Aaron Katsman

Informações:

Sinopsis

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.

Episodios

  • Removing money blocks to grow a successful business | Israeli Entrepreneurship | Aliyah Stories

    09/11/2022 Duración: 23min

    This week on the Aliyah entrepreneur series I'm excited to welcome Debbie Sassen to the show. Debbie brings her deep wisdom to us this week not only as an entrepreneur herself but also as a Business and Money Mindset Coach. Her former career as a financial planner puts her in the unique position to truly understand the money blocks entrepreneurs face as they build their businesses. Enjoy the show! ------------------------------------------------------------------------ ABOUT OUR GUEST: Debbie Sassen is a Business and Money Mindset Coach and former Financial Planner. She helps midlife entrepreneurs make more money and grow wealth, without burnout and sacrificing their family. Because money is so intimately involved with everything we do in business, Debbie believes that clearing your money blocks makes EVERYTHING else easier. Her coaching combines business strategy, money management, and mindset to help entrepreneurs dissolve the family of origin money story and limiting beliefs that keep them stuck in a cy

  • Israeli Entrepreneurship: From working for the phone company to owning landmark bookstore

    02/11/2022 Duración: 24min

    This week on our "Aliyah Stories" series we welcome to the show Zia Jaffe-Rose. Zia and her husband Michael are the proud owners of the landmark bookstore Sefer ve Sefel in Jerusalem, but their path to getting there had many forks along the way. Unlike many of our previous guests, Zia clocked in many hours (YEARS in fact) at the Israeli phone company Bezeq as well as several years after working in the English-speaking yeshiva world. Now as the owner of a second-hand bookstore in the middle of Jerusalem, the Roses are living the Aliyah dream! Enjoy the show. ------------------------------------------------------------------------ ABOUT OUR GUEST: Zia Jaffe-Rose came to Israel from the US on a three-month ticket 33 years ago and has been in the holy land ever since. She began her professional life in Israel working at Bezeq for 16 years and then shifted to working in the English-speaking world at Midreshet Rachel v'Chaya for the following 8 years. In 2015, Zia and her husband Michael made the decision to bu

  • Israeli Entrepreneurship: Helping Women Build Successful Businesses | An Aliyah Story

    26/10/2022 Duración: 20min

    Now that we are "after the chagim" as we say in Israel, I am excited to continue with our (non-high tech!) aliyah entrepreneur stories. This week we are talking with the incredible Nicole Oren. Nicole started her coaching business with the goal of helping female entrepreneurs pave their own path to success. Not only was this a fascinating interview but it is clear that Nicole is a great coach. Get in touch with her in the links below ⬇️ ------------------------------------------------------------------------ ABOUT OUR GUEST: Nicole Oren is a Mom, Wife, Podcaster, Organizational Consultant, and Life & Business Coach. She has over 9 years of experience helping companies, leaders, and entrepreneurs excel. Her mission is to teach female entrepreneurs the tools to help them, help themselves, and become their own #1 mentor. ------------------------------------------------------------------------ CONTACT NICOLE: Website: https://www.nicoleoren.com Email: nicole@nicoleoren.com Instagram: https://www.instagram.com/n

  • Israeli Entrepreneurship | Learn how to network successfully

    06/10/2022 Duración: 26min

    This week we are excited to bring back to the show Helena Baker, founder of English Speaking Networking to contribute her thoughts to our conversation around Israeli entrepreneurship and Aliyah. Should you start your business and hit the ground running the moment you get here? What difficulties might you face in starting your business? How do you make the most out of your networking opportunities? We talk about all of this and more on this week's show. ------------------------------------------------------------------------ ABOUT OUR GUEST: Helena is a born and raised brit who started her copywriting business at the tender age of 21. Having no contacts she immediately started networking her socks off and attended most groups across London. Later she moved to a new country that didn’t have much of a culture of formal networking and so created English speaking networking. With three groups locally that were both online and face to face she saw a demand for online meetings and last year founded Internationale

