4-Minute Money Ideas

By Douglas Goldstein | CFP® | Profile Investment Services

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Category: Investing

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Episodes: 296

Description

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.

Episode Date
When fear of rising rent in Israel leads to riskier financial decisions
May 22, 2026
Easy or Complicated: Choosing Your Financial Path
May 19, 2026
Balancing Risk and Reward in Inherited Investments
May 15, 2026
Do You Want to Avoid Extra Taxes on Your Investments
May 12, 2026
When Credit Card Debt Beats Market Returns
May 08, 2026
Rerun Are Foreign Investments Good for Your Retirement Portfolio
May 05, 2026
Helping Family with Money? The Biggest Risk Isn't the Market
May 01, 2026
The Power of Viktor E. Frankl's Teachings for Financial Success
Apr 28, 2026
When Your Investments Become Your Children's Inheritance
Apr 24, 2026
Rerun Did You Inherit Your Broker With the Inheritance
Apr 21, 2026
When a Safe Investment Ends, the Real Risk Begins
Apr 17, 2026
Rerun The Not-So-Secret Secret Tool I Use to Help Clients Make Money
Apr 14, 2026
Managing Cash After a Home Sale in Israel
Apr 10, 2026
What is the Best Way to Reduce Risk in Your Portfolio
Apr 07, 2026
Inherited U.S. Assets While Living in Israel? Read This Before You Act
Apr 03, 2026
A calmer way to approach retirement money
Mar 31, 2026
Retirement Income: Why Living Only on Interest May Hold you Back
Mar 27, 2026
When Liquidity Becomes the Real Test of Your Portfolio
Mar 24, 2026
Rerun What's the Best Tool for Making Money in Your Portfolio
Mar 17, 2026
Keeping Up Can Cost You Everything in Retirement
Mar 13, 2026
How Long-Term Plans Hold Up in Short-Term Storms
Mar 10, 2026
Rerun Should I Invest Through My Israeli Bank or U.S. Brokerage Firm
Mar 03, 2026
Why Talking About Money with Your Kids Pays Off
Feb 27, 2026
How Can You Maximize the Tax Efficiency of Your Retirement Accounts
Feb 24, 2026
How to Access Your U.S. Money in Israel Without Paying a Fortune in Taxes
Feb 20, 2026
Rerun Will You Spend all Your Money or Leave Your Kids an Inheritance
Feb 17, 2026
When to Ignore the Headlines and Stick With Your Investment Plan
Feb 13, 2026
The Hidden Cost of Chasing "Forever" Investments
Feb 10, 2026
How Purpose Can Guide Your Portfolio
Feb 06, 2026
Rerun Make Your Retirement Dream Lifestyle a Reality
Jan 27, 2026
The Real Risk of Inheritance? Rushing the Decisions
Jan 23, 2026
Rerun 3 Steps to Picking the Right Financial Professional
Jan 20, 2026
Why Values-Based Investing Deserves a Closer Look
Jan 16, 2026
Rerun Is There a Better Way to Monitor Financial Success than Measuring Your Net Worth
Jan 13, 2026
When Success Is Risky: Why Wealth Planning Can't Wait
Jan 09, 2026
Rerun One of the Most Common Side Effects of Receiving an Inheritance Anxiety
Jan 06, 2026
Build a Portfolio That Can Handle Anything
Jan 02, 2026
Will Your Investments Help You Realize Your Dreams
Dec 30, 2025
Don't Let U.S. Taxes Paralyze You in Israel
Dec 26, 2025
Are You Waiting for a Tragedy
Dec 23, 2025
The Inheritance Gap: Why Cross-Border Families Need More Than a Will
Dec 19, 2025
Investing in Non-Publicly Traded REITs What You Should Know
Dec 16, 2025
The Best Way to Draw Income From Your Investments
Dec 09, 2025
Aliyah Finance 101 What to Do Before and After You Move
Dec 05, 2025
Financial Planning When to Merge Assets in a Second Marriage
Dec 02, 2025
Why Some Stocks Thrive and Others Disappear
