The Aaron Katsman Show

Our guest this week is Daniel Eisenberg of Isratransfer. Originally from the United States, Daniel made Aliyah in 2014. Prior to his Aliyah, Daniel served as the Director of Business Development for a large medical center in NY, where he managed staff and built and maintained relationships with other hospitals and medical clinics. Today, Daniel focuses on enhancing relationships with both other businesses and clients, with a strong focus on customer support. Daniel earned a B.A. from Queens College and an advanced degree from the University of Bridgeport. Daniel came in first place at the 34th annual International Jewish Geography Championship.

Be in touch with our interview guest Daniel Eisenberg:

web: https://www.isratransfer.com/

email: [email protected]

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DISCLAIMER:

Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Today we are talking with mortgage expert Moises Zack about all things mortgages: from why you need a mortgage broker in Israel to refinancing. With the influx of aliyah applicants this year, this is a conversation you do not want to miss.

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Be in touch with our interview guest Moises Zack:

Phone: 972-543971901

Email: [email protected]

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DISCLAIMER:

Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

At the end of the day, the most important thing to keep in mind when it comes to your investments is to know why you're investing. Listen in to today's talk all about getting your investments on the right track.

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DISCLAIMER:

Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Today I'm sharing an interesting conversation I had with Ron Zalben of Aboulafia Avital Shrensky & Co. CPAs about a big issue that not only impacts American Olim living in Israel, but all Americans living abroad. Do you invest locally? If so you should be careful as you may be investing in a PFIC. What is a PFIC and what are the tax ramifications for investing in them? Also, make sure to watch this whole episode of The Aaron Katsman Show for our expert recommendations and best practices when it comes to investing as an expat.

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.

You can reach me at connect with Aaron at: [email protected] or visit www.aaronkatsman.com

There are true hardships that people are going through right now, there is no denying that. But if we remove the mask to reveal the true story behind our finances, we can discover the true issue is prioritization. It's time to take off the mask and make sure your priorities and your long-term financial plan are in place.

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.

You can reach me at connect with Aaron at: [email protected] or visit www.aaronkatsman.com

What they are not telling you about GameStop. Don't believe the hype, let me tell you what you need to know about the getting-rich-quick hype.

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.

You can reach me at connect with Aaron at: [email protected] or visit www.aaronkatsman.com

This week's podcast is just me: I want to talk to you about personal responsibility for finances. How do you do that? Listen in as I explain to you tips on how.

Connect with Aaron:

Facebook: www.facebook.com/AaronKatsmanLC/

Twitter: twitter.com/AaronKatsman

LinkedIn: www.linkedin.com/in/aaron-kat...

Website: www.aaronkatsman.com/

Subscribe on iTunes: podcasts.apple.com/us/podcast...

Subscribe on Stitcher: www.stitcher.com/podcast/the-...

Email me: [email protected]

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 podcast 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.

Joshua Feldman, an oleh from South Africa, is the founder and CEO of iGold, Israel's leading investment precious metals retailer. Joshua shares with us how he and his partner Aryeh Bar-Eitan are able to sell gold and silver tax-free in Israel. Together we discuss the benefits of investing in precious metals.

You can reach Joshua Feldman by calling 058-667-7745

Connect with Aaron:

Facebook: www.facebook.com/AaronKatsmanLC/

Twitter: twitter.com/AaronKatsman

LinkedIn: www.linkedin.com/in/aaron-kat...

Website: www.aaronkatsman.com/

Subscribe on iTunes: podcasts.apple.com/us/podcast...

Subscribe on Stitcher: www.stitcher.com/podcast/the-...

Email me: [email protected]

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 podcast 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 sat down with Osher Felicia Seaton to discuss two critical estate planning tips for a smooth inheritance Americans abroad should know.

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.

You can reach me at connect with Aaron at: [email protected] or visit www.aaronkatsman.com

How much risk should you take with your investments? You guessed it, there isn't one answer to this question for everyone in every stage of life. It depends. Listen in for Aaron's to-the-point advice about keeping a healthy perspective... and always being led by your own personal savings goals.

Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 or email [email protected] for a consultation on how to handle U.S. brokerage accounts from Israel. This podcast 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. Email Aaron at: [email protected]