The Aaron Katsman Show: Recent Episodes
Aaron Katsman
In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States and Israel.
Aaron has over twenty years’ experience helping people open and manage their investment accounts in the United States. Securities are offered through Portfolio Resources Group, Inc. (www.prginc.net). Member FINRA, SIPC, MSRB, FSI.
*Disclaimer: All content on this show and website is intended for general information purposes only.
Why do some money problems remain even after you earn or save more?Many people assume that greater wealth will eliminate their financial problems. Yet the desire to get rich quickly, outperform everyone else, and continually accumulate more can create problems at every income level.Today, I’m discussing five money problems that may never disappear completely, why slow and steady investing is usually more effective than searching for shortcuts, and how gratitude and self-awareness can help us develop a healthier relationship with money.To learn why solving financial problems often requires changing your behavior, not simply earning more, tune in.CONNECT WITH AARONWebsite: https://www.aaronkatsman.com/Email: aaron@lighthousecapital.co.ilFOLLOW AARONFacebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/LISTEN TO THE AARON KATSMAN SHOWApple Podcasts: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRDISCLAIMERAaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Could adding your child to a bank account create serious problems for your family?Giving an adult child access to your money may seem like a simple way to prepare for aging or incapacity. However, joint ownership can create unexpected estate, tax, and family consequences... especially when relationships or circumstances change.I’m discussing what happened when one client’s relationship with her joint-account holder fell apart, why informal solutions can undermine your inheritance wishes, and how financial, legal, and tax professionals can help you build a more complete plan.To learn how to protect your money, preserve your wishes, and reduce the risk of future family conflict, tune in.CONNECT WITH AARONWebsite: https://www.aaronkatsman.com/Email: aaron@lighthousecapital.co.ilFOLLOW AARONFacebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/LISTEN TO THE AARON KATSMAN SHOWApple Podcasts: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRDISCLAIMERAaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are other people’s highlight reels influencing how you spend your money? Social media makes it easy to compare your ordinary life with someone else’s carefully selected vacations, accomplishments, and purchases. Trying to keep up can leave you spending money you don’t have for approval that doesn’t last. I’m discussing why comparison can lead to serious financial trouble, how social media distorts our perception of success, and why building a meaningful life matters more than earning likes or impressing strangers. To learn how to stop comparison from controlling your life and your finances, tune in. SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ CONTACT ME:Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you building a sound portfolio or simply investing in whatever is hot right now?It’s tempting to chase the stocks and sectors delivering the highest returns, but today’s winners rarely remain on top forever. By the time an investment attracts widespread attention, much of its growth may have already happened.Today I’m discussing why there is no single “best” portfolio, how diversification can reduce volatility and costly emotional decisions, and why investors should aim for reasonable long-term results instead of constantly chasing top performers.To learn why a reasonable portfolio may be the smarter path to long-term investing success, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Could your financial advice actually hurt the people you love?Many people are quick to tell family and friends how they should invest their money. The problem is that good advice for one person can be completely wrong for someone else.Today I’m discussing a recent conversation with a couple in their 90s, why context matters more than investment returns, and the dangers of giving financial advice without understanding someone’s specific situation.To learn why personal finance is never one-size-fits-all, tune in.________________________________________________________________SOCIAL LINKS:Facebook: Aaron Katsman, Lighthouse Capital | JerusalemLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: The Aaron Katsman ShowStitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Should you use extra money to pay off your mortgage or invest it instead? Some financial experts argue that low mortgage rates make investing the better choice. Others believe there’s real value in becoming debt-free before retirement. I’m discussing the case for investing versus paying down your mortgage, why peace of mind matters just as much as the math, and the two-track strategy I believe can help you build wealth while reducing financial stress. To learn how to think about one of personal finance’s biggest questions, tune in. SOCIAL LINKS: Facebook: Aaron Katsman, Lighthouse Capital | JerusalemLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: The Aaron Katsman ShowStitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What would happen if your parents suddenly couldn’t manage their finances?Many families avoid conversations about money, aging, and future care until a crisis forces the issue. By then, important information may be difficult to find and critical decisions may need to be made quickly.I’m discussing how to start conversations with aging parents, why access to financial accounts and legal documents matters, and several practical steps families can take to prepare before an emergency occurs.To learn how to help protect your parents’ finances and avoid unnecessary stress down the road, tune in. SOCIAL LINKS: Facebook: Aaron Katsman, Lighthouse Capital | JerusalemLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: The Aaron Katsman ShowStitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Should your investment strategy change as retirement gets closer?For decades, many investors focus on growth. But as retirement moves from a distant goal to a reality on the horizon, the questions become more complicated.I’m discussing when it may make sense to shift from maximizing growth to preserving wealth, how late starters should approach retirement investing, and why two retirees with similar assets may choose completely different strategies.To learn how to think about investing in the second half of your financial life, tune in.________________________________________________________________SOCIAL LINKS:Facebook: Aaron Katsman, Lighthouse Capital | JerusalemLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: The Aaron Katsman ShowStitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How do you know when it’s time to sell a stock?Most investors spend a lot of time thinking about what to buy, but far less time deciding when to sell. That can lead to missed opportunities, holding on too long, or selling for the wrong reasons.I’m discussing why knowing when to take profits is so difficult, why even professional investors struggle with it, and how having a clear strategy can help you avoid costly emotional decisions.To learn how to make smarter selling decisions, tune in. SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How much risk should you really be taking?Many investors build portfolios based on what they think they should do rather than what they can actually live with when markets get rough.I’m discussing the relationship between risk, emotions, and investing, along with a simple stress test that can help you determine whether your portfolio is right for you.To learn how to evaluate your true tolerance for risk, tune in.SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Do you actually need to understand advanced investing theory to be successful?A lot of people think investing requires complicated math, constant research, and trying to outsmart the market. I disagree.I’m breaking down what actually matters when it comes to investing success, why most people overcomplicate the process, and the one trait that really separates successful investors from everyone else.To learn what really matters when building long-term wealth, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Buying a home is exciting. Overbuying is not.I’m breaking down the financial and emotional dangers of buying a house you can’t really afford, why banks often approve people for far more than they should borrow, and how becoming “house poor” can create years of stress and financial pressure.To learn how to avoid one of the biggest financial mistakes people make, tune in.SOCIAL LINKS:Facebook: Aaron Katsman, Lighthouse Capital | JerusalemLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: The Aaron Katsman ShowStitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Aging parents living on their own creates all kinds of financial and logistical challenges, especially when family lives far away.Today we're discussing the growing role of daily money managers, what they actually do, how they help elderly individuals stay independent longer, and why trust is such a critical part of the process.To learn whether a daily money manager may be the right solution for your family, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
You received an inheritance. Now what?For a lot of people, the instinct is to act quickly, hold onto what was given to them, or assume the portfolio they inherited is exactly what they should keep. That’s usually a mistake.I’m breaking down why inherited portfolios often don’t fit your situation, why moving too quickly can cost you, and how to think about these decisions more clearly before you do anything.To learn how to handle an inheritance the right way, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Can you really retire early just because the numbers look good?A lot of people assume that once they hit a certain savings goal, they’re set. But early retirement is not just about how much you have, it’s about how your money is structured, how accessible it is, and whether your plan actually works in real life.To learn what most people miss when planning early retirement, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you actually financially independent?With Israel celebrating Independence Day in the middle of everything going on, it’s a good time to think about what independence really means on a personal level. I’m breaking down what financial independence actually looks like, why you don’t need millions to get there, and the simple steps that can put you on the right path.To learn how to define your number and start building real financial independence, tune in.________________________________________________________________SOCIAL LINKS:Facebook: Aaron Katsman, Lighthouse Capital | JerusalemLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: The Aaron Katsman ShowStitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you saving too much… or not enough?With everything going on right now, it’s easy to start rethinking your money, whether that means holding on tighter or finally deciding to spend more. I’m breaking down why both extremes can backfire, why “die with zero” isn’t as smart as it sounds, and how to think about spending and saving in a more balanced way.To learn how to make smarter money decisions without overreacting to uncertainty, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What does resistance training have to do with building wealth? More than you think.New research analyzing over 30,000 participants found that the biggest gains don’t come from complicated programs, they come from consistency and simply getting started.That same principle applies directly to your financial life.In this week's episode, I break down why most people struggle financially, not because they lack intelligence or information, but because they overcomplicate the process, delay getting started, or try to outsmart a system that actually rewards simplicity and discipline.Building wealth isn’t about finding the perfect strategy, it’s about doing the right things consistently over time.To learn how to simplify your approach and actually make progress, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Should you be worried about your investments during war?With headlines warning about global conflict, oil price spikes, and worst-case scenarios, many investors are asking the same question: Is it time to panic?In this episode, I break down what history actually tells us about how markets perform after major geopolitical events, and why reacting emotionally to the news can be one of the biggest mistakes you make.We’ve seen wars, financial crises, and market crashes over the past several decades. Yet over time, markets have continued to recover and grow.If you’re investing for the long term, volatility isn’t a surprise. It’s part of the process.To learn how to stay grounded, avoid panic, and make smarter investment decisions during uncertain times, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What does Passover cleaning have to do with your financial life?As we prepare for Pesach, we spend time scrubbing, organizing, and clearing out what we don’t need. But for many people, their financial lives could use the exact same process.In this episode, I talk about why most financial struggles aren’t about intelligence or lack of information. They’re about life getting in the way, expenses creeping up, investments accumulating without a plan, and goals getting lost over time.Just like cleaning your home for Passover, financial clarity requires stepping back, taking inventory, and getting intentional about what matters.From defining clear goals to reviewing your investments and expenses, this episode is about creating a system that actually works.To learn how to reset your financial life and reduce stress, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is social media giving you a completely unrealistic picture of retirement?From luxury travel to “living your best life,” Instagram and other platforms are filled with images of what retirement is supposed to look like. But for many people, trying to keep up with that version of retirement can lead to serious financial mistakes.In this episode, I break down what I call the “Instagram retirement trap” and why comparing your financial reality to what you see online can be dangerous.We spend decades saving and planning for retirement. The last thing you want is to undo that discipline by chasing a lifestyle you can’t actually afford.Yes, you should enjoy your money. Yes, you should spend in retirement. But it has to be within your means.To learn how to enjoy retirement without putting your financial future at risk, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Can war and scary headlines derail your investment strategy?With markets reacting to global conflict and nonstop predictions of financial disaster, many investors start wondering if it’s time to sell and get out.History suggests otherwise.In this episode, I walk through why market panic is nothing new, why predictions about crashes are usually wrong, and why investors with a long-term plan should stay focused on their goals instead of reacting to every headline.To learn why tuning out the noise may be one of the most important investment decisions you make, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: Aaron Katsman, Lighthouse Capital | JerusalemLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: The Aaron Katsman ShowStitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Can fear-based frugality actually hurt your financial health? I'm exploring the fascinating psychology behind why some people struggle to spend even when they're financially secure, from childhood scarcity wiring the brain to see spending as danger to the woman worth millions who couldn't afford a cup of coffee. Spoiler: there's a middle ground between financial anarchy and panic over your checking account balance. To learn more about finding the balance between saving and actually enjoying your wealth, listen now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Should you actually be spending more money as you get older?Many retirement plans assume spending stays flat, but real life doesn’t work that way. I break down why spending often peaks earlier, why health matters more than account balances, and how to think about enjoying your money without risking your future or your family.To learn how to spend thoughtfully without losing financial security, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is buying an investment property in Israel still a smart financial move?Prices have risen dramatically, but low rental yields, higher interest rates, taxes, and concentration risk tell a more nuanced story. I walk through what the data actually says about Israeli real estate, who it may work for, and when other investment options might be a better fit.To learn how to evaluate Israeli property as an investment, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How do you build an investment portfolio that isn’t at the mercy of a single stock or sector?Diversification is one of the most fundamental principles of long-term investing, helping spread risk across different asset classes and reduce the impact of any one investment losing value. I break down what diversification really means, why simply owning a few “great stocks” isn’t a strategy, and how balanced exposure can help you stay invested through ups and downs in the market.To learn why diversification matters for your financial future, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How can you protect your aging parents from becoming victims of financial fraud and scams? With Americans over 70 controlling $53 trillion in wealth, seniors are prime targets for sophisticated scammers and the average loss is a staggering $83,000. I'm breaking down the warning signs to watch for, from unusual spending patterns to early signs of cognitive decline, and sharing practical strategies to safeguard your loved ones without damaging family relationships. To learn more about protecting seniors from financial exploitation, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
who claim home equity isn't real wealth are missing the bigger picture. From renting strategies to assisted living options, there are legitimate ways to tap into that value. To learn more about how home equity fits into your retirement plan, tune in. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think goal-based investing is just financial advisor jargon that doesn't really matter? Think again. I'm sharing real conversations I'm having with clients right now about affording assisted living in Israel and why decades of disciplined, goal-focused investing makes all the difference when life happens. This isn't about beating the market, it's about actually being able to pay for the care you need when you need it. To learn more about investing with purpose through every stage of life, give this a listen.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Wondering which investments actually win over the long term? I'm diving into nearly a century of market data that reveals the truth about stocks, real estate, gold, and bonds. The results might challenge everything you thought you knew! From debunking the real estate myth to explaining why sector bets usually backfire, I'll show you the simple strategy that beats trading individual stocks every time. To learn more about building wealth without playing guessing games with your portfolio, tune in to this week's show.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Worried about when the AI bubble will burst? Here's the reality: you almost certainly can't time it, and trying to will likely cost you more than the bubble itself. I'm breaking down why market timing rarely works and sharing the simple strategies that actually protect your portfolio. To learn more about investing without crystal balls or panic, tune in to this week's show.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
consistently underperform simple buy-and-hold strategies. From rebalancing your portfolio to resisting the urge to pile into trendy investments, I'll walk you through the simple-but-effective principles that actually build long-term wealth. To learn more about staying disciplined when everyone around you is losing their minds, tune in now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is retirement a marathon or a sprint? I'm challenging the conventional wisdom that says to pace yourself in retirement and exploring why your most vibrant years might actually be front-loaded. From the real dilemma of balancing bucket list dreams with longevity planning to practical tips on budgeting for both adventure-filled sixties and secure nineties, this is about living it up without leaving yourself broke. To learn more about planning retirement spending that actually works for real life, watch now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What if Hanukkah gelt is actually the antidote to a culture obsessed with instant gratification and spending money you don't have? I'm unpacking how this simple tradition can teach children about charity, saving, and the truth that more stuff doesn't equal more happiness, despite what Black Friday wants you to believe. To learn more about transforming the Festival of Lights into a powerful financial education moment for your family, tune in to this episode!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Nervous about your portfolio after the market's stellar run? I'm tackling the classic investor dilemma: why we panic when we make money and panic when we lose it. Learn how to use year-end strategically with tax-loss harvesting, donor-advised funds, and rebalancing techniques that keep you on track. To discover how to turn market anxiety into smart planning, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Worried that a market drop will ruin your retirement? You’re not alone. This week, I’m walking through how one couple created a simple system that protects them no matter what the markets do. From cash reserves to income ladders to avoiding massive tax bills, I explain why a solid process beats panic every time.To learn how to build a retirement plan that actually lets you sleep at night, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Did the Bank of Israel’s rate cut actually accomplish anything? I’m digging into the quarter-percent drop that has everyone talking and what this move could mean for your finances right now. We’ll look at the strange mix of oversupply, soaring rents, and stalled growth that’s reshaping the Israeli economy in real time.To learn more about what’s really happening beneath the headlines, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think outperforming the stock market is as simple as picking a few superstar stocks? The data tells a very different story. I’m unpacking why most investors fall short, why even pros struggle, and what you should focus on instead of chasing the next NVIDIA. To learn more about what actually works for long-term investing success, watch now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
If you only had a year to live, would you still stress over every dollar you spend? This week, we're digging into the tension between enjoying your money today and making sure you don’t outlive it tomorrow. We talk about where oversavers get stuck, why undersavers regret it, and how to build a balanced approach that actually fits real life. To learn more about finding that middle path, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What’s the rush? Too many people inherit money or get a big payout and feel like they need to invest it yesterday. The truth is, the only thing you’ll gain from rushing is regret. In this episode, I explain why slowing down, breathing, and defining your goals first can save you from costly mistakes. To learn how to invest wisely instead of impulsively, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever wonder why financial advisors aren't all real estate tycoons? I'm pulling back the curtain on the real estate vs. traditional investment showdown. From burst pipes to market liquidity, I'll show you why your boring old stocks might be the unsung heroes of your financial future. To learn more about building wealth without becoming a landlord, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How much is too much when it comes to saving? I’m tackling the age-old dilemma of balancing frugality with actually enjoying your hard-earned cash. From millionaires fretting over $15 beers to the psychological traps of over-saving, I’ll help you find that sweet spot between caution and confidence. To learn how to enjoy your money without guilt—or regret—tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Can you really predict your financial future? Spoiler: you can’t. I’m sharing some honest truths about financial planning simulators and why they often miss the mark. Discover how to create a flexible strategy that holds up when life doesn’t go according to plan. To learn more about navigating an unpredictable financial future, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is your portfolio working together or pulling apart? This Sukkot reminds us that unity creates strength — in families, in communities, and in finances. I’m unpacking what that means for diversification, balance, and long-term financial health. To learn how to keep your investments in harmony, tune in.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you ready to retire or just ready to worry? I'm breaking down the retirement spending conundrum and why your fear of running out of money might be costing you the vacation of your dreams. From annuities to inheritance planning, we're covering it all. To learn how to balance frugality with actually enjoying your retirement, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever wondered how to turn your financial resolutions into reality? I'm dishing out the secret sauce to transforming your money habits without losing your mind (or your wallet). From budget-busting to debt-slaying, I'll show you how small steps lead to big wins. To learn more about becoming your own financial superhero, listen now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How much do we really spend in retirement? Spoiler: It's probably more than you think. I'm debunking the 70% myth and sharing why leisure equals money spent. Ready to face the retirement reality check? Listen now to learn how to plan wisely and actually enjoy the retirement you’ve worked for.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think inheriting money means instant luxury? Think again. I'm breaking down why your windfall dreams might be more fantasy than reality, and how to avoid turning your financial blessing into a curse. From tackling debt to resisting the urge to keep up with the Joneses, I'll show you how to be as responsible as possible with your newfound wealth. To learn more about managing your millions (or thousands) wisely, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ready to make your money work as hard as you do in your new Israeli life? I'm spilling the tea on why your finances might need to stay behind in the US while you forge ahead. From avoiding costly mistakes to navigating the minefield of cross-border investing, I'll show you how to keep your wealth growing without getting lost in translation. To learn more about mastering your money in the Start-Up Nation, listen now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why is fishing like investing? I'm reeling in the similarities between landing a big catch and growing your wealth. Spoiler: it's not about fancy lures or complicated strategies. Learn why patience and simplicity are the keys to success in both pursuits. To discover how to avoid getting caught up in investment fads, tune in now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why do so many investors think they can outsmart the market? The data says otherwise — painfully otherwise. From Amazon’s 95% drop to NVIDIA’s 90% crash, even the “winners” take you for a gut-wrenching ride. I’ll break down why individual stock picking is more luck than skill, and how indices quietly crush most investors over time. To learn how to stop gambling and start growing wealth, check out the full episode.