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The Aaron Katsman Show
By Aaron KatsmanBusiness
The Aaron Katsman Show episodes
- Financial Therapy: Reduce Stress and Anxiety About MoneyDo 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: [email protected]: 315.9PROSPR (315.977.6777)----------------------------------------------------------------------------------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.23 min
- How to spend your money once you retireOn 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/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.11 min
- Estate Planning 101 | What you need to know to get startedOn 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/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
- The Secret to Building WealthSo 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/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.11 min
- Romance Fraud: Be Smart with your MoneyWhile 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/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.13 min
- 4 Financial Terms You NEED to KnowHow 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/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.14 min
- Is it time to hire a financial advisor?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/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
- Money and Relationships | Getting on the same financial pageThis 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: [email protected]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/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.18 min
- Should I invest my down payment money?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/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
- How to turn your inheritance into a blessing instead of a curseBelieve 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/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.11 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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