Best Investmentbasics Podcasts (2025)

1
Who Should Set Financial Goals: You or Your Advisor? 4:16

21h ago4:16

4:16

Take Control of Your Money and Chart Your Course! It’s time to take the wheel of your financial ship! In this episode, we’re breaking down how you can hit your biggest money goals—whether that’s retiring on a beach, building your emergency fund, or finally taking that dream vacation. You’ll learn how to tackle money fears, take simple steps that le…

1
The Impact of Inherited IRAs on Your Financial Planning 4:35

4d ago4:35

4:35

Got an inherited IRA? You’re not alone—and it’s not as simple as just cashing out. Learn how to navigate the IRS’s 10-year rule, minimize taxes, and make smart moves with your inherited funds. Whether you’re looking for steady income or future growth, we’ve got the strategies you need to make the most of this financial opportunity. Plus, we’ll brea…

1
Crush Your Wealth Worries 4:25

8d ago4:25

4:25

Feeling stuck when it comes to managing your money? Fear can freeze us in place, but it doesn’t have to. Explore how to break free from financial anxiety, recognize unhelpful patterns, and build confidence to make smarter money moves. Whether you’re nervous about investing or simply unsure where to start, tune in for practical tips to help you take…

1
Understand Cross-Border Inheritance Tips for Trust Beneficiaries 5:43

11d ago5:43

5:43

Inherited a trust but feeling overwhelmed by the legal and tax maze? You're not alone! Trusts can be tricky, especially when you're dealing with cross-border complications. Discover the key steps to managing your inheritance without the stress—get expert tips on avoiding costly mistakes, understanding trust terms, and planning for tax obligations. …

1
How Successful Stocks Can Weaken Your Portfolio 4:19

15d ago4:19

4:19

Investing in a single “star stock” might sound tempting, but is it worth the risk? In this episode, we explore the power of diversification through real-life stories—both the wins and the cautionary tales. Learn how tools like index funds and ETFs can help you spread your risk, protect your portfolio, and build a more secure financial future. Tune …

1
What Car Seats and Investing Have in Common 5:05

18d ago5:05

5:05

Is your financial plan as secure as your child’s car seat? A little diversification, emotional resilience, and regular check-ins could be the difference between cruising smoothly or getting caught in a financial wreck. Learn how to keep your investments safe and sound – no panic, no guesswork, just smart planning for your future. Buckle up, it's ti…

1
Growth, Security, and Currency Risk: A Financial Playbook for Olim 4:12

22d ago4:12

4:12

Struggling to keep your U.S. investments safe while living in Israel? You’re not alone! In this episode, we break down the secrets of smart asset allocation to help you balance growth, security, and currency risk like a pro. Learn how to make your money work harder for you—without losing sleep over market swings. Don’t miss these game-changing tips…

1
Are You Losing Money by Doing Nothing? Optimize Your U.S. Investments from Israel 5:32

25d ago5:32

5:32

Ready to take control of your financial future? Learn how inaction can cost you big and why making active, informed decisions with your money is a game-changer. Find out how to avoid costly mistakes, rebalance your portfolio, and stay proactive, even when life throws you curveballs. Plus, get expert tips on managing cross-border investments and bui…

1
How to Transfer Wealth... and Financial Wisdom 4:53

30d ago4:53

4:53

Passing down a financial legacy is about more than wealth—it's about empowering the next generation with the values and tools to manage it responsibly. Learn how to teach financial planning, share your investment principles, and model discipline to build a lasting legacy. Practical tips and real-life examples to help your family thrive.…

1
Navigating Estate Planning in Blended Families 5:38

1M ago5:38

5:38

Worried about your spouse's financial security after you're gone? It’s a concern many of us have, but too often, it’s one we push aside. Learn how a well-crafted plan—and in some cases, a trust—can provide peace of mind and financial stability for your loved ones. Whether you’ve got kids from a previous marriage or a second spouse, we’re diving int…

1
Feeling Unsure About Your U.S. Investments? 4:46

1M ago4:46

4:46

Are you feeling uneasy about your U.S. investments while living in Israel? Changing interest rates, tech stock overexposure, and the impact of global events could be creating hidden risks in your portfolio. Explore why bonds aren’t always as safe as they seem, how to balance your tech investments, and why diversification matters more than ever for …

