The Aaron Katsman Show

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.

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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.

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!

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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.

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.

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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.

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CONTACT MATT:

Website: https://thebespokebanker.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/company/the-bespoke-banker/

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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.

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.

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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.

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.

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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.

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!

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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.

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CONTACT HARRY:

Website: https://www.disruptionbanking.com/author/harryclynch/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/harry-clynch-6bb338112/

Twitter: https://twitter.com/clynchharry

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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.

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!

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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.

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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

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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.

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.

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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

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CONTACT AARON:

Website: https://greenpeakadvisors.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/aaronfrolich/

Phone: +972-54-320-8077

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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.

This week we are welcoming Jay 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.

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ABOUT OUR GUEST:

Jay 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!

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CONTACT JAY:

Website: http://www.primealiyah.com

Facebook: https://www.facebook.com/profile.php?id=100089556332825

Instagram: https://www.instagram.com/primealiyah/

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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.

#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.

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SOCIAL LINKS:

Facebook: www.facebook.com/AaronKatsmanLC/

Twitter: twitter.com/AaronKatsman

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.