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Wondering if inheriting money means you should automatically buy property? Think again. I'm breaking down why this common advice might be financial suicide for retirees, and how to actually make smart decisions with your windfall. To learn more about managing inheritances without becoming an accidental landlord, listen now! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are Gen Z the financial wizards we've been waiting for? I'm diving into the surprising stats showing how these young adults are outpacing millennials in retirement savings. From auto-enrollment magic to the power of compound interest, I'll break down why starting early is the real flex. To learn more about how Gen Z is securing their financial future (and how you can too), tune in now!SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is another zero in your bank account really the goal? I’ve sat with people chasing tens of millions, hundreds of millions, sometimes A BILLION, and I always find myself wondering: Why? What’s actually driving that number?Because if you're missing family dinners, losing sleep, or constantly telling yourself that THEN you’ll be happy, when you hit the next milestone, it’s worth asking: At what cost?We’ve complicated success to the point that it’s starting to look a lot like failure. Let’s rethink what it means to be truly rich because life’s too short to miss the good stuff while chasing numbers.🎧 Tune in to this week’s episode to hear the full story and a few tough questions we all need to ask.SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever wonder why the Joneses always seem to be one step ahead? Spoiler alert: they're probably drowning in debt. I'm breaking down the psychology behind our endless pursuit of stuff and why it's making us all broke and unhappy. To learn more about escaping the comparison trap and finding genuine contentment, tune in and prepare for some hard truths.SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think your aging parents are safe from financial scams? Think again.Whether it’s shady advisers, suspicious “friends,” or just declining judgment, financial exploitation of seniors is more common—and more damaging—than most people realize. In this episode, I break down the red flags every family should know, share personal stories from the field, and explain how tools like trusted contact forms and power of attorney can help protect those most at risk.If you’re a senior—or you care about one—you don’t want to miss this.Tune in now to learn how to stay alert, stay protected, and stay in control.SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Curious about why government-run grocery stores won't save your retirement, but your own financial planning will? I'm serving up a reality check on socialist schemes and dishing out practical advice for securing your future. From exposing the flaws in utopian economics to championing personal responsibility, I'll show you why being your own financial hero beats waiting for a government rescue. To learn more about taking control of your retirement, tune in!SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you tired of financial gurus telling you to abandon your local market? I'm here to burst their bubble and show you why Israel's economy is most likely about to skyrocket. From a strengthening shekel to pent-up consumer demand, I'll break down why you should be excited about investing close to home. To learn more about riding the wave of Israel's economic boom, listen now!SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think moving to Israel is just about packing your bags and learning Hebrew? Think again. I'm dishing out the cold, hard truth about managing your finances during Aliyah. From navigating the maze of international banking to avoiding tax traps that could cost you thousands, I've got the insider scoop. To learn more about making your financial Aliyah as smooth as your physical one, tune in!SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Want to know the secret to a great vacation that won't leave you in debt? Spoiler: It's not about maxing out your credit cards. I'm sharing my take on why expensive trips don't equal better memories and how to plan a getaway that won't leave you anxiously penny-pinching for the next year. To learn more about vacationing like a financial pro, tune in!SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think retirement is all about luxury travel and renovations you've put off for decades? Well, you're not entirely wrong, but there's more to it. Join me as we explore how to balance your bucket list adventures with financial wisdom. Learn why your spending might look more like a heart rate monitor than a flat line, and how to prepare for each stage without ending up nervously clicking refresh on your stock portfolio.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How much money do you really need when moving to Israel? Let me break it down without the rose-colored glasses. I'm dishing out practical tips on financial planning for Aliyah, from budgeting basics to investment account pitfalls. Spoiler alert: your third cousin's miracle budget probably won't work for you. To learn more about keeping your finances intact while making the big move, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is your investing ego writing checks your portfolio can't cash? I'm exposing the memory tricks that make us think we're financial geniuses. From conveniently forgetting losses to exaggerating wins, learn how to keep it real and grow your wealth. To learn more about trusting the process (and ditching the delusions), tune in to this week's episode!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Feeling dizzy from all the financial advice spinning around? I'm here to inject some sanity into your investment strategy with a dose of simplicity. Discover why 'time in the market' trumps 'timing the market' and how you can build wealth without becoming a stock market psychic. To learn more about investing without the headache, tune in to this week's show.SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Tired of playing stock market roulette? I'm revealing why most investors are terrible at selling stocks and how this one fatal flaw could be costing you big time. Spoiler alert: the solution might be simpler than you think. To learn how to avoid common pitfalls and potentially boost your returns, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Want to know the secret to financial freedom? Hint: It's not about finding the perfect credit card. I'm breaking down the essentials of budgeting, debt elimination, and smart saving strategies that'll have you feeling like a money boss in no time. No get-rich-quick schemes here, just solid advice to keep your finances on track. To learn more about building real wealth without the fluff, tune in!Happy Independence Day, Israel! 🇮🇱________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Feeling like the economy is out to get you? I'm here to show you why living a "financially correct" life is your best defense against economic mood swings. Discover how budgeting, saving, and smart investing can turn you from a financial worry-wart into a cool, calm, and collected money maven. To discover strategies for responsible investing without unnecessary stress, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you too good for menial jobs? Think again, smarty-pants. I'm dishing out some tough love on why no honest work is beneath you, and how your attitude might be keeping you broke. From ancient wisdom to modern-day hustle, I'll break down why rolling up your sleeves beats handouts any day. To learn more about building true financial independence, tune in to this week's episode.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Feeling like your portfolio just took a nosedive off a fiscal cliff? Don't panic! Today I'm serving up a dose of financial reality with a side of perspective. From tax-loss harvesting to long-term thinking, I'll show you how to turn market lemons into lemonade. To learn more about staying cool when the market's not, tune in now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is the S&P 500 really your ticket to financial bliss? I'm debunking the one-size-fits-all investing myth and revealing why your personality matters more than market trends. Discover how to tailor your portfolio to your comfort level, without losing sleep or your sanity. To learn more about keeping your investments as simple as your morning coffee order, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why are the top 10 stocks in the S&P 500 like musical chairs? I'm breaking down why the S&P 500's top dogs are constantly changing and how this impacts your investment strategy. Hint: It might be time to ditch that crystal ball and embrace a more laid-back approach. To learn more about riding the wave of market evolution without the stress, tune in now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever feel like the stock market is giving you financial whiplash? I'm breaking down three simple tips to weather the storm of volatility, tariffs, and recession fears. From diversifying your portfolio to embracing the zen of long-term investing, I'll show you how to stay the course without popping antacids. To learn more about navigating the choppy waters of investing, dive into this video.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are market crashes keeping you up at night? I'm here to tell you why panicking is the last thing you should do. From debunking the myth of timing the market to explaining why your long-term strategy trumps short-term volatility, I'll show you how to keep your cool when stocks take a nosedive. To learn more about staying sane in a crazy market, listen now!-SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/-SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR-VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/-CONTACT ME:Email me: aaron@lighthousecapital.co.il-DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why do most DIY investors panic when markets tumble? Today, we're breaking down the critical relationship between time horizons, asset allocation, and your ability to sleep at night during market crashes. Spoiler alert: that ultra-low-fee ETF won't save you if you panic-sell during the next correction. To learn more about creating an investment strategy you can actually stick with, watch now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Trying to perfectly time the market? Just like Jerusalem's weather forecasters who can't predict tomorrow's snowfall, market "experts" are wrong more than half the time! The proven path to wealth isn't about jumping in and out based on hunches or headlines. It's time IN the market, not TIMING the market - check out my full podcast episode for the "secret formula"!SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Your rich uncle left you money - now your spouse wants joint account access. What could possibly go wrong? From honoring the deceased's wishes to preparing for worst-case scenarios, I'm breaking down this delicate financial dance that many couples face. Whether your marriage is solid as a rock or slightly rocky, you'll want to hear these insights before making any moves with your inheritance.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
I joined the brilliant Mirit Hoffman on her Golden Topics podcast to dissect the complex world of second relationships and investment planning - because nothing says romance like prenups and estate planning! We dive into real stories of what happens when good intentions meet poor planning, and how to avoid turning your blended family into a financial battlefield. From joint accounts to inheritance disputes, we cover it all. For more great content, watch our full chat and give Mirit a follow - let her know Aaron sent you!ABOUT MIRIT:Mirit is an elderlaw lawyer and a Gerontologist and owns a private law practice. Her practice focuses on helping mainly senior citizens to stay in control when they reach significant junctions in their lives. This includes helping them with their estate planning by preparing wills, enduring power of attorney, pre-nups and financial agreements for a second marriage, trusts and advising on estate and tax issues relating to people who have dual citizenship.She is a member of the Global Society of Trust and Estate Practitioners (STEP) and lectures on the importance of Estate Planning. In addition, I have a podcast called “Golden Topics, Significant Crossroads for Seniors”, where I discuss with other professionals- that work /help/advise elders on critically important elder issues that directly impact their lives.CONTACT MIRIT: @mirithoffmanlawoffice Website: https://www.lawmirit.com/Email: mirit@lawmirit.comFacebook: https://www.facebook.com/MiritHoffmanSOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Cognitive decline doesn't just affect your memory—it can freeze your finances SOLID. Today we are breaking down the must-know strategies for maintaining financial flexibility when cognitive decline threatens your independence. From joint accounts to power of attorney, I'll show you how to stay one step ahead of potential financial roadblocks. To learn more about protecting your financial autonomy, tune in. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is DeepSeek the next big thing in AI or just another tech bubble? I'm diving into the hype & explaining why it doesn't matter for smart investors. Discover the power of diversification & why individual stock picking might be more trouble than it's worth. To learn more about navigating market turbulence with ease, tune in!SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ready to trade your private equity stress for passport stamps? Join me as I break down a 51-year-old's dilemma of early retirement with nearly $4 million in the bank. We'll explore the pros and cons of keeping that cushy 2.5% mortgage, why your expenses might skyrocket when you're footloose and fancy-free, and how to avoid turning your golden years into a snooze fest. Plus, I'll share my unconventional advice on why working less doesn't mean quitting cold turkey. Tune in for some straight talk on balancing adventure and financial security!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you about to start raking in the big bucks? I'm breaking down the dos and don'ts of managing your first real paycheck. From creating a budget to investing wisely, I'm sharing tips on how to set yourself up for financial success without sacrificing your quality of life. To learn more about striking that perfect balance, tune in to this episode.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever dream of having insider knowledge to dominate the stock market? Well, I've got news for you - it might not be as helpful as you think. Discover why even finance pros can falter with future info and why sticking to basics could be your golden ticket.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you struggling to stay focused on your financial goals? I'll show you why it's essential to ignore the noise + trust your investment strategy. Get ready for some practical advice on making decisions based on life changes, not emotions. Tune in to learn more about navigating the bumpy road to financial success!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think you're a conservative investor because you avoid crypto? Your tech-heavy stock portfolio might disagree. Join me for a no-nonsense tour through investment basics - from safe-and-steady cash to individual stocks - and learn why understanding asset classes actually matters for your wallet.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Wondering if you need a special investing strategy for 2025? Spoiler alert: you don't. I'm sharing why tried-and-true investment principles always win and how to avoid the pitfalls of trendy stock picking. Ready to build a portfolio that stands the test of time? Tune in as I break it down for you.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is real estate always the best investment? I'm tackling this hot topic and sharing why liquidity matters as you age. Don't let fear or missing out drive your financial decisions! To learn more about balancing property investments with cash needs, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think inheriting millions means you're set for life? Think again! I'm exploring why even $8 million can disappear faster than you'd imagine. Tune in to learn why waiting a few months before spending can save you from moving in with your kids later.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever wonder how to protect your assets if life throws you a curveball? I'm diving into the nitty-gritty of estate planning for incapacity, because let's face it - no one's immune to unexpected health issues. Discover the key documents you need and why procrastination isn't your friend in this game. Tune in to learn more about keeping your affairs in order.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever wonder why your shopping cart always looks different from your shopping list? Join me as I share hard-earned wisdom from my eye-opening IKEA adventure, revealing the ultimate strategy to resist impulse buying and stick to what you actually need. Learn how to navigate retail temptations like a pro, armed with nothing more than a simple list and iron-clad discipline. To learn more about smart shopping techniques, tune in now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think retirement planning is tough? Try doing it solo. I tackle the unique challenges faced by those aging without children or close family ties. From designating decision-makers to ensuring your wishes are honored, discover why solo agers need to act with urgency. To avoid becoming a cautionary tale of poor planning, give this episode a listen.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ready to uncover the not-so-secret ingredient to long-term investing success? Spoiler alert: it's patience. I'll show you why chasing performance can backfire and how to build a portfolio that stands the test of time. To learn more about growing your wealth without losing your mind, dive into this podcast.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Wondering if you should reshape your portfolio for Harris or Trump? I've got news for you - it probably doesn't matter. Find out why the markets don't care as much about presidents as you do, and why your long-term strategy trumps short-term political noise. To learn more about keeping it simple in a complex political landscape, give this a listen!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How much money do you need to be financially free? I tackle this age-old question and debunk the myth of a "magic number." Instead, I'll guide you through the process of defining your goals and lifestyle preferences to determine your unique financial needs. Tune in to learn why the answer isn't as simple as social media would have you believe, and discover how to tune out the noise and focus on what truly matters. To learn more about achieving financial freedom on your terms, tune in now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/_______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Think you deserve that luxury purchase because you got a raise? Not so fast! I'm exposing the dangers of lifestyle creep and how it's keeping you from financial freedom. Learn how to enjoy your hard-earned money without jeopardizing your future. To learn more about smart spending and saving habits, check out this week's podcast. ________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/_______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever wonder where your hard-earned cash disappears to? Join me as I explore the pitfalls of plastic payments and share some old-school wisdom for modern money management. I'll show you how to stay on top of your spending, even when it feels like your wallet has gone digital. To learn more about keeping your finances in check, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Curious why your yearly financial makeover plans always fall flat? Buckle up, because I'm about to burst your ambitious money bubble - in the best way possible. We're diving into the counterintuitive world of 'mini-goals' and why they pack a bigger punch than your usual grandiose financial schemes. Watch to unlock the not-so-secret formula for sustainable growth.Shana tova!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Wondering what to do with extra cash? I'll tell you why investing in crypto might not be the answer, but paying off your mortgage could be. Discover my balanced approach to savings and debt reduction that doesn't require a finance degree to understand. To learn more about straightforward money management, give this podcast a listen!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is a cashless society really in our best interest? I'm breaking down why cash is still king for budgeting and why credit card rewards might be costing you more than you think. Discover practical tips for navigating a world that's pushing digital payments and learn how to keep your spending in check. To find out how to outsmart the system, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ever wondered why your investment portfolio feels like a chaotic mess? I'm diving into the world of KISS - Keep It Simple, Stupid - and why it's the secret sauce to financial success. From debunking complex strategies to embracing automation, I'll show you how simplicity can lead to better returns and less stress. To learn more about streamlining your investments, tune in now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ready to turn your financial mistakes into opportunities? Join me as I explore the concept of financial new beginnings and share practical tips for budgeting, debt management, and saving. Don't let past blunders hold you back - it's time to take charge of your financial destiny! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is it time to loosen the purse strings? Today, I'm breaking from the usual "save, save, save" mantra to discuss the value of strategic spending. From family vacations to celebrating milestones, learn why creating memories might be just as important as padding your savings account. To learn more about finding the sweet spot between saving and living, tune in!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Thinking of leaving more money to your less-wealthy child? Tread carefully - I've seen countless families torn apart by unequal inheritances. Get the insider scoop on how to keep the peace (and your legacy intact) when divvying up your estate. To learn more, this video is a must-watch.________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In the world of estate planning and financial advising, it's not every day that we stumble upon a gem of a conversation that reminds us why our work is so crucial. Today, I'd like to share an inspiring encounter highlighting the importance of meticulous planning and open family dialogue. If you are looking for a pitch-perfect example of how to do legacy planning correctly, today's video is a must-see. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Ready to trade in those khakis for a Hawaiian shirt and piña coladas? Not so fast - have you accounted for all the potential budget-busters in retirement? Let me walk you through some often-overlooked expenses that could derail your dreams of lounging on the beach. To learn more about a realistic retirement plan, give this a watch.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Paying your 40-year-old's cell phone bill - good parenting or enabling? I dive into the nuances of financially supporting adult children. You'll get my unvarnished take on budgets, tough love, and knowing when to say "no". Get ready for some tough love and hard truths, but also compassionate advice - to learn more, watch now.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why should you start thinking about estate planning now? Because life is unpredictable, and your legacy matters more than you think. Whether it's protecting your assets, preserving family harmony, or navigating complex blended families, you need to be prepared with a solid estate plan. I'm breaking down the key takeaways from my recent interviews with estate planning pros, and sharing eye-opening insights that could save your family from future heartache. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What's the best way to pick an executor for your will or a trustee for your trust? In this enlightening discussion, attorney Ariel Rosenzweig dives deep into the nuances of selecting the right person for these crucial roles. Our guest this week shares his invaluable insights on setting financial boundaries, communicating end-of-life wishes, and avoiding posthumous conflicts among beneficiaries. To learn more about navigating the complexities of estate planning, tune in to this informative episode.______________________________________________________________ABOUT OUR GUEST:Ariel S. Rosenzveig is an elder law and trusts & estates attorney, and is the Managing Partner at Ely J. Rosenzveig & Associates, PC, located in Elmsford, New York.Ariel brings more than 13 years of experience to the table, assisting families in all aspects of elder care law, including trust and estate planning, administration , and litigation, tax counsel , asset protection and special needs planning, Medicaid, Medicare, guardianships, long term care planning, spousal recovery claims, and Medicaid lien resolutions.The law firm of Ely J. Rosenzveig & Associates, PC, prides itself on its compassionate attentiveness to the needs of their clients. Their knowledge of the law enables them to provide cost-effective and valuable direction in addressing estate, elder care, and tax planning needs. Ariel is an active member of the New York State Bar Association’s elder law and trusts & estates sections. Ariel lives in Fair Lawn, New Jersey, with his wife, Amanda, and their 3 children.______________________________________________________________CONTACT ARIEL:Website: https://www.ejrosenlaw.com/Email: info@ejrosenlaw.com______________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR______________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/______________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il______________________________________________________________DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is the stock market really a casino or can you actually make money investing? I'm sharing some eye-opening statistics that prove investing for the long term is far from gambling - in fact, the odds heavily favor patient investors. Avoid trying to outsmart the market and simply buy good assets - the path to wealth creation is that straightforward. To learn more about tilting the odds massively in your favor through disciplined investing, tune in to this week's show.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why do I need an estate plan? Join me as gerontologist and elder law attorney Mirit Hoffman breaks it down - from wills to navigating complex situations like second marriages. Our insightful guest shares her expertise on navigating these tricky situations and helps you avoid potential pitfalls and family conflicts down the road. To learn more about protecting your legacy and loved ones, don't miss this informative discussion.______________________________________________________________ABOUT OUR GUEST:Mirit is an elderlaw lawyer and a Gerontologist and owns a private law practice. Her practice focuses on helping mainly senior citizens to stay in control when they reach significant junctions in their lives. This includes helping them with their estate planning by preparing wills, enduring power of attorney, pre-nups and financial agreements for a second marriage, trusts and advising on estate and tax issues relating to people who have dual citizenship.She is a member of the Global Society of Trust and Estate Practitioners (STEP) and lectures on the importance of Estate Planning. In addition, I have a podcast called “Golden Topics, Significant Crossroads for Seniors”, where I discuss with other professionals- that work /help/advise elders on critically important elder issues that directly impact their lives.