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

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Aliyah Finance 101 What to Do Before and After You Move 5:32

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2h ago5:32

5:32

Ready to make your move to Israel without wrecking your finances? Don't let rushed decisions leave you stuck with frozen accounts, tax penalties, and missed opportunities. Learn how to keep your U.S. investments working for you while making aliyah, how to avoid costly mistakes, and why planning ahead is the key to financial success. Get the tips yo…

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Good: The One-Word Habit That Can Save Your Portfolio 21:13

2d ago21:13

21:13

Market volatility, mindset, and investor resilience take center stage in this episode, exploring how a simple mental shift can change the way you handle financial stress. By focusing on the "good" philosophy and the formula E + R = O — Event plus Response equals Outcome — the discussion shows how investors can stay calm, think clearly, and make bet…

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Financial Planning When to Merge Assets in a Second Marriage 5:13

3d ago5:13

5:13

Second marriage brings love, family, and... a whole new set of financial questions. Ready to tackle the tricky money stuff without the drama? Learn how to decide if you should combine your assets or keep them separate, avoid costly mistakes, and build a solid financial future together. Take control and keep your money—and your marriage—on the right…

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Why Some Stocks Thrive and Others Disappear 5:41

7d ago5:41

5:41

Ready to level up your investing game? Discover the secret weapon top investors use to protect their portfolios—economic moats! These competitive advantages are like a fortress around your investments, keeping competitors at bay and helping you ride out market storms. Learn how to spot companies with powerful moats, why innovation matters, and how …

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The Real Reason Couples Clash Over Money 12:02

9d ago12:02

12:02

Financial communication between couples often breaks down long before the numbers ever do. That's because every financial decision is shaped by three powerful influences: your past, your present, and your vision for the future. Developed by BatSheva Goldstein, the FinancialDate™ Discussion Cards are a simple yet powerful tool that sparks meaningful…

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Rerun How to Choose the Right Financial Advisor for You 5:13

10d ago5:13

5:13

Picking a financial advisor shouldn't feel like speed dating. You need someone who listens, understands your goals, and actually knows what they're doing. Learn how to spot red flags, ask the right questions, and find the right match for your money.

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Surviving a Bear Market-How to Stay Calm When the Stock Market Falls 20:02

16d ago20:02

20:02

Bear markets and market downturns can shake investor confidence, but they don't have to derail your financial plan. Market drops are a natural part of investing—and for Americans living in Israel with U.S. brokerage or I.R.A. accounts, knowing how to respond calmly can protect your long-term goals. This episode breaks down what bear markets really …

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Is a Mortgage the Best Way to Finance a Home 4:55

17d ago4:55

4:55

Ready to buy your dream home but stuck wondering whether to take out a mortgage or pay cash? Let's cut through the confusion and break down the real deal — the pros, the cons, and what it means for your money and your future. If you want to make a smart move without the stress, this one's for you! Plus, find out how a free Cross-Border Financial Ev…

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The Silent Threat to Your Wealth in 2026 5:05

21d ago5:05

5:05

Feeling uneasy about your investments with 2026 just around the corner? Let's cut through the noise and get you back in control. Discover how to spot market warning signs, avoid panic moves, and protect your retirement income—even if you're juggling money across borders. Plus, find out how a simple, no-pressure financial checkup could be the game c…

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What Fed Rate Cuts Mean for Americans in Israel 19:51

23d ago19:51

19:51

When the Federal Reserve cuts interest rates, markets often react like they've had one too many espressos. Stocks swing, currencies shift, and investors start second-guessing everything. For Americans living in Israel with U.S. brokerage and IRA accounts, these rate cuts don't just make headlines; they can directly affect savings, income, and peace…

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Why I Am Not Afraid of Being Replaced by a Robo-Advisor or AI 6:16

24d ago6:16

6:16

Can a robot manage your money better than a real financial advisor? Tech is fast, but your financial life isn't one-size-fits-all. Discover why high-net-worth investors and those with complex cross-border situations may want more than just algorithms running the show. If you're serious about your future—and your inheritance—don't leave it to autopi…

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How to Turn Sudden Wealth into Long-Term Peace of Mind 5:08

28d ago5:08

5:08

What would you do with a six-figure inheritance? Blow it on a new car... or build a legacy? Hear how one couple skipped the shopping spree and made smart, value-driven moves with their windfall—without turning their lives upside down. Learn how to honor a financial gift, avoid costly mistakes, and pass on something even more meaningful than money.…

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Why Annuities Are a Problem for Americans Living in Israel 16:36

30d ago16:36

16:36

Why Annuities Are a Problem for Americans Living in Israel Annuities promise stability and guaranteed income, but for Americans living in Israel, they can quickly become a financial trap. Complex contracts, long lock-in periods, and high fees often make these insurance products far less flexible than they appear. And when cross-border tax rules ent…

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Rerun The Four Critical Times to Speak with a Financial Professional 5:39

1M ago5:39

5:39

Getting kicked out by your brokerage firm just because you live overseas? That's not just frustrating — it could derail your retirement if you don't act fast. Find out exactly when to pick up the phone and call a financial advisor, what to do with cash sitting idle, and why a simple conversation might save your portfolio. No fluff. No hype. Just st…

