Podcast Episodes

Inherited a U.S. Portfolio? Why the Structure May No Longer Fit

You just inherited a retirement account full of stocks you never picked. Now what? Doug Goldstein breaks down why a portfolio built for someone else …

3 months, 1 week ago

Rerun The Critical Questions Successful Investors Ask Their Financial Advisor

Most people walk into a financial advisor meeting asking the wrong questions, and it can cost them. This conversation shows you how to flip the scrip…

3 months, 2 weeks ago

When fear of rising rent in Israel leads to riskier financial decisions

Ever feel like rising rent is slowly pushing you toward a big financial decision you are not totally sure about? You are not alone. A lot of people l…

3 months, 2 weeks ago

Easy or Complicated: Choosing Your Financial Path

Ever notice how an inheritance can turn into a second job? 

One property. Then another. A few investment accounts. Some cash sitting idle. Before …

3 months, 3 weeks ago

Balancing Risk and Reward in Inherited Investments

You inherited an IRA. Great. But did you also inherit someone else's investment strategy? That "safe" money market fund might feel comfortable, but c…

3 months, 3 weeks ago

Do You Want to Avoid Extra Taxes on Your Investments

Cross-border investing can turn into a tax mess fast if you're not careful. When money, pensions, and investments span more than one country, what lo…

3 months, 4 weeks ago

When Credit Card Debt Beats Market Returns

Still carrying a credit card balance while your money sits in savings? That's like trying to fill a bucket with a hole in the bottom. Doug Goldstein …

4 months ago

Rerun Are Foreign Investments Good for Your Retirement Portfolio

Want to protect your retirement from big swings in the market? 

You don't have to rely on just one country's economy. Learn how spreading your inv…

4 months ago

Helping Family with Money? The Biggest Risk Isn't the Market

Family money can be one of the biggest blessings or one of the fastest ways to create stress. Handing over a check might feel like the simplest solu…

4 months, 1 week ago

The Power of Viktor E. Frankl's Teachings for Financial Success

Feeling out of control with your money? 

A struggling client finds unexpected clarity in Man's Search for Meaning by Viktor Frankl. It transforms …

4 months, 2 weeks ago