______________________________________________________________CONTACT MIRIT:Website: https://www.lawmirit.com/Email: mirit@lawmirit.comFacebook: https://www.facebook.com/MiritHoffman______________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR______________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/______________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il______________________________________________________________DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets. Not just for the Rockefellers anymore, trusts are becoming the secret weapon of savvy planners everywhere. Learn how you can use these powerful instruments to secure your legacy and give yourself peace of mind. Whether you're just starting to think about your estate or looking to level up your planning game, this episode is packed with insights you won't want to miss. Tune in now and discover why trusts might just be the unsung hero of your financial future.______________________________________________________________ABOUT OUR GUEST:Andrew Treitel is a veteran attorney with more than 20 years' experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York and in Israel, and having lived and worked in both the U.S. and Israel, Andrew is familiar with the cultural and business norms in Israel and abroad. Having many years of corporate law and general counsel experience, Andrew brings a broad view of the individual client's needs and enables the client to consider other elements of the matter being handled.______________________________________________________________CONTACT ANDREW:Website: https://www.treitel-law.com/Email: andrew@treitel-law.com______________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR______________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/______________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il______________________________________________________________DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why should you start thinking about retirement planning in your 30s? Because the statistics don't lie - retirement is actually happening earlier than age 65 for many people. Whether it's due to health issues, job loss, or other curveballs life throws, you need to be prepared with a robust nest egg. Tune in to this week's show to learn why you must build up your retirement savings well before you're blindsided._______________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR______________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/_______________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why does retirement feel so disorienting for many people? Today we're talking about the surprising emotional challenges nobody warns you about when you stop working, from battling boredom to losing your sense of purpose. Get practical tips on creating a daily routine and finding meaningful activities to thrive in your golden years. To learn more about smoothly transitioning to an active, fulfilling retirement, keep listening!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why retire at 35 and live off investments when you could contribute meaningfully to society? I challenge the idea of early retirement solely for leisure, questioning if that aligns with our purpose. Instead of chasing financial independence to escape work, find work that energizes you to better the world. To learn more about finding fulfillment through impactful work, keep watching ➡️_______________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR______________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/_______________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why is it so important to pay off your mortgage before retirement? In this candid video, I explain the massive financial impact and mental burden of carrying a mortgage into your golden years. From freeing up your nest egg to achieving priceless peace of mind, check out the full video for a concrete path to a stress-free retirement._______________________________________________________________SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ _______________________________________________________________CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What's your paycheck routine? Beyond monthly bills and saving, I'll share the fool-proof budgeting method to properly plan for annual expenses like insurance, summer camps and holidays. It's the real paycheck system most people miss, leaving them cash-strapped every year when those costs hit. Learn pro tips to never be caught off guard again when annual expenses arise.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why is Gen Z throwing up their hands and saying they can't achieve the American or Israeli dream? In this video, I break down why this defeatist mentality is flawed and share practical tips to get ahead financially, even in today's "expensive" climate. From embracing side hustles to living responsibly (but not miserably!), let's dig into the real talk you need to conquer your goals. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
As Israel celebrates its 76th Independence Day, it's time to talk about YOUR financial independence! In this insightful episode, I share practical tips and strategies to help you break free from debt, build a solid savings plan, and pave the way towards true financial freedom. Don't miss this opportunity to finally take control of your finances – watch or listen to the full episode now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you tired of your adult children running to you every time they find themselves in a financial pickle? In this no-nonsense video, I shatter the excuses and provide practical tips to help your offspring achieve true financial independence. From cutting the umbilical cord to instilling healthy money habits, this video is a tough-love wake-up call for both parents and their financially dependent children. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Tired of the endless rants about the rich getting richer and the perceived lack of opportunities? In this video, I break down how even those on a low salary can become millionaires through patience, disciplined investing, and a positive mindset. My no-nonsense approach dismantles excuses and offers a refreshing perspective on building long-term wealth. Brace yourself for some tough love and practical insights.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Excuse me while I take a few minutes to vent. Am I the only one triggered by Biden's student loan forgiveness plan and other financial breaks that the rest of us tax-paying citizens have to pay for? I break down how these policies are actually unfair and stick it to responsible people who play by the rules. But hey, listen in and let me know your thoughts too and maybe we can start ranting together.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Tired of hearing people complain about not having enough money? You're not alone. There's a straightforward solution that a lot don't want to hear. It's time for a dose of tough love.The secret's out and it's just 4 letters: W-O-R-K. Yup, that's the game-changer right there. In an era of financial strain, the classic strategy of hard work still stands strong. Complaining never paid the bills, but working sure does!________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Gray divorce (aka divorce after 50) is on the rise, but have aging couples done the math? Before racing to halve your retirement savings, let's run the numbers on whether you can actually get by on early bird specials and Social Security. What key financial precautions should you consider when making this critical lifestyle change after 50? Tune in to get the senior divorce advice no one talks about.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Look folks, let's get real here - returning that $150 from your $300 Amazon splurge doesn't mean you "made $150." No matter how you spin the math, it's not true wealth creation.The slow and boring path wins the race towards financial freedom: spend less than your income, then let compound interest work its magic through smart, straightforward investments. Forget the too-good-to-be-true schemes plastered all over TikTok.Stick with me and my "snore-fest" money advice. While it may not wow the social media crowd, consistently following these fundamentals will grow your wealth steadily and sustainably over time.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Planning for retirement encompasses so much more than just building a nest egg. Don't get me wrong, ensuring you've got the finances is crucial—no one dreams of a "beans and rice" retirement—but let's talk about the other, often overlooked, side of retiring, actually living your life. Many waltz into my office dreaming of back-to-back trips post-retirement. While that's exciting, it brings up a crucial question: What will you do with the 43 weeks left in the year? Travel is a small part of your retirement experience, not a full-time plan. Diving into this phase of your life without a comprehensive strategy is like setting sail without a compass. Let's chart a course for a fulfilling retired life!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Should we spend or should we save? It's a debate that gets everyone fired up in the personal finance realm. But there's more nuance to it than just simplistic frugality. In this week's video, we're discussing it all from a lens of strategy and insight - including how to balance our own wants and needs as well as contributing to society at large.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Sick of hearing people complain about money but never make a change? I'm challenging you to stop whining and take action. In this week's video, I share why it's important to turn off Netflix, put down your phone, and start building the supplemental income stream you've always dreamed about. You CAN reinvent yourself financially - if you're willing to put in the effort. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week I'm sharing a story that explains exactly why it's so important to figure out if an investment is suitable for your personal financial situation before jumping in. Even if it looks great on paper, the same opportunity can be either a bonanza or a disaster depending on your age, net worth, income needs, and risk tolerance. I’ll walk through a real case where the same real estate deal was a phenomenal fit for one woman but threatened the retirement lifestyle of her parents. Understanding how to match investments to your personal financial profile is key to building wealth sensibly over time.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Despite the stir caused by Moody's recent cut to Israel's credit rating, let me show you why it's not as dire as it seems. On today's show, I'll explain why I believe Israel is on its way to an economic boom. With pent-up consumer demand, upcoming interest rate cuts, and a potential real estate surge, I'm bullish on Israel's future! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Recently, I came across a blog that I found incredibly problematic - one that viewed children solely as financial burdens. While budgeting for additional expenses is reasonable, the prevailing attitude that kids will "ruin retirement plans" or prevent early retirement is sadly misguided.There's more to life than accumulating wealth or retiring early. Children represent the continuity of the human race and provide priceless rewards. So while kids certainly require financial responsibility, don't begrudge the costs. Instead, focus on embracing the joys of parenting, building family legacies, and contributing to society's greater good. The ironic truth is those who narrowly fixate on children's monetary impacts often miss out on life's most rewarding investments. Check out this week's video for more on this important topic.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Doctors may have a reputation for being bad with money, but it's not entirely their fault. After a decade of post-grad education, they emerge riddled with student debt to the point where they feel like debt is the norm. Still, they aren't hopeless cases! In this video, I have a real talk with a doctor friend about the common money mistakes those in the medical field tend to make, like failing to budget and buying luxury items they can't yet afford. But I make the case that if this group of otherwise smart professionals can master complex skills like surgery, they are equally capable of learning personal finance basics. And if they can break their bad habits, so can you! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What does it mean to be a millionaire? Nope! You don't need a million-dollar paycheck to get there. In this video I break down how anyone, even with the most modest income, can actually attain millionaire status over time. The bad news? I'm not going to share the latest "get rich quick" scheme or what the hottest TikTok investor is raving about right now. The truth is it just takes investing, saving, and building assets over time. I share some “boring” money steps that anyone can start taking no matter what they earn.If you can resist trying to outsmart the system and trust the process, you too can reach millionaire status. Who says you can’t become wealthy these days? Let's dive in!________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Can you believe it's been over two years since the market hit an all-time high? I'm absolutely dumbfounded by this fun fact ... cue the dramatic eye roll. As riveting as this statistic is, it's essentially meaningless for investors with their eyes on the long-term prize.I know it seems crazy that stocks have just been treading water at roughly the same levels for over two years now. But unless you own a magical crystal ball, trying to perfectly time market peaks and corrections is nothing more than a guessing game. Jumping in and out of the market based on short-term fluctuations is an amateur move that often backfires spectacularly. So relax and take a deep breath. Stay focused on your long-term goals and keep making regular contributions to your investment accounts. Consistency and discipline are the keys to success! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
If you don't want to end up moving in with your kids or scrimping to make ends meet, you need to know what NOT to do so you can actually enjoy your golden years. In this week's episode, we're going through the steps you need to take to avoid the major pitfalls around spending, investing, access, and more. So get your pen and paper ready to take notes on this episode packed with tips that will allow you to make your retirement about enjoying life, not pinching pennies. Get ready to learn the key lessons for how to build the comfortable, fulfilling retirement you desire.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
After a recent client meeting, I felt compelled to share with you the risks of having all your eggs in one basket - or rather - owning just one hot stock as your complete investment plan. I know we all get that itch to double down on winners, but as I have seen many times, letting one stock take over your portfolio can leave your finances scrambled like a bad omelet when that stock comes crashing down.I'm not saying we CAN'T make good money in hot stocks, but decades of data show diversification pays off in the long run. I want us all to profit from the wisdom of experience, not repeat mistakes of the past. So before you bet the house on the "next Amazon," think hard about whether you can stomach a 90% drop. ________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Oh sure, you just know you're gonna be the one to pick the next Amazon or Apple and crush the returns of the silly S&P 500 - I mean, how hard can it be? Trying to beat the market by picking winning stocks is incredibly hard, even for top financial professionals. The statistics show it's virtually impossible for regular investors to do better than index funds over the long run. Investing should not be about quick wins - it's about informed, strategic choices. As much as we love an underdog story, the data doesn't lie.________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Today we're talking all about stock market predictions—especially the doomsday ones. It is my strong belief that investing shouldn't be about chasing quick gains through speculation or that we should wait for years to invest out of fear of a supposed crash. Ten years of waiting for a market crash that doesn't happen means ten years of missed opportunities! Across decades, staying the course through market drops has paid off. Turn down the media noise, keep a steady hand, and invest in line with your long-term goals. That’s where the magic happens. ________________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Now is the time to take control of our financial situation and not when we turn 70. While our retirement years can be a time to relax and enjoy the fruits of our labor, fostering financial stability is crucial for that dream to come true. It's not too late to start saving and investing! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
As we gear up for the festival of lights, let us not only look forward to delicious donuts (or raw broccoli for the health-conscious amongst us) but also seize this golden opportunity to offer an enriching educational journey for our children, one that weaves our cultural heritage with financial skills.Let's light up the Hanukiah, and also, the minds of our young ones. Happy Hanukkah! 🕎________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
When it comes to receiving an inheritance and whether or not you should put it in a joint account with your spouse... do not ask your friends for advice. Don't even solely rely on the advice I give you in this video! First and foremost, speak to a financial professional and consider the entirety of your situation. Join me as we discuss how to make informed decisions about our inheritance!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Black Friday and Cyber Monday can be tantalizing with all the great deals they offer, but can we all stop for a moment and think about what we really NEED? Let's move beyond short-term retail therapy and toward long-term financial stability. It's time to make smart, responsible decisions that put our future selves first. After all, sales may come and go, but fiscal responsibility is always in season. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Have you ever regretted a pricey purchase that in the end brought only temporary joy? In this video, we're going to figure out together the balance between spending and saving that comes with building wealth. Remember, wealth isn't just about accumulating money, but about managing it effectively. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
When it comes to legacy planning, there are many approaches you can take. The big question that arises time and again is when should we start helping our children financially? Posthumously or during our lifetime when our kids might need it more? We're talking about it all on this week's show!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
It's November 1st, and while yes, there is a war going on, it is still important to start thinking about end-of-year financial planning. In this video, we will discuss steps you can take before December 31st to maximize tax efficiency, review your investment portfolio allocation, and take advantage of any other opportunities that may help you end your year financially on top. Get your finances in order before the new year starts - watch now!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In the midst of dark times, the resilience and compassion of the people of Israel is shining brightly. Today I'm talking about the incredible acts of charity and kindness that have been spreading throughout the country. May the spirit of giving endure for years to come.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We here in Israel have been going through an emotional roller coaster over the past couple of weeks, and I wanted to share with you the bare bones of what we need to keep in mind financially during this time. What do you actually need to pay attention to financially? What can you do be be prepared for a crisis in the future? I hope you and your loved ones are all staying safe. Let's put out a collective prayer together for Am Yisrael 🇮🇱________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Fear of success is real, my friends. We often unconsciously fear what success may bring: new responsibilities, or expectations on the part of others that we find hard to fulfill. Don't let that fear slow you down financially! At the end of the day, there's no reason you can't succeed, but you do have to follow some concrete steps to succeed financially and reach your potential. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In this episode of our ongoing Entrepreneur Series, I'm thrilled to introduce you to Dr. Azi Jankovic. Azi shares her journey from being a classroom teacher, to diving into her Ph.D., to making aliyah and realizing she had to pivot her career entirely. Through exploring her passions and creating connections with other entrepreneurs in Israel, Azi created her business as a resilience mentor, a role that has continued to grow and evolve over the years. She speaks passionately about being both a business owner as well as a present parent and the strong boundaries she enlists to protect both spaces. Don't miss out on this episode!______________________________________________________________ ABOUT OUR GUEST: Dr. Azi Jankovic is an entrepreneur, educator, and resilience mentor. She inspires and guides people to overcome any challenge, achieve emotional freedom, and unlock their desired results in life and business.Dr. Azi is the author of the acclaimed “Beyond All Things: 50 Insights to Awaken Joy, Purpose, and Spiritual Connection.” She hosts the top-rated "Inspired by Purpose" Podcast, focused on leadership, psychology, spirituality, and purpose-based business growth. Her specialty is around living and working ‘Inspired by Purpose,’ at the intersection of mental health, personal development, and intentional living. Dr. Azi educates, guides, and inspires people to recognize and lean into their greatness, no matter where they’ve been and what they’ve been through. Motivated by her personal challenges with mental health that began in her childhood, Dr. Azi has devoted her life to continually learning, practicing, and teaching the most effective modalities in the field. She resides with her husband and four children in Central Israel.______________________________________________________________ CONTACT DR. AZI:Website: https://www.drazi.co/LinkedIn: https://www.linkedin.com/in/azijankovic/______________________________________________________________ SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Retirement sounds like a dream come true .... in theory. I find that people do not fully understand that retirement is often a decades-long experience and what you do to spend and fund your time requires much more than a brief conversation on your first day at it. Today we are not only talking about the finance behind retirement, but the mentality that should go into planning for a meaningful retirement. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Join us in the latest installment of our entrepreneur series as we introduce you to Ilana Sinclair, the founder of Capture Your Story, a boutique memoir-writing agency. In this episode, Ilana shares her inspiring journey, starting her business amidst the pandemic, driven by her passion for preserving invaluable stories before they fade away. Learn about Ilana's journey from solopreneur to hiring a team of writers and her advice to prospective olim looking to start a business. You do not want to miss this one! ______________________________________________________________ ABOUT OUR GUEST:
Ilana Sinclair founded Capture Your Story, a boutique memoir-writing agency, to ensure that everyone has the opportunity to share the stories, history, and messages that mean the most to them with their loved ones. Endlessly curious, Ilana loves to dive beyond the surface to truly understand what makes people tick through the experiences that shaped them. She and her family left a comfortable life in Los Angeles in 2010 to become Israeli and experience this crazy, complicated, beautiful country from the inside. When she isn't making sure each precious story gets captured, Ilana can be spotted walking, eating, and gardening her way across the Holy Land with her friends, family, and trusty dog, Leo. ______________________________________________________________ CONTACT ILANA:
Website: https://www.captureyourstory.org/ Email: ilana@captureyourstory.org Instagram: https://www.instagram.com/capture_your_story_lifestories/ LinkedIn: https://www.linkedin.com/company/capture-your-story/ Facebook: https://www.facebook.com/chroniclethestoryofyourlife/ ______________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you thinking about investing in real estate? You've probably seen those flashy videos on Instagram and TikTok of influencers making a fortune flipping houses or buying rental properties. But the reality is that investing in real estate is not as easy as buying a property and then leaning back as you watch the money roll in. Let's talk about some of the myths of real estate investing and figure out the best ways you can make informed decisions before you invest.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Have you recently gotten a raise or started a new job that pays more? Congratulations! But before you start spending all that extra money, it's important to be aware of the dangers of lifestyle creep. Lifestyle creep is when your spending increases as your income increases. This can happen gradually, and it can be hard to notice at first, but over time, lifestyle creep can lead to financial problems if you don't pay attention. In today's show, I am discussing a recent article by Emily Sherman and explain what you need to know to stay financially on track.
To view the article referenced in this video click here: https://money.usnews.com/money/personal-finance/spending/articles/what-is-lifestyle-creep-and-should-you-try-to-avoid-it ________________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
On this week's episode of The Aaron Katsman Show, we are discussing the age-old question: can individual investors outperform professionals? And if you do choose to go at it alone, what opportunities should you take advantage of and how should you measure your success? Don't forget to like and subscribe for more helpful content, and leave your feedback in the comments below! ________________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We are stepping into the vibrant world of Israeli entrepreneurship once again as we welcome our special guest, Rolene Marks, this week. A woman who wears more professional hats than it seems humanly possible, Rolene is the owner of Rolene Marks Consulting, specializing in Media, Public Relations, and Consulting on Jewish and Israel-related matters, including Media Training for a diverse range of clients.
In this engaging episode, Rolene shares with us the milestones along her entrepreneurial path, how she came to be involved in her many ventures, and how she balances her diverse roles. Join us for an enriching conversation that sheds light on the entrepreneurial spirit thriving in Israel, and uncover Rolene's valuable tips for aspiring entrepreneurs wanting to make their mark. ______________________________________________________________ ABOUT OUR GUEST:
Rolene Marks is a freelance journalist and broadcaster and keynote speaker who appears on international radio, television and has been published in numerous global publications. Marks is the owner of Rolene Marks Consulting, specializing in Media, Public Relations, Consulting on Jewish and Israel-related issues as well as Media Training with both local and international clients as varied as public relations companies, non-profits, security, strategic planning, hi-tech and commercial.
Currently residing in Modiin, Israel, Rolene volunteers for WIZO and is a member of the World WIZO Executive holding the Public Diplomacy portfolio and previously represented the organization on the World Zionist Congress. Rolene Marks represents World WIZO at the UN Alliance of Civilisations sessions on antisemitism and is World WIZO's representative to the International Alliance of Women.
Rolene is a co-founder of Lay of the Land (https://layoftheland.online/) host of the Israel Brief on YouTube and co-founder of the South Africa-Israel Policy Forum.
