480 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 Profile Investment Services

    • Business
    • 4.9 • 31 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.

    How A Woman Can Achieve Financial Freedom

    How A Woman Can Achieve Financial Freedom

    What does financial freedom look like to you?
    Believe it or not, everyone has different definitions of what financial freedom is.
    What situation would you have to be in to feel financially secure?
    Linda P. Jones, the founder of Be Wealth & Smart VIP Experience, an online investment program that mentors woman financially, joins the show today to discuss common conceptions of financial freedom and how ordinary people can reach financial security. Listen to learn the three components of financial freedom and the best way to find your personal potential for creating wealth.
    Linda published the book You're Already a Wealth Heiress! Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now, which is geared specifically for women who want financial freedom and are just getting started in the world of investing. However, she assures us that men can also benefit from reading the book!
    Do you know what to ask your financial advisor? Take charge of your first meeting with a potential financial advisor, and make sure to ask the right questions. Listen to learn the questions you should ask at your first meeting.
    If you are considering opening a U.S. brokerage firm account from Israel, make sure to download a toolkit on his corporate site.
    To learn more about Linda P. Jones listen to her Be Wealthy and Smart and The Money Tree Investing Podcast.
    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.

    • 27 min
    Debunking the Myth That It’s Hard to Open a U.S. Brokerage Account

    Debunking the Myth That It’s Hard to Open a U.S. Brokerage Account

    Even though the United States is strict about opening U.S. brokerage accounts from overseas, if you’re not a money launderer or criminal, it is easy to open a U.S brokerage account from overseas. As a financial advisor specialized in cross-border financial matters, Doug has over two decades experience in opening U.S. brokerage accounts for people who don’t have an American address. Unsure why your address might impact your ability to open an account?
    Listen to Doug’s discussion with Joe Saul-Sehy, podcast host of The Stacking Benjamins Show, to talk about the process a cross-border investor goes through when a U.S. brokerage account is opened from overseas. Further, Joe has a lot of experience with cross-border investing and understands what an investor can expect from the experience.
    Not sure if you would benefit from an American brokerage account? Download the free toolkit for investors considering whether they should open an account. Download free resource: Toolkit for Opening U.S. Brokerage Accounts from Overseas
    Joe Saul-Sehy hosts The Stacking Benjamins Show. Follow him on Twitter @AverageJoeMoney
     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.

    • 17 min
    Understanding Estate Tax

    Understanding Estate Tax

    When you die will your heirs need to pay estate tax? The distribution of a deceased person’s assets is a complicated process that may become more complicated when estate tax is involved.
    Ron Zalben, CPA at Aboulafa Avital Shrensky & Company law firm and frequent guest on The Goldstein on Gelt Show, shares insights on estate tax. Listen to learn if your estate will be subjected to estate tax, and what the current laws are.
    Did you, or are you anticipating receiving an inheritance? Doug wrote a book geared to those who have received, or are anticipating receiving an inheritance. The Inheritance Book. The book is a resource for people who recently lost a loved one. The book contains 5 essential checklists to streamline the paperwork involved in claiming an inheritance. If you need a little help getting your inheritance paperwork form in order, Doug has created a free checklist to keep you on track.
    Download free resource: Inheritance Paperwork Form
    If you have follow up questions about estate tax, be in contact with Ron Zalben: ron@aboulafia.co.il. He is also available on Facebook and LinkedIn.
    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.

    • 21 min
    How to receive an inheritance

    How to receive an inheritance

    If a loved one recently passed, do you know what you need to do to claim your inheritance? Israeli law requires heirs to have a transfer certificate to claim an inheritance. What is a transfer certificate? Where can you get one?

    Today’s guest has the answers… Ron Zalben, a partner at Aboulafa Avital Shrensky & Company, has extensive knowledge of estate tax laws and transfer certificates. Getting a certificate can be a tedious process, but it is necessary to claim or transfer any assets. Ron explains how someone receives a transfer certificate.
    Have you recently received an inheritance? If you received an inheritance that included a beneficiary IRA account, in order to avoid needless taxation, you need to open a U.S. brokerage. Doug explains why it is essential to find a cross-border brokerage firm.

    If you need a little help getting your inheritance paperwork form in order, here is a free checklist to keep you on track.

    Download free resource: Inheritance Paperwork Form

    Buy a copy of Doug’s latest book The Inheritance Book

    Ron Zalben can be reached at 02-6294272 or at ron@aboulafia.co.il. He is also available on Facebook and LinkedIn.

    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.

    • 18 min
    Why Do You Need a Power of Attorney?

    Why Do You Need a Power of Attorney?

    What exactly is a power of attorney, and when would it come into play? Russell Mayer, a Senior Partner at Livnat Mayer & Company, explains what a power of attorney (POA) is and when people would typically need to use one. A power of attorney gives someone else the authority to handle your affairs in the event you can’t. There are several different types of power of attorney, and knowing which is the most appropriate can be complicated. In fact, Americans who recently moved to Israel may be surprised to find that an American power of attorney will not be recognized in Israel.
    There’s more to know about receiving an inheritance, other than getting cash! During September every episode is focusing on a different aspect of receiving an inheritance. Today’s episode focuses on what happens if you inherit an (Individual Retirement Account). Taking money out of a beneficiary IRA can have tax consequences so before you use the funds consult with a tax advisor, and before you invest the funds, consult with your investment advisor, as some types of investments may not be appropriate for an IRA. Doug explains what you should do if you inherit an IRA or need to handle any assets domiciled in the U.S.
    If you need a little help getting your inheritance paperwork form in order, here is a free checklist to keep you on track!
    Download free resource: Inheritance Paperwork Form
    To learn more about Russell Mayer send him an email mayer@lmf.co.il. Russell is a co-author in Doug’s latest book The Inheritance Book. You can buy the book at GoldsteinonGelt.com/books.
    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.

    • 17 min
    Why is Having a Will so Important?

    Why is Having a Will so Important?

    Why is it important to have a will, if it only comes into play after you no longer are alive? Russell Mayer, an estate attorney based in Israel, explains how the law distributes an investor’s assets after their death and why having a valid will makes a difference. Doug and Russell examine how a will works and who needs to be involved in creating it. Russell stresses the importance of each spouse having a separate will (some things just aren’t meant to be shared!). The death of a loved one is difficult, but the dividing assets doesn’t have to be emotionally wrought experience. Determining what arrangements you want for your family before you pass can save a lot of potential legal battles.
    Welcome to Inheritance Month September is Inheritance Month on The Goldstein on Gelt Show. Every episode this month, will discuss a different facet of giving and receiving an inheritance. How should you handle an inheritance? What kinds of decisions should you make during an emotional time in your life? In today’s episode, Doug outlines three decisions you should not make when receiving an inheritance. Download a checklist of the paperwork you’ll need to claim your inheritance here.
    Download free resource: What Paperwork Is Needed to Claim an Inheritance
    To learn more about Russell Mayer, a senior partner at Livnat Mayer & Company, you can email him at mayer@lmf.co.il or call 02-679-9533. Russell is also a co-author in Doug’s latest book The Inheritance Book. Call Doug if you’d like to pre-order a copy 02-624-2788. 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.

    • 17 min

Customer Reviews

4.9 out of 5
31 Ratings

31 Ratings

Davo1466 ,

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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