  • Israeli Entrepreneurship | Coaching Tips for Your Business

    28/09/2022 Duración: 26min

    On today's show, we welcome entrepreneur guest Yedidya Brauner. Not only does Yedidya share his journey to becoming a coach, but he also shares with us some incredible advice and mindset shifts for entrepreneurs looking to grow to the next level. Enjoy this week's episode of The Aaron Katsman Show! ------------------------------------------------------------------------ ABOUT OUR GUEST: After a 10-year career in high-tech, in 2019 Yedidya Brauner opened up his coaching practice, as he came to realize that he’s been coaching people his entire life. He helps peak performers craft and create their impossible dreams. His methodology is bespoke, non-time-based deep, transformative coaching. Several of his clients have PhDs. One is a CEO after an exit of hundreds of millions of dollars and coaches CEOs himself. One is a partner in a billion-dollar VC. His clients have built and sold multi-million dollar businesses. Many are ultra-high net worth individuals. His clients have had extraordinary success as CEOs, SVP

  • Israeli Entrepreneurship | 3 Tips For Starting a Successful Business

    21/09/2022 Duración: 07min

    If you have been tuning in to The Aaron Katsman Show over the past couple of months, you have heard the stories of many entrepreneurs in Israel of all stages and phases. From people whose businesses are in their early years, to those who have sold their business and are on to the next one. Today I am sharing with you some common themes I have heard speaking with these incredible low-tech business owners and what aspiring entrepreneurs can learn as they venture into starting their businesses here in Israel. ---------------------------------------------------------------------------------- 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 Sp

  • Israeli Entrepreneurship | Tax tips that will help your new business succeed

    14/09/2022 Duración: 24min

    Today's show is practically two shows in one! CPA Yosefa Huber joins us this week to not only share her personal story of starting her business in Israel, but she is also sharing some incredible advice for American Olim who are looking to start a business in Israel - kicking off our discussion with the much-discussed, often misunderstood "ten-year tax exemption'. Enjoy the show! ------------------------------------------------------------------------ ABOUT OUR GUEST: Yosefa R. Huber, CPA specializes in US taxes for Americans living in Israel. Yosefa made aliya from South Florida in 2009. She started her career in international taxation at a large accounting firm in Tel Aviv. Yosefa opened her own US tax practice in 2016, and now leads a small team of English-speaking Olim dedicated to providing high-quality, personalized service to Americans in Israel. Yosefa lives in Haifa with her husband, five kids, and dog. When she’s not working, Yosefa enjoys art, food, meeting people, and speaking with fellow entrepr

  • What is Cryptocurrency? | Understanding the risks and potential opportunity

    07/09/2022 Duración: 22min

    Welcome to Crypto 101! This week I am excited to welcome special guest David Peters of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David answers many of your burning questions about cryptocurrency like ⚡What are the different types? ⚡How do they work? ⚡ Is crypto safe? ⚡ What happens if I want to cash out? Let's get into it together on this week's show. ------------------------------------------------------------------------ ABOUT OUR GUEST: David Peters is the Founder and Owner of Peters Professional Education (petersprofessionaleducation.com) and Peters Tax Preparation & Consulting, PC. David has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, a

  • Israeli Entrepreneurship: Talking Israeli Hi-Tech and Venture Capital

    31/08/2022 Duración: 27min

    This week we are taking a complete 180 from our Low-Tech entrepreneur series with special guest Amir Weitmann of Champel Capital. In this episode, we discuss venture capital, Israel's competitive advantages in the tech space, and - as always - a few great tips for aspiring entrepreneurs looking to make it here in Israel. ------------------------------------------------------------------------ ABOUT OUR GUEST: Amir Weitmann is an experienced licensed investment advisor and asset manager and has been involved in asset management since 2004. From 2010 to 2017, he served as a Senior Investment Advisor for Bank Hapoalim, Israel’s largest bank. In 2017, he established Champel Capital with Arié Benguigui to harness the power of Israeli technology investments. Mr. Weitmann holds a BA and an MA in International Relations from the Geneva Graduate Institute of International Studies, and the Hebrew University of Jerusalem. ------------------------------------------------------------------------ CONTACT AMIR: Website:

  • Israeli Entrepreneurship: Cold Brew Changing the Way We Drink Coffee | An Aliyah Story

    24/08/2022 Duración: 31min

    This week I got a crash course in all things coffee with Matan Bouganim owner of Erez Coffee Co. Matan is on a mission to introduce Israelis to a new way of drinking coffee by bringing cold brew coffee to the masses. As with all entrepreneurial paths, it's not always easy (especially in the food industry!) but the special "village" vibe of Israel provides young businesses unique opportunities to grow in unexpected ways. Enjoy the show! ------------------------------------------------------------------------ ABOUT OUR GUEST: Originally from California, Matan Bouganim moved to Israel when he was 19 to join the IDF. After the military, he went to university, and following his studies, decided to start his own business. Matan wanted to do something with coffee because he thinks the coffee industry is extremely fascinating. Erez Coffee produces 15+ flavors of cold brew coffee as well as other coffee-related products. His vision was to bring mindfulness to an activity that people continue to do every day, but with

