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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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Now displaying: October, 2018
How to Invest Your Dollars when You Live in Israel 0
Oct 25, 2018

How to Invest Your Dollars when You Live in Israel

Should olim move their American brokerage accounts to Israel?

Did You Get the “Dear Client, We Can’t Help You Letter”? 0
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.

Expecting an Inheritance? Here’s What You Need to Know 0
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.

Should You Leave Your Children an Inheritance? 0
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.

What American Expats Need to Know About Foreign Mutual Funds 0
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?

Want Help Understanding and Organizing your Money? 0
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.

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