Nov 28, 2025
Rerun How to Choose the Right Financial Advisor for You
Nov 25, 2025
Is a Mortgage the Best Way to Finance a Home
Nov 18, 2025
The Silent Threat to Your Wealth in 2026
Nov 14, 2025
Why I Am Not Afraid of Being Replaced by a Robo-Advisor or AI
Nov 11, 2025
How to Turn Sudden Wealth into Long-Term Peace of Mind
Nov 07, 2025
Rerun The Four Critical Times to Speak with a Financial Professional
Nov 04, 2025
Why Your Portfolio Needs a Purpose, Not Predictions
Oct 31, 2025
What Type of Millionaire Should You Be
Oct 28, 2025
When Success Becomes the Risk
Oct 24, 2025
Are You and Your Assets in Different Time Zones
Oct 21, 2025
CDs, Stocks, or AI? How to Make the Right Move with Your Retirement Money
Oct 17, 2025
The Best ROI Can Not Be Found on Your Brokerage Statements
Oct 14, 2025
Cross-Border Checklist for Olim
Oct 10, 2025
Lost in Digital Translation
Oct 07, 2025
Tackling Investment Stress
Sep 30, 2025
The Best Investors Don't Follow Trends... They Do This
Sep 23, 2025
Retirees in Israel! Stop Your IRA from Triggering Huge U.S. Tax Bills
Sep 19, 2025
Can Your Portfolio Handle Life's Curveballs?
Sep 16, 2025
Is Money Your Friend or Foe
Sep 09, 2025
Navigating U.S. Investments from Israel: Why the Right Partnerships Matter
Sep 02, 2025
Living Well in Israel Without Chasing More
Aug 29, 2025
Challenging Retirement Stereotypes
Aug 26, 2025
Retired, Recovered, and Rebalancing
Aug 22, 2025
Interested in Lowering Financial Stress Hint Work Together
Aug 19, 2025
What If Retirement Isn't About Slowing Down?
Aug 15, 2025
How to Manage Your Finances After a Divorce
Aug 12, 2025
When the Market Shifts, Stay Focused on the Plan
Aug 08, 2025
The Smart Couple's Guide to Financially Surviving Illness
Aug 05, 2025
Your U.S. Broker Doesn't Support Overseas Clients Now What
Jul 29, 2025
Struggling to Manage U.S. Investments in Israel
Jul 25, 2025
Medical Care and Overseas Investments A Brief Financial Guide for Olim
Jul 22, 2025
Investment Anxiety What to Do When Your Portfolio Drops
Jul 18, 2025
Protecting Your Overseas Investments Advice for the Family CFO
Jul 15, 2025
What If Retirement Isn't About Slowing Down
Jul 11, 2025
Navigating Cross-Border Finance Strategies for Family CFOs
Jul 08, 2025
When Buying Real Estate Is the Wrong Investment
Jul 04, 2025
Dealing with Illness 3 Ways to Avoid Financial Ruin
Jul 01, 2025
High Dividend, High Stress
Jun 27, 2025
Financial Resilience Post Divorce How to Create a New Investment Strategy
Jun 24, 2025
Financial Peace Comes from Preparation, Not Predictions
Jun 20, 2025
Do Volatile Markets Make You Feel as If You're Being Punched in the Face
Jun 17, 2025
Retiring Soon Don't Let the Fear of Taxes Freeze Your Strategy
Jun 13, 2025
How to Best Handle Your U.S. Investments from Israel with Clear Communication
Jun 10, 2025
How to Avoid Surprises on Capital Gains in Your US Investments
Jun 03, 2025
Turn Your IRA Into an Investment Powerhouse
May 30, 2025
Tax Confusion Simplifying Capital Gains for Cross Border Investors
May 27, 2025
Don't Let Aliya Derail Your Investments
May 23, 2025
Simplifying the Real Estate vs Stock Market Debate
May 20, 2025
How to Spot Companies Built to Last
May 16, 2025
Did You Receive an Inheritance What You Need to Do Now
May 13, 2025
How to Strengthen Your Financial Future as a Couple
May 06, 2025
Why Sudden Market Swings are the New Normal
May 02, 2025
What Happens When Siblings Disagree
Apr 29, 2025
Who Should Set Financial Goals: You or Your Advisor?
