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4 Minute Money

The “4 Minute Money Ideas” audio article is based on weekly articles that Douglas Goldstein, CFP® writes in “The Jerusalem Post.” In easy-to-understand language, Doug explains retirement planning, investment basics, how to invest an inheritance, and how to open a U.S. brokerage or IRA account when you live in Israel (or anywhere outside the United States). If you follow Doug’s investment advice in the newspaper, or whether you learn about financial planning and investing from his many books, you’ll enjoy these very short podcasts.
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4 Minute Money
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Jun 27, 2019

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.

Jun 20, 2019

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?

Jun 6, 2019

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?

May 30, 2019

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.

May 2, 2019

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.

Apr 18, 2019

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?

Mar 7, 2019

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.

Feb 21, 2019

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.

 

Feb 7, 2019

4 Times You Should Speak with a Financial Advisor

What should motivate you to get financial advice? Learn when you should speak to a financial advisor about your situation, and what he can do to help.

Jan 31, 2019

How to Claim an Inheritance from Abroad

Claiming an inheritance from abroad can be confus-ing and overwhelming. Learn what steps you need to take so the funds will appear in your account.

Dec 27, 2018

Retirees Fired by Their Brokers in America

If you were asked to move your money out of your brokerage firm, be reassured you that you aren’t alone. This financial break-up is happening to many people without American addresses. Here’s what you should do.

Nov 29, 2018

Do you want steady income from your dollar deposits?

Is your investment goal to receive a steady income from dollar deposits? If so, take these 3 steps to help you reach your goal.

Nov 22, 2018

Should You Have Bonds in Your Investment Portfolio?

Many people love the income and relative safety bonds provide, but other people hate them. It’s important to understand why investors love and hate bonds. Should you have bonds in your investment portfolio?

Nov 15, 2018

Are You Getting High Interest Rates on Your Dollar Deposits?

The good old days of getting high interest rates on your dollar deposits may be coming back. Consider the pros and cons of investing in bonds as opposed to FDIC insured CDs.

 

Nov 8, 2018

Want to Boost Your Monthly Investment Income?

One way to boost monthly investment income is using bond funds. There are different types of bonds funds, read more to learn if they are appropriate for your financial situation.

Nov 1, 2018

How To Squeeze More Dollars Out Of Your Investments

Want to increase your investment income. Can using bonds squeeze more dollars out of your investments? Learn why retirees frequently choose to invest in bonds.

Oct 25, 2018

How to Invest Your Dollars when You Live in Israel

Should olim move their American brokerage accounts to Israel?

Oct 18, 2018

Did You Get the “Dear Client, We Can’t Help You Letter”?

Many American brokerage companies stopped servicing clients with foreign addresses, including those who made aliya. Don’t liquidate your account, learn what alternatives you have.

Oct 14, 2018

Expecting an Inheritance? Here’s What You Need to Know

Expecting an inheritance? Here are answers to questions you may have when receiving an inheritance. Excerpt from, and link to The Inheritance Book.

Oct 14, 2018

Should You Leave Your Children an Inheritance?

If you leave your children an inheritance what will they do with it? Will they save or squander it? Here’s how to teach your heirs to use the lump sum wisely.

Oct 11, 2018

What American Expats Need to Know About Foreign Mutual Funds

The IRS considers foreign mutual funds Passive Foreign Income Companies (PFIC). These incur extra taxes for U.S. citizens. How can U.S. expats invest in mutual funds?

Oct 4, 2018

Want Help Understanding and Organizing your Money?

Consolidating your various banks and financial firms can help you understand and organize your money better. Learn how consolidating your accounts can make investing easier.

Sep 20, 2018

Why Receiving an Inheritance is Difficult: It’s not “free” money

Receiving an inheritance can be an emotionally fraught time. Learn what you should do to facilitate a smooth transfer of assets

Aug 31, 2018

Can Mutual Funds or ETFs Improve Your Portfolio’s Performance?

Learn how Americans living abroad can use mutual funds or ETFs to improve their portfolio’s performance.

 

Aug 31, 2018

Here’s a Quick Way to Invest in the Stock Market

When you want to invest in the stock market, how do you choose a stock? Peter Lynch invested in L’Eggs because his wife wore stockings. But is that a reason to buy a stock?

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