1
Tax-Efficient Philanthropy Means You Can Give More 5:39

1M ago5:39

5:39

Ready to make your charitable giving work harder for you? It's not just about writing a check—it's about creating a strategy that truly aligns with your values and maximizes your impact. Learn how to avoid wasted donations, tap into tax benefits, and even build a lasting philanthropic legacy for your family. Whether you're giving out of your IRA or…

1
Money Fears Holding You Back? Simple Steps to Financial Confidence 4:01

1M ago4:01

4:01

Overwhelmed by financial worries? Learn how to address money fears, understand your financial habits, and take small, practical steps to regain control and build confidence in your future. This quick, actionable guide makes managing your money feel achievable and empowering. Tune in now!

1
Do You Want More Income from Your Investments 5:28

2M ago5:28

5:28

Ready to make your retirement savings work harder for you? Dividend ETFs are the secret weapon you’ve been missing! Learn how to generate steady income, boost your cash flow, and build a solid investment strategy without confusion. Get practical tips on minimizing risk and maximizing your returns—because your financial future is too important to le…

1
The Cost of Keeping Financial Secrets 4:23

2M ago4:23

4:23

Talking finances with adult children can feel awkward, but it's key to avoiding future conflicts. In this episode, we explore how simplifying accounts, sharing intentions, and gradually involving kids in financial planning can secure your legacy and build their confidence. Tune in for practical tips and real-world advice!…

1
Facing the Asset Allocation Puzzle? Here’s How to Master It 4:41

2M ago4:41

4:41

Feeling overwhelmed by the challenge of managing U.S. investments while living in Israel? You’re not alone. In this episode, we break down the puzzle of cross-border finances into three simple steps: understanding your income sources, assessing your risk tolerance, and defining your financial risk zone. Packed with relatable stories and practical t…

1
How to Avoid Emotional Financial Mistakes 6:06

2M ago6:06

6:06

Ever feel like you’ve made some money moves you regret? You’re not alone! In this episode, we’re diving deep into the psychology of investing—because, let’s face it, your emotions are calling the shots more often than you think. But don’t worry, we’ve got the fix! Tune in to learn how to recognize these traps and take control of your financial futu…

1
Is Your Favorite Stock Really Worth It? 4:22

2M ago4:22

4:22

Feeling stuck with a single stock you're emotionally attached to? Discover how clinging to one 'winning investment' could be holding you back. Hear a real-life story of a couple who learned how to align their investments with their financial goals and discover actionable tips to make smarter, more confident decisions. Tune in for practical advice t…

1
Asset-Rich, Cash-Poor 4:15

2M ago4:15

4:15

Feeling “Asset-Rich but Cash-Poor”? In this episode, we dive into the challenge of liquidity in retirement planning. Many retirees find their wealth locked in real estate or other hard-to-sell assets, leaving them cash-strapped when unexpected expenses arise. Listen as we discuss how to strike a balance between income-generating assets and accessib…

1
Stress Less Transform Your Investment Approach Today 6:20

2M ago6:20

6:20

Feeling anxious every time you check your portfolio? You’re not alone. In this episode, we’re diving into the top strategies to take the stress out of investing. Whether you're overthinking market swings, wondering if your portfolio is too risky, or just trying to make sense of it all, we’ve got you covered. We’ll walk you through how to get your f…

1
Get More Out of Your Retirement Savings 4:24

3M ago4:24

4:24

Retirees often wonder, "How can I make my savings last?" In this episode, we tackle this common concern with practical strategies to boost retirement income, navigate unpredictable interest rates, and protect against inflation. Tune in for tips on creating a sustainable financial plan that gives you peace of mind and long-term security.…

1
Market Stress Got You Down? 4:17

3M ago4:17

4:17

Feeling like the market’s emotional rollercoaster is getting the best of you? You’re not alone! In this episode, we dive into how to navigate market turbulence without letting fear call the shots. Learn how one retired investor went from stressed-out to confidently back in control by making just ONE smart move with her portfolio—and how you can do …

