The Aaron Katsman Show

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!

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SOCIAL LINKS:

Facebook: https://www.facebook.com/AaronKatsmanLC/

LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/

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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

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VISIT MY WEBSITE:

Website: https://www.aaronkatsman.com/

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CONTACT ME:

Email me: [email protected]

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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.

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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/id1192234142

Stitcher: www.stitcher.com/podcast/the-aaron-katsman-show

Spotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR

________________________________________________________________

VISIT MY WEBSITE:

Website: www.aaronkatsman.com/

________________________________________________________________

CONTACT ME:

Email me: [email protected]

________________________________________________________________

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.

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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: [email protected]

________________________________________________________________

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.

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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: [email protected]

________________________________________________________________

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.

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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: [email protected]

________________________________________________________________

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.

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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: [email protected]

________________________________________________________________

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.

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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.

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CONTACT ARIEL:

Website: https://www.ejrosenlaw.com/

Email: [email protected]

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SOCIAL LINKS:

Facebook: https://www.facebook.com/AaronKatsmanLC/

Twitter: https://twitter.com/AaronKatsman

LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/

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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: [email protected]

______________________________________________________________

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.

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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: [email protected]

________________________________________________________________

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.

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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.

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CONTACT MIRIT:

Website: https://www.lawmirit.com/

Email: [email protected]

Facebook: https://www.facebook.com/MiritHoffman

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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: [email protected]

______________________________________________________________

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.

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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.

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CONTACT ANDREW:

Website: https://www.treitel-law.com/

Email: [email protected]

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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: [email protected]

______________________________________________________________

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.