Marks is a DProf Phd candidate in the field of the media, politics and antisemitism at the University of Middlesex, London. ______________________________________________________________ CONTACT ROLENE:
Lay of the Land: https://layoftheland.online/ Email: rolenemarks@yahoo.com LinkedIn: https://www.linkedin.com/in/rolene-marks-7215462/ Facebook: https://www.facebook.com/profile.php?id=531794803 ______________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Today we delve into a critical but often overlooked aspect of investing: ensuring your financial security in the event of a US brokerage firm's failure. Whether you are getting ready to invest for the first time or if you are already a seasoned investor, take the time to check your brokerage's website and do your research to find out how much you are covered directly through your brokerage and by the Securities Investor Protection Corporation (SIPC). Make sure to protect your investments as best as you can by not skipping this crucial step!
To learn more about SIPC, check out their website here: https://www.sipc.org/ ________________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
As financial professionals, we're often preoccupied with the numbers. But what if "real wealth" isn't merely about financial abundance? On today's show, I'm sharing an article by Ben Carson of Ritholtz Wealth Management LLC who goes into some unique perspectives on measuring wealth leaving us to consider: what does living a wealthy life actually mean to us?
Check out Ben's article here: https://awealthofcommonsense.com/2023/07/some-other-forms-of-wealth/
________________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Welcome everyone to another chapter of our series on entrepreneurship in Israel! Today, I have the pleasure of sharing a conversation I had with the talented Elisheva Hudson, who's a documentary filmmaker with over 15 years of global experience in both promotional and documentary arenas. Elisheva shares how she harnessed the skills she has as a trained documentary filmmaker and uses this power of storytelling to create impactful videos for businesses and non-profits. From strategy sessions to scriptwriting, filming, and editing, Elisheva reveals her process of creating engaging videos that captivate audiences. Don't miss this conversation to gain insights into starting a business in Israel, learn what it takes to overcome challenges, and find fulfillment on your entrepreneurial journey. ______________________________________________________________ ABOUT OUR GUEST:
Elisheva Hudson is a documentary filmmaker with over 15 years of experience. She has done work across the globe, in both the promotional and documentary spheres. After receiving her Masters, she came to Israel and created Hudson Films, a company that helps businesses and non-profits increase their visibility and impact through powerful story-driven films. She is passionate about bringing a more authentic and story-driven approach to the promotional film world, and breaking down how we interact with our audiences. ______________________________________________________________ CONTACT ELISHEVA:
Website: https://www.hudsonfilmsdocustory.com/ Instagram: https://www.instagram.com/hudson_films_docustory/ Facebook: https://www.facebook.com/hudsonfilmsdocustory LinkedIn: https://www.linkedin.com/in/elishevahudson/ YouTube: https://www.youtube.com/channel/UChXFJuhRMfwPM2uhxZFFWww ______________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week we welcome clinical dietitian and mindset mentor Justine Friedman to the show. After running her own private practice in South Africa for 2 decades, Justine had to essentially build her business again from scratch when she made Aliyah with her family right before Corona hit. Join us in our conversation about the intersection of nutrition and mindset and the journey Justine took to build her successful practice here in Israel. If you're interested in moving your existing business to Israel and learning more about the transformative power of a positive mindset, you don't want to miss this episode! ______________________________________________________________ ABOUT OUR GUEST:
Justine Friedman RDN has run a private practice since January 2000 and specializes in women's nutrition in midlife. It is her mission to empower her clients to nourish their unique and changing bodies while healing their relationship with food.
She has helped hundreds of women to feel confident with their food choices and to feel at peace with food and their body. She does this by combining current nutrition advice, stress management techniques, and mindset strategies in a holistic framework.
Her clients report improved energy levels, eating with more freedom, having greater self-compassion, reduced guilt with eating, better mood, reduced weight and centimeters, reduced brain fog, hot flashes, and night sweats.
She is passionate about changing the face of how women relate to food to break patterns of restriction and dieting and support a life of wellness so that they can THRIVE. ______________________________________________________________ CONTACT JUSTINE:
Website: https://www.justinefriedman.com/ Email: justine@justinefriedman.com LinkedIn: https://www.linkedin.com/in/justinefriedmanrdn/ Facebook: https://www.facebook.com/clinicaldieticianandmindsetmentor/ Instagram: https://www.instagram.com/justinefriedmanrdn/ Youtube: https://www.youtube.com/channel/UCfyj2Ab4eMAoL5J73lprO2A ______________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In this week's hands-on solo episode, we explore the crucial concept of compound interest and why understanding it is vital for achieving financial independence and securing a prosperous future.
In this "live-action" episode, we break down the mathematics behind compound interest and showcase real-life examples to illustrate its true potential. Whether you're just starting your financial journey or looking to optimize your existing investments, you will gain valuable insights and actionable tips that can help you make informed decisions.
Discover the compounding magic that can turn ordinary savings into substantial wealth over the long term!
________________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This show is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Welcome to another episode in our Entrepreneur Series! This week, I had the privilege of interviewing Ahron Glazer, an entrepreneur with multiple successful ventures. In this candid discussion, Ahron takes us on his personal journey toward entrepreneurship, highlighting the hurdles he encountered along the way and the driving force behind his business endeavors.
As Ahron so eloquently puts it, "Entrepreneurship is not necessarily about financial success. For me, entrepreneurship is the freedom to live your life in the way that you choose it." Join us as we delve into various topics, ranging from the trials entrepreneurs face when scaling their businesses to starting a successful business with ZERO money down.
Prepare yourself for a wealth of invaluable insights that may just ignite your next groundbreaking idea! ______________________________________________________________ ABOUT OUR GUEST:
Ahron Glazer is the Founder and Chief Marketing Officer of Executive Media Solutions, Founder and CEO of Executive Brand Tees Clothing Brand, and host of the Executive Talk Podcast.
Ahron has been leading marketing, branding, and innovation strategies for more than 15 years. He has lectured around the world, worked closely with top industry authorities, and guided many of Israel’s leading innovative startups and companies to create holistic marketing and branding strategies that grow revenue and establish brand prominence.
He is a Startup mentor and speaker for groups, large or small, talking about leadership, entrepreneurship, personal value, marketing, and inspiration – because we all need a little inspiration now and again. ______________________________________________________________ CONTACT AHRON:
Email: ahron@executivemedia.co LinkedIn: https://www.linkedin.com/in/ahronglazer/ Executive Media Solutions website: https://www.executivemedia.co/ Executive Brand Tees: https://executivebrandtees.com/ ______________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Today we are welcoming Ahron Wohlgelernter to the show. As a podcast producer and marketer, Ahron brings his own unique entrepreneur story to the table, along with invaluable insights gained from working with numerous entrepreneurs to help them build and grow their podcasts. In this captivating conversation, we delve into the significance of less-produced podcasts with smaller audiences (hello there!) and shed light on the challenges of building a business without the advantage of it being a family tradition. And of course, it wouldn't be our entrepreneur series without an exceptional tip for all of you aspiring entrepreneurs at the end. Get ready to enjoy the show and gain some valuable wisdom! ______________________________________________________________ ABOUT OUR GUEST:
Originally from San Diego, Ahron Wohlgelernter lives in Israel with his wife and four children.
Ahron is a podcast producer and passionate conversationalist with a diverse background in teaching, non-profit organizations, and marketing.
Ahron recognizes the importance of creating authentic content showcasing the passion and expertise of the entrepreneur.
Ahron helps business owners to launch sustainable podcasts and create content that can enhance their online presence and help them build a thriving community. ______________________________________________________________ CONTACT AHRON:
LinkedIn: https://www.linkedin.com/in/ahronwohlgelernter/ ______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Continuing on with our non-tech entrepreneur series we welcome graphic designer Arielle Kwestel, founder of Rubberband Studios, to the show. In this week's episode, we discuss what it means to be a sustainable brand, how Arielle got into graphic design, and how she believes that creating your own business and working for yourself can be EASIER than finding a job that works for you here in Israel. ______________________________________________________________ ABOUT OUR GUEST:
Arielle Kwestel is the founder of Rubberband Studio, a branding design agency based in Gush Etzion. Hailing from New York, Arielle is driven by her love of design and a commitment to fostering awareness of climate change and sustainability. She thrives on collaborating with organizations and start-ups that are aligned with her vision and aspirations. Arielle's clientele predominantly consists of organizations, small businesses, and startups based in Israel, who are marketing to an international, English-speaking audience. Arielle currently lives in Neve Daniel with her husband and their four active boys. ______________________________________________________________ CONTACT ARIELLE:
Website: https://rubberbandstudio.com/ Email: arielle@rubberbandstudio.com LinkedIn: https://www.linkedin.com/in/ariellekwestel/ Instagram: https://www.instagram.com/rubberbandstudio/ ______________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We are back with a brand new interview in our entrepreneur series! This week, we have an incredible guest joining us: the immensely talented Dena Ackerman, a professional artist, illustrator, writer, and art instructor. Prepare to be inspired as we uncover Dena's journey from pursuing artistic passion as a side gig to embracing it as a full-time career. In this interview, Dena shares her transformative lightbulb moment when she realized that her true calling was to become a self-employed artist after years of working unrelated jobs.
In this interview, we discuss how she overcame the hurdle of actually opening up an official business in Israel, the mental shifts that needed to happen for her to hit the ground running, and how she is now unapologetic about her pricing. Enjoy the show!
0:00 Introduction 1:25 What do you do and who are your clients? 2:42 How long ago did you make Aliyah and how did you get into your business? 3:53 Did you always think you would start a business? 5:12 How did you take the plunge to start? 6:43 How was it starting your business in Israel? How did bureaucracy impact your business? 8:44 When you started did you run it by anybody? What kind of feedback did you get? 10:07 What sort of hurdles did you have in the process of growing your business? 11:44 How do you get the word out about your services? 13:19 Did Corona impact your business? 14:36 What advice would you give to prospective Olim who are looking to start a business here in Israel? 15:47 Do you have any general tips for entrepreneurs? 18:35 How did you get over your money blocks for pricing? ______________________________________________________________ ABOUT OUR GUEST:
Dena Ackerman is a professional artist, illustrator, writer, and art instructor. Originally from LA, she now lives in Ramat Beit Shemesh, Israel. Dena specializes in portrait painting and children's book art, having illustrated over 40 books and created hundreds of custom paintings for private collectors, businesses, and magazines. She also teaches art online and in a local art college. You can view her work at DenaAckerman.com. ______________________________________________________________ CONTACT DENA:
Website: https://www.denaackerman.com/ Email: DenaArt@gmail.com Instagram: https://www.instagram.com/art_by_dena/ LinkedIn: https://www.linkedin.com/in/denaackerman/ ______________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Let's talk PROCESS! Whether you're facing a significant life event like receiving an inheritance, getting a promotion, or even dealing with unexpected job loss, understanding the fundamental financial thought processes is key to achieving long-term success. Say goodbye to relying on hearsay advice from friends, distant relatives, or questionable internet sources. Every financial situation is unique, and there's no such thing as a one-size-fits-all solution.
Join me as we explore the tried and true steps that lead to financial prosperity, and learn why it's crucial to resist the temptation of shortcuts and instead stick to what actually works. Don't miss out on this invaluable advice that will empower you to take control of your financial future and build lasting wealth. ________________________________________________________________ SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME:
Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Contrary to what my children might say, I firmly believe that living life to the fullest is essential, even if it means indulging in some well-deserved spending every now and then. But here's the burning question: How can we strike the perfect harmony between spending, saving, and truly enjoying our lives? Let's dive in and see if we can figure out the formula for financial balance. Click that play button, share your thoughts in the comments, and spread the word about this captivating episode with your fellow finance aficionados.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In this week's video, we're doing something a little bit different as we pay tribute to Rick Hoyt, who sadly passed away this week. "Team Hoyt" defied all odds and broke barriers by participating in numerous marathons and triathlons, inspiring millions around the world. Join me as we explore this remarkable story and uncover the valuable lessons we can apply to our own lives to secure a bright financial future.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This may come as a shock coming from me, but retirement isn't just about financial security. A huge component of entering retirement is nurturing and maintaining our emotional well-being as we age. How to we do that exactly? Let's talk about it!________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We have officially entered wedding season and while this is a beautiful time to celebrate love and hope for the future, it is important to remember that money is a common cause of conflict in relationships. Let's start these new marriages off on the right foot with some foundational financial tips. Don't let money be a source of stress in your relationship - join me as we explore the best practices for financial success in marriage.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are you prepared for a financially secure retirement? In today's video, I share some essential lessons learned from common mistakes I have seen over the years and how to course correct and PREVENT future disaster. Don't let these financial mistakes hold you back from the fruitful retirement you deserve - start learning from them today! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
As we are celebrating Israel's 75th year of independence, let's take some time to embrace our own financial independence. Happy birthday Israel! ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In this week's episode, we tackle the topic of stock picking and whether it's the path to achieving wealth. Many people believe that they have a knack for picking the right stocks and that it's the surefire way to riches. However, data has proven otherwise. Join me as we delve into this fascinating topic and explore the data behind the hype. We'll discuss the risks and rewards of stock picking and explore alternative investment strategies that may better align with your financial goals.________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We all know the importance of the number 4 in Passover, so I would like to present you with my top 4 tips for financial freedom. May those of you who are celebrating have a chag kasher ve'sameach and I urge you to take a few moments to tune into this week's show for some practical advice to get your finances on track! ______________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ______________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ______________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
I am thrilled to announce that this week, we have a special guest joining us on the show - Matthew Salmon, the founder of The Bespoke Banker. With over 15 years of experience as a reputable lender within the NYC Metropolitan Area, Matt is an expert in advising clients on loan relationships and helping them grow their businesses.Having made Aliyah to Israel after building a successful career in the United States, Matt is passionate about advocating for his clients and leveraging his skills to help them succeed. In addition to sharing his insights on his industry, he also has some valuable advice on prioritizing family time and how to support your family as an entrepreneur.We're excited to have Matt on the show, and we can't wait for you to hear what he has to say. Tune in to gain valuable tips and knowledge from a seasoned professional.______________________________________________________________ ABOUT OUR GUEST: Matthew Salmon is the founder of The Bespoke Banker, the premier advisor for Middle-Market financial lending management which enables business owners to focus on growth by providing bespoke management of their lending relationships. Matt has over 15 years of experience as a reputable lender within the NYC Metropolitan Area. He is known for “getting it” and has a dedicated focus on developing long-term relationships. Matthew has interacted with a multitude of business owners across industries from start-ups to multi-generational corporations. Throughout his career, he has developed a qualified network of professional centers of influence.______________________________________________________________ CONTACT MATT:Website: https://thebespokebanker.com/Email: info@thebespokebanker.comLinkedIn: https://www.linkedin.com/company/the-bespoke-banker/ ______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Comparing ourselves to others is a natural tendency, but it can be especially harmful when it comes to our finances. With Passover approaching, it's a great opportunity to reflect on how we want to celebrate with our loved ones. What traditions and activities are important to us and our families? Rather than feeling pressure to keep up with the Joneses, let's focus on what brings us joy and fulfillment. By doing so, we can learn to appreciate our own financial situations and enjoy life in ways that align with our values and priorities.______________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ______________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il ______________________________________________________________________DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
With the current regional bank crisis, what should we be thinking about when it comes to our current savings and investments? Today I want to talk about the opportunities we have to reassess, what we should be looking into, and how we can feel a bit more secure with our financial plans moving forward. ________________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/________________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR________________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/________________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il________________________________________________________________DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We are back to our roots this week with a talk about finance - and fintech in particular. To lend some further expertise to the conversation, I invited London-based financial journalist Harry Clynch to the show as we discuss fintech, AI, and Bitcoin and where he thinks this ship is heading. Enjoy the show! ______________________________________________________________ ABOUT OUR GUEST: Harry Clynch is a financial journalist based in London. He is the Features Editor at Disruption Banking and writes about financial markets and international affairs for a wide range of publications, including The Spectator, Al-Monitor, The Africa Report, African Business, and more.______________________________________________________________ CONTACT HARRY:Website: https://www.disruptionbanking.com/author/harryclynch/Email: clynchharry@gmail.comLinkedIn: https://www.linkedin.com/in/harry-clynch-6bb338112/Twitter: https://twitter.com/clynchharry ______________________________________________________________ SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/______________________________________________________________ CONTACT ME:Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
I had the absolute pleasure of speaking with Sacha Gorelik this week for our entrepreneur series. Sacha has built her e-commerce copywriting career over the past 5 years helping companies all over the world connect with their customers and sell more effectively. In our conversation, Sacha shares with us the ins and outs of her business, how she has scaled her business to meet her personal goals - not the goals that social media dictates, and some incredible advice for olim looking to start a business here. This one is not to be missed. Enjoy - and thank you Sacha for coming on the show!______________________________________________________________ ABOUT OUR GUEST: Sacha Gorelik has been an e-commerce copywriter since 2018, bringing a mix of magic, madness, and creativity to every project. Over the years, she has helped companies from the USA, Europe, Israel, Australia, and beyond to connect with their customers and sell more effectively.When not pounding away on her keyboard, you might find her working out, hiking with her husband, or spending time with her kids.______________________________________________________________ CONTACT SACHA:Website: https://ecommcopywriter.com/LinkedIn: https://www.linkedin.com/in/sachagorelik/Instagram: https://www.instagram.com/ecommcopywriter/Facebook: https://www.facebook.com/ecommcopywriter______________________________________________________________ SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ _____________________________________________________________ SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME:Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Have you had a financial check-up recently? My guest this week for our entrepreneur series is Aaron Frolich of Green Peak Advisors. Aaron is a Certified Financial Planner (CFP) who not only knows how to maneuver through the web of financial decisions and options available to Israelis, but he is also well-educated on the impact those decisions can have on Americans living in Israel. This interview has it all: great advice for financial planning in general and Aaron shares what he has learned being an entrepreneur himself here in Israel. There are a lot of great takeaways from this show! I hope you find at least one nugget and take some action today. ______________________________________________________________ ABOUT OUR GUEST: Aaron Frolich is one of a handful of English-speaking certified financial planners (CFP) in Israel and is passionate about setting people up for financial success.Aaron helps his clients regain control of their finances, save thousands of shekels, grow their wealth, develop a strategy to achieve financial success, and most importantly, gain peace of mind.Aaron brings 14 years of experience in capital markets where he managed and was responsible for over $200 million of assets for private and institutional clients ______________________________________________________________ CONTACT AARON: Website: https://greenpeakadvisors.com/Email: aaron@greenpeakadvisors.comLinkedIn: https://www.linkedin.com/in/aaronfrolich/Phone: +972-54-320-8077______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ______________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week we are welcoming Jay Kierman of Prime Aliyah to the show. Jay is not only a business owner himself, but his business helps olim make the aliyah process easier! If you have yet to make Aliyah or are currently struggling with the process already on this side of the pond, Jay strives to make the "magical feeling" of Aliyah last by reducing the stress of bureaucracy, helping you find the community that's right for you, and much more. Even if you are not looking to hire help in making Aliyah, Jay's advice in this episode for all olim (and olim looking to start a business!) is not to be missed. Enjoy the show. ______________________________________________________________ABOUT OUR GUEST:Jay Kierman is the founder of Prime Aliyah, an elite Aliyah concierge service. Although Jay's first calling was in the Finance field, after making Aliyah himself and several years later helping many family members make Aliya, especially jumping through all of the bureaucratic hoops, Jay felt called to create Prime Aliyah so that he could help others get through the process with more ease. Prime Aliyah was created as a solution for people overwhelmed by the Aliyah process and who are looking for around-the-clock support to alleviate stress and answer any questions along the way. Prime Aliyah offers pre and post-Aliyah packages that take the bureaucratic burden off your shoulders when dealing with government agencies and navigating all of the different aspects of Aliyah, thereby allowing you to focus your energies on acclimating to a new country, environment, and culture. Prime Aliyah is with you every step of the way, LITERALLY, whether you are going to Misrad Hapanim or even your first supermarket run on your own!______________________________________________________________CONTACT JAY:Website: http://www.primealiyah.com Facebook: https://www.facebook.com/profile.php?id=100089556332825Instagram: https://www.instagram.com/primealiyah/______________________________________________________________SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR______________________________________________________________VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/______________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il______________________________________________________________DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.#movingtoisrael #makingaliyah #entrepreneurship
