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The Aaron Katsman Show
By Aaron KatsmanBusiness
The Aaron Katsman Show episodes
- Financial tips after losing a spouseOn 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/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: [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.8 min
- Financial Aliyah | Money Tips For OlimThis 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 Introduction3:00 The most popular financial issues for olim4:43 The easiest ways to transfer money to Israel7:24 Staying safe when transferring money9:12 Real estate in Israel13:19 Pre-aliya tips15:32 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: [email protected]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/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: [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.20 min
- Important financial Aliyah planning tipsWhat 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/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: [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.9 min
- 6 Simple Steps to Financial FreedomWhat 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/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: [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.7 min
- Don't make this money mistake during surging inflationWhat'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/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: [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.7 min
- What to expect during your first year of retirementI 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/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: [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.9 min
- Teaching kids good financial habits | Smart finance during inflationThis 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.comLinkedIn: https://www.linkedin.com/in/nealegodfrey/Facebook: https://www.facebook.com/NealeGodfreyPurchase 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/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: [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.27 min
- 55 and no retirement savings? Let's create an action planThere 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/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: [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.10 min
- Retired? Avoid these 3 money mistakes for a secure futureWe 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/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: [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.10 min
- STOCK MARKET DROPS | Take advantage to grow wealthIn 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/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: [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.12 min
About The Aaron Katsman Show
From the publisher's feed
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.
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