HeyJaredDoug Goldstein
- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 24, 2026
- Outlet visibility, for Israel National News
- Top 100K sites
- Earliest in this view
- Jul 10, 2026
Latest articles
Podcast: What to do when your portfolio is complicated but not protected (opens the original)
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U.S. brokerage and IRA accounts are spread across multiple funds, managers, and financial institutions. But having more investments does not necessarily mean you have better diversification. A portfolio can look sophisticated while still containing overlapping holdings, concentrated risk, unnecessary fees, and investments that do not work well together. Understanding what you own, why you own it, and how each piece fits into your overall investment strategy can help you build a portfolio that is
Podcast: How do you know when you have enough to spend? (opens the original)
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Retirement spending can feel risky, even when your savings, income, and investments suggest that you are financially secure. After decades of careful saving, many retirees struggle to use money from their U.S. brokerage accounts, IRAs, and Israeli savings because they remain focused on uncertainty and the possibility of running out. A clear retirement plan can help separate responsible caution from unnecessary fear. Reviewing your assets, income, expenses, and accessible reserves can show whethe
Podcast: The smart way to invest a lump sum you don’t need yet (opens the original)
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Lump sum investing can feel like a smart next step when extra cash is sitting in a money market fund or savings account. But before choosing dividend stocks, bonds, growth funds, crypto, or any other investment, the real question is: What is this money for? A strong investment strategy starts with purpose, timeline, and risk, not with whatever investment is getting attention right now. When money doesn’t have a clear goal, it’s easy to build a portfolio around scattered ideas instead of a financ
Podcast: How to know if you should hold or sell an inherited bond (opens the original)
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Inherited bonds and U.S. brokerage accounts can create confusion for Americans living in Israel, especially when the portfolio includes municipal bonds, callable bonds, long maturity dates, or positions that have dropped in market value. A bond may look “safe," but that does not always mean it still fits your retirement plan, cash-flow needs, tax situation, or cross-border financial reality. Understanding what you own is the first step toward making better investment decisions. This episode expl
Podcast: What happens to your accounts when you can't manage them (opens the original)
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U.S. brokerage and IRA account access can become a serious problem for Americans living in Israel if the right legal documents are not in place. A will, shared password, or joint bank account may not give your family the authority to manage your finances during a medical emergency or period of incapacity. Cross-border financial planning should include clear account access, a durable financial power of attorney, healthcare decision-making documents, and coordination between U.S. and Israeli syste
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Top 100K sites
For Israel National News, the outlet · Measured Aug 1, 2026
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