Podcast Episodes
Back to SearchWhy You Might Benefit from Having a U.S. Brokerage Account
Why You Might Benefit from Having a U.S. Brokerage Account
By Douglas Goldstein, CFP®
Unsure of the benefits of a U.S. brokerage account? Use a free …
10 years, 4 months ago
The Best Way to Pay for a Wedding
The Best Way to Pay for a Wedding
By Douglas Goldstein, CFP®
After accepting all the good wishes and mazal tovs, the first thing parents of a newly e…
10 years, 5 months ago
Should You Have a Shared Savings Account With Your Spouse?
Should You Have a Shared Savings Account With Your Spouse?
By Douglas Goldstein, CFP®
What’s the best way to invest with your spouse? Should you have…
10 years, 5 months ago
What Parents Need to Do If They Want Rich Kids
Some people say the next best thing to being personally financially successful is having rich kids. However, teaching children good financial habit…
10 years, 5 months ago
The Surprising Results of an Investment Evaluation Tool
Note: After reading the following true story, try the free Investment Evaluation Tool to determine if you are invested more aggressively than you sho…
10 years, 5 months ago
Is Panic the Best Reaction to a Drop in the Market?
Is Panic the Best Reaction to a Drop in the Market?
By Douglas Goldstein, CFP®
As an investment advisor who helps olim manage their American brokerag…
10 years, 5 months ago
How to Solve this Common Problem with American Brokerage Accounts
How to Solve this Common Problem with American Brokerage Accounts
By Douglas Goldstein, CFP®
I often receive calls at my office from people who say t…
10 years, 6 months ago
What You Need to Know When Blending Two Families
What You Need to Know When Blending Two Families
By Douglas Goldstein, CFP®
Many second marriages are the blending of two families, not just two peop…
10 years, 6 months ago
Why You Need to Think Big and Start Small to Get Rich
Why You Need to Think Big and Start Small to Get Rich
By Douglas Goldstein, CFP®
One of the most effective ways to achieve your financial goal is t…
10 years, 6 months ago
What is the Best Way to Transfer Dollars to Israel?
What is the Best Way to Transfer Dollars to Israel?
By Douglas Goldstein, CFP®
When clients ask to transfer dollars from their U.S. investment accou…
10 years, 6 months ago