4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services
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4-Minute Money Ideas

Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile Investment Services’ financial podcast.

  1. 27/06/2019

    Watch Out for This Investment Mistake

    Watch Out for This Investment Mistake Avoid this investment mistake, by using the financial snapshot tool. Getting a snapshot view of your finances makes investment decisions easier.

    3 min

  2. 20/06/2019

    Is The Right Company Managing Your Money?

    Is The Right Company Managing Your Money? Are you getting customized financial advice? How can you tell if the right/wrong company is managing your money?

    3 min

  3. 06/06/2019

    3 Steps to Stop Your Retirement Nest Egg from Breaking

    3 Steps to Stop Your Retirement Nest Egg from Breaking Do you and your spouse have different ideas of how to invest your retirement nest egg? What should you do if one partner wants to invest more aggressively than the other?

    3 min

  4. 30/05/2019

    Americans and Mutual Funds – What You Need to Know

    Americans and Mutual Funds – What You Need to Know Are you having difficulty buying American mutual funds because you don't have an American address? Learn about your solutions here.

    3 min

  5. 02/05/2019

    How to Diversify a Million Dollar Portfolio

    How to Diversify a Million Dollar Portfolio Diversifying a million dollar portfolio can be tricky. Make sure you start by making a plan and analyzing your financial situation.

    3 min

  6. 18/04/2019

    Are You Worried About Your Stocks and Market Risk?

    Are You Worried About Your Stocks and Market Risk? If the market goes up, do you still need to worry about stocks and market risk? Should you rebalance your portfolio in an up market?

    3 min

  7. 07/03/2019

    Do Mutual Funds Increase the Risk Level of Your Portfolio?

    Do Mutual Funds Increase the Risk Level of Your Portfolio? Mutual funds can add risk to your portfolio. If you want to limit your risk exposure, pay attention to what mutual funds and ETFs you own.

    3 min

  8. 21/02/2019

    Do These 4 Things to Have a Financially Successful Retirement

    Do These 4 Things to Have a Financially Successful Retirement To make sure you have a financially successful retirement in Israel, follow these 4 easy tricks.

    4 min
See All (161)

About

Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile Investment Services’ financial podcast.

Information

  • Creator
    Douglas Goldstein | CFP® | Profile Investment Services
  • Years Active
    2016 - 2019
  • Episodes
    161
  • Rating
    Clean
  • Show Website
    4-Minute Money Ideas

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