1
Quick Investment Decisions Can Be Dangerous 4:58

3M ago4:58

4:58

Think investing is all about chasing the highest returns? Think again. In this episode, we uncover the hidden traps that trip up even seasoned investors and reveal how understanding risk can be your greatest asset. Discover why diversification isn’t just a buzzword, how emotions can sabotage your strategy, and what steps you can take today to safeg…

1
Is Fear of Losing Money Preventing You from Making Financial Decisions? 4:40

3M ago4:40

4:40

Fear of managing money can feel overwhelming, but it doesn't have to stop you from moving forward. In this episode, we’re diving into easy, stress-free tips to kick financial fear to the curb. You'll discover how to set clear goals, build confidence through small, manageable actions, and leverage the guidance of trusted professionals. These practic…

1
How to Make Your Charitable Giving More Impactful 4:54

4M ago4:54

4:54

Learn how to make your charitable giving truly impactful. Start by aligning your donations with your personal values and those of your family. Discover tax-smart strategies, like using IRA contributions, to maximize the financial benefits of your generosity. Explore the advantages of supporting local causes and smaller organizations, where your con…

1
What's Your Investment Persona? Uncover Your True Style 4:13

4M ago4:13

4:13

Are You a Musk or a Buffett? Finding Your Investment Style Do you thrive on big risks like Elon Musk, or prefer a steady approach like Warren Buffett? In this episode of the 4-Minute Money Ideas Podcast, Doug Goldstein explores how your risk tolerance and goals shape your investment strategy. Whether you're new to Israel or just rethinking your por…

1
How One Widow Took Control of Her Finances 4:01

4M ago4:01

4:01

Feeling stuck in a financial situation that doesn’t align with your goals? Discover how a widow navigating cross-border investments simplified her portfolio and regained control after being pushed into risky decisions by her bank. Learn how she balanced her investments across currencies, avoided costly tax traps, and found peace of mind. This story…

1
How to Reduce Investment Stress: Expert Strategies 4:08

4M ago4:08

4:08

If your investments have you tossing and turning at night, it’s time to face the truth. Keeping all your money in a checking account might feel safe, but inflation is quietly eating away at it. Want peace of mind? A smart, diversified approach can help you outpace inflation and put your money to work—so you can finally get some sleep. Tune in now f…

1
What Drives Your Investing Decisions? 4:49

4M ago4:49

4:49

Do emotions drive your investment decisions? In this episode, we explore four common biases—overconfidence, confirmation bias, loss aversion, and herd mentality—that can derail even the smartest investors. Learn how to recognize these pitfalls and discover simple strategies to stay on track. Set clear goals, diversify your portfolio, and make smart…

1
Worried About Outliving Your Money? 4:56

5M ago4:56

4:56

Worried about running out of money in retirement? In this episode of the 4-Minute Money Ideas Podcast, we break down the basics of dividend ETFs—how they work, their potential for steady income, and why they could be a smart addition to your portfolio. Learn the benefits, risks, and tips for getting started with this flexible investment option. Tun…

1
Balancing Family Needs in Estate Planning 4:44

5M ago4:44

4:44

How do you ensure your spouse’s future is secure and protect your children’s inheritance? For blended families, estate planning can feel like a high-wire act. In this episode, we dive into practical strategies for balancing different family members’ needs, using trusts to safeguard assets, and how clear communication can help prevent family conflic…

1
Reduce Your Tax Burden by Donating Appreciated Stock 4:12

6M ago4:12

4:12

Imagine this: You’re ready to donate money, but your wealth is stuck in stocks. This was the challenge for one of my clients during the war. He wanted to make a significant donation to help the soldiers, but his assets were stuck in investments that if he sold them, he would owe a large capital gains tax. So, he felt stuck.…

1
How to Build Financial Goals Together as a Couple 5:12

6M ago5:12

5:12

Imagine you’re on a long road trip with a buddy. Both drivers need to agree on the destination, determine when they’ll make pit stops, and keep the car running smoothly. The same principle applies to managing your finances. You and your spouse need to agree on your goals, strategies, and tactics. A unified approach strengthens your financial health…

1
Simplifying Your Cross-Border Inheritance: A Beneficiary’s Guide 4:59

6M ago4:59

4:59

Imagine receiving a notification that you are named as a beneficiary in a will or trust from a relative abroad. Initially, it seems like a windfall, but what comes next? The intricacies of managing cross-border trusts can turn an expected gain into a complex financial headache.

