Financial Survival for New Olim: The Cross-Border Strategy

Goldstein on Gelt

Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

11d ago 14:20

MP3•Episode home

Aliya is an adventure, and your finances should be ready for the ride! But too many new olim arrive in Israel only to find their U.S. brokerage and IRA accounts limited or even shut down. The key is preparation—making sure your money stays accessible, your investments remain on track, and your financial future is secure.

Learn what steps you need to take before and after the move, how to keep your accounts running smoothly, and why working with a cross-border financial expert can make all the difference.

Key Takeaways:

Avoid U.S. brokerage account closures by working with an advisor who understands cross-border finance
Keep an emergency fund ready so unexpected expenses don’t derail your aliya experience
Adjust your investment strategy to match your new life abroad—because your financial goals just got a whole new landscape!

If you’ve just made the move or are ready to, let’s talk! Sign up for a free Cross-Border Financial Evaluation.

582 episodes

#Douglas Goldstein #Douglas Goldstein | CFP® | Profile Investment Services #Trading #Business #Podcasting Education