Thinking of buying property in Israel? Get ready for a wild ride. From off-plan pricing surprises to second-hand sticker shock, the Israeli housing market is anything but predictable, especially if you're trying to manage it from abroad. Doug Goldstein teams up with Debbie Goldfischer, host of the popular podcast Buy It in Israel, to break it all down. This episode is packed with smart tips, clear explanations, and the critical info every cross-border buyer should hear before making a move.

If you're making Aliya, eyeing an investment, or just trying to figure out where to hang your hat long-term, this conversation will help you steer clear of stress and financial setbacks.

Key takeaways:


Get clear on the trade-offs between off-plan and second-hand properties
Learn how the construction index could blow up your budget if you’re not prepared
Know when working with an agent is a must and when to go it alone

Want help figuring out your next move? Schedule a free Cross-Border Financial Evaluation to see how we can help you buy smart and invest wisely in Israel.

Wills that don’t work. Trusts that get tangled. Heirs scrambling to figure out who gets what—and when. If you’ve got U.S. investments but live in Israel, your estate plan might be headed for a legal mess without even realizing it. This episode unpacks the real-world problems that come up when your legal documents aren’t built for cross-border life—and how you can avoid costly, confusing mistakes by getting your financial and legal teams to actually talk to each other.

You’ll learn how to set up your plan so your heirs don’t need a PhD in international law to carry out your wishes—and why a little proactive planning now can save everyone a lot of headaches later.

Key takeaways and action points:

• Don’t assume your U.S. will works in Israel (or vice versa)—get it reviewed
• Loop your financial advisor in before you finalize estate documents
• Leave your heirs a roadmap, not a scavenger hunt
  Work with pros who understand both sides of the ocean

👉 Want help reviewing your estate and investment setup? Book a free Cross-Border Financial Evaluation at www.profile-financial.com/call

Disclaimer: This article is meant for educational purposes only. It’s not financial, legal, or tax advice. For personalized help, speak with a qualified professional.

Feeling financially stuck between two countries? If your accounts are split between the U.S. and Israel, even simple money decisions, like when to convert currency or which account to use, can start to feel risky. It’s not about being bad with money. It’s about not having a system that fits your life. This episode explores the hidden stress that comes from managing cross-border finances and offers practical ways to reduce the pressure.

Learn how to create clarity around your income and expenses, set a regular financial rhythm to avoid decision fatigue, and build resilience for when things go wrong. With the right structure, your finances can stop feeling like a juggling act and start giving you peace of mind.

Key Takeaways:

• Clarity: Know what your money is doing and why
• Rhythm: Create a regular habit to review and adjust your finances
• Resilience: Build a system that can handle financial surprises

Want to stop second-guessing every financial decision? Schedule your free Cross-Border Financial Evaluation. A short, no-pressure call to help you see where things stand and what you can do next.

The information provided here is intended for educational purposes only and is not to be considered legal, tax, or investment advice. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates.

Are You Betting Your Future on “If”?

If you’re living in Israel and managing U.S. brokerage or IRA accounts, here’s a tough question: are you confident in your investment plan or just crossing your fingers and hoping the market doesn’t drop?

Managing money across two countries isn’t just about tax forms and exchange rates (though yes, there’s plenty of that). It’s about making sure your plan can actually handle the curveballs life and the market throw your way. Too often, investors assume they’re doing just fine… until they’re not.

Most of us check our account balances more than we check our strategy. But here’s the problem: a big balance doesn’t always mean you’re winning. It might just mean you got lucky. And luck isn’t a financial plan.

Don’t Rely on “If” to Retire

“If the market gives me 10% this year…”
“If the dollar stays strong…”
“If nothing goes wrong…”

Sound familiar? Building your future on a bunch of “ifs” is like planning a beach wedding without checking the weather. You need more than sunshine and good vibes... you need backup.

The fix? Start with what you control. One of the biggest levers you have is your savings rate. Even bumping it up by 2–3% can shift your entire financial trajectory. No trends, no gimmicks, just solid planning that works over time.