Apr 25, 2025
The Impact of Inherited IRAs on Your Financial Planning
Apr 22, 2025
Crush Your Wealth Worries
Apr 18, 2025
Understand Cross-Border Inheritance Tips for Trust Beneficiaries
Apr 15, 2025
How Successful Stocks Can Weaken Your Portfolio
Apr 11, 2025
What Car Seats and Investing Have in Common
Apr 08, 2025
Growth, Security, and Currency Risk: A Financial Playbook for Olim
Apr 04, 2025
Are You Losing Money by Doing Nothing? Optimize Your U.S. Investments from Israel
Apr 01, 2025
How to Transfer Wealth... and Financial Wisdom
Mar 28, 2025
Navigating Estate Planning in Blended Families
Mar 25, 2025
Feeling Unsure About Your U.S. Investments?
Mar 21, 2025
Tax-Efficient Philanthropy Means You Can Give More
Mar 18, 2025
Money Fears Holding You Back? Simple Steps to Financial Confidence
Mar 14, 2025
Do You Want More Income from Your Investments
Mar 10, 2025
The Cost of Keeping Financial Secrets
Mar 07, 2025
Facing the Asset Allocation Puzzle? Here's How to Master It
Feb 28, 2025
How to Avoid Emotional Financial Mistakes
Feb 27, 2025
Is Your Favorite Stock Really Worth It?
Feb 21, 2025
Asset-Rich, Cash-Poor
Feb 14, 2025
Stress Less Transform Your Investment Approach Today
Feb 11, 2025
Get More Out of Your Retirement Savings
Feb 07, 2025
Market Stress Got You Down?
Jan 31, 2025
Quick Investment Decisions Can Be Dangerous
Jan 24, 2025
Is Fear of Losing Money Preventing You from Making Financial Decisions?
Jan 17, 2025
How to Make Your Charitable Giving More Impactful
Jan 12, 2025
When Success Is Risky: Why Wealth Planning Can't Wait
Jan 09, 2025
What's Your Investment Persona? Uncover Your True Style
Jan 03, 2025
How One Widow Took Control of Her Finances
Dec 27, 2024
How to Reduce Investment Stress: Expert Strategies
Dec 24, 2024
What Drives Your Investing Decisions?
Dec 23, 2024
Worried About Outliving Your Money?
Dec 12, 2024
Balancing Family Needs in Estate Planning
Nov 22, 2024
Reduce Your Tax Burden by Donating Appreciated Stock
Nov 11, 2024
How to Build Financial Goals Together as a Couple
Nov 07, 2024
Simplifying Your Cross-Border Inheritance: A Beneficiary's Guide
Oct 31, 2024
Adult Siblings Unite to Help Aging Parents
Oct 22, 2024
Watch Out for This Investment Mistake
Jun 27, 2019
Is The Right Company Managing Your Money?
Jun 20, 2019
3 Steps to Stop Your Retirement Nest Egg from Breaking
Jun 06, 2019
Americans and Mutual Funds – What You Need to Know
May 30, 2019
How to Diversify a Million Dollar Portfolio
May 02, 2019
Are You Worried About Your Stocks and Market Risk?
Apr 18, 2019
Do Mutual Funds Increase the Risk Level of Your Portfolio?
Mar 07, 2019
Do These 4 Things to Have a Financially Successful Retirement
Feb 21, 2019
4 Times You Should Speak with a Financial Advisor
Feb 07, 2019
How to Claim an Inheritance from Abroad
Jan 31, 2019
Retirees Fired by Their Brokers in America
Dec 27, 2018
Do you want steady income from your dollar deposits?