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Why Your Portfolio Needs a Purpose, Not Predictions 5:46

1M ago5:46

5:46

Tired of riding the market rollercoaster? Stop asking "What's next?" and start asking, "What's my money supposed to do for me?" Learn how to design a purpose-driven portfolio that cuts through the noise, works across borders, and actually fits your life. Whether you're sitting on too much cash or navigating U.S.-Israel tax traps, this episode helps…

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What Type of Millionaire Should You Be 5:50

1M ago5:50

5:50

Ready to unlock the millionaire mindset and build real, lasting wealth? Discover the three types of millionaires—net-worth, asset-value, and cash-flow—and learn which path fits your financial goals. Whether you're stacking assets, chasing passive income, or just figuring out how to make your money work for you, this episode breaks it down in a stra…

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When Success Becomes the Risk 5:35

1M ago5:35

5:35

Think you're ready for success? Think again. Most entrepreneurs prepare for failure—but when the money starts rolling in, they're caught off guard. Learn why booming business could be your biggest financial blind spot, and how to protect your wealth before it turns into a tax nightmare. Don't just survive—build a legacy.…

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The Number One Skill Missing from Most Financial Plans 12:44

1M ago12:44

12:44

Money talk doesn't have to mean money tension especially when you've got the right tools to decode what's really being said. In this episode, BatSheva Goldstein, creator of FinancialDate™ Discussion Cards, joins Doug Goldstein, CFP ® to explore why financial questions are rarely just about numbers. For couples—and especially for Americans living in…

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Are You and Your Assets in Different Time Zones 5:40

2M ago5:40

5:40

Think moving to Israel means cashing out your U.S. retirement accounts? Think again. Before you trigger taxes and penalties, learn how to manage your I-R-As from abroad, keep your portfolio strong, and make smart money moves across borders. It's time to take control of your financial future—no panic, no pressure, just a clear plan.…

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CDs, Stocks, or AI? How to Make the Right Move with Your Retirement Money 5:44

2M ago5:44

5:44

Your CD just matured—now what? Don't let that cash sit there doing nothing. Whether you're eyeing high-yield CDs, chasing AI stocks, or trying to keep your portfolio balanced, this episode breaks it down. Learn how to give every dollar a job, avoid costly tax traps, and invest with purpose—even across borders.…

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4 Retirement Mistakes That Could Ruin Your Golden Years (and How to Avoid Them) 15:48

2M ago15:48

15:48

Retirement is supposed to be your golden years, not a financial minefield. Yet too many people make mistakes that chip away at their savings and peace of mind. Skipping estate planning, helping kids a little too much, grabbing Social Security too early, or falling for scams can all put your hard-earned retirement at risk. The good news? With the ri…

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The Best ROI Can Not Be Found on Your Brokerage Statements 5:13

2M ago5:13

5:13

Welcoming grandkids is one of life's greatest joys, but it's also a powerful reminder to get serious about legacy planning. Discover how to support your children and grandchildren without risking your own financial future. Whether you're thinking about gifting, managing a cross-border inheritance, or just want to leave something meaningful behind, …

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Cross-Border Checklist for Olim 6:22

2M ago6:22

6:22

You're living abroad, your accounts are in the U.S., and your family has no idea what's where — what could go wrong? A retired expat's wake-up call becomes your checklist for getting your financial house in order before a crisis hits. We're talking legacy, clarity, and smart steps to protect the people you love. It's not about control, but about ca…

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Lost in Digital Translation 4:58

2M ago4:58

4:58

Texting Your Financial Advisor? Here's Why That's a Mistake Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistak…

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The Retirement Money Mistake You Don't See Coming 15:28

2M ago15:28

15:28

Managing cross-border investments from Israel can feel like playing financial chess on two boards at once—and the pressure kicks up when a safe investment matures or a hot market trend starts calling your name. This episode is all about turning those "What now?" moments into smart, confident moves. You'll discover why cash on hand isn't lazy money,…

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Tackling Investment Stress 5:33

2M ago5:33

5:33

Your biggest investment risk isn't the market; it's your emotions. Learn how to keep fear and greed from wrecking your financial future. Whether you're building wealth or protecting an inheritance, get smart strategies to manage risk, stay focused, and think long-term. Plus, find out how to schedule a free Cross-Border Financial Evaluation to make …

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The 10-Year Tax Clock: Your Financial Wake-Up Call 15:38

2M ago15:38

15:38

The countdown is on... Israel's 10-year tax holiday doesn't last forever. When the exemption ends, many olim discover too late that their U.S. brokerage and IRA accounts are suddenly exposed to Israeli taxes, paperwork headaches, and cross-border confusion. The good news? With the right planning, you can stay one step ahead of the deadline and keep…

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The Best Investors Don't Follow Trends... They Do This 5:16

2M ago5:16

5:16

Feeling a little lost with your U.S. investments while living in Israel? Let's fix that. Learn how to stay cool when markets drop, avoid costly mistakes with local investments, and make your money work smarter, not harder. This one's all about taking control, cutting through the noise, and building confidence in your cross-border financial game. Gr…

