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The Aaron Katsman Show
By Aaron KatsmanBusiness
The Aaron Katsman Show episodes
- Tips For A Successful Israeli Start-Up with Assaf LuxembourgWhat 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: [email protected]LinkedIn: https://www.linkedin.com/in/assafluxembourg/Articles mentioned on the podcast: https://www.calcalistech.com/ctech/articles/0,7340,L-3906201,00.htmlhttps://www.calcalistech.com/ctech/articles/0,7340,L-3917684,00.html----------------------------------------------------------------------------------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
- Are Women Better Investors Than Men?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/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
- Stop Procrastinating And Get Your Finances In OrderWe 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/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
- Financial Tips for a Sweet New YearAnother 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/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 Invest In Israel Interview With Baruch LabinskyWe 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: [email protected]Facebook: https://www.facebook.com/LabinskyFinancial/----------------------------------------------------------------------------------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.----------------------------------------------------------------------------------TAGS:#assetmanagement #investments #investinginIsrael #expatinvestments20 min
- Did You Profit From a Hi Tech Exit?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/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
- Making Sense of the Israeli Pension System: An Interview with Gadi LastKeren 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: [email protected]Facebook: https://www.facebook.com/IsraelatlastLinkedIn: https://www.linkedin.com/in/gadilast/American phone: +1-516-725-9392Israel phone: 972-524-696-714UK phone: +44-203-807-1697----------------------------------------------------------------------------------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
- If Wells Fargo Is Throwing You Out, I Can HelpSo 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/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
- American Abroad: How to get a US Transfer CertificateThis 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: [email protected]American phone: (914) 816-2900Israel phone: 02-654-7067----------------------------------------------------------------------------------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.19 min
- Reflecting on your finances: the birthday editionThere 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/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
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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