  • Israeli Entrepreneurship: From Hi-Tech to Tasty Vegan Sweets | An Aliyah Story

    17/08/2022 Duración: 20min

    Let's keep this vegan ... I mean Israeli Entrepreneurship Series rolling with vegan chef Rachel Hammer. Rachel is the founder of Sweet by Nature but she did not always work in the food industry. She started her career in Israel as many of us do in the Hi-Tech world but found it unfulfilling. Rachel's story leading up to creating her business was a mix of "mazal" - being in the right place at the right time and "chutzpah" - sending a message on Instagram to an Israeli celebrity and actually booking a catering gig. Thanks for joining us on the show, Rachel! ------------------------------------------------------------------------ ABOUT OUR GUEST: Rachel Hammer is the owner of Sweet by Nature creating Tasty Vegan foods. She believes that cooking is a means to creativity. She loves to cook, feed people, and share the gifts that nature provides. Her business, Sweet by Nature, is focused on creating the purest, natural, and nutrient-dense Whole Foods to keep your mind and thoughts clear, and your body energized.

  • Israeli Entrepreneurship Plant Based Premium Vegan Ice Cream | An Aliyah Story

    10/08/2022 Duración: 20min

    It is my pleasure to introduce you to our next guest in our low-tech entrepreneur series: Nir Yuhjtman, founder of Yuhjti Premium Vegan Ice Cream. Nir shares the story of his passion for making ice cream and combining this with his more recent interest in creating quality plant-based foods. You're going to want to watch this one until the end because Nir shares my favorite bit of advice for all entrepreneurs who are starting a business. Thanks for coming on the show, Nir! 0:00 Introduction 1:54 How did Nir get in to vegan premium ice cream? 5:41 How does the taste compair to milk-based ice cream? 7:41 How do you scale in the food business? 10:12 How is Nir marketing his ice cream? 11:56 Did Nir always want to start his own business? 13:50 What is it like starting a business in a foreign land? 16:08 Israelis helping other entrepreneurs 17:15 Advice to olim about starting a business 18:22 Best tip for entrepreneurs ------------------------------------------------------------------------ ABOUT OUR GUEST: N

  • An Aliyah Story | Helping soldiers with PTSD and Kids in Rwanda from a Tel Aviv Art Studio

    03/08/2022 Duración: 21min

    What do soldiers with PTSD, kids in Rwanda, and Jewish/Muslim co-existence have in common? According to this week's entrepreneur guest, Michal Berman owner of Tel Aviv Art Studio, the answer is art. After making aliyah in her early 20s and serving in the IDF, Michal got her degree in art therapy and opened her art studio in Tel Aviv creating a safe space for creation, healing, and connecting with others. On this week's show, Michal shares her journey of creating a business in Israel that has led her to many unexpected places. ------------------------------------------------------------------------ ABOUT OUR GUEST: Michal Berman is the owner, art teacher, and art therapist at Tel Aviv Art Studio. The studio offers special art workshops and activities for people of all ages. With a background in both fine arts and teaching, Michal always had an enormous passion for art and inspiring others to create. Originally from New York, Michal came to Israel at 22 years old and served as a Lone Soldier in the IDF. F

  • Israeli Entrepreneurship: From Pain-Management Physician to Holy Butter | An Aliyah Story

    27/07/2022 Duración: 22min

    This week, we are continuing our conversations with non-start-up entrepreneurs with the founder of Holy Butter peanut butter, Dr. Jason Cohen. What did his journey look like going from being an interventional Pain Management Physician to starting an Israeli-based peanut butter company? We talk all about it on this week's show - along with his great advice for aspiring entrepreneurs. ------------------------------------------------------------------------ ABOUT OUR GUEST: Dr. Jason Cohen, his wife Donna and children made Aliyah in 2011. As an anesthesiologist and interventional Pain-Management Physician with a medical consultancy, he traveled every four to six weeks from Israel to New York, and then COVID happened. His family realized they had run dry of the Smuckers organic peanut butter he would often bring back from the US. He had no choice but to create his own organic peanut butter. ------------------------------------------------------------------------ CONTACT JASON: Website: https://holybutter.com/