Do mutual funds have a place in your portfolio? Are you confused about why you ended up with a big tax bill on your investments even though you lost money in the market? We're doing a deep dive today to talk about all things mutual funds and about some better options for where we can invest our money. _______________________________________________________________SOCIAL LINKS:Facebook: www.facebook.com/AaronKatsmanLC/Twitter: twitter.com/AaronKatsmanLinkedIn: www.linkedin.com/in/aaron-katsman-6550441/_______________________________________________________________SUBSCRIBE TO THE PODCAST:iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: www.stitcher.com/podcast/the-aaron-katsman-showSpotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR_______________________________________________________________VISIT MY WEBSITE:Website: www.aaronkatsman.com/_______________________________________________________________CONTACT ME:Email me: aaron@lighthousecapital.co.il_______________________________________________________________DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week we are welcoming photographer and tour guide extraordinaire Yonit Schiller to the show. Yonit shares with us her journey to becoming both a photographer and tour guide and some incredible stories that have made her career a memorable one so far: from a 10-day photography trip to China to photographing intimate "Corona weddings" and being part of the new normal we all experienced during the lock-down period. Her advice for new entrepreneurs will ignite that Zionist spark in all of us. Enjoy the show! ABOUT OUR GUEST:Based in Jerusalem, Yonit Schiller is currently living her dream by both working as a licensed tour guide and professional photographer. Her photographs have been featured in numerous publications including National Geographic Magazine, Haaretz, Times of Israel, The Jerusalem Post, Yediot Achronot, and Yisrael Hayom.Yonit was born in Israel and moved with her family six years later toBuffalo, New York, where she grew up. She received her Honors BAfrom York University in History & Religious Studies, and moved backto Israel in 2006, at the outbreak of the Second Lebanon War, whereshe completed her Masters in Jewish Education at the HebrewUniversity. While freelancing as a photographer, Yonit turned hersights onto a parallel path- towards informal Israel education- andgraduated from the rigorous Ministry of Tourism course, certifying heras a tour guide and -ultimately-carving out her destiny.CONTACT YONIT:Tour Guiding Website: https://www.lionofziontours.com/Photography Website: http://yonitschiller.com/Email: yonit.schiller@gmail.comInstagram: https://www.instagram.com/yonitschillerphotography/Facebook: https://www.facebook.com/photographyinisraelSOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Today we are bringing back the solo episodes with a discussion about your investments. Is it time to make a trade? When should you trade? Is the risk worth the reward? We're talking about it all on this week's show. SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQRVISIT MY WEBSITE:Website: https://www.aaronkatsman.com/CONTACT ME:Email me: aaron@lighthousecapital.co.ilDISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.#investing #stockmarket #stocktrading #stocktradingstrategies #investmentstrategies
I had the absolute pleasure of speaking with Bayla Haskel founder of the vegan meal delivery service, Veg it Out. Bayla shares her journey from Hitech to founding her own business and growing her venture from her kitchen to an outsourced facility. We discuss what it takes to start your own business, how to relinquish control when you start to bring on external support, and the biggest challenges she faced in starting her business. You're going to love this one! ------------------------------------------------------------------------ABOUT OUR GUEST:Bayla Haskel founded Veg it Out in 2019 after seeing firsthand what the western diet of highly processed foods, excess sugar, and veggie-poor meals is doing to people’s health.Bayla has made it her mission to not let people’s exhaustion at the end of a long day at work get in the way of eating really good food that is amazing for their bodies.------------------------------------------------------------------------CONTACT BAYLA:Website: https://vegitout.com/Facebook: https://www.facebook.com/vegitout/Instagram: https://www.instagram.com/veg.it.out/----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week we are welcoming Shev Simon to the show! As a brand consultant for healers, coaches, and therapists Shev has not only gone through the process of growing her own business but has seen the struggles of other entrepreneurs on a daily basis. Shev guides her clients through the process of finding brand clarity so they can move forward with aligned action. Her advice for entrepreneurs is invaluable - you do not want to miss this one! ------------------------------------------------------------------------ABOUT OUR GUEST:Shev Simon is a brand consultant for healers, coaches, and therapists. She’s an expert at helping you to use the power of your brand to grow a business you love. Your brand is the personality of your business. And when your business is grounded in that brand, your message becomes clear, consistent, and genuine, so you can more easily connect with your favourite clients. Shev provides a blend of branding savvy and emotional wellness for business owners because you are the most valuable asset in your business.------------------------------------------------------------------------CONTACT SHEV:Website: https://shevsimon.com/Instagram: https://www.instagram.com/shevsimon/Facebook: https://www.facebook.com/SHINEBrandCoaching----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
I am excited to continue our aliyah entrepreneur series with our last interview of 2022: Sarah Raanan. Sarah is a personal branding photographer and visibility coach who helps entrepreneurs show up confidently online - no matter how shy they are. Sarah and I discuss her journey to becoming a photographer, establishing her business and niche in Israel, and the entrepreneurial mindset for success. Enjoy the show! ------------------------------------------------------------------------ABOUT OUR GUEST:I’m Sarah Raanan - a Visibility Coach & Personal Branding Photographer. I work primarily with small business owners who are scaling their businesses whilst feeling overwhelmed by the online space & hesitant to show their faces online. I help them find the confidence to stand out & be visible, to banish their hang ups, be real and feel confident about showing up online.------------------------------------------------------------------------CONTACT SARAH:Website: https://www.sarahraanan.com/Instagram: https://www.instagram.com/itssarahraanan/ Facebook: https://www.facebook.com/sarahraanan/LinkedIn: https://www.linkedin.com/in/sarahraanan/----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week we welcome Sarah Landman to the show. Sarah is the founder and CEO of Landman Strategic Fundraising (LSF), a Jerusalem-based fundraising firm serving Israeli nonprofits. Sarah was not looking to start a business with multiple employees when she began freelancing as a fundraising consultant, but she slowly grew her one-woman show into a thriving agency. I am excited to share the story of her entrepreneurial journey!------------------------------------------------------------------------ABOUT OUR GUEST:Sarah Landman has been working in the international nonprofit sector for over 15 years. She has used her skills as a program manager, educator, and activist, and most significantly, as a fundraising strategist with a specialty in women’s rights, Jewish identity, and employment initiatives. Sarah is the founder and CEO of Landman Strategic Fundraising (LSF), a Jerusalem-based fundraising firm serving Israeli nonprofits. Sarah and her team of consultants and communications professionals work with their nonprofit clients to develop and implement long-term fundraising strategies, meaningful campaigns, and strong partnerships that ensure continuous growth and long-term sustainability. Sarah lives in Gush Etzion with her husband and four sons.------------------------------------------------------------------------CONTACT SARAH:Website: https://www.lsf.co.il/Email: sarah@lsf.co.ilFacebook: https://www.facebook.com/landmanstrategic/LinkedIn: https://www.linkedin.com/company/landman-strategic-fundraising/----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week in our entrepreneur series we welcome Adena Mark Kapon of A to Z Events Israel to the show. Adena shares with us her journey from making aliyah with young kids to getting divorced to supporting her family by starting her own thriving event-planning company. Adena has some truly incredible advice for aspiring entrepreneurs and I am excited for you to tune in to this show. ------------------------------------------------------------------------ABOUT OUR GUEST:As founder and CEO of A to Z Events Israel, Adena Mark Kapon embodies everything that is expressed in each A to Z event. Organized and creative, down to earth with a love of magic and sparkle, Adena loves the elegance found abroad and the authentic, practical warmth of Israel. Originally from New York, Adena is an experienced strategy-maker, hardened negotiator, advisor, and confidant. She has the unique ability to bridge Western values with Israeli traditions. As an immigrant, she has the patient empathy to help those overwhelmed by planning a destination event in a foreign country. As a wife, mother of 6, and stepmother to 2, she understands the challenges and sensitivities of coordinating family at any event – particularly from abroad. And with years of experience making it in Israel, she has the tenacity to find a way to make it – whatever it is – happen for you.------------------------------------------------------------------------CONTACT ADENA:Website: https://atozeventsisrael.com/Email: adena@atozeventsisrael.com Instagram: https://www.instagram.com/atozeventsisrael/Facebook: https://www.facebook.com/atozeventsisrael----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We are forging ahead with our entrepreneur series! This week I am joined by Adina Cooper who is sharing with us her journey from working in international real estate (including projects in Israel and Singapore) to working with "over 60"s. Adina provides holistic organizing services from home renovation to creating systems that work for you. I can't wait for you to hear Adina's fascinating story. ------------------------------------------------------------------------ABOUT OUR GUEST:Adina Cooper immigrated to Israel from the US in 1982 after completing her undergraduate degree at UC, Berkeley. She continued her education studying real estate law at TAU and real estate management and valuation at the Technion. Adina’s career spanned continents and the range of real estate related activities from investment, development, project management, and equity raising on the Singapore stock exchange. Her work has taken her to North America, Eastern and Western Europe and Asia. Many of the projects she managed speckle the Israeli landscape, including the iconic SAP building on route 4, the Western Digital campus in Kfar Saba and the Medronics building on Route 2. She lived and worked in Singapore for several years until 2018. Upon her return from Singapore to Israel, she was confronted with her own challenges in managing the personal project of renovating and moving into a new apartment. In dealing with her personal possessions and space, she began to question how our belongings and surroundings impact our quality of life.She set about taking stock of the family heirlooms she had received and had been moving from place to place over the decades. Her article, “Where Legacy Ends and Headache Begins” (published in ESRA Magazine April 2022) culminated in her forming a business enterprise, Living that Works, to support others in the process of curating their lives and legacy. She is intimately familiar with the issues of downsizing common to people undergoing life transitions, often experienced by western immigrants to Israel. ------------------------------------------------------------------------CONTACT ADINA:Website: https://www.adinacooper.com/Email: adina@adinacooper.comFacebook: https://www.facebook.com/LivingthatWorksInstagram: https://www.instagram.com/livingthatworks/----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
So you think you might have money coming your way ... eventually. Our parents should all live and be well, but the facts of life are generally that money will come our way from our parents in the form of an inheritance. The big question is: how much should we actually rely on that inheritance when it comes to our own financial planning? We're talking about all of this and more on this week's show. ----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week on the Aliyah entrepreneur series I'm excited to welcome Debbie Sassen to the show. Debbie brings her deep wisdom to us this week not only as an entrepreneur herself but also as a Business and Money Mindset Coach. Her former career as a financial planner puts her in the unique position to truly understand the money blocks entrepreneurs face as they build their businesses. Enjoy the show!------------------------------------------------------------------------ABOUT OUR GUEST:Debbie Sassen is a Business and Money Mindset Coach and former Financial Planner.She helps midlife entrepreneurs make more money and grow wealth, without burnout and sacrificing their family. Because money is so intimately involved with everything we do in business, Debbie believes that clearing your money blocks makes EVERYTHING else easier.Her coaching combines business strategy, money management, and mindset to help entrepreneurs dissolve the family of origin money story and limiting beliefs that keep them stuck in a cycle of under-earning, overspending, and under-saving.Unfortunately, too many women - and men - never learned how to understand money, earn abundantly, and manage their finances to build wealth.Too many women, in particular, feel belittled and diminished by professionals in the financial industry.Debbie believes it's time we changed that narrative! None of us should have to dim our lights and brilliance to build a solid financial reality for ourselves and our families - now and in the future! When we own our wealth and take responsibility for it, we give other people permission to shine their brilliance brightly, too.------------------------------------------------------------------------CONTACT DEBBIE:Email: debbie@debbiesassen.comWebsite: https://debbiesassen.com/Podcast: https://debbiesassen.com/podcast/Facebook: https://www.facebook.com/debbiesassencoachingInstagram: https://www.instagram.com/debbiesassen/LinkedIn: https://www.linkedin.com/in/debbiesassen/----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week on our "Aliyah Stories" series we welcome to the show Zia Jaffe-Rose. Zia and her husband Michael are the proud owners of the landmark bookstore Sefer ve Sefel in Jerusalem, but their path to getting there had many forks along the way. Unlike many of our previous guests, Zia clocked in many hours (YEARS in fact) at the Israeli phone company Bezeq as well as several years after working in the English-speaking yeshiva world. Now as the owner of a second-hand bookstore in the middle of Jerusalem, the Roses are living the Aliyah dream! Enjoy the show. ------------------------------------------------------------------------ABOUT OUR GUEST:Zia Jaffe-Rose came to Israel from the US on a three-month ticket 33 years ago and has been in the holy land ever since. She began her professional life in Israel working at Bezeq for 16 years and then shifted to working in the English-speaking world at Midreshet Rachel v'Chaya for the following 8 years. In 2015, Zia and her husband Michael made the decision to buy the landmark bookshop Sefer ve Sefel and have brought along with them their own unique charm. Sefer ve Sefel was first established in the early 1980s and their stock of currently over 26,000 new and used English books spans almost every genre imaginable. Conveniently located in the center of Jerusalem, Sefer ve Sefel is a great stop for both locals and tourists to trade, buy and discuss everything related to the written word!Zia's love for books is clear in her instant rapport with new and regular customers alike and she is always ready to recommend what is sure to be your next favorite book. The Roses live in Beit Shemesh with their beautiful family and several thousand books.------------------------------------------------------------------------CONTACT ZIA:Website: https://www.sefervesefel.com/Facebook: https://www.facebook.com/sefervesefelInstagram: https://www.instagram.com/sefervesefel/Email: sefervesefel@gmail.com----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Now that we are "after the chagim" as we say in Israel, I am excited to continue with our (non-high tech!) aliyah entrepreneur stories. This week we are talking with the incredible Nicole Oren. Nicole started her coaching business with the goal of helping female entrepreneurs pave their own path to success. Not only was this a fascinating interview but it is clear that Nicole is a great coach. Get in touch with her in the links below ⬇️------------------------------------------------------------------------ABOUT OUR GUEST:Nicole Oren is a Mom, Wife, Podcaster, Organizational Consultant, and Life & Business Coach. She has over 9 years of experience helping companies, leaders, and entrepreneurs excel. Her mission is to teach female entrepreneurs the tools to help them, help themselves, and become their own #1 mentor.------------------------------------------------------------------------CONTACT NICOLE:Website: https://www.nicoleoren.comEmail: nicole@nicoleoren.comInstagram: https://www.instagram.com/nicoleorencoaching----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week we are excited to bring back to the show Helena Baker, founder of English Speaking Networking to contribute her thoughts to our conversation around Israeli entrepreneurship and Aliyah. Should you start your business and hit the ground running the moment you get here? What difficulties might you face in starting your business? How do you make the most out of your networking opportunities? We talk about all of this and more on this week's show. ------------------------------------------------------------------------ABOUT OUR GUEST:Helena is a born and raised brit who started her copywriting business at the tender age of 21. Having no contacts she immediately started networking her socks off and attended most groups across London. Later she moved to a new country that didn’t have much of a culture of formal networking and so created English speaking networking. With three groups locally that were both online and face to face she saw a demand for online meetings and last year founded Internationalesn with a focus on helping business owners right around network and grow their business. She now has three groups: professional services, health and wellness and creative. She currently lives in Tel Aviv with her husband and in her spare time enjoys riding her bike (Louise.)------------------------------------------------------------------------CONTACT HELENA:Website: https://englishspeakingnetworking.com/Email: Helena@englishspeakingnetworking.com Facebook: https://www.facebook.com/helena.baker.56----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https://twitter.com/AaronKatsmanLinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/----------------------------------------------------------------------------------SUBSCRIBE TO THE PODCAST:iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-showSpotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR----------------------------------------------------------------------------------VISIT MY WEBSITE:Website: https://www.aaronkatsman.com/----------------------------------------------------------------------------------CONTACT ME:Email me: aaron@lighthousecapital.co.il----------------------------------------------------------------------------------DISCLAIMER:Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
On today's show, we welcome entrepreneur guest Yedidya Brauner. Not only does Yedidya share his journey to becoming a coach, but he also shares with us some incredible advice and mindset shifts for entrepreneurs looking to grow to the next level. Enjoy this week's episode of The Aaron Katsman Show!
ABOUT OUR GUEST:
After a 10-year career in high-tech, in 2019 Yedidya Brauner opened up his coaching practice, as he came to realize that he’s been coaching people his entire life. He helps peak performers craft and create their impossible dreams. His methodology is bespoke, non-time-based deep, transformative coaching.
Several of his clients have PhDs. One is a CEO after an exit of hundreds of millions of dollars and coaches CEOs himself. One is a partner in a billion-dollar VC. His clients have built and sold multi-million dollar businesses. Many are ultra-high net worth individuals. His clients have had extraordinary success as CEOs, SVPs, entrepreneurs, startup founders, global marketers, coaches, and business owners.
CONTACT YEDIDYA:
Email: yedidyab@gmail.com Facebook: https://www.facebook.com/yedidya.brauner.1 LinkedIn: https://www.linkedin.com/in/yedidyabrauner/ Instagram: https://www.instagram.com/jedi_nuero/?fbclid=IwAR0uvnUw5s_D8MhiwuKMJsFVernHGqPkPQ8VBsDTK18DlPA8JUcjNSMGNi8
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
If you have been tuning in to The Aaron Katsman Show over the past couple of months, you have heard the stories of many entrepreneurs in Israel of all stages and phases. From people whose businesses are in their early years, to those who have sold their business and are on to the next one. Today I am sharing with you some common themes I have heard speaking with these incredible low-tech business owners and what aspiring entrepreneurs can learn as they venture into starting their businesses here in Israel.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
israel #israelibusiness #IsraeliEntrepreneurship #startingabusiness #startingasmallbusiness #entrepreneur #entrepreneurship
Today's show is practically two shows in one! CPA Yosefa Huber joins us this week to not only share her personal story of starting her business in Israel, but she is also sharing some incredible advice for American Olim who are looking to start a business in Israel - kicking off our discussion with the much-discussed, often misunderstood "ten-year tax exemption'. Enjoy the show!
ABOUT OUR GUEST:
Yosefa R. Huber, CPA specializes in US taxes for Americans living in Israel. Yosefa made aliya from South Florida in 2009. She started her career in international taxation at a large accounting firm in Tel Aviv. Yosefa opened her own US tax practice in 2016, and now leads a small team of English-speaking Olim dedicated to providing high-quality, personalized service to Americans in Israel. Yosefa lives in Haifa with her husband, five kids, and dog. When she’s not working, Yosefa enjoys art, food, meeting people, and speaking with fellow entrepreneurs in Israel.
