Jan 18, 2024
Doug discusses what it means to be a good steward of family wealth and how to pass on your financial legacy to future generations. He provides advice for teaching children financial responsibility from a young age and bringing adult children into important financial discussions.
Key points:
- The importance of...
Jan 4, 2024
Doug discusses the myth that it is illegal for people who move to Israel or inherit money from the U.S. to keep their investments in American accounts. He explains why this myth exists and how it can actually be beneficial to maintain U.S. investments after making Aliyah or receiving an inheritance.
A few key...
Nov 2, 2023
How can a lack of estate planning and clear instructions regarding asset distribution lead to family disputes and disagreements?
Welcome to another episode of The Goldstein On Gelt Show, where we delve into the world of finance, estate planning, and everything in between. In today's episode, titled "Access Your...
Aug 10, 2023
Have you recently received an inheritance?
Did you inherit a brokerage account, an IRA, a bank account, real estate, or property in Israel?
Receiving an inheritance can be complicated. Each type of asset has its own way of being passed onto the heir. Inheriting an IRA is different than inheriting other assets, and in...
Jul 21, 2022
Traditional investing focuses on individual funds, bonds, and stocks. Top-down investing is actually based on a market overview. But, how does an investor know a trend when they see one? Callum Thomas is the founder and head of research for Topdown Charts, a company specializing in macroeconomic studies. Callum...