Goldstein On Gelt

What are some specific challenges that Americans living in Israel face when it comes to managing their US investments? How can a cross-border investment advisor assist in addressing these challenges? Doug addresses the importance of understanding what your advisor truly understands about you when it comes to your finances: Why, as a cross-border financial planner, working with an advisor who understands both your situation in Israel and your investments in the United States is crucial. The limitations of working solely with either a U.S. or an Israeli advisor The need for expertise in cross-border investing. Doug also shares real-life examples of the risks and challenges faced by Americans living outside the US, emphasizing the need for specialized knowledge in navigating tax issues and financial planning. If you're a cross-border investor or planning to become one, this episode is a must-listen as Doug delves into the importance of working with a cross-border investment advisor who can p