CONTACT YOSEFA:
Website: https://www.hubertaxcpa.com/ Email: Yosefa@hubertaxcpa.com Facebook: https://www.facebook.com/yosefahuber
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
financialadvice #aliyah #makingaliyah #nbn #payingtaxes #israel #cpa
Welcome to Crypto 101! This week I am excited to welcome special guest David Peters of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David answers many of your burning questions about cryptocurrency like ⚡What are the different types? ⚡How do they work? ⚡ Is crypto safe? ⚡ What happens if I want to cash out? Let's get into it together on this week's show.
ABOUT OUR GUEST:
David Peters is the Founder and Owner of Peters Professional Education (petersprofessionaleducation.com) and Peters Tax Preparation & Consulting, PC. David has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses – a required course for all CPAs licensed in the Commonwealth of Virginia.
CONTACT DAVID:
Website: https://www.davidpetersfinancial.com/ Email: David@davidpetersfinancial.com LinkedIn: https://www.linkedin.com/in/david-peters-85a82417/
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
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This week we are taking a complete 180 from our Low-Tech entrepreneur series with special guest Amir Weitmann of Champel Capital. In this episode, we discuss venture capital, Israel's competitive advantages in the tech space, and - as always - a few great tips for aspiring entrepreneurs looking to make it here in Israel.
ABOUT OUR GUEST:
Amir Weitmann is an experienced licensed investment advisor and asset manager and has been involved in asset management since 2004. From 2010 to 2017, he served as a Senior Investment Advisor for Bank Hapoalim, Israel’s largest bank. In 2017, he established Champel Capital with Arié Benguigui to harness the power of Israeli technology investments. Mr. Weitmann holds a BA and an MA in International Relations from the Geneva Graduate Institute of International Studies, and the Hebrew University of Jerusalem.
CONTACT AMIR:
Website: https://champelcapital.com Email: aweitmann@champelcapital.com Facebook: https://www.facebook.com/amir.weitmann
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week I got a crash course in all things coffee with Matan Bouganim owner of Erez Coffee Co. Matan is on a mission to introduce Israelis to a new way of drinking coffee by bringing cold brew coffee to the masses. As with all entrepreneurial paths, it's not always easy (especially in the food industry!) but the special "village" vibe of Israel provides young businesses unique opportunities to grow in unexpected ways. Enjoy the show!
ABOUT OUR GUEST:
Originally from California, Matan Bouganim moved to Israel when he was 19 to join the IDF. After the military, he went to university, and following his studies, decided to start his own business. Matan wanted to do something with coffee because he thinks the coffee industry is extremely fascinating. Erez Coffee produces 15+ flavors of cold brew coffee as well as other coffee-related products. His vision was to bring mindfulness to an activity that people continue to do every day, but with a twist! Not only is cold brew, well, cold, but each bean tastes different, and each drink has a different story. Coffee is what brings people together. It's universal and connects cultures. But most importantly, coffee can be really fun. It's great to cook with, make cocktails with, use in seasonings, etc.
CONTACT MATAN:
Website: https://www.erezcoffeeco.com/ Instagram: https://www.instagram.com/erezcoffeeco/ Facebook: https://www.facebook.com/erezcoffeeco
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Let's keep this vegan ... I mean Israeli Entrepreneurship Series rolling with vegan chef Rachel Hammer. Rachel is the founder of Sweet by Nature but she did not always work in the food industry. She started her career in Israel as many of us do in the Hi-Tech world but found it unfulfilling. Rachel's story leading up to creating her business was a mix of "mazal" - being in the right place at the right time and "chutzpah" - sending a message on Instagram to an Israeli celebrity and actually booking a catering gig. Thanks for joining us on the show, Rachel!
ABOUT OUR GUEST:
Rachel Hammer is the owner of Sweet by Nature creating Tasty Vegan foods. She believes that cooking is a means to creativity. She loves to cook, feed people, and share the gifts that nature provides. Her business, Sweet by Nature, is focused on creating the purest, natural, and nutrient-dense Whole Foods to keep your mind and thoughts clear, and your body energized.
Along with providing orders in and around Tel Aviv of Raw Vegan treats, she catered desserts for Michal Ansky’s (Master Chef Judge) wedding and has been on the television show ‘Game of Chefs.’ Rachel also does full meal catering for private events and retreats. She creates menus based on the budget and concept of the event.
CONTACT RACHEL:
Facebook: https://www.facebook.com/sweetbynature.co Instagram: https://instagram.com/sweetbynature_co?r=nametag Phone: 058-630-4077
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
It is my pleasure to introduce you to our next guest in our low-tech entrepreneur series: Nir Yuhjtman, founder of Yuhjti Premium Vegan Ice Cream. Nir shares the story of his passion for making ice cream and combining this with his more recent interest in creating quality plant-based foods. You're going to want to watch this one until the end because Nir shares my favorite bit of advice for all entrepreneurs who are starting a business. Thanks for coming on the show, Nir!
0:00 Introduction 1:54 How did Nir get in to vegan premium ice cream? 5:41 How does the taste compair to milk-based ice cream? 7:41 How do you scale in the food business? 10:12 How is Nir marketing his ice cream? 11:56 Did Nir always want to start his own business? 13:50 What is it like starting a business in a foreign land? 16:08 Israelis helping other entrepreneurs 17:15 Advice to olim about starting a business 18:22 Best tip for entrepreneurs
ABOUT OUR GUEST:
Nir was born in Israel but lived most of his life abroad (Argentina from ages 1 to 6, USA from ages 7 to 19). He spent most of his childhood/adolescent years in Tenafly, New Jersey. At 18 he attended Penn State University, where he began his degree in Food Science. It was there that his dream to create an ice cream business began. After a year at Penn State, he made Aliyah and enlisted in the IDF, where he served as a combat soldier in the Golani Brigade.
In 2015 he began attending Hebrew University’s Faculty of Agriculture in Rehovot, where he continued studying for his Food Science and Biochemistry Degree. After completing his degree in 2018 he began a 6 month internship at Yotvata Dairy in the Arava. Afterwards, he worked for a year and a half at a Biochemistry lab as a research assistant in the Faculty of Agriculture. Nir’s experiences at Yotvata and the research lab where critical in honing his abilities for product development.
CONTACT NIR:
Website: https://www.yuhjti.com/ Facebook: https://www.facebook.com/yuhjti Instagram: https://www.instagram.com/yuhjti/
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What do soldiers with PTSD, kids in Rwanda, and Jewish/Muslim co-existence have in common? According to this week's entrepreneur guest, Michal Berman owner of Tel Aviv Art Studio, the answer is art.
After making aliyah in her early 20s and serving in the IDF, Michal got her degree in art therapy and opened her art studio in Tel Aviv creating a safe space for creation, healing, and connecting with others. On this week's show, Michal shares her journey of creating a business in Israel that has led her to many unexpected places.
ABOUT OUR GUEST:
Michal Berman is the owner, art teacher, and art therapist at Tel Aviv Art Studio. The studio offers special art workshops and activities for people of all ages. With a background in both fine arts and teaching, Michal always had an enormous passion for art and inspiring others to create.
Originally from New York, Michal came to Israel at 22 years old and served as a Lone Soldier in the IDF. Following her service, she attended the University of Haifa, where she graduated with a master’s degree in art therapy.
Michal opened Tel Aviv Art Studio as a unique space for people of all ages, aimed at forming connections between Israelis and new Olim through art.
The studio also offers special workshops specifically for soldiers who suffer from PTSD. Through these activities, Michal aims to break stigmas about post-trauma and demonstrate the power of art as a therapeutic tool. The studio serves as an example of how the process of making art can help reduce stress, anxiety, and depression, and overcome grief.
Throughout the Covid-19 pandemic, Michal has collaborated with Soul of Rwanda, an organization that aims to assist and educate homeless children in Rwanda through various educational activities. Michal connects with them every Sunday through Zoom and leads art classes using hand gestures, shapes and movement as a means of communication. Her volunteer work offers the children an educational framework to keep them motivated and empowered despite their challenging reality.
CONTACT MICHAL:
Website: https://www.telavivartstudio.com Facebook: https://www.facebook.com/telavivartstudio/ Instagram: https://www.instagram.com/telavivartstudio/?hl=en Email: telavivartstudio@gmail.com
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week, we are continuing our conversations with non-start-up entrepreneurs with the founder of Holy Butter peanut butter, Dr. Jason Cohen. What did his journey look like going from being an interventional Pain Management Physician to starting an Israeli-based peanut butter company? We talk all about it on this week's show - along with his great advice for aspiring entrepreneurs.
ABOUT OUR GUEST:
Dr. Jason Cohen, his wife Donna and children made Aliyah in 2011. As an anesthesiologist and interventional Pain-Management Physician with a medical consultancy, he traveled every four to six weeks from Israel to New York, and then COVID happened. His family realized they had run dry of the Smuckers organic peanut butter he would often bring back from the US. He had no choice but to create his own organic peanut butter.
CONTACT JASON:
Website: https://holybutter.com/ Email: info@holybutter.com Facebook: https://www.facebook.com/HolyButterIsrael
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Welcome to the first show of a special Israeli entrepreneurship series. We're talking the nitty-gritty of what it takes to start a business here in Israel - and we're not talking hi-tech either. We're talking real people, with real successful businesses who have paved the way for us olim who are trying to make a living while we make a difference here in this country. Our first guest is none other than Devorah Levine Katz of Pat BaMelach fame and she will be sharing with us everything about how she and her husband began their business, their new business venture, Meshek48, and the advice she would like to give olim about standing up to Israeli bureaucracy and finding your place in the Israeli ecosystem.
ABOUT OUR GUESTDevorah Levine Katz grew up in Toronto, Canada and has been living in Israel since 1995. Her first career was in the world of education where she was an educator, curriculum writer and editor. In 2015, she founded Pat BaMelach, an artisan sourdough bakery and a tourist destination in Gush Etzion, with her husband, David. The bakery grew to include a restaurant, event space, and workshop space. Pat BaMelach crackers are currently sold nationally and can be found in over 2500 stores. In June of 2020, Pat BaMelach merged with a larger company and continued to grow. Devorah and David stepped down in March of 2022 and are about to launch their next project, Meshek 48. Past Devorah and David collaborations include five children and a short-lived greenhouse in their backyard.
CONTACT DEVORAH:
Website: https://meshek48.com Instagram: https://www.instagram.com/meshek48/Facebook: https://www.facebook.com/Meshek48-106056658836569
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
On today's show, I am sharing with you how easy it is to transfer your brokerage account. If you are a US citizen who has made aliyah, it is not uncommon to receive a letter informing you that your broker is unable to serve you anymore.
Not only is it VERY simple to transfer your account to a new firm, but it can cost you big time if you take your friends' advice or crowdsource. Go directly to a financial professional to sort this out!
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Repeat after me, "I will not blindly listen to free financial advice!"
We're talking advice like "oh, the market is down you shouldn't do _______" or "you got that much money in your settlement? you should do _________." Unless this money wizard friend of yours is willing to put their money where their mouth is and pay you back if their advice does not pan out, it is always best to avoid cookie-cutter advice. Get your advice from someone who will look at your unique situation through a holistic lens. Let's talk!
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
With inflation surging, bitcoin at a shocking low, and an unstable stock market is there any safe way to invest our money these days? Inflation-proof I Bonds are all of the rage right now with the government offering a guaranteed 9.62% interest rate for the next 6 months. Should you jump on the I Bond bandwagon? Let's talk about it.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How do you make it financially in Israel? This age-old question pops up daily on internet forums and in my inbox. On today's show, we are speaking with Nadav Ellinson, founder of Money By Design, which helps English-speaking Israelis learn how to understand money to design a better life for themselves in the holy land. No matter what stage of aliyah you are in, tune in to this episode for helpful strategies and tips for making the most of your money here.
ABOUT OUR GUEST:
Nadav Ellinson is a personal finance consultant and the founder of Money By Design. Nadav has an MBA from Tel Aviv Recanati School and over 10 years of finance experience as CFO/COO of a successful hi-tech company, head of finance for several NGOs, and through his private work with olim in Israel.
Nadav founded moneyby.design to help English-speaking Israelis learn how to understand money to design a better life for themselves.
CONTACT NADAV:
Website: https://moneyby.design Email: nadav@moneyby.design Facebook: https://www.facebook.com/join.mbd Instagram: https://www.instagram.com/moneyby.design/
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week I am excited to share my interview with Ori Ben Shlomo, the founder and CEO of JGive. JGive makes giving charitable donations to Israeli charities and funds much easier both for those of us in Israel as well as for donors from abroad. If donating to Israeli charities has proven difficult in the past (we're talking hunting down people for receipts or having a seamless way to keep track and grow your charitable donations) JGive might just be the solution for you. I'd love to hear from you about the ways that you give and how you make giving part of your financial plan.
ABOUT OUR GUEST:
Ori Ben Shlomo is the Founder and CEO of the Asor Fund (JGive), an Israeli non-profit organization with a mission to encourage Jewish philanthropy. In 2016, he established the JGive platform, making the world of Jewish giving more efficient, effective and tech-forward. JGive offers a growing digital platform of over 1300 vetted Israeli charities across multiple sectors. To date, JGive has enabled and directed more than 1 million donations, with a volume of over 500M NIS, creating a dynamic and extensive marketplace of giving.
In addition to Ori's practice as a highly regarded attorney, he was chosen by Forbes Israel as one of the "30 under 30" most promising and influential young Israelis of 2018. He also formerly served as the General Counsel for the Maariv-Makor Rishon newsgroup. Ori has an M.A. in Conflict Management from the Hebrew University of Jerusalem and an LL.B. (Magna Cum Laude) from the Ono Academic College.
CONTACT ORI:
Website: https://www.jgive.com/ Email: ori@jgive.com Facebook: https://www.facebook.com/JGivecom/ Instagram: https://www.instagram.com/jgivecom/ LinkedIn: https://www.linkedin.com/in/ori-ben-shlomo-10190722/
MY SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Real estate is always a good investment - right? On today's show, we are talking about the common misconception, particularly here in Israel, that it's a good idea to invest all of your money in the real estate market. We go deep into the many fallacies in this way of thinking and why it's incredibly important to have a well-rounded financial action plan.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
On the show today we are talking about what to do to prepare financially for the death of a spouse and the steps you need to take immediately afterward. This is not an easy topic for anyone, but do yourself a favor and please take a few minutes to listen through to the end, take some notes, and take action today to make sure your loved ones are cared for. Wishing you a long healthy life full of wealth and love.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This show is for you olim - and soon to be olim! I am joined this week by Aaron Shuchatowitz of aliyahmoneytips.com to discuss all things - you guessed it - Aliyah and MONEY. Whether you have been around here for a few years or have been dreaming about making aliyah but are not sure if you can make it work financially, we talk about it all from pre-aliyah tips and budgeting to staying safe when transferring money and real estate.
0:00 Introduction 3:00 The most popular financial issues for olim 4:43 The easiest ways to transfer money to Israel 7:24 Staying safe when transferring money 9:12 Real estate in Israel 13:19 Pre-aliya tips 15:32 Budgeting for making aliyah
ABOUT OUR GUEST:
Aaron Shuchatowitz is the founder of AliyahMoneyTips.com, a new resource dedicated to empowering Olim to better manage their finances before and after Aliyah. Aaron is an Accredited Wealth Management Advisor and a California-licensed Investment Advisor. He currently lives in Kochav Hashachar with his wife and two kids.
CONTACT AARON SHUCHATOWITZ:
Website: https://aliyahmoneytips.com/ Email: aaron@aliyahmoneytips.com Facebook: https://www.facebook.com/aliyahmoneytips/ Youtube: https://www.youtube.com/channel/UCNaPUnqGqY9a0QUQrc2eRhQ/featured
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What do you need to do - financially speaking - to plan for a successful aliyah? On today's show, we're going through some of the biggest financial decisions you need to start considering NOW before you pack up your life and make the big move.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What does true FREEDOM mean to you? With Israel's Independence Day nearly upon us, I would like to take the opportunity today to discuss YOUR financial independence. Put yourself to the test and let me know in the comments below where you are holding when it comes to these 6 financial freedom indicators.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What's my best advice for dealing with inflation? PANIC of course! In all seriousness, on today's show, I am sharing with you my best advice regarding what to do with your medium to long-term savings during an inflation period.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
I see this time and time again: people counting down the days until their retirement only to realize that "travel" is not a full-time retirement plan. Now is the time to actually think about what you want to do to fill up your time in retirement. What will your day-to-day look like? Which friends do you want to spend time with? How often do you want to be with family? Are you going to volunteer? Work part-time? How often do you want to travel? The possibilities are endless! So the time to make these decisions and think about it NOW.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week I am joined by the incomparable Neale Sheila Godfrey to get down to the nitty-gritty about what we can really do to raise a generation of financially literate and fiscally responsible people. Neale has dedicated her life to empowering others (families in particular!) to take control of their financial life. Want even more from Neale? She has authored 28 books including her most recent publication Be Money Smart In Tough Times: For Parents and Grandparents (to purchase see the show notes below).
ABOUT OUR GUEST:
Neale Sheila Godfrey is an American author. Her books deal with money, life skills, and value issues. One of them, Money Doesn't Grow on Trees: A Parent's Guide to Raising Financially Responsible Children, was a New York Times #1 Best Seller.
Ms. Godfrey is Chairman and CEO of Children's Financial Network, inc, and an Executive in Residence at Columbia Business School. Neale is an expert on personal finances, family finances, and managing through inflation.
CONTACT NEALE SHEILA GODFREY:
Website: https://nealegodfrey.com LinkedIn: https://www.linkedin.com/in/nealegodfrey/ Facebook: https://www.facebook.com/NealeGodfrey Purchase her latest book: https://www.amazon.com/Money-Smart-Tough-Times-Grandparents/dp/1098369343/
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
There are so many different reasons for pushing off saving for retirement (and trust me - I have heard them ALL), but is there a magical cut-off date that makes it officially "too late"? My friends, I'm here to tell you that as long as you are able to work, in any capacity, you can still save for retirement.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We all have dreams about what our retirement will look like one day, but are you really ready for it? Today I am sharing with you the 3 biggest mistakes I see people making with their money in retirement and how to avoid them for a secure financial future.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In case you have not been in the loop until now, let me bring you in: the stock market is DOWN. Hearing this usually elicits a feeling of panic in investors, but if you are an informed seasoned investor you will know that the stock market does go down, but as history teaches us, it also goes back up again. Take advantage of this time to get in the game.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Do you ever feel like something about your money is not "working"? That feeling that something isn't quite right but you can't articulate what exactly that internal dialogue is that's going on inside of you.
If you have been around here for a while, you understand the benefits of hiring a financial ADVISOR but is it possible that a financial THERAPIST could help you out in this situation?
Our guest this week is none other than Simi Mandelbaum the Founder and CEO of PROSPR Financial Wellness, a center dedicated to reducing the stress and anxiety people feel around money. She shares with us the struggles her clients have in their personal experiences with money and how we can work through it with a healthier outlook to bring in ... you got it ... MORE money and LESS DEBT. Enjoy the show!
ABOUT OUR GUEST:
Simi Mandelbaum, CFT-I, AFC is the Founder and CEO of PROSPR Financial Wellness. Incepted in 2019, Simi has helped over 100 clients reduce debt, increase income, and most importantly live their money lives true to their goals and values! Simi also provides discounted coaching services via The Yellow Ribbon Network, a group formed to help Veterans and other persons in need, as well as through Mesila International, an organization providing services to indigent and struggling families.
Simi earned her Certified Financial Therapist (CFT-I) designation from the Financial Therapy Association, in an Accredited Financial Coach (AFC) certified by the AFCPE and completed the Certified Financial Therapist (CFT) program via the Kansas State University Masters Certificate Program.