Nov 29, 2018
Should You Have Bonds in Your Investment Portfolio?
Nov 22, 2018
Are You Getting High Interest Rates on Your Dollar Deposits?
Nov 15, 2018
Want to Boost Your Monthly Investment Income?
Nov 08, 2018
How To Squeeze More Dollars Out Of Your Investments
Nov 01, 2018
How to Invest Your Dollars when You Live in Israel
Oct 25, 2018
Did You Get the "Dear Client, We Can't Help You Letter"?
Oct 18, 2018
Expecting an Inheritance? Here's What You Need to Know
Oct 14, 2018
Should You Leave Your Children an Inheritance?
Oct 14, 2018
What American Expats Need to Know About Foreign Mutual Funds
Oct 11, 2018
Want Help Understanding and Organizing your Money?
Oct 04, 2018
Why Receiving an Inheritance is Difficult
Sep 20, 2018
Can Mutual Funds or ETFs Improve Your Portfolio's Performance?
Aug 31, 2018
Here's a Quick Way to Invest in the Stock Market
Aug 31, 2018
The Investment Tool You Need to Invest Your Money Like the Pros
Aug 31, 2018
How to Make Money in Your IRA
Aug 30, 2018
How to Discuss Money Matters With Your Parents
Aug 30, 2018
What Happens to Your IRA Account When You Make Aliya?
Aug 30, 2018
How to Avoid Inheritance Anxiety
Aug 30, 2018
Is it Hard Not Worry About Your Stocks?
Aug 30, 2018
What You Need to Know about Moving Money
Jul 02, 2018
What You Need to Know about Moving Money
Jun 28, 2018
How Much Money Can You Afford to Lose in a Risky Investment?
Jun 21, 2018
How Memory Loss Can Affect Your Money
Jun 14, 2018
Here's When to Stop Supporting Your Children
May 31, 2018
Why Are Dividend-Paying Stocks like a Paycheck?
May 24, 2018
How to Protect Someone You Love from Financial Abuse
May 10, 2018
Is It Easier to Invest with an American Brokerage Firm or with an Israeli Bank?
May 03, 2018
Why Getting an Inheritance Doesn't Always Make You Rich
Apr 26, 2018
Why You Shouldn't Worry about Market Volatility
Apr 19, 2018
The Financial Lesson that I Learned From Chess
Apr 05, 2018
Is It Easier to Make Money or Lose Money?
Mar 29, 2018
Should You Engage in Copycat Trading?
Mar 22, 2018
Should I be Concerned about a Crash in the Global Economy?
Mar 15, 2018
Gambling vs. Investing: Where Are You More Likely to Win?
Mar 08, 2018
Ask These Questions Before Choosing a Financial Advisor
Mar 01, 2018
Are Bonds "Safe" Even if They Drop in Value?
Feb 22, 2018
Do Market Timers Generate High Returns?
Feb 08, 2018
Is There a Difference between Growth and Value Stocks?
Feb 01, 2018
What Is the Best Way to Teach Children Investing?
Jan 25, 2018
"Over My Dead Body!" Use a Will or Trust to Help Avoid Battles over Your Estate
Jan 18, 2018
Why a Stock's Price Doesn't Matter
Jan 11, 2018
Growth vs. Income Investing: Is the Cost of Growth Too High?
Jan 04, 2018
Should Retirees Diversify Globally to Protect Their Savings?
Dec 28, 2017
Do Simple Investments Generate Higher Returns?
Dec 21, 2017
Should I Sell Out before Losing Money in a Stock Market Crash?
Dec 14, 2017
Are Emerging Markets' Potential Returns Worth the Risks?
Dec 07, 2017
Will Dividends or Interest Boost My Retirement Savings More?
Nov 30, 2017
When Does Past Performance in Investments Matter?
