Informações:
Sinopse
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.
Episódios
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Tough Love: Should You be Giving Money to Your Adult Children
31/07/2024 Duração: 09minPaying your 40-year-old's cell phone bill - good parenting or enabling? I dive into the nuances of financially supporting adult children. You'll get my unvarnished take on budgets, tough love, and knowing when to say "no". Get ready for some tough love and hard truths, but also compassionate advice - to learn more, watch now. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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: E
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3 Important Tips to Get Started on Estate Planning
24/07/2024 Duração: 10minWhy should you start thinking about estate planning now? Because life is unpredictable, and your legacy matters more than you think. Whether it's protecting your assets, preserving family harmony, or navigating complex blended families, you need to be prepared with a solid estate plan. I'm breaking down the key takeaways from my recent interviews with estate planning pros, and sharing eye-opening insights that could save your family from future heartache. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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
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Estate Planning | How to Pick the Right Executor or Trustee
17/07/2024 Duração: 30minWhat's the best way to pick an executor for your will or a trustee for your trust? In this enlightening discussion, attorney Ariel Rosenzweig dives deep into the nuances of selecting the right person for these crucial roles. Our guest this week shares his invaluable insights on setting financial boundaries, communicating end-of-life wishes, and avoiding posthumous conflicts among beneficiaries. To learn more about navigating the complexities of estate planning, tune in to this informative episode. ______________________________________________________________ ABOUT OUR GUEST: Ariel S. Rosenzveig is an elder law and trusts & estates attorney, and is the Managing Partner at Ely J. Rosenzveig & Associates, PC, located in Elmsford, New York. Ariel brings more than 13 years of experience to the table, assisting families in all aspects of elder care law, including trust and estate planning, administration , and litigation, tax counsel , asset protection and special needs planning, Medicaid, Medicare, g
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Why the Casino Comparison is Dead Wrong for Long-Term Investors
10/07/2024 Duração: 10minIs the stock market really a casino or can you actually make money investing? I'm sharing some eye-opening statistics that prove investing for the long term is far from gambling - in fact, the odds heavily favor patient investors. Avoid trying to outsmart the market and simply buy good assets - the path to wealth creation is that straightforward. To learn more about tilting the odds massively in your favor through disciplined investing, tune in to this week's show. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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 ____________________________________________________________
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Second Marriage Estate and Financial Planning Interview With Mirit Hoffman
03/07/2024 Duração: 19minWhy do I need an estate plan? Join me as gerontologist and elder law attorney Mirit Hoffman breaks it down - from wills to navigating complex situations like second marriages. Our insightful guest shares her expertise on navigating these tricky situations and helps you avoid potential pitfalls and family conflicts down the road. To learn more about protecting your legacy and loved ones, don't miss this informative discussion. ______________________________________________________________ ABOUT OUR GUEST: Mirit is an elderlaw lawyer and a Gerontologist and owns a private law practice. Her practice focuses on helping mainly senior citizens to stay in control when they reach significant junctions in their lives. This includes helping them with their estate planning by preparing wills, enduring power of attorney, pre-nups and financial agreements for a second marriage, trusts and advising on estate and tax issues relating to people who have dual citizenship. She is a member of the Global Society of Trust and E
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Using Trusts for Estate Planning | Interview with Andrew Treitel
26/06/2024 Duração: 23minWhat's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets. Not just for the Rockefellers anymore, trusts are becoming the secret weapon of savvy planners everywhere. Learn how you can use these powerful instruments to secure your legacy and give yourself peace of mind. Whether you're just starting to think about your estate or looking to level up your planning game, this episode is packed with insights you won't want to miss. Tune in now and discover why trusts might just be the unsung hero of your financial future. ______________________________________________________________ ABOUT OUR GUEST: Andrew Treitel is a veteran attorney with more than 20 years' experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York a
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Don't Let Life Blindside Your Retirement Plan
19/06/2024 Duração: 08minWhy should you start thinking about retirement planning in your 30s? Because the statistics don't lie - retirement is actually happening earlier than age 65 for many people. Whether it's due to health issues, job loss, or other curveballs life throws, you need to be prepared with a robust nest egg. Tune in to this week's show to learn why you must build up your retirement savings well before you're blindsided. _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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
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Preventing an Anxiety Filled Retirement
13/06/2024 Duração: 11minWhy does retirement feel so disorienting for many people? Today we're talking about the surprising emotional challenges nobody warns you about when you stop working, from battling boredom to losing your sense of purpose. Get practical tips on creating a daily routine and finding meaningful activities to thrive in your golden years. To learn more about smoothly transitioning to an active, fulfilling retirement, keep listening! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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:
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Congrats on Becoming Rich | Should You Retire at Age 35?