CONTACT SIMI: Website: https://prospr.fit/ Email: info@prospr.fitPhone: 315.9PROSPR (315.977.6777)
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
On our show, we often talk about how to save for retirement, the actionable steps you need to take, and how to get started. Today's show is going to be a little bit different as we are discussing how you can expect to actually SPEND that money once you are retired. How will your spending be different from your pre-retirement days? What sort of income can you expect from your pension/any work you may do post-retirement?
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
On today's show, I'm laying it all out for you: why you should prioritize estate planning and drafting a will(especially in Israel), practical tips for keeping track of your accounts both for yourself and your partner, and the steps you should take to get the ball rolling. And of course, do not forget to consult with an attorney in this process.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
So what's the big secret to building wealth you ask? The good news is it may be more simple than you think. On this week's show, I'm sharing a few simple ACTIONABLE steps you can take to build your wealth the right way.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
While The Tinder Swindler has taken over the world of Netflix, there are actual real-life applications that you can learn from the unfortunate mistakes made by these women. Join me on this week's show as we get into avoiding "romance fraud."
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
How well versed are you in "financial speak." In today's show, I will be giving you a deep dive into FOUR necessary financial terms you should know (no more smiling and nodding for you!).
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Calling all of you DIY investors: how do you know if it's time to bring in the professionals? On this week's show, I'm talking through some real-life examples that have happened recently to help us understand why it's not always the best to go at this on your own.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week we are speaking with Marriage and Family Therapist and Relationship Coach Micki Lavin-Pell about MONEY and RELATIONSHIPS. At what point in your relationship should you start bringing up money and your views on money? How can you reconcile differences in opinion when it comes to money? How do you get on the same page? All of your questions will be answered on this week's show!
ABOUT OUR GUEST:
Micki Lavin-Pell, MS, MA is a Marriage and Family Therapist and Relationship Coach, since 2002.
After spending the early part of her career helping toxic couples who’ve been married so long they can’t remember why they ever loved their spouse climb out of their relationship holes, Micki decided to help couples achieve successful relationships from the start. She helps couples get proactive, learn about the science of love and now keeps them connected and growing.
She’s worked with hundreds of individuals and couples to help them create relationships which fulfill them, enabling them to thrive. Some of the issues she deals with include: communication, sex and intimacy, creating individual vs shared space, attachment and connection issues, infidelity, commitment fears to name a few.
With individuals, she explores: the role of attraction; overcoming barriers preventing them from creating relationships, navigating the transition from dating to relationship, relationship to engagement, and engagement to marriage.
In addition to therapy, she currently teaches couples therapy at Neve Yerushalayim Family Therapy Institute.
Micki works with clients from around the world via Zoom.
CONTACT MICKI:
Website: https://www.mickilavinpell.co.il/ Email: mlavinpell@gmail.com Facebook: https://www.facebook.com/relationshipcreator/ Instagram: https://www.instagram.com/micki_lavin_pell/ LinkedIn: https://www.linkedin.com/in/micki-lavin-pell-9a9bb31/
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We all know how important investing is for a successful financial future, so what does that mean for your money that is intended for a down payment? On this week's show, I'm giving you my wise - but possibly unpopular - opinion of what your next steps should be with that pile of cash.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Believe it or not, but receiving a substantial inheritance can leave you worse off than you started if you do not plan accordingly. On this week's show, I'm sharing with you the importance of TAKING YOUR TIME before making financial decisions.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Let's set aside for a moment the debate of whether or not the FIRE movement is even "worth it" and let's think about what a meaningful retirement actually means to us. From what I've been reading about those who advocate for the FIRE movement, I would argue that it is time for us to evaluate as a society what it means to simply live a meaningful LIFE.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
To err is human, but what's most important to remember as these inevitable setbacks come is to LEARN as we move forward. When it comes to our investing mistakes, we want to avoid becoming - what I like to call - a "repeat offender." We want to prevent ourselves from making the same mistakes over, and over, AND OVER again. Today I am sharing a few tips to help us all stay on track and make the most of our past financial blunders.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
While I'm not an accountant - nor do I play one on TV - today we are talking about tax-loss selling. Many of us have experienced significant market gains over the past year, but there are always inevitable losses - which if handled correctly we can actually profit from. Listen in on this week's show to learn all about it (and please speak to your accountant!).
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Why should you diversify your portfolio? This is a question I get asked all the time. Why can't you just invest it all in index funds and be done with it? Let's take a look together to see what the top-performing stocks have been over the past 15 years to see the true importance of diversification.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Most of us rationally know that stocks do not innately hold sentimental value. Why is it then that most of us are hesitant to sell or adjust an inherited portfolio? On today's show, we are talking about thinking rationally about how an inherited portfolio can serve us best.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Is there a golden rule about whether you should rent or buy? I'm here to give you some food for thought as I go through some cold hard facts, as well as dive into the pros and cons of both options.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
They say that it's easy to build wealth when you start young, but is that really true? Today I will show you how saving a few thousand dollars a year can pay out BIG TIME over the decades.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
I am joined this week by Ahuvah Berger Burcat, co-founder of the popular Facebook group Living In Israel Debt Free. Together we discuss what it takes to make it financially in Israel, even if you don't make aliyah with millions.
ABOUT OUR GUEST:
Ahuvah Berger Burcat: Chaos organizer. Demand Generation professional. Mosquito assassin. Home hacker. Cawfee lover. Momma. She runs the Facebook group Living In Israel Debt Free with Gila Halleli Weiss where they encourage their community to live within their means, live debt-free, and dream big.
CONTACT AHUVAH:
Living In Israel Debt Free Facebook Group: https://www.facebook.com/groups/debtfreelivingisrael2017 LinkedIn: https://www.linkedin.com/in/ahuvahburcat Twitter: https://twitter.com/ahoova
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Where are the opportunities and developments in Asia that Israel needs to be aware of? How can we bridge the network gaps that exist to create a stronger and more stable future both for ourselves and globally? Rebecca Zeffert, Founder and Executive Director of the Israel-Asia Center, joins me on the show today to share her wealth of knowledge with us as we are in what seems to be the Asian Century.
ABOUT OUR GUEST:
Rebecca Zeffert is the Founder and Executive Director of the Israel-Asia Center (www.israelasiacenter.org), an Israeli not-for-profit organization dedicated to informing, empowering and connecting the Israel-Asia leaders of tomorrow, and preparing Israel for a secure and prosperous future in the Asian Century.
Prior to founding the Israel-Asia Center, Rebecca worked for over a decade in the fields of media, public relations and public affairs in China, Japan, Israel and the UK.
Rebecca studied at Kansai Gaidai University (Japan), Tianjin Normal University and Shanghai Theater Academy (China) and holds a B.A. in Modern Chinese Studies from the University of Leeds.
CONTACT REBECCA:
Website: http://israelasiacenter.org/ Email: rebecca.zeffert@israelasiacenter.org Facebook: https://www.facebook.com/israelasiacenter LinkedIn: https://www.linkedin.com/company/israel-asia-center Twitter: https://twitter.com/IsraelAsia
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Michael Zwick of Inherit More joins me on the show this week to talk all about your inheritance journey. Learn about the process of finding and receiving an inheritance, even when there are at times unknown assets.
ABOUT OUR GUEST:
After obtaining his bachelor’s degree in economics from Yeshiva University and law degree from the Benjamin N. Cardozo School of Law, Michael Zwick worked for Honigman, Miller, Schwartz & Cohn as well as for Shermeta, Chimko & Kilpatrick in the Detroit area. Michael started his own law practice in 1996, and in 2001 he took on Assets International as a client, assisting the company in recovering funds for corporations and individuals. In 2004, Michael joined Assets International as a partner, becoming its President. Since then, Michael and his team have recovered well over $100 million for Assets International’s clients, wherever they may be. Michael takes particular pride in assisting those clients who went missing from their families in recovering their rightful inheritances. Michael is licensed as an attorney in Michigan and Florida. He enjoys spending his free time with his family.
CONTACT MICHAEL:
Website: https://www.inheritmore.com Email: mzwick@inheritmore.com LinkedIn: https://www.linkedin.com/in/michaelzwick/ Sign up for the Inheritance 101 workshop: https://services.inheritmore.com/inheritance101
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What do you need to do in order to build a successful Start-Up in Israel and launch a global brand? According to our guest today, Assaf Luxembourg, it may just come down to getting out of the startup mentality and shifting focus to being an innovative company in your industry.
ABOUT OUR GUEST:
Assaf Luxembourg is a Business Development and Marketing professional. Passionate about promoting Israel through business, innovation, startups, and entrepreneurship and passionate about helping international talents in Israel, the "Start-Up Nation." He provides consulting and content services to organizations that bring young professionals to Israel. He also consults and advises start-ups on storytelling, pitch, marketing, and business development. His experience varies from the private sector (ventures and start-ups, SMBs, corporate, and independent service providers) to the public sector and non-profit/third sector.
CONTACT ASSAF:
Plus972 Website: https://plus972.com/ Personal Website: https://www.assafluxembourg.com/ Email: israel@plus972group.com LinkedIn: https://www.linkedin.com/in/assafluxembourg/ Articles mentioned on the podcast: https://www.calcalistech.com/ctech/articles/0,7340,L-3906201,00.html https://www.calcalistech.com/ctech/articles/0,7340,L-3917684,00.html
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
According to Fidelity Investment's recent study, women tend to outperform men when it comes to investment success. Today we are discussing why that is and what we can all learn from this to apply to our own investments.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We are officially in the final quarter of the year so it's time to drop your excuses and start getting a hold of your finances. Today I'm sharing with you some action steps to take to get your finances moving in the right direction.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Another year is coming around which means it's a great time for us to reflect on the past and look towards the coming year. What are your financial goals? Planning your financial future without defining your goals is a waste of time and energy. Take some time before the new year comes around to truly consider what you want your money to do for you. Shana Tova!
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We have had a record number of people rushing to make Aliyah this year despite a global pandemic. The financial shift from "chutz learetz" to Israel isn't always a smooth one, but with the right information at your disposal, your financial Aliyah can be very successful. This week I am joined by Baruch Labinsky of Labinsky Financial to discuss the biggest issues olim face when it comes to their finances.
ABOUT OUR GUEST:
Baruch Labinsky is the founder of Labinsky Financial, specialists in retirement planning, investment management, and pre- and post-Aliyah financial planning. Licensed by the Israel Securities Authority as a portfolio manager, Baruch specializes in working with olim who are looking to grow their wealth successfully and is the author of the olim’s ‘bible’: “A Financial Guide to Aliyah and Life in Israel” much of which is now available as a free online resource via https://financialguidetoaliyah.com/.
CONTACT BARUCH:
Website: https://labinsky.com/ Email: baruch@labinsky.com Facebook: https://www.facebook.com/LabinskyFinancial/
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
TAGS:
assetmanagement #investments #investinginIsrael #expatinvestments
Today I'm speaking to you 20 and 30 somethings who have experienced a windfall from a Hi-Tech exit or otherwise. Let's talk about the philosophy of money to avoid any downfalls moving forward.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Keren Pensia? Kupat Gimel? Bituach Menahalim? Keren Histalmut? Which one is for you and what does it all mean? Whether you are a brand new oleh or if you have been here for 20 years, the pension system is, in one word, confusing. This week I am joined by Gadi Last of the IAL Group to shed some light on this mystifying topic.
ABOUT OUR GUEST:
Gadi Last made Aliyah from London in 2007 and has worked in finance and investment for over 17 years, both in Israel and overseas. He is the owner of the IAL Group, which provides consultancy and brokerage services, in English for Israeli investments, insurance, and pensions.
CONTACT GADI:
Website: https://www.israelatlast.com/ Email: gadi@israelatlast.com Facebook: https://www.facebook.com/Israelatlast LinkedIn: https://www.linkedin.com/in/gadilast/ American phone: +1-516-725-9392 Israel phone: 972-524-696-714 UK phone: +44-203-807-1697
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
So you got that dreaded letter from Wells Fargo? Not all hope is lost. You don't have to, and you should most likely NOT simply take all of your money out of America and move it over to outside of the US just because certain brokerage firms will not work with you as an ex-pat. There are PLENTY of firms that can help you (this guy included) to continue to maintain your current investment portfolio in America.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week's show is for all of you Americans living abroad with investments in the US. When the time comes (cue "The Circle of Life" in the background) the inheritance process may be complicated. You may need the dreaded transfer certificate. I am joined by lawyer extraordinaire Ariel S. Rosenzveig, who specializes in elder law, trusts & estates, tax planning, employment law, and mediation and he shares some tips on how to make the inheritance process go smoothly.
ABOUT OUR GUEST:
Ariel S. Rosenzveig received his Juris Doctor from the Benjamin N. Cardozo School of Law in May, 2011, and has been practicing law with the firm since August, 2011. During his summers while in law school, Ariel interned with the United States Commodity Futures Trading Commission in New York and with the Securities & Futures Commission in Hong Kong, China. While in law school, Ariel served on the staff of the Cardozo Public Law, Policy & Ethics Journal, volunteered with the Cardozo Advocates for Battered Women, and participated in the National Institute for Trial Advocacy’s Intensive Trial Advocacy Program. Prior to attending law school, Ariel worked as an arbitrage trader for a small proprietary trading firm on Wall Street. Ariel graduated summa cum laude from Yeshiva University in 2006.
Ariel practices principally in the fields of elder law, trusts & estates, tax planning, employment law, and mediation.
Ariel is licensed to practice law in the states of New York and New Jersey, and is a member of the New York State Bar Association (NYSBA), NYSBA’s Elder Law section, and the National Academy of Elder Law Attorneys (NAELA). In June, 2015, Ariel successfully completed a certificate program in mediation through the Program on Negotiation at Harvard Law School.
CONTACT ARIEL:
Website: https://www.ejrosenlaw.com/ Email: ariel@ejrosenlaw.com American phone: (914) 816-2900 Israel phone: 02-654-7067
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
There are certain times of the year that naturally inspire personal reflection, Rosh Hashana, Yom Kippur, the start or end of a school year. I believe birthdays are the perfect time to not only reflect back on our life on a personal level, but it is prime time to look back on our past financial mistakes and make a plan for a brighter, more profitable future.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
We all know unfortunately that financial issues are one of the top reasons for marriages to fail. As we are in wedding season now in Israel, let's take a few minutes to give you newlyweds out there a few tips so you can start your marriage on solid financial footing.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Sometimes we all need a good nudge or a kick in the pants in the right direction when it comes to debt. I implore you: do not ignore your debt! If it's too overwhelming to work out on your own, ask for help from a trusted financial advisor. Begin your journey towards being debt-free today.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
If you don't have any money... you can't buy anything, right? If only the rules of Monopoly were actually taken into consideration in our everyday lives. There are many things we can learn from Monopoly that can be practically applied to our financial advantage.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
TAGS:
finance #financialadvice #aaronkatsman #freedomfromdebt #monopoly #moneylessons #investing #budget #financialgoals
This week I have gotten a couple of phone calls with the same question: "I have inherited $300,000, what should I do with it?" The thing that I find interesting about this question is that quite often when people ask, they already have an answer they want to hear and they are not always willing to hear advice but are rather seeking validation. Every situation is completely different and if you speak to a true professional, you will hopefully be pointed in the best direction possible FOR YOU. My best advice for what to do with an inheritance? Go to a professional for advice.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Many of us can see the benefits of early retirement: travel, freedom, the allure of reinvention, time for yourself ... the list can go on and on. While many of us recognize these benefits, we don't stop to think about what we will actually do with our time if we do go into early retirement. What will you do for the next 30-40 years of your life? Let's talk about it on this week's installment of The Aaron Katsman Show.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
TAGS:
finance #financialadvice #aaronkatsman #retirement #retireearly #earlyretirement #retirementinisrael #retire #financialadvisor
If you're in your mid-50s and still have not built an investment portfolio for your retirement, I'm here to tell you that it's never too late until it's over. Today I'm sharing with you 3 tips that can help you play catch-up even if you're late to the retirement savings game.
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
TAGS:
retirement #latestageretirementsavings #retirementsavings #finance #financialadvice #aaronkatsman
On today's solo episode, I am sharing with you some hard truths about retirement, especially retirement in Israel. Is it possible to live off of social security or bituach leumi? Is it too late to start saving? I share it all with you in this important episode.
SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/
CONTACT ME: Email: aaron@lighthousecapital.co.il
DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Are we back to business as usual here in Israel? Jerusalem Post business reporter Zev Stub joins me on the podcast today to give his honest opinion about where we are right now economically and where we are heading in the near future, including of course - pizza delivery by drones. Is "Corona life" as we know it in Israel officially over? Let's hope so!
ABOUT OUR GUEST:
Zev Stub is The Jerusalem Post's business reporter. Prior to that, he founded and managed Janglo, a popular Jerusalem-based online community, which he sold in 2019. Zev made aliya from Chicago in 2000, and lives in Jerusalem with his wife and three kids.
CONTACT ZEV:
Email: zev@jpost.com
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
TAGS:
Israel #startupnation #israeliinnovation #business #businessinnovation #drones #corona #coronaeconomy #unemployment #lifeaftercorona #aaronkatsman #jpost
Moving to Israel is complicated as it is, your experience with the healthcare system here doesn't have to be. I am excited to introduce you to Ayala Laub Waltuch, Director of The Shira Pransky Project. The Shira Pransky Project helps thousands of new and veteran Olim navigate the Israeli healthcare system with information and direct advocacy for rights, services, and support. I hope you enjoy this informative conversation and that it helps you on your Aliyah journey.
ABOUT OUR GUEST:
Ayala Laub Waltuch is the Director of The Shira Pransky Project. Ayala has nearly a decade of experience in non-profit programming and management. In addition to her leadership and organizational experience, she is an expert in Israeli healthcare rights, with a particular love of women’s and maternal health. As Director, Ayala is passionate about SPP’s mission, and oversees all organizational programs and development.
CONTACT THE SHIRA PRANSKY PROJECT:
Email: info@shirapranskyproject.org Website: https://shirapranskyproject.org/ Facebook Page: https://www.facebook.com/ShiraPranskyProject Facebook group: https://www.facebook.com/groups/523006167905664
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
TAGS:
healthcare #healthcareinisrael #theshirapranskyproject #aaronkatsman
Whether you are a brand new Oleh or have been here for years, we can all benefit from a great business network. Networking pro Helena Baker of English Speaking Networking joins me on the show this week to share her advice for those looking to start a business in Israel and how to make the most out of your networking opportunities.
About our guest:
Helena made Aliyah two years ago from London, although she is originally from Manchester. Having studied French and History at University, she worked at the Union of Jewish Students for a year before going solo as a freelance copywriter. A passionate networker, Helena grew her business through consistent schmoozing right across London. When she made Aliyah in January 2019 her plan was to continue networking and make contacts here. However, she found that most of the networking in Israel was very much high-tech focused or in Hebrew and so she decided to create her very own networking group, English Speaking Networking, a group for anglo business owners looking to gain more clients and which over the past year has grown to three groups across Israel as well as a dedicated online group for internationals who want to network with those in Israel.
She currently resides in Tel Aviv where she enjoys CrossFit, reading and marveling over this weather which after two years still hasn’t gotten old (she is from Manchester after all.)