Nov 23, 2017
3 Important Things to Do Before the New Fiscal Year
Nov 16, 2017
I Don't Feel Inflation. Is it Hurting My Savings?
Nov 09, 2017
How to Manage a Multicurrency Lifestyle
Oct 26, 2017
Corporate or Treasury Bonds-Which Bonds are Better?
Oct 19, 2017
What is the Best Way to Reduce Risk in Your Portfolio
Oct 10, 2017
What Percentage of Your Retirement Portfolio Should Be Bonds
Oct 09, 2017
Does Investor Bias Make You Underperform the Market?
Sep 28, 2017
Should You Follow Investment Trends or Bet against the Masses?
Sep 25, 2017
Do You Look at the Risk-Reward Ratio of Your Stocks and Bonds?
Sep 14, 2017
Can Optimism Increase Your Investment Returns?
Sep 07, 2017
How to Safely Boost Returns in a Low Interest Rate Environment
Aug 31, 2017
Secrets to a Financially Strong Marriage
Aug 24, 2017
Do You Have to Stop Working When You Reach Retirement Age?
Aug 17, 2017
How to Prepare for the Next Stock Market Crash
Aug 10, 2017
Debunking 3 Myths about not Needing an Emergency Fund
Aug 03, 2017
Short on Retirement Savings? Here's What You Need to Do
Jul 27, 2017
How to Keep Financial Harmony in Your Marriage
Jul 20, 2017
What You Should Know About Low-Risk Investments
Jul 13, 2017
Can I Safely Withdraw Principal in Retirement?
Jul 06, 2017
How to Invest When You Can't Predict Market Direction
Jun 29, 2017
Why You Need to Talk to Your Adult Children About Your Finances
Jun 22, 2017
Steps You Need to Take 5 Years before Retirement
Jun 15, 2017
How to Choose the Right Financial Advisor for You
Jun 08, 2017
What You Need to Know About Rolling Your 401(k) to an IRA
May 25, 2017
How to Make a Good Investment Decision
May 18, 2017
What You Need to Know About Asset Allocation
May 11, 2017
Why You Need to Build an Emergency Fund
May 04, 2017
The Things Not to Do With an Inheritance
Apr 27, 2017
How Can You Increase Your Retirement Income?
Apr 20, 2017
What Happens to Your U.S. Brokerage Account When You Leave America?
Apr 13, 2017
Are Foreign Investments Good for Your Retirement Plan?
Apr 06, 2017
Why Bonds Are Considered to Be a Safe Investment
Mar 30, 2017
What Are the Tools You Need to Plan for Retirement?
Mar 23, 2017
Does Your Brokerage Firm Know Your Address?
Mar 16, 2017
Do Exchange Traded Funds Belong in Your Investment Portfolio?
Mar 09, 2017
Why Money Transfers Aren't as Easy as They Used to Be
Mar 02, 2017
Can Bonds Increase Income from Your Investment Portfolio?
Feb 23, 2017
Is the Best Use Of a Lump Sum Income or Growth?
Feb 16, 2017
The Best Way to Update Investments in an Inherited IRA
Feb 02, 2017
What Should You Do With Money in the Bank?
Jan 26, 2017
How to Overcome the Challenges of Receiving an Inheritance
Jan 19, 2017
Avoid This Portfolio Management Mistake
Jan 12, 2017
What Happens to Your Retirement Plans When You Make Aliya?
Jan 05, 2017
4 Points to Remember at the End of the Financial Year
Dec 08, 2016
What Happens When You File U.S. Taxes From Abroad?
Dec 01, 2016
Did You Get an Unpleasant Surprise From Your Stateside Broker?
Nov 24, 2016
How to Grow Your Money Twice as Fast: Save More
Nov 17, 2016
How Living in Israel Affects Your IRA and 401(k)
Nov 10, 2016
Should Your American Assets Stay in the United States?
Oct 20, 2016
Why Gender Bias is a Good Thing in Financial Planning
Oct 13, 2016
Is Risk Management the Best Financial Strategy?
