Aliya and Retirement: Smart Moves for Your U.S. Accounts
Goldstein on Gelt
Managing U.S. accounts from Israel doesn’t have to feel like a juggling act. Between time zones, tax forms, and account restrictions, the move can get overwhelming fast—but the good news is, with the right setup, you can turn financial chaos into clarity. Discover how to streamline your retirement accounts, avoid costly surprises, and create a system that actually works for life in Israel. Think of it as unpacking your financial “suitcase” and finally putting everything in the right place. With a little planning, your U.S. brokerage and IRA accounts can stay just as organized—and...
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Why Money Feels Scarier After Moving to Israel
Goldstein on Gelt
Money stress doesn’t just show up in your bank account. It shows up in how you feel every time markets move, bills arrive, or your portfolio statement lands in your inbox. For Americans in Israel juggling U.S. brokerage or IRA accounts, those fears can feel even bigger. But what if you could turn that anxiety into clarity and confidence? This episode dives into why money fears run deeper than numbers on a page and how self-awareness, simple habits, and realistic goals can flip the script. You’ll discover how to recognize the emotional side of investing, build routines that lower stress,...
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Before Touching That U.S. Trust, Listen to This
Goldstein on Gelt
Inheriting U.S. assets while living in Israel can feel like you’ve just been handed the keys to a treasure chest… only to realize it’s locked, and the instructions are written in two different tax codes. Between cross-border rules, trust and IRA quirks, and the emotions that come with a loved one’s gift, it’s easy to feel overwhelmed. This episode shows how to turn that “Where do I even start?” feeling into a confident, step-by-step plan. You’ll discover how to bring scattered accounts under control, sidestep expensive mistakes, and use your inheritance to build lasting...
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Money Fights on Repeat? Here’s How to Finally Have a Different Conversation
Goldstein on Gelt
Money fights, emotional spending, and financial tension—sound familiar? It’s not just about numbers. Guest host BatSheva Goldstein, creator of FinancialDate™ Discussion Cards, steps in to explore the emotional side of money: the hidden “money scripts” shaped by childhood, culture, and family that quietly influence your financial choices. When you're stuck in the same money argument on repeat, there's often more going on under the surface than you think. BatSheva is joined by financial therapist and CFP® Elana Feinsmith, who shares how couples can stop clashing over cash and...
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Leaving U.S. Accounts to Heirs in Israel the Right Way
Goldstein on Gelt
Got U.S. brokerage or IRA accounts and heirs in Israel? Then you’re juggling more than just numbers—you’re navigating cross-border taxes, family dynamics, and future expectations. This episode unpacks how to turn your inheritance plan from a source of stress into a lasting legacy filled with clarity, connection, and purpose. Learn why silence is the real enemy of estate planning, how to start meaningful money conversations with your kids (without the awkwardness), and what simple moves can save your heirs years of confusion. It’s not just about who gets what—it’s about passing on...
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Living in Israel with U.S. Accounts? Listen to This Before It’s Too Late
Goldstein on Gelt
Think your U.S. brokerage account is safe? Not so fast. If you’re living in Israel and still holding accounts in the States, you might be one surprise letter away from a frozen account, a forced closure, or a tax mess you never saw coming. From estate planning nightmares to missed required minimum distributions (RMDs), the cross-border financial world is full of traps for the unprepared. But here’s the good news: with the right plan and a little foresight, you can keep your accounts running smoothly—and legally—without losing sleep. This episode pulls back the curtain on the real risks...
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Could Your Spouse Access Your Money in a Crisis?
Goldstein on Gelt
A health crisis can turn your world upside down—and if your finances aren’t in order, the stress multiplies fast. For Americans living in Israel with U.S. brokerage and IRA accounts, one unexpected illness can mean frozen accounts, legal roadblocks, and major money headaches. But here’s the good news: with a few simple steps, you can stay in control, protect your assets, and make sure your family isn’t left scrambling. From power of attorney documents to emergency funds, this episode dives into the must-haves that every cross-border family should check off before a crisis hits. If...
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How to Avoid Running Out of Money in Retirement
Goldstein on Gelt
Retirement income planning doesn’t have to feel like walking a financial tightrope. If you’re living in Israel with your investments still in the U.S., you already know the game is more complicated—exchange rates, taxes, IRAs, RMDs… it’s enough to make your head spin. But here’s the real problem: too many retirees end up guessing instead of planning. They hesitate, hold back, and miss out on the life they actually saved for. This episode is all about cutting through the noise. No more flying blind. No more financial second-guessing. Just clear strategies to help you simplify,...
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Love, Marriage… and a U.S. Brokerage Account
Goldstein on Gelt
Money clashes, mismatched spending styles, and prenup pressure—when couples don’t talk about finances, things can get messy fast. This episode tackles one of the most overlooked (and awkward!) relationship issues: how to talk about money without ruining the romance. Whether you're dating, getting married for the second time, or trying to merge financial lives, skipping these conversations can cost more than just cash. Special guest Aleeza Ben Shalom—Netflix star of Jewish Matchmaking, relationship coach, and host of the Matchmaker, Matchmaker podcast—joins us to unpack what financial...
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How to File Taxes Right When You Live in Israel but Invest in America
Goldstein on Gelt
American investment accounts, you could be paying too much (or filing too late) without even realizing it. This episode breaks down how to avoid double taxation, decode the infamous “first bite” rule, and finally get your Israeli and American accountants on the same page without losing your mind. Douglas Goldstein, CFP® teams up with Aryeh Holtz, CPA from Simple Tax, who explains what to file, when to file, and how to avoid the common traps that trip up even the most organized investors. Key takeaways: Know which country gets to tax you first. It’s not as simple as it sounds. Don’t...
info_outlineInheriting U.S. assets while living in Israel can feel like you’ve just been handed the keys to a treasure chest… only to realize it’s locked, and the instructions are written in two different tax codes. Between cross-border rules, trust and IRA quirks, and the emotions that come with a loved one’s gift, it’s easy to feel overwhelmed. This episode shows how to turn that “Where do I even start?” feeling into a confident, step-by-step plan. You’ll discover how to bring scattered accounts under control, sidestep expensive mistakes, and use your inheritance to build lasting security.
Instead of rushing into quick decisions, you’ll learn how to slow things down, zoom out, and see the whole picture. Think of it as shifting from frantic reaction mode to calm, strategic control—so your inheritance works for you, not against you.
Key Takeaways:
- Hit pause before making any big moves—time is your ally when managing inherited U.S. assets.
- Bring your accounts together so you can see your full financial landscape clearly.
- Learn the cross-border rules now to save yourself headaches—and money—later.
If this sounds like you, schedule a free Cross-Border Financial Evaluation to get clear on your next steps at profile-financial.com/call.