Contact Helena: Instagram: https://www.instagram.com/networkwithhelena/ Web: https://englishspeakingnetworking.com/ E-mail: helena@englishspeakingnetworking.com
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Our guest this week is Daniel Eisenberg of Isratransfer. Originally from the United States, Daniel made Aliyah in 2014. Prior to his Aliyah, Daniel served as the Director of Business Development for a large medical center in NY, where he managed staff and built and maintained relationships with other hospitals and medical clinics. Today, Daniel focuses on enhancing relationships with both other businesses and clients, with a strong focus on customer support. Daniel earned a B.A. from Queens College and an advanced degree from the University of Bridgeport. Daniel came in first place at the 34th annual International Jewish Geography Championship.
Be in touch with our interview guest Daniel Eisenberg:
web: https://www.isratransfer.com/ email: eisenberg@isratransfer.com
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Today we are talking with mortgage expert Moises Zack about all things mortgages: from why you need a mortgage broker in Israel to refinancing. With the influx of aliyah applicants this year, this is a conversation you do not want to miss.
Be in touch with our interview guest Moises Zack:
Phone: 972-543971901 Email: mzack@firstisrael.com
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
At the end of the day, the most important thing to keep in mind when it comes to your investments is to know why you're investing. Listen in to today's talk all about getting your investments on the right track.
DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Today I'm sharing an interesting conversation I had with Ron Zalben of Aboulafia Avital Shrensky & Co. CPAs about a big issue that not only impacts American Olim living in Israel, but all Americans living abroad. Do you invest locally? If so you should be careful as you may be investing in a PFIC. What is a PFIC and what are the tax ramifications for investing in them? Also, make sure to watch this whole episode of The Aaron Katsman Show for our expert recommendations and best practices when it comes to investing as an expat.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkatsman.com
There are true hardships that people are going through right now, there is no denying that. But if we remove the mask to reveal the true story behind our finances, we can discover the true issue is prioritization. It's time to take off the mask and make sure your priorities and your long-term financial plan are in place.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkatsman.com
What they are not telling you about GameStop. Don't believe the hype, let me tell you what you need to know about the getting-rich-quick hype.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkatsman.com
This week's podcast is just me: I want to talk to you about personal responsibility for finances. How do you do that? Listen in as I explain to you tips on how.
Connect with Aaron: Facebook: www.facebook.com/AaronKatsmanLC/ Twitter: twitter.com/AaronKatsman LinkedIn: www.linkedin.com/in/aaron-kat... Website: www.aaronkatsman.com/ Subscribe on iTunes: podcasts.apple.com/us/podcast... Subscribe on Stitcher: www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This podcast is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Joshua Feldman, an oleh from South Africa, is the founder and CEO of iGold, Israel's leading investment precious metals retailer. Joshua shares with us how he and his partner Aryeh Bar-Eitan are able to sell gold and silver tax-free in Israel. Together we discuss the benefits of investing in precious metals.
You can reach Joshua Feldman by calling 058-667-7745
Connect with Aaron: Facebook: www.facebook.com/AaronKatsmanLC/ Twitter: twitter.com/AaronKatsman LinkedIn: www.linkedin.com/in/aaron-kat... Website: www.aaronkatsman.com/ Subscribe on iTunes: podcasts.apple.com/us/podcast... Subscribe on Stitcher: www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This podcast is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
I sat down with Osher Felicia Seaton to discuss two critical estate planning tips for a smooth inheritance Americans abroad should know.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkatsman.com
How much risk should you take with your investments? You guessed it, there isn't one answer to this question for everyone in every stage of life. It depends. Listen in for Aaron's to-the-point advice about keeping a healthy perspective... and always being led by your own personal savings goals.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 or email aaron@lighthousecapital.co.il for a consultation on how to handle U.S. brokerage accounts from Israel. This podcast is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. Email Aaron at: aaron@lighthousecapital.co.il
I sat down to talk about the opportunities for entrepreneurship in Jerusalem, as well as the support available to help you with Yakov Gaon, the new CEO of MATI, The Jerusalem Business Development Center. He has dedicated himself to innovation, international strategic partnerships and community enhancement for more than 20 years. As a father of four, Yakov is looking toward the success of the next generation. He envisions a contemporary, culturally-diverse, prosperous Jerusalem, and is already disseminating programs to position the city as a hub of thriving entrepreneurship.
For more information: www.mati.org.il yakov@mati.org.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. Email Aaron at: aaron@lighthousecapital.co.il
If you are a US citizen living abroad, should you give up your citizenship? Attny. John Richardson & I discuss the pros and cons. John Richardson is a Toronto, Canada based lawyer who specializes in assisting US citizens and Green Card holders - who live outside the United States - navigate the issues caused by their US citizenship or US permanent residency. This includes financial planning, how to carry on a business, the tax reality of being a US citizen abroad and ultimately expatriation planning. In a FATCA and FBAR world, US citizenship abroad comes with special responsibilities.
He can be reached: john@citizenshipsolutions.ca http://www.citizenshipsolutions.ca http://www.taxresidentabroad.com
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. Email me: aaron@lighthousecapital.co.il
This week I speak about investing in Israel Cannabis Innovations with Yona Cymerman, Co-Founder and COO of Can Innovations The largest hub of canna-tech innovation in Israel.
Connect with Aaron: Facebook: www.facebook.com/AaronKatsmanLC/ Twitter: twitter.com/AaronKatsman LinkedIn: www.linkedin.com/in/aaron-kat... Website: www.aaronkatsman.com/ Subscribe on iTunes: podcasts.apple.com/us/podcast... Subscribe on Stitcher: www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Connect with Aaron: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-kat... Website: https://www.aaronkatsman.com/ Subscribe on iTunes: https://podcasts.apple.com/us/podcast... Subscribe on Stitcher: https://www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Jonathan Feldstein is a veteran non-profit executive whose career has spanned three decades representing several major organizations whose common denominator is supporting diverse important projects in Israel.
In his 20s, while representing Israel’s Foreign Ministry in Atlanta, Jonathan attended his first Bless Israel Rally where he was called to be a bridge between Jews and Christians. He has responded to this calling with a passion and commitment that’s been recognized for establishing countless warm and genuine relationships, founded on the desire to bring Jews and Christians together on things that bring us closer, especially Israel.
He has been privileged to speak internationally to Jewish and Christian audiences, from dozens of small and large churches, major conferences such as the NRB, and is the only Orthodox Jew to have spoken publicly at the Billy Graham Library. He has been given the privilege of writing a regular column for Charisma and several other major web sites, offering a unique hands-on perspective about life as an Orthodox Jew living and raising his family in Israel.
Jonathan and his wife and five oldest children made aliyah in 2004.
Connect with Jonathan: Jonathan Feldstein, President of Genesis 123 Foundation Gen123Fdn@gmail.com Genesis123.co RunforZion.com VersesforZion.com
Connect with Aaron: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-kat... Website: https://www.aaronkatsman.com/ Subscribe on iTunes: https://podcasts.apple.com/us/podcast... Subscribe on Stitcher: https://www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Yisrael grew up in London, England. He has a Masters Degree in Jewish Law from the University of London, A Master's degree in Clinical Sociology from the University of North Texas, and Semicha from Yeshivat Hamivtar in Efrat. Following 20 years working in Education, Yisrael now works for the Jerusalem Municipality Aliyah and Absorption Department, assisting English speaking Olim from around the world settle in Jerusalem. He lives in Katamon, Jerusalem with his wife Hannah and their children.
Connect with Yisrael: Chisrael1@jerusalem.muni.il
Connect with Aaron: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-kat... Website: https://www.aaronkatsman.com/ Subscribe on iTunes: https://podcasts.apple.com/us/podcast... Subscribe on Stitcher: https://www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Dr. Jonathan Donath is the Director of DailyGiving.org which he co-founded in 2019. Daily Giving's mission is to enable every Jew to easily perform the mitzvah of tzedaka every single day and to disperse those funds to deserving Jewish non-profit organizations around the world on a daily basis. Daily Giving takes nothing and is run 100% by volunteers. With DailyGiving.org, your $1 can impact millions of people all over the world. Daily Giving was awarded a prestigious grant given by the OU Impact Accelerator in 2020. They were chosen from over 250 applications. To date, there are over 3000 people giving $1 daily on the platform and they are giving out over $1.1 million a year.
Dr. Donath owns and runs the Westchester Spinal Decompression Center in White Plains, NY where they specialize in cutting edge Non-Surgical treatments for severe neck and back pain. In 2015, his book The Neck and Back Pain Solution was published. He lives with his wife Meira and children Eitan and Talia in White plains, NY.
Connect with Jonathan: www.DailyGiving.org drjdonath@gmail.com
Connect with Aaron: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ Website: https://www.aaronkatsman.com/ Subscribe on iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Subscribe on Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Email me: aaron@lighthousecapital.co.il
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Fleur Hassan-Nahoum, Deputy Mayor of Jerusalem, speaks with me about the capital's economic development, recent accomplishments, and her ongoing efforts to turn Jerusalem into an economic power.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
JJ Sussman is the International Director of Gesher, and organization that builds a cohesive Israeli society and a more united Jewish people by embracing the vibrancy, diversity, and shared heritage of the Jewish people. Prior to joining Gesher, JJ worked in the Israeli hi-tech sector at firms and companies including Jerusalem Global, SanDisk, Israel Seed Partners, M-Systems, and others. Listen as we talk about his important work and the impact of the pandemic on the non-profit, as well as the for-profit sector.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
This week I am speaking (again) with Rifka Lebowitz, personal and business financial consultant, speaker, and Author of Smarter Israeli Banking. Rifka is the founder of the extremely popular Facebook group Living Financially Smarter in Israel and creator of the online course The Financially Smarter Couple (link is below.) Until the end of July save 25% on her course! Use the discount code: Katsmanshow
The Financial Smarter Couple course: https://living-financially-smarter.thinkific.com/courses/the-financially-smarter-couple?fbclid=IwAR0Tq9Pr4093A0QbZ5SblMTF7SAnS3CMhXMStFdN_pTWIyTO-LJuPD5pzDM
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Join me for a conversation with Mindy Ajzner, founder of Chaim BePlus. She was originally volunteering as a debt counselor helping people who were suffering from debt when she realized that most of their issues could have been prevented if people got more direction earlier in life. So she came up with a curriculum and created Chaim BePlus. Chaim BePlus goes to schools and teen programs to teach about savings, bank account, credit cards, making a budget, and more.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Zack Miller is the founder of Tearsheet, a modern media firm tracking technology's impact on the financial services industry. He's widely read by top digital, product and marketing professionals in financial services and fintech. He's also the co-founder of OurCrowd, an online investment platform for early stage tech firms.
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Rifka Lebowitz is a personal and business financial consultant, speaker and Author of Smarter Israeli Banking. Rifka is founder of the extremely popular Facebook group Living Financially Smarter in Israel and creator of the online course The Financially Smarter Couple.
She spent a decade in the Israeli investment and banking industry, 11 years ago she went out on her own to pursue her dream: helping business owners, individuals, and couples to be smarter about – and with – their money.
Class link: http://rifkalebowitz.com/classes/
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Learn the ABC's of personal finance and how to turn things around when you start going down the wrong path.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Use your extra time now to get a jump start on your retirement plans. Aaron will help guide you through the process and give you the inside scoop on what to expect.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Join Aaron this week and find out why you shouldn't put all your faith in the government and learn his tips for making it through these tough financial times.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Learn how to pull yourself up, budget, and take control of your finances in times of Corona.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
If you can stay consistent, compound investing can help you earn a lot of money over time. Learn how to open your own portfolio and start saving for your future.
The coronavirus has everyone on their toes. Learn how to keep your finances afloat through these tough financial times.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Learn how to $4 cups of coffee add up and how you can implement a budget to secure your financial future.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Learn why it is important for investors to keep a level head and how you can avoid becoming overconfident and damaging your portfolio.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Recipients of an inheritance often feel an emotional connection to the portfolio. Learn how you can move past these feelings and use your inheritance to secure your family's wealth.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Learn Aaron's financial tips for women who are going through a divorce and becoming financially independent.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Aaron is here to walk you through tying up your finances so you can be ready to take on the new year in 2020.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
What are you entitled to financially with a second marriage? How do you split up your assets? Aaron shares a few guidelines for making your way through these potentially murky waters.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Aaron discusses a recent client and the crossroads he came to when choosing to hire a financial advisor.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Aaron discusses the financial perspective and how you can avoid lifestyle creep from eating up your investments.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Aaron discusses millennial entrepreneurship and the moral responsibility of being financially responsible.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Aaron discloses his top 3 tips to becoming a financially empowered individual.
Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Aaron discusses financial procrastination and how to avoid falling into this trap to begin with.
Aaron Katsman #The Aaron Katsman Show #Finances #Financial Advisor #Jerusalem #Retirement
Aaron discusses what can happen if you receive a messy inheritance and how a financial advisor can help you stay sane through the process.
On this week's show, Aaron debunks conventional wisdom and offers advice for retirement budgeting.
On this week's show, Aaron discusses the dangers of being dumped by US financial institutions and what can be done to avoid financial losses.
It's hard enough to lose a loved one - how do you handle the mess of multiple accounts when understanding your inheritance.
The worst advice I have ever heard to "help" your kids learn finance. Want some real advice? Listen to this.
Have you been pushing off reviewing your investment portfolio? What are your current financial goals and needs? The time to review all of this is always NOW.
Have you just made aliyah or is aliyah simply on your mind? Here's what you need to know.
Things could always be better, but from where I'm standing, things are pretty darn good financially in Israel.
“An investment in knowledge pays the best interest.” -Benjamin Franklin How well do you actually understand your portfolio?
Should you work longer or simply save more? Visit our website at: http://www.aaronkatsman.com/ Image by http://401kcalculator.org
You don't have to be born rich or have a massive salary to be rich. Learn these lessons from the rich on how to build wealth.
Hey there young just-married couple: YOU DON'T HAVE TO BUY AN APARTMENT YOU CAN'T AFFORD.
How many of us put off reviewing our investment portfolios or never get started because we can't find an hour or two to get organized and understand what our goals and needs really are? Meet with your financial advisor TODAY.
Ben Zoma said "Who is wise? One who learns from every man." I would postulate, if you would like to learn how to be rich... you should learn from rich people.
Figure out what your long-term financial goals and needs are and create a financial plan that makes sense for YOU. Slow and steady wins the race!
Today we are discussing Money and Marriage. Money is the number one cause of divorce... so what can we do about it? Let's work on improving our communication.
Want to have a successful financial retirement? Stop making the same mistakes over and over.
The stock market can be like a roller coaster. Sometimes we get spoiled by month after month of stock market gains.... and sometimes we get really queasy when in the span of hours it all comes crashing down.
How do you define financial success? These are the ABCs that will get you on the path to financial victory!
Today we will be defining some key terms - investment objectives and risk tolerance - and figuring out how they impact our financial goals.
We are approaching the end of the year, and as usual, we are wondering where the time went. How can you make your portfolio more efficient vis-à-vis tax as well as make sure that it still matches the goals and risk tolerance levels that you set forth on the outset?
Things are a lot better than we think they are. Stop complaining about your finances and think back on all of the good that you have!
Looking to gain control of your inheritance? Receiving an inheritance is an inherently emotional ordeal, but when dealing with multiple accounts that you are unfamiliar with it can seem like a nearly impossible feat. Learn to ask the right questions and consult with a financial advisor.
"I want to make money with no risk." Sound familiar? Most people do not know what kind of investor they are or how much risk they are truly willing to take.
When it comes to diversifying your retirement portfolio, reinventing the wheel isn't necessarily the best plan.
The work/life balance issue is a hot topic now, but what is often neglected the most are FINANCES. Stop procrastinating and take control of your finances and avoid moving in with your children down the line!
Are you sick of mounting debt or living pay check to pay check? What many people don't realize is that they really CAN change their financial future by taking control of their money. It's not as hard as you may think!
Have you ever just NEEDED to buy those shoes? Or that new electronic gadget? If you can't afford it... don't buy it!
Hey millennials - don't delay long-term saving. Get your money to start working for you NOW!
Are you a recent immigrant to Israel? It's important for new olim to get their financial aliyah in order, in particular becoming familiar with employment benefits and banking. Mazal tov on your aliyah and enjoy the show!
After the death of a spouse, before making any large financial decisions, give yourself TIME. Figure out how much money you will really need on a monthly basis before you make any drastic changes.
Are you constantly justifying your purchases? If you can't afford to buy something don't buy it. Investing in long-term goals is more important than funding current wants and needs.
Don't let the mantra of "life happens" take over and let life pass you by every time you are trying to achieve your goals. You have the power to make a change in your life. Take control of your financial situation - it's never too late to get on the path of financial security.
To many, striking it rich sounds like a dream. What would happen if you hit it big? Everyone has their own answer to how they would spend their winnings. Perhaps it would be smarter to play the opposite game - what if you were suddenly hit with a huge financial burden?
With thousands of new Olim coming to Israel every year, the biggest issue that gets lost in the immigration process is how to deal with investments. When you make aliyah life quickly takes over and financial planning always seems to take a backseat to getting your family properly situated. Listen to this week's show for my advice to ease your financial relocation.
In this day and age when women are making more money than ever before, it is important for women to start getting better educated (and take the lead!) regarding their finances to maximize their potential earning power.
Too often in life, we blame other people life's many stumbles, including our financial situation. We need to examine our money situation properly and take a hard look in the mirror to see who is really at fault.
Is it always a good idea to reinvent the wheel? When it comes to retirement investments, the answer seems to be no. Aaron explains how uncomplicated retirement planning should be in this episode.
Most people who are rich today were not born rich. Listen to Aaron's words of wisdom direct from the financial (and spiritual) capital of the world and learn how the rich relate to their money.
What is the key to a happy marriage? This magical key for a happy marriage applies to dealing with your money issues as well. Learn how to build a financially successful marriage on today's episode with Aaron.
"Cash, Cash, Cash." Is a Financial Advisor going to tell you to put it all away in savings plans? Do you need cash around? Find out what Aaron thinks in this week's podcast.
What's the secret to building wealth? Aaron will tell you - and only you his listeners - on this week's show. Shh - don't tell!
The information contained in this article reflects the opinion of the author and not necessarily the opinion of Portfolio Resources Group, Inc. or its affiliates. Aaron Katsman is author of the book Retirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing (McGraw-Hill), and is a licensed financial professional both in the United States and Israel, and helps people who open investment accounts in the United States. Securities are offered through Portfolio Resources Group, Inc. (www.prginc.net). Member FINRA, SIPC, MSRB, FSI. For more information, call (02) 624-0995 visit www.aaronkatsman.com or email aaron@lighthousecapital.co.il.
Is the bank actually there to help you with your money? Aaron gives us his two cents in this week's podcast.
Are you unhappy with your financial situation? Don't whine about it, do something! Aaron's insightful and as always humorous financial wake-up call with tips.
In my meetings with Millenials, I encounter certain "approaches" to money. Do you identify? Is this you? What can/should you be doing differently.
Do you know what kind of investor are? Are you honest with yourself with about your own investment style? Aaron's latest installment of financial wisdom, common sense and humor.
What does it mean to "Win the Game of Life" Financially? Is it to become wealthy? Is it to have the most amount of money when you die? Listen to Aaron's take on what it means to "win" and how YOU can get there!
Aaron discusses the candidates' economic policies and the upcoming election's impact on your money, with Abe Katsman, (relation?) an American attorney, consultant and political writer living in Jerusalem.
Going to the dentist is something we all just have to do... and taking care of our finances properly, not matter how much we want to put it off, is also something we just have to face. We know putting it off won't make anything better. Listen in for your weekly dose of The Aaron Katsman Show, where we talk about YOUR money.