Why Working with a Cross-Border Advisor is Crucial for Olim with US Investments

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 provide the comprehensive understanding and guidance you need.

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