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.