Can a Trust Protect Your Children Without Causing Conflict?

Can a Trust Protect Your Children Without Causing Conflict?

Most parents want to leave behind a blessing, not a family argument. But what happens when a trust that's meant to protect your children ends up creating frustration, resentment, or even conflict? A conversation with a concerned father reveals a common estate-planning mistake: making major decisions for your heirs without ever asking what they actually need. Along the way, we explore how trusts work, where good intentions can go sideways, and why the most important part of estate planning might not be the legal documents at all. If you've got children, beneficiaries, or assets spread between the U.S. and Israel, this is a thought-provoking look at how to protect both your wealth and your family relationships.

Rerun Why is it Difficult to Follow Financial Advice

Are your winning stocks giving you cold feet? Learn how to stop letting emotions drive your investing decisions, lock in gains without panic, and stick to a plan that actually grows your money. We break down why selling winners too soon can cost you, how to keep fear from hijacking your portfolio, and what it really takes to stay steady for long-term success.

Scattered U.S. Accounts Are Costing Americans in Israel More Than They Realize

Your U.S. accounts might be bleeding money and you don't even feel it. If you're an American living in Israel with an old I.R.A. here, a brokerage account there, and a bank account you forgot about somewhere else, you could be losing thousands of dollars a year in forgone interest without a single red flag on your statements. Doug Goldstein breaks down why "nothing went wrong" is not the same as "everything is fine," and gives you one simple step to find out if your accounts still match your life. Stop letting old decisions run the show. Four minutes. One idea. Real money.

3 Things to Know to Sound Smart When Buying Bonds

Coffee prices are up… interest rates are coming down… and suddenly everyone's asking the same question: what's going on with my bonds? A chance conversation in a café turns into a straight-talking breakdown of how bonds really work—without the jargon. Credit risk, interest rates, inflation… it's all here, explained in plain English so you can actually use it. If you've got bonds in your portfolio—or you're wondering whether you should—this is the kind of clarity that helps you make smarter, more confident decisions.

The Portfolio Your Spouse Built May Not Be the One You Need

You might think you know what's in your portfolio. But what if you pulled up your statement and half of it was a total surprise? A lot of folks, especially retirees and surviving spouses living abroad, are carrying portfolios built for a completely different season of life. This episode breaks down why your allocation might not match your reality anymore, what to look for on your next brokerage statement, and the one mistake that tricks people into thinking everything is fine when it's not. Four minutes. One idea. Let's go.1.