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Retirees in Israel! Stop Your IRA from Triggering Huge U.S. Tax Bills 5:06

3M ago5:06

5:06

Ready to keep more of your retirement cash and outsmart those surprise tax hits? We're breaking down the IRA trap that many olim don't see coming and sharing simple moves—like Roth conversions—that can put you back in control. If you want to protect your nest egg and make your money work smarter, this one's for you. Plus, find out how a free, no-pr…

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Aliya and Retirement: Smart Moves for Your U.S. Accounts 13:06

3M ago13:06

13:06

Managing U.S. accounts from Israel doesn't have to feel like a juggling act. Between time zones, tax forms, and account restrictions, the move can get overwhelming fast—but the good news is, with the right setup, you can turn financial chaos into clarity. Discover how to streamline your retirement accounts, avoid costly surprises, and create a syst…

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Can Your Portfolio Handle Life's Curveballs? 5:09

3M ago5:09

5:09

Life just threw you a curveball—now what? Discover why having a "great" investment portfolio isn't enough if you can't reach your money when it matters most. Whether you're helping family, managing an inheritance, or navigating cross-border finances, learn how to keep your plan flexible, your future intact, and your priorities straight.…

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Why Money Feels Scarier After Moving to Israel 10:26

3M ago10:26

10:26

Money stress doesn't just show up in your bank account. It shows up in how you feel every time markets move, bills arrive, or your portfolio statement lands in your inbox. For Americans in Israel juggling U.S. brokerage or IRA accounts, those fears can feel even bigger. But what if you could turn that anxiety into clarity and confidence? This episo…

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Is Money Your Friend or Foe 5:37

3M ago5:37

5:37

Feeling lost with your money after making aliyah? You're not alone. Discover why managing finances as a U.S. expat in Israel can feel overwhelming—and what you can do to fix it. We're talking real financial fears, emotional baggage, and how to get control of your U.S. investment accounts while living in Israel. No fluff. Just smart, practical steps…

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Before Touching That U.S. Trust, Listen to This 13:17

3M ago13:17

13:17

Inheriting U.S. assets while living in Israel can feel like you've just been handed the keys to a treasure chest… only to realize it's locked, and the instructions are written in two different tax codes. Between cross-border rules, trust and IRA quirks, and the emotions that come with a loved one's gift, it's easy to feel overwhelmed. This episode …

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Navigating U.S. Investments from Israel: Why the Right Partnerships Matter 5:30

3M ago5:30

5:30

Managing U.S. investments from Israel? It's not as simple as logging in and clicking around. Discover why the right financial partnerships—like the one between Profile Investment Services and PRG—can make or break your cross-border strategy. Learn how to protect your U.S. portfolio, avoid costly mistakes, and find out what one phone call could do f…

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Living Well in Israel Without Chasing More 5:52

3M ago5:52

5:52

Think you need more to feel secure? Think again. The real financial win isn't a bigger portfolio—it's knowing when you've got enough. Discover how to ditch comparison, stop moving the goalpost, and build a plan that lets you live well and sleep better. It's time to take back control of your money and your mindset.…

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Money Fights on Repeat? Here's How to Finally Have a Different Conversation 20:03

3M ago20:03

20:03

Money fights, emotional spending, and financial tension—sound familiar? It's not just about numbers. Guest host BatSheva Goldstein, creator of FinancialDate™ Discussion Cards, steps in to explore the emotional side of money: the hidden "money scripts" shaped by childhood, culture, and family that quietly influence your financial choices. When you'r…

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Challenging Retirement Stereotypes 5:02

3M ago5:02

5:02

Think retirement means slowing down? Think again. Meet a couple who flipped the script—he found purpose on the frontlines, she doubled down on family, and together they're redefining what it means to retire with meaning. Discover how smart planning gave them the freedom to live on purpose—not just live off their portfolio.…

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Retired, Recovered, and Rebalancing 4:40

4M ago4:40

4:40

Does your financial plan still make sense—or are you just hoping it does? After a health scare, one retiree in Israel asked the question we all should be asking. Tune in to hear how simplifying his cross-border finances brought peace of mind, clarity, and a stronger legacy plan for his family. If your accounts are all over the place, it's time to t…

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Leaving U.S. Accounts to Heirs in Israel the Right Way 16:20

4M ago16:20

16:20

Got U.S. brokerage or IRA accounts and heirs in Israel? Then you're juggling more than just numbers—you're navigating cross-border taxes, family dynamics, and future expectations. This episode unpacks how to turn your inheritance plan from a source of stress into a lasting legacy filled with clarity, connection, and purpose. Learn why silence is th…

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Interested in Lowering Financial Stress Hint Work Together 6:28

4M ago6:28

6:28

Money fights don't start with math—they start with miscommunication. Learn how couples can ditch the blame game and start building a financial game plan together. Whether you're a spender, a saver, or somewhere in between, this episode will help you get on the same page, stop the money stress, and take control of your future—side by side. Let's mak…

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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

5M 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.…