507 episodes

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 www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.

Goldstein on Gelt Douglas Goldstein | CFP® | Profile Investment Services

    • Business
    • 4.9 • 30 Ratings

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 www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.

    The 6-Step Checklist Every Investor Needs to Use

    The 6-Step Checklist Every Investor Needs to Use

    Investing is more than just throwing money in the stock market. If everyone’s goal was to grow their portfolio, then shouldn’t everyone do the same thing?


    In this week’s show, Doug and his son Efraim, go through the 6-step checklist that every investor needs to use. Listen to understand why it’s so important to have a goals that match your values and beliefs before you put money in the market.


    The 6-Step Checklist to Investing


    √ Set goals for you and your family
    √ Get the facts about all your holdings and where you are saving money and paying money
    √ Identify upcoming potential financial opportunities and challenges, in order to prepare accordingly
    √ Create an actual investment plan that is suitable to your tolerance risk level
    √ Action! Implement your financial plan
    √ Review and follow up on a regular basis. Some numbers need to be looked at monthly, quarterly, and annually


    Need help putting together your financial plan? Don’t hesitate to contact us at profile-financial.com


    Efraim is a business student, former IDF officer, and an entrepreneur, head of “A Day with an Officer.” Contact him at: efraim@goldstein.co.il  

    • 17 min
    Exploring the Pros & Cons of Investing in Green Energy Sources

    Exploring the Pros & Cons of Investing in Green Energy Sources

    There’s lots of talk about how alternative energy sources are good for the environment, but how does green energy affect the financial markets?


    Listen to Doug’s discussion with Arie Addi, the tech lead at Mada Analytics, an Israeli startup, supporting alternative energy solutions using a Machine Learning approach.


    Discover how green energy and fossil fuels have a growing influence on financial markets.


    If you want to invest in renewable energy, what is the best way? Should you invest in ETFs or individual stocks? Tune in to hear the pros and cons of each. How diversified are individual funds, and what does it mean when a fund is “weighted?”


    To learn more about Mada Analytics, visit www.madaanalytics.com

    • 20 min
    What are Alternative Investments?

    What are Alternative Investments?

    Nearly everyone has heard of stocks and bonds, but sometimes investors feel that they could profit more from alternative investments.


    This week Doug chats with Stefan von Imhof, co-founder of Alts.co, about alternative investments.


    Stefan believes that alternative investments are a powerful way to grow your money, compared to other investment classes. Learn about active quick flips, passive buy & holds, and cashflow-producing assets.


    Listen to the show to learn about investments that are on the opposite end of the spectrum… the more conservative, but not boring, Certificates of Deposit (CDs).


    If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

    • 20 min
    Are You as Disorganized as the Guy Who Lost $280K?

    Are You as Disorganized as the Guy Who Lost $280K?

    Doug discusses his recent meeting with someone who received an inheritance. Not only did the guy receive significant funds, but the inheritance included financial disorganization.


    The father’s investments were scattered in different companies, private equities, and over 20 physical stock certificates. His investment portfolio was not only big, but a big mess!


    Both generations’ disorganization caused the inheritor to lose huge sums of money.


    Listen to find out the 5 things you must do to keep track of your investments.


    If you’re afraid your own disorganization may be causing you to lose money, click here for an excellent article you can read on the topic.


    If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

    • 10 min
    The Best Way for Busy Investors to Track the Markets

    The Best Way for Busy Investors to Track the Markets

    Listen to this important episode where I discuss the best way for busy investors (like you) to track the markets.
    Focus on five critical points that need your attention: Focus on interest rates and inflation Review market trends Examine your specific investments Turn to your advisors Review your overall plan Look at how great investors are managing their money in good and bad market by tuning into this episode. These can be the most important few minutes of your day.
    For more information, visit the show notes at https://goldsteinongelt.com/investing-basics-strategies/the-best-way-for-busy-investors-to-track-the-markets

    • 11 min
    Use Your Real Address for Your U.S. Investment Account When You Live Overseas

    Use Your Real Address for Your U.S. Investment Account When You Live Overseas

    Major American brokerage firms are closing accounts of clients who don’t have U.S. addresses. They are also closing accounts of clients who use American addresses but don’t live stateside.
    If you’re like many of the people who’ve recently called my office, you’re probably curious how the firm knew there’s a discrepancy on the account address and where you actually lives? Your IP address (the computer address where you login to access your accounts) may be giving you away. Before bending over backwards to “outsmart” the system, realize that your American brokerage firm wishing you farewell may be a good thing.
    What could be good about being forced out?
    Listen to the show to
    discover one potential tax problem you could avoid by not using a relative/friend’s American address learn the advantages of using a cross-border friendly firm to manage your American investments For more information, visit the show notes at http://goldsteinongelt.com/use-your-real-address-for-your-u-s-investment-account-when-you-live-overseas

    • 13 min

Customer Reviews

4.9 out of 5
30 Ratings

30 Ratings

David 1466 ,

My Favorite Podcast

Doug Goldstein has an outstanding way of conveying financial information in an easily understood way.Simplicity is sophisticated and Doug provides you with meaningful and specific ways you can ensure your financial freedom. Give him and listen and find out for yourself.

DrJCool1 ,

A True Financial Mensch!

Doug Goldstein has a true knack in making financial planning issues both understandable and enjoyable. He even adds humor and humanity to each and every podcast. I never miss an episode. Kudos to Doug!!!

LWRjr ,

GREAT show!

Doug does a great job, and I can attest to that as both a listener and as one he has interviewed. Engaging, informed, just very good all the way around! A fantastic array of subjects. Highly recommend!

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