Goldstein on Gelt Podcast Por Douglas Goldstein | CFP® | Profile Investment Services arte de portada

Goldstein on Gelt

Goldstein on Gelt

De: Douglas Goldstein | CFP® | Profile Investment Services
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The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at https://goldsteinongelt.com and is the director of Profile Investment Services, Ltd., https://profile-financial.com© Profile Investment Services Ltd Economía Finanzas Personales
Episodios
  • When your money stops making sense, stress takes over
    Jan 7 2026

    U.S. investments can feel confusing and stressful once you're living in Israel, even when your brokerage or I.R.A. accounts look fine on paper. This episode looks at why Americans abroad often experience financial unease and how "drift" slowly creeps in when life changes but accounts stay the same. What feels like playing it safe by doing nothing can create misalignment between your money and the life you're actually living.

    Cross-border investing adds emotional weight and practical complexity, from managing two systems to worrying about taxes, inflation, and long-term purpose. Find out why clarity matters more than performance, how time and inaction reshape outcomes, and how reframing your U.S. investments around goals and time horizons can reduce stress and restore confidence.

    Key takeaways:

    Doing nothing with U.S. brokerage and I.R.A. accounts is still a decision and it carries its own risks over time
    Financial stress often comes from misalignment, not markets
    Clarity starts by understanding the purpose and time frame of each account

    Read the full article and explore the ideas in more depth here: https://profile-financial.com/blog

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    12 m
  • Can you explain your investments with a crayon?
    Dec 24 2025

    U.S. investing for Americans in Israel starts with understanding what you actually own and why it belongs in your portfolio. When you live in Israel and manage U.S. brokerage and I.R.A. accounts, complexity can quietly creep in. Different platforms, cross-border rules, confusing statements, and unfamiliar strategies often lead people to stop asking questions and rely on blind trust. That may feel easier in the moment, but it usually increases stress and uncertainty when markets move or life changes.

    This episode focuses on simplifying U.S. investments without watering them down. The core idea is that confidence comes from clarity. When you understand how your investments work, what drives their performance, and whether they truly fit a cross-border lifestyle, financial decisions become calmer and more intentional. Simplicity is not about being basic. It is about being able to explain your strategy clearly and knowing it aligns with life in Israel while still serving long-term goals.

    Main ideas and key takeaways:

    Confusing investments often create anxiety and emotional decision-making.
    Understanding what you own is essential for managing U.S. brokerage and I.R.A. accounts from Israel.
    Knowing what drives market movement helps investors stay disciplined during volatility.
    Cross-border suitability matters just as much as investment performance.

    Read the full article and explore more resources here: https://profile-financial.com/blog

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    10 m
  • Good: The One-Word Habit That Can Save Your Portfolio
    Dec 3 2025

    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 better long-term decisions even when markets fall or life throws unexpected challenges their way.

    This approach emphasizes controlling your response, looking for opportunity inside adversity, and strengthening the personal discipline that leads to smarter investing and steadier emotions. It's a practical, relatable roadmap for anyone wanting to build resilience and confidence in their financial life.

    Key takeaways:

    • Use the "good" mindset to pause before reacting during market volatility
    • Apply E + R = O to focus your energy on your response, not the event
    • Search for opportunity in financial setbacks to strengthen long-term discipline
    • Build resilience through consistent, intentional thinking and behavior.

    Read more on the blog: https://profile-financial.com/blog

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    21 m
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