1
Adult Siblings Unite to Help Aging Parents 4:51

6M ago4:51

4:51

Are you and your siblings united by the need to manage your aging parents’ finances? Sharing and effective communication are key for adult children helping their senior family members.

1
Watch Out for This Investment Mistake 3:00

6y ago3:00

3:00

Watch Out for This Investment Mistake Avoid this investment mistake, by using the financial snapshot tool. Getting a snapshot view of your finances makes investment decisions easier.

1
Is The Right Company Managing Your Money? 3:03

6y ago3:03

3:03

Is The Right Company Managing Your Money? Are you getting customized financial advice? How can you tell if the right/wrong company is managing your money?

1
3 Steps to Stop Your Retirement Nest Egg from Breaking 3:24

6y ago3:24

3:24

3 Steps to Stop Your Retirement Nest Egg from Breaking Do you and your spouse have different ideas of how to invest your retirement nest egg? What should you do if one partner wants to invest more aggressively than the other?

1
Americans and Mutual Funds – What You Need to Know 3:23

6y ago3:23

3:23

Americans and Mutual Funds – What You Need to Know Are you having difficulty buying American mutual funds because you don't have an American address? Learn about your solutions here.

1
How to Diversify a Million Dollar Portfolio 3:25

6y ago3:25

3:25

How to Diversify a Million Dollar Portfolio Diversifying a million dollar portfolio can be tricky. Make sure you start by making a plan and analyzing your financial situation.

1
Are You Worried About Your Stocks and Market Risk? 2:44

6y ago2:44

2:44

Are You Worried About Your Stocks and Market Risk? If the market goes up, do you still need to worry about stocks and market risk? Should you rebalance your portfolio in an up market?

1
Do Mutual Funds Increase the Risk Level of Your Portfolio? 2:46

6y ago2:46

2:46

Do Mutual Funds Increase the Risk Level of Your Portfolio? Mutual funds can add risk to your portfolio. If you want to limit your risk exposure, pay attention to what mutual funds and ETFs you own.

1
Do These 4 Things to Have a Financially Successful Retirement 3:56

6y ago3:56

3:56

Do These 4 Things to Have a Financially Successful Retirement To make sure you have a financially successful retirement in Israel, follow these 4 easy tricks.

1
4 Times You Should Speak with a Financial Advisor 3:06

6y ago3:06

3:06

4 Times You Should Speak with a Financial Advisor What should motivate you to get financial advice? Learn when you should speak to a financial advisor about your situation, and what he can do to help.

1
How to Claim an Inheritance from Abroad 3:20

6y ago3:20

3:20

How to Claim an Inheritance from Abroad Claiming an inheritance from abroad can be confus-ing and overwhelming. Learn what steps you need to take so the funds will appear in your account.

1
Retirees Fired by Their Brokers in America 3:31

6+ y ago3:31

3:31

Retirees Fired by Their Brokers in America If you were asked to move your money out of your brokerage firm, be reassured you that you aren’t alone. This financial break-up is happening to many people without American addresses. Here’s what you should do.

1
Do you want steady income from your dollar deposits? 3:23

6+ y ago3:23

3:23

Do you want steady income from your dollar deposits? Is your investment goal to receive a steady income from dollar deposits? If so, take these 3 steps to help you reach your goal.

1
Should You Have Bonds in Your Investment Portfolio? 3:51

6+ y ago3:51

3:51

Should You Have Bonds in Your Investment Portfolio? Many people love the income and relative safety bonds provide, but other people hate them. It’s important to understand why investors love and hate bonds. Should you have bonds in your investment portfolio?

1
Are You Getting High Interest Rates on Your Dollar Deposits? 2:50

6+ y ago2:50

2:50

Are You Getting High Interest Rates on Your Dollar Deposits? The good old days of getting high interest rates on your dollar deposits may be coming back. Consider the pros and cons of investing in bonds as opposed to FDIC insured CDs.

1
Want to Boost Your Monthly Investment Income? 3:06

6+ y ago3:06

3:06

Want to Boost Your Monthly Investment Income? One way to boost monthly investment income is using bond funds. There are different types of bonds funds, read more to learn if they are appropriate for your financial situation.

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