05/06/2024 Duração: 09minWhy retire at 35 and live off investments when you could contribute meaningfully to society? I challenge the idea of early retirement solely for leisure, questioning if that aligns with our purpose. Instead of chasing financial independence to escape work, find work that energizes you to better the world. To learn more about finding fulfillment through impactful work, keep watching ➡️ _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ ________________________
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Pay Off Your Mortgage Before Retirement
28/05/2024 Duração: 12minWhy is it so important to pay off your mortgage before retirement? In this candid video, I explain the massive financial impact and mental burden of carrying a mortgage into your golden years. From freeing up your nest egg to achieving priceless peace of mind, check out the full video for a concrete path to a stress-free retirement. _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ ______________________________________________________________
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Paycheck Routine: Make Payday the Key to Financial Security
22/05/2024 Duração: 08minWhat's your paycheck routine? Beyond monthly bills and saving, I'll share the fool-proof budgeting method to properly plan for annual expenses like insurance, summer camps and holidays. It's the real paycheck system most people miss, leaving them cash-strapped every year when those costs hit. Learn pro tips to never be caught off guard again when annual expenses arise. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ ____________________________
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Gen Z Should NOT Give Up | You CAN Have Your Financial Dream
15/05/2024 Duração: 09minWhy is Gen Z throwing up their hands and saying they can't achieve the American or Israeli dream? In this video, I break down why this defeatist mentality is flawed and share practical tips to get ahead financially, even in today's "expensive" climate. From embracing side hustles to living responsibly (but not miserably!), let's dig into the real talk you need to conquer your goals. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ _____________
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Israel Independence Day and Your Financial Independence
08/05/2024 Duração: 10minAs Israel celebrates its 76th Independence Day, it's time to talk about YOUR financial independence! In this insightful episode, I share practical tips and strategies to help you break free from debt, build a solid savings plan, and pave the way towards true financial freedom. Don't miss this opportunity to finally take control of your finances – watch or listen to the full episode now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ _________________
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Help Your Adult Children Become Financially Independent
01/05/2024 Duração: 08minAre you tired of your adult children running to you every time they find themselves in a financial pickle? In this no-nonsense video, I shatter the excuses and provide practical tips to help your offspring achieve true financial independence. From cutting the umbilical cord to instilling healthy money habits, this video is a tough-love wake-up call for both parents and their financially dependent children. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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.aaronkatsm
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How to Become a Millionaire on a Low Salary
24/04/2024 Duração: 11minTired of the endless rants about the rich getting richer and the perceived lack of opportunities? In this video, I break down how even those on a low salary can become millionaires through patience, disciplined investing, and a positive mindset. My no-nonsense approach dismantles excuses and offers a refreshing perspective on building long-term wealth. Brace yourself for some tough love and practical insights. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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.aaronka
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Financial Morality and Biden Student Loan Debt Forgiveness
17/04/2024 Duração: 08minExcuse me while I take a few minutes to vent. Am I the only one triggered by Biden's student loan forgiveness plan and other financial breaks that the rest of us tax-paying citizens have to pay for? I break down how these policies are actually unfair and stick it to responsible people who play by the rules. But hey, listen in and let me know your thoughts too and maybe we can start ranting together. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/
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Stop Complaining: If You Need Money Try Working
10/04/2024 Duração: 08minTired of hearing people complain about not having enough money? You're not alone. There's a straightforward solution that a lot don't want to hear. It's time for a dose of tough love. The secret's out and it's just 4 letters: W-O-R-K. Yup, that's the game-changer right there. In an era of financial strain, the classic strategy of hard work still stands strong. Complaining never paid the bills, but working sure does! ________________________________________________________________ SOCIAL LINKS: Facebook: www.facebook.com/AaronKatsmanLC/ LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: www.stitcher.com/podcast/the-aaron-katsman-show Spotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: www.aaronkatsman.com/ _________________________
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Divorce After 50 Comes With Financial Risk and Stress
03/04/2024 Duração: 09minGray divorce (aka divorce after 50) is on the rise, but have aging couples done the math? Before racing to halve your retirement savings, let's run the numbers on whether you can actually get by on early bird specials and Social Security. What key financial precautions should you consider when making this critical lifestyle change after 50? Tune in to get the senior divorce advice no one talks about. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/
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The Way to Make Money and Women's Math
27/03/2024 Duração: 06minLook folks, let's get real here - returning that $150 from your $300 Amazon splurge doesn't mean you "made $150." No matter how you spin the math, it's not true wealth creation. The slow and boring path wins the race towards financial freedom: spend less than your income, then let compound interest work its magic through smart, straightforward investments. Forget the too-good-to-be-true schemes plastered all over TikTok. Stick with me and my "snore-fest" money advice. While it may not wow the social media crowd, consistently following these fundamentals will grow your wealth steadily and sustainably over time. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/po
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The Importance of Creating a Meaningful Retirement
20/03/2024 Duração: 08minPlanning for retirement encompasses so much more than just building a nest egg. Don't get me wrong, ensuring you've got the finances is crucial—no one dreams of a "beans and rice" retirement—but let's talk about the other, often overlooked, side of retiring, actually living your life. Many waltz into my office dreaming of back-to-back trips post-retirement. While that's exciting, it brings up a crucial question: What will you do with the 43 weeks left in the year? Travel is a small part of your retirement experience, not a full-time plan. Diving into this phase of your life without a comprehensive strategy is like setting sail without a compass. Let's chart a course for a fulfilling retired life! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.