Podcast
Goldstein on Gelt
Hosted by Douglas Goldstein | CFP® | Profile Investment Services · EN
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at https://goldsteinongelt.com and is the director of Profile Investment Services, Ltd., https://profile-financial.com
15episodes
Episodes
Newest firstAll episodes
Good: The One-Word Habit That Can Save Your Portfolio
Dec 300:21:13Tap to summarizeMarket volatility, mindset, and investor resilience take center stage in this episode, exploring how a simple mental shift can change the way you handle financial stress. By focusing on the "good" philosophy and the formula E + R = O — Event plus Response equals Outcome — the discussion shows how investors can stay calm, think clearly, and make better long-term decisions even when markets fall or life throws unexpected challenges their way. This approach emphasizes controlling your response, looking for opportunity inside adversity, and strengthening the personal discipline that leads to smarter investing and steadier emotions. It's a practical, relatable roadmap for anyone wanting to build resilience and confidence in their financial life. Key takeaways: Use the "good" mindset to pause before reacting during market volatility Apply E + R = O to focus your energy on your response, not the event Search for opportunity in financial setbacks to strengthen long-term discipline Build resilience through consistent, intentional thinking and behavior. Read more on the blog: https://profile-financial.com/blog
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The Real Reason Couples Clash Over Money
Nov 2600:12:02Tap to summarizeFinancial communication between couples often breaks down long before the numbers ever do. That's because every financial decision is shaped by three powerful influences: your past, your present, and your vision for the future. Developed by BatSheva Goldstein, the FinancialDate™ Discussion Cards are a simple yet powerful tool that sparks meaningful money conversations, helping couples align their goals, uncover emotional triggers, and plan together more effectively. This episode explores how couples can improve their money communication, reduce conflict, and make clearer investment decisions. Learn how to turn financial tension into understanding and how one deck of cards can transform your approach to money. Key Takeaways: Financial planning is about aligning two life stories—not just crunching numbers Spotting recurring patterns leads to calmer, more productive discussions The FinancialDate™ Discussion Cards offer couples a unique way to have easier, more meaningful money talks. Want to learn more? Visit www.financialdate.com to explore the FinancialDate™ Discussion Cards, sign up for a free sample, and start having better money conversations today.
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Surviving a Bear Market-How to Stay Calm When the Stock Market Falls
Nov 1900:20:02Tap to summarizeBear markets and market downturns can shake investor confidence, but they don't have to derail your financial plan. Market drops are a natural part of investing—and for Americans living in Israel with U.S. brokerage or I.R.A. accounts, knowing how to respond calmly can protect your long-term goals. This episode breaks down what bear markets really are, why emotional reactions can hurt returns, and how to stay steady when the headlines scream panic. Key Takeaways: Bear markets are temporary phases in a normal investing cycle Fear-based decisions often lead to selling low and missing recoveries A strong emergency fund helps prevent panic-selling during volatility Consistent, disciplined investing builds resilience through downturns Looking to dive deeper into tax-smart investing? Visit our blog for expert insights and strategies tailored for cross-border investors. Explore more here. Past performance is no guarantee of future returns.
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What Fed Rate Cuts Mean for Americans in Israel
Nov 1200:19:51Tap to summarizeWhen the Federal Reserve cuts interest rates, markets often react like they've had one too many espressos. Stocks swing, currencies shift, and investors start second-guessing everything. For Americans living in Israel with U.S. brokerage and IRA accounts, these rate cuts don't just make headlines; they can directly affect savings, income, and peace of mind. This episode breaks down what a Fed rate cut really means, how it can impact your investments, and what steps you can take to manage risk and stay grounded. You'll also hear how thoughtful financial planning and emotional discipline can help you weather uncertainty and maintain confidence in your long-term strategy. Key Takeaways and Action Points: Understand how Federal Reserve rate cuts affect U.S. investments and the dollar-shekel exchange rate. Review your portfolio's balance and risk level regularly to ensure it still aligns with your goals. Keep a clear, consistent plan in place, one that helps you stay patient and avoid emotional investment decisions when markets shift. Looking to dive deeper into tax-smart investing? Visit our blog for expert insights and strategies tailored for cross-border investors. Explore more here.
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Know the Intrinsic Value of Your Investments
Oct 1, 2020Tap to summarizeWhat is the difference between a stock's price and intrinsic value? Learn how to determine a stock's intrinsic value, and how to make sure you pay less than the value you receive. John Szramiak of Vintage Value Investing joins Doug to discuss the importance of knowing the intrinsic value of your stock selections. John is a firm believer that the intrinsic value of a stock is its real strength. Should you look at a stock's current price or the stock's potential? You don't even know how aggressive of an investor you really are! Believe it or not, many of your "safe investments" carry some level of risk (like inflation risk and interest rate risk). Doug compiled a list of these risks, and steps you can take to minimize the aggressiveness of your portfolio. Download this list now. To learn more about John Szramiak visit his website or follow him on Twitter @Vintage_Value If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.
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