When One Stock Takes Over the Show

That one stock that’s been doing great? It might feel like your golden goose… until it’s not. Letting a single investment grow too large can quietly hijack your whole portfolio. You wouldn’t bet your entire retirement on a startup, right? But that’s what happens when one holding becomes 40 or 50% of your account.

Diversification isn’t boring; it’s smart. Think of your portfolio like a good Israeli salad: a little of this, a little of that, and nothing overwhelms the plate. That’s how you stay balanced.

Feel Brave About Risk? Let’s Double-Check

Risk tolerance is how you feel when the market drops. Risk capacity is whether your plan can survive it. You might not panic when things fall… but will your retirement stay on track? Will you still be able to help your kids? Support the causes you care about?

It’s not about being scared. It’s about being prepared.

And when you’re living in Israel with U.S. accounts, there’s even more to think about... currency swings, double taxation, weird form deadlines. Getting your structure right can make all the difference.

Note: This article is for educational purposes only and does not constitute financial, legal, or tax advice. Always consult with a qualified professional to review your personal situation.

Ready to make sure your portfolio is actually working for you—and not the other way around? Book your free Cross-Border Financial Evaluationand get a clear, practical plan that fits your life in Israel and your money in the U.S. No pressure; just smart conversation.

Tax rules shouldn't hold you back from building a life abroad, but for many Americans living overseas, that's exactly what happens. Marylouise Serrato of American Citizens Abroad (ACA) unpacks the real struggles expats face, from filing U.S. tax returns while living abroad to dealing with confusing rules around foreign investments. Sound overwhelming? Well change might finally be on the way.

From the fight to end worldwide taxation to surprising pitfalls like PFICs and foreign pension plans, this episode sheds light on what’s broken and what’s being done to fix it. If you’re juggling Israeli life with American tax rules, this one’s a must-listen.

Key Takeaways:

• Citizenship-based taxation is outdated and creates financial headaches for Americans abroad.
• Investing outside the U.S. can trigger unexpected tax problems if you're not careful.
• A push for residence-based taxation could bring long-overdue relief for expats.

Want clarity on your personal situation? Book your free Cross-Border Financial Evaluation today!

Disclaimer: This article is meant for educational purposes only. It’s not financial, legal, or tax advice. For personalized help, speak with a qualified professional.

Need cash fast in retirement? Don't get stuck selling stocks at the worst time or scrambling with currency conversions. If your money’s locked away in long-term accounts, it might look good on paper—but won’t help much when life throws you a curveball. This episode dives into the surprisingly overlooked topic of liquidity—what it is, why it matters, and how to make sure your money is actually there when you need it.

Whether you're living in Israel, spending in shekels, or managing U.S. accounts from afar, you'll learn how to build a flexible, stress-free financial setup that gives you options—not headaches. Say goodbye to panic-selling and hello to peace of mind.

Key takeaways and action points:

Liquidity = freedom. Without it, you're stuck.
Avoid costly mistakes by keeping cash ready for surprises.
Split your emergency funds between shekels and dollars.
Top off your cash reserves when the markets are strong.

Want to go deeper? Check out Doug’s article on how to avoid liquidity traps in retirement, especially if you're managing U.S. and Israeli accounts: Asset-Rich, Cash-Poor

Disclaimer: This article is meant for educational purposes only. It’s not financial, legal, or tax advice. For personalized help, speak with a qualified professional.

There’s over $15 trillion sitting in IRA accounts in the U.S.—are you making the most of yours? If you’re living in Israel and still have retirement savings in the States, understanding how IRAs work could mean the difference between a secure future and missed opportunities. This episode makes sense of the rules (without the jargon), shows you how to avoid unnecessary taxes and penalties, and gives you the tools to take full control of your financial future—right from your laptop in Tel Aviv, Jerusalem, or wherever you call home.

No more guessing what a traditional IRA actually does or when to take money out. If you’ve got U.S. retirement accounts and a life in Israel, this is your quick-start guide to smarter investing.

Key takeaways and action points:

• Discover how tax-deferred growth can supercharge your retirement savings
• Find out when and how you can access your money without triggering penalties
• Learn how RMDs work and when the IRS really starts paying attention

If you need help managing your U.S. IRA from Israel and want to make the most of it, schedule a free Cross-Border Financial Evaluation by clicking here