Podcast Episodes

What Really Happened in the 2008 Market Meltdown - A Book Review and Analysis of Ben Bernanke's Book

What Really Happened in the 2008 Market Meltdown: A book review and analysis of Ben Bernanke's book, The Courage to Act: A Memoir of a Crisis and Its…

10 years, 2 months ago

How Non-Americans Can Benefit from American Brokerage Accounts

How Non-Americans Can Benefit from American Brokerage Accounts

By Douglas Goldstein, CFP®, helping people in Israel with their U.S. IRA and investmen…

10 years, 2 months ago

What Should You Do About the FBAR?

What Should You Do About the FBAR?

By Douglas Goldstein, CFP® - helping olim handle U.S., IRA, investment, and brokerage accounts from Israel

Wheneve…

10 years, 2 months ago

Is Your Brokerage Account in Danger of Being Sold Out?

Is Your Brokerage Account in Danger of Being Sold Out?

By Douglas Goldstein, CFP®

Imagine if your brokerage firm called you up and told you that they…

10 years, 2 months ago

Can Your Israeli Bank Provide Investment Services?

Can Your Israeli Bank Provide Investment Services?      

By Douglas Goldstein, CFP®

Have you found that your Israeli bank no longer provides investme…

10 years, 3 months ago

Read This Before You Transfer Your Money to Israel

Read This Before You Transfer Your Money to Israel

By Douglas Goldstein, CFP®

Making aliya doesn't mean you need to close your American brokerage acc…

10 years, 3 months ago

Is Financial Success Just a Matter of Luck?

Is Financial Success Just a Matter of Luck?

By Douglas Goldstein, CFP®

Is financial success more about planning or luck?

In the book Rich Kids, Tom C…

10 years, 3 months ago

How Modern Portfolio Theory Can Make You a Better Investor

How Modern Portfolio Theory Can Make You a Better Investor

By Douglas Goldstein, CFP®

Can “Modern Portfolio Theory” increase your investment returns…

10 years, 4 months ago

Avoid Making This Mistake with an Inherited IRA

Avoid Making This Mistake with an Inherited IRA

By Douglas Goldstein, CFP®

If you are the beneficiary of an inherited IRA, avoid immediately withdraw…

10 years, 4 months ago

How to Avoid Tax Mistakes When You Receive an Inheritance

How to Avoid Tax Mistakes When You Receive an Inheritance

By Douglas Goldstein, CFP®

When receiving an inheritance, it’s important to avoid making ta…

10 years, 4 months ago