Oct 06, 2016
Estate Planning: What Happens to Your Money After You Die?
Sep 29, 2016
Avoid These Common Mistakes When You Receive an Inheritance
Sep 15, 2016
A Guide to the Tax Implications of a Legal Settlement
Sep 08, 2016
Do U.S. Citizens in Israel Pay Tax to the IRS on a Legal Settlement?
Sep 01, 2016
Did You Make a Mistake When You Opened Your Bank Account?
Aug 25, 2016
What You Need to Know About Premium Bonds
Aug 18, 2016
The Best Way to Invest When You Want to Gift Money
Aug 11, 2016
Why Interest Rate Risk is Important
Aug 04, 2016
What You Need to Know About Financial News
Jul 28, 2016
How to Increase Your Retirement Cash Flow
Jul 21, 2016
What to Do When You Inherit an IRA
Jul 14, 2016
Do You Need to Worry About a Market Crash?
Jul 07, 2016
What Really Happened in the 2008 Market Meltdown - A Book Review and Analysis of Ben Bernanke's Book
Jul 06, 2016
How Non-Americans Can Benefit from American Brokerage Accounts
Jun 30, 2016
What Should You Do About the FBAR?
Jun 23, 2016
Is Your Brokerage Account in Danger of Being Sold Out?
Jun 16, 2016
Can Your Israeli Bank Provide Investment Services?
Jun 09, 2016
Read This Before You Transfer Your Money to Israel
Jun 02, 2016
Is Financial Success Just a Matter of Luck?
May 26, 2016
How Modern Portfolio Theory Can Make You a Better Investor
May 05, 2016
Avoid Making This Mistake with an Inherited IRA
Apr 28, 2016
How to Avoid Tax Mistakes When You Receive an Inheritance
Apr 21, 2016
Why You Might Benefit from Having a U.S. Brokerage Account
Apr 14, 2016
The Best Way to Pay for a Wedding
Apr 07, 2016
Should You Have a Shared Savings Account With Your Spouse?
Mar 31, 2016
What Parents Need to Do If They Want Rich Kids
Mar 24, 2016
The Surprising Results of an Investment Evaluation Tool
Mar 17, 2016
Is Panic the Best Reaction to a Drop in the Market?
Mar 14, 2016
How to Solve this Common Problem with American Brokerage Accounts
Mar 10, 2016
What You Need to Know When Blending Two Families
Mar 07, 2016
Why You Need to Think Big and Start Small to Get Rich
Mar 03, 2016
What is the Best Way to Transfer Dollars to Israel?
Feb 29, 2016
Do All Married Couples Need to Share Their Money?
Feb 25, 2016
How to Make the Most Out of Your Parents' Stocks
Feb 23, 2016
What You Need to Know About Start-Up Investing
Feb 21, 2016
What to Do With Your Money at the End of the Year
Feb 18, 2016
Do You Suffer from "Inheritance Loyalty Syndrome?"
Feb 16, 2016
Don't Leave Tax-Loss Harvesting to the End of the Year
Feb 15, 2016
What Should You Do When You Get An Inheritance?
Feb 14, 2016
How to Help Your Children Become Financially Independent
Feb 12, 2016
How To Break Your Bad Habits And Get Rich
Feb 11, 2016
Are Bonds a Good Investment for You?
Feb 10, 2016
Problems With Your U.S. Brokerage Account?
Feb 04, 2016
How Quickly Should You Invest The Money You Inherit?
Feb 03, 2016
Are You Getting The Social Security You Deserve?
Feb 02, 2016
When Should You Give Trading Authority to Your Children?
Jan 20, 2016
What You Need to Do After You Inherit an IRA
Jan 20, 2016
What Women Need to Know About Personal Finance
Jan 20, 2016
A Quick Solution for Non-Americans Investing in the U.S.
Jan 15, 2016
Are Bonds "Safe" Even if They Drop in Value?
Dec 31, 1969