRA could still provide major tax advantages even after making Aliya? In this episode, special guest Yaacov Jacob, an expert accountant with extensive experience helping cross-border clients, joins the show to reveal essential strategies for Americans living in Israel. Together, we unpack the differences between traditional a…

1
How to Avoid Emotional Financial Mistakes 6:06

3M ago6:06

6:06

Ever feel like you’ve made some money moves you regret? You’re not alone! In this episode, we’re diving deep into the psychology of investing—because, let’s face it, your emotions are calling the shots more often than you think. But don’t worry, we’ve got the fix! Tune in to learn how to recognize these traps and take control of your financial futu…

1
Is Your Favorite Stock Really Worth It? 4:22

3M ago4:22

4:22

Feeling stuck with a single stock you're emotionally attached to? Discover how clinging to one 'winning investment' could be holding you back. Hear a real-life story of a couple who learned how to align their investments with their financial goals and discover actionable tips to make smarter, more confident decisions. Tune in for practical advice t…

1
The Real Reason Americans in Israel Make Costly Investment Mistakes 16:55

3M ago16:55

16:55

Are your investments suffering from information overload? If financial headlines make you feel like you’re riding a rollercoaster blindfolded, you’re not alone. This episode dives into the sneaky biases that derail your decisions—like recency bias and emotional investing—and shows you how to fight back. From crafting a solid investment plan to tuni…

1
Asset-Rich, Cash-Poor 4:15

4M ago4:15

4:15

Feeling “Asset-Rich but Cash-Poor”? In this episode, we dive into the challenge of liquidity in retirement planning. Many retirees find their wealth locked in real estate or other hard-to-sell assets, leaving them cash-strapped when unexpected expenses arise. Listen as we discuss how to strike a balance between income-generating assets and accessib…

1
Stress Less Transform Your Investment Approach Today 6:20

4M ago6:20

6:20

Feeling anxious every time you check your portfolio? You’re not alone. In this episode, we’re diving into the top strategies to take the stress out of investing. Whether you're overthinking market swings, wondering if your portfolio is too risky, or just trying to make sense of it all, we’ve got you covered. We’ll walk you through how to get your f…

1
Get More Out of Your Retirement Savings 4:24

4M ago4:24

4:24

Retirees often wonder, "How can I make my savings last?" In this episode, we tackle this common concern with practical strategies to boost retirement income, navigate unpredictable interest rates, and protect against inflation. Tune in for tips on creating a sustainable financial plan that gives you peace of mind and long-term security.…

1
How U.S. Expats in Israel Can Minimize Tax and Maximize Impact 9:02

4M ago9:02

9:02

Unlock the secrets to growing your wealth while living abroad! Managing U.S. investments from Israel comes with unique challenges, but with the right strategies, you can maximize your portfolio, cut down on taxes, and even help others in a tax-smart way. In this episode, we dive into powerful ways to take control of your finances, reduce risk with …

1
Market Stress Got You Down? 4:17

4M ago4:17

4:17

Feeling like the market’s emotional rollercoaster is getting the best of you? You’re not alone! In this episode, we dive into how to navigate market turbulence without letting fear call the shots. Learn how one retired investor went from stressed-out to confidently back in control by making just ONE smart move with her portfolio—and how you can do …

1
High Risk, High Reward: Why Smart Investors Look Beyond the Numbers 12:06

4M ago12:06

12:06

Discover how to evaluate your portfolio like a pro, keep your investments balanced, and focus on strategies that truly build wealth. Are your investments calling the shots in your life? Too often, people fall head over heels for a single stock, forgetting the golden rules of smart investing. This episode dives into how emotional attachment can dera…

1
Quick Investment Decisions Can Be Dangerous 4:58

4M ago4:58

4:58

Think investing is all about chasing the highest returns? Think again. In this episode, we uncover the hidden traps that trip up even seasoned investors and reveal how understanding risk can be your greatest asset. Discover why diversification isn’t just a buzzword, how emotions can sabotage your strategy, and what steps you can take today to safeg…

1
What You Need to Know in 2025: RMDs for U.S. Citizens in Israel 9:45

4M ago9:45

9:45

Required Minimum Distributions (RMDs) don’t have to be a headache! Think of it like this: it’s your money graduating from retirement savings school and finally heading out into the world. In this episode, we break down what RMDs really mean for your IRA, how to dodge those nasty penalties, and how to use these withdrawals to your advantage. Whether…

1
Is Fear of Losing Money Preventing You from Making Financial Decisions? 4:40

5M ago4:40

4:40

Fear of managing money can feel overwhelming, but it doesn't have to stop you from moving forward. In this episode, we’re diving into easy, stress-free tips to kick financial fear to the curb. You'll discover how to set clear goals, build confidence through small, manageable actions, and leverage the guidance of trusted professionals. These practic…

1
The #1 Mistake Americans in Israel Make with Their U.S. Accounts 13:09

5M ago13:09

13:09

Ready to stop sweating every market wobble and start investing like a pro? This episode on asset allocation has the answers you’ve been Googling at 2 a.m. Discover how to build a portfolio that’s as calm under pressure as your favorite Zen master, learn why diversification is the financial equivalent of not putting all your eggs in one basket (beca…

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Douglas Goldstein | CFP® | Profile Investment Services Podcasts

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