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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://staging.podcastplayer.com/legal.
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How U.S. Expats in Israel Can Minimize Tax and Maximize Impact 

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Manage episode 465243862 series 79150
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://staging.podcastplayer.com/legal.

Unlock the secrets to growing your wealth while living abroad! Managing U.S. investments from Israel comes with unique challenges, but with the right strategies, you can maximize your portfolio, cut down on taxes, and even help others in a tax-smart way. In this episode, we dive into powerful ways to take control of your finances, reduce risk with smart diversification, and turn your investment wins into impactful charitable contributions.

Discover how to make your money work harder for you—whether you're optimizing cross-border portfolios or aligning your financial goals with your generosity. Packed with actionable tips, this episode will leave you feeling inspired and ready to take charge of your financial future!

Key Takeaways:

  • Master the art of diversification to safeguard your U.S. investments
  • Transform appreciated stocks into tax-saving charitable opportunities
  • Navigate cross-border financial planning with confidence and ease

Get inspired and find even more tips by going to https://profile-financial.com/free-resources

  continue reading

581 episodes

Artwork
iconShare
 
Manage episode 465243862 series 79150
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://staging.podcastplayer.com/legal.

Unlock the secrets to growing your wealth while living abroad! Managing U.S. investments from Israel comes with unique challenges, but with the right strategies, you can maximize your portfolio, cut down on taxes, and even help others in a tax-smart way. In this episode, we dive into powerful ways to take control of your finances, reduce risk with smart diversification, and turn your investment wins into impactful charitable contributions.

Discover how to make your money work harder for you—whether you're optimizing cross-border portfolios or aligning your financial goals with your generosity. Packed with actionable tips, this episode will leave you feeling inspired and ready to take charge of your financial future!

Key Takeaways:

  • Master the art of diversification to safeguard your U.S. investments
  • Transform appreciated stocks into tax-saving charitable opportunities
  • Navigate cross-border financial planning with confidence and ease

Get inspired and find even more tips by going to https://profile-financial.com/free-resources

  continue reading

581 episodes

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