Cross Border Investment Planning With Douglas Goldstein

Doug Goldstein is the Director of Profile Investment Services, Ltd., where he specializes in helping cross-border investors manage their U.S. brokerage and IRA accounts. With over 30 years of experience in the financial industry, Doug has become a trusted advisor to individuals and families navigating the complexities of international finance. He is a licensed financial professional in both the U.S. and Israel and is dedicated to providing personalized investment strategies and retirement planning solutions.

In our discussion Doug will answer the following questions:
1. What are some of the biggest financial mistakes you see people make as they approach retirement, and how can they avoid them?
2. How can elderly individuals best prepare for the unexpected, such as medical emergencies or sudden changes in living arrangements?
3. How can families living in Israel effectively manage and access money held in American accounts?
4. What strategies do you recommend for elderly individuals in Israel to ensure a smooth transfer of their U.S.-based assets to their heirs?
5. What are some common challenges that arise when managing U.S. financial accounts from Israel, and how can elderly individuals and their families overcome them?
6. How do you help clients balance the desire to support their children and grandchildren financially with their own retirement needs?
7. What strategies do you recommend for elderly clients who feel overwhelmed by their financial situations?