Aaron Katsman

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/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: https://www.aaronkatsman.com/ ------------------------

Believe 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/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: https://www.aaronkatsman.com/ ------------------------------------------------------------------

Let's set aside for a moment the debate of whether or not the FIRE movement is even "worth it" and let's think about what a meaningful retirement actually means to us. From what I've been reading about those who advocate for the FIRE movement, I would argue that it is time for us to evaluate as a society what it means to simply live a meaningful LIFE. ---------------------------------------------------------------------------------- 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 WEBS

To err is human, but what's most important to remember as these inevitable setbacks come is to LEARN as we move forward. When it comes to our investing mistakes, we want to avoid becoming - what I like to call - a "repeat offender." We want to prevent ourselves from making the same mistakes over, and over, AND OVER again. Today I am sharing a few tips to help us all stay on track and make the most of our past financial blunders. ---------------------------------------------------------------------------------- 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 ------------------

While I'm not an accountant - nor do I play one on TV - today we are talking about tax-loss selling. Many of us have experienced significant market gains over the past year, but there are always inevitable losses - which if handled correctly we can actually profit from. Listen in on this week's show to learn all about it (and please speak to your accountant!). ---------------------------------------------------------------------------------- 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 ---------------------------------------------------------------------------------- VISI

Why should you diversify your portfolio? This is a question I get asked all the time. Why can't you just invest it all in index funds and be done with it? Let's take a look together to see what the top-performing stocks have been over the past 15 years to see the true importance of diversification. ---------------------------------------------------------------------------------- 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: https://www.aaronkatsman.com/ --------

Most of us rationally know that stocks do not innately hold sentimental value. Why is it then that most of us are hesitant to sell or adjust an inherited portfolio? On today's show, we are talking about thinking rationally about how an inherited portfolio can serve us best. ---------------------------------------------------------------------------------- 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: https://www.aaronkatsman.com/ -----------------------------------

Is there a golden rule about whether you should rent or buy? I'm here to give you some food for thought as I go through some cold hard facts, as well as dive into the pros and cons of both options. ---------------------------------------------------------------------------------- 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: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email me: aaron@

They say that it's easy to build wealth when you start young, but is that really true? Today I will show you how saving a few thousand dollars a year can pay out BIG TIME over the decades. ---------------------------------------------------------------------------------- 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: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email me: aaron@lighthou

I am joined this week by Ahuvah Berger Burcat, co-founder of the popular Facebook group Living In Israel Debt Free. Together we discuss what it takes to make it financially in Israel, even if you don't make aliyah with millions. ------------------------------------------------------------------------ ABOUT OUR GUEST: Ahuvah Berger Burcat: Chaos organizer. Demand Generation professional. Mosquito assassin. Home hacker. Cawfee lover. Momma. She runs the Facebook group Living In Israel Debt Free with Gila Halleli Weiss where they encourage their community to live within their means, live debt-free, and dream big. ------------------------------------------------------------------------ CONTACT AHUVAH: Living In Israel Debt Free Facebook Group: https://www.facebook.com/groups/debtfreelivingisrael2017 LinkedIn: https://www.linkedin.com/in/ahuvahburcat Twitter: https://twitter.com/ahoova ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.f

Where are the opportunities and developments in Asia that Israel needs to be aware of? How can we bridge the network gaps that exist to create a stronger and more stable future both for ourselves and globally? Rebecca Zeffert, Founder and Executive Director of the Israel-Asia Center, joins me on the show today to share her wealth of knowledge with us as we are in what seems to be the Asian Century. ------------------------------------------------------------------------ ABOUT OUR GUEST: Rebecca Zeffert is the Founder and Executive Director of the Israel-Asia Center (www.israelasiacenter.org), an Israeli not-for-profit organization dedicated to informing, empowering and connecting the Israel-Asia leaders of tomorrow, and preparing Israel for a secure and prosperous future in the Asian Century. Prior to founding the Israel-Asia Center, Rebecca worked for over a decade in the fields of media, public relations and public affairs in China, Japan, Israel and the UK. Rebecca studied at Kansai Gaidai University

Michael Zwick of Inherit More joins me on the show this week to talk all about your inheritance journey. Learn about the process of finding and receiving an inheritance, even when there are at times unknown assets. ------------------------------------------------------------------------ ABOUT OUR GUEST: After obtaining his bachelor’s degree in economics from Yeshiva University and law degree from the Benjamin N. Cardozo School of Law, Michael Zwick worked for Honigman, Miller, Schwartz & Cohn as well as for Shermeta, Chimko & Kilpatrick in the Detroit area. Michael started his own law practice in 1996, and in 2001 he took on Assets International as a client, assisting the company in recovering funds for corporations and individuals. In 2004, Michael joined Assets International as a partner, becoming its President. Since then, Michael and his team have recovered well over $100 million for Assets International’s clients, wherever they may be. Michael takes particular pride in assisting those clients who went

What 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. ----------------------------

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/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: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT

We 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/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: https://www.aaronkatsman.com/ -----------------------------------------------------------------------------

Another 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/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 ---------------------------------------------------------------------------------- VISI

We 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/. --------------------

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/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: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email me: aaron@light

Keren 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: gadi@israelatlast.com Facebook: https://www.facebook.com/Israelatlast LinkedIn: https://www.linkedin.com/in/gadilast/ American phone: +1-516-725-9392 Israel phone: 972-524-696-714 UK phone: +44-

So 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/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 ----------------------------------------