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Great investments and retirement planning begins with an understanding of what YOU want and need. Here are the tools to help you gain financial security, discover smart investments, and learn investing basics.

Get started by listening to The Goldstein on Gelt Show’s most recent episode.

Feb 15, 2024

Are you approaching the age of 73 or have inherited an IRA account? If so, understanding Required Minimum Distributions (RMDs) from IRAs is crucial. In a recent episode of The Goldstein On Gelt Show, Douglas Goldstein discussed RMDs in detail and answered a listener letter regarding RMDs for inherited IRAs. Here's...


Jan 25, 2024

Yosefa Uber, an expert accountant specializing in American taxes for residents of Israel, sits down with Doug to go over: 

  • Qualified Charitable Distributions (QCDs) allow you to donate money from your IRA directly to charity tax-free instead of taking required minimum distributions 
  • To qualify, the money must...


Dec 23, 2021

Why is retirement Israel is different than retirement in America, or anywhere else on the globe?

It’s because retirement plans need to be specific to individuals.

Your retirement plan should reflect your individual goals and the current size of your nest egg.

If you’re an American living in Israel and having a...


Dec 16, 2021

Do you have enough money to retire and be financially secure? How do you even know what “enough” money is?

Thinking about your retirement can be overwhelming, and it is natural to be concerned about retirement. The good news is the more carefully you plan for retirement, the more likely you’ll be able to make it...


Dec 9, 2021

What is the best way to plan in order to achieve a financially secure retirement?

Is there a secret that wealthy people have that “ordinary folks” can imitate?

A financially secure retirement is determined predominately by a person’s savings and investments. As you get older and your savings increase, the features...