  • Israeli Entrepreneurship: From Education to Successful Bakery | An Aliyah Story

    20/07/2022 Duración: 22min

    Welcome to the first show of a special Israeli entrepreneurship series. We're talking the nitty-gritty of what it takes to start a business here in Israel - and we're not talking hi-tech either. We're talking real people, with real successful businesses who have paved the way for us olim who are trying to make a living while we make a difference here in this country. Our first guest is none other than Devorah Levine Katz of Pat BaMelach fame and she will be sharing with us everything about how she and her husband began their business, their new business venture, Meshek48, and the advice she would like to give olim about standing up to Israeli bureaucracy and finding your place in the Israeli ecosystem. ------------------------------------------------------------------------ ABOUT OUR GUESTDevorah Levine Katz grew up in Toronto, Canada and has been living in Israel since 1995. Her first career was in the world of education where she was an educator, curriculum writer and editor. In 2015, she founded Pat BaMe

  • Don't liquidate! | It's easy to transfer a US brokerage account

    13/07/2022 Duración: 07min

    On today's show, I am sharing with you how easy it is to transfer your brokerage account. If you are a US citizen who has made aliyah, it is not uncommon to receive a letter informing you that your broker is unable to serve you anymore. Not only is it VERY simple to transfer your account to a new firm, but it can cost you big time if you take your friends' advice or crowdsource. Go directly to a financial professional to sort this out! ---------------------------------------------------------------------------------- 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 ---------

  • Free Financial Advice | You get what you pay for

    06/07/2022 Duración: 10min

    Repeat after me, "I will not blindly listen to free financial advice!" We're talking advice like "oh, the market is down you shouldn't do _______" or "you got that much money in your settlement? you should do _________." Unless this money wizard friend of yours is willing to put their money where their mouth is and pay you back if their advice does not pan out, it is always best to avoid cookie-cutter advice. Get your advice from someone who will look at your unique situation through a holistic lens. Let's talk! ---------------------------------------------------------------------------------- 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-katsm

  • How to Invest in I Bonds

    29/06/2022 Duración: 10min

    With inflation surging, bitcoin at a shocking low, and an unstable stock market is there any safe way to invest our money these days? Inflation-proof I Bonds are all of the rage right now with the government offering a guaranteed 9.62% interest rate for the next 6 months. Should you jump on the I Bond bandwagon? Let's talk about it. ---------------------------------------------------------------------------------- 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: http

  • Achieving financial success in Israel

    22/06/2022 Duración: 21min

    How do you make it financially in Israel? This age-old question pops up daily on internet forums and in my inbox. On today's show, we are speaking with Nadav Ellinson, founder of Money By Design, which helps English-speaking Israelis learn how to understand money to design a better life for themselves in the holy land. No matter what stage of aliyah you are in, tune in to this episode for helpful strategies and tips for making the most of your money here. ------------------------------------------------------------------------ ABOUT OUR GUEST: Nadav Ellinson is a personal finance consultant and the founder of Money By Design. Nadav has an MBA from Tel Aviv Recanati School and over 10 years of finance experience as CFO/COO of a successful hi-tech company, head of finance for several NGOs, and through his private work with olim in Israel. Nadav founded moneyby.design to help English-speaking Israelis learn how to understand money to design a better life for themselves. ---------------------------------------

  • Philanthropy in Israel with JGive founder and CEO Ori Ben Shlomo

    15/06/2022 Duración: 19min

    This week I am excited to share my interview with Ori Ben Shlomo, the founder and CEO of JGive. JGive makes giving charitable donations to Israeli charities and funds much easier both for those of us in Israel as well as for donors from abroad. If donating to Israeli charities has proven difficult in the past (we're talking hunting down people for receipts or having a seamless way to keep track and grow your charitable donations) JGive might just be the solution for you. I'd love to hear from you about the ways that you give and how you make giving part of your financial plan. ------------------------------------------------------------------------ ABOUT OUR GUEST: Ori Ben Shlomo is the Founder and CEO of the Asor Fund (JGive), an Israeli non-profit organization with a mission to encourage Jewish philanthropy. In 2016, he established the JGive platform, making the world of Jewish giving more efficient, effective and tech-forward. JGive offers a growing digital platform of over 1300 vetted Israeli charities

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