Aaron Katsman

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 ----------------------------------------

This 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, volun

There 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/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

We all know unfortunately that financial issues are one of the top reasons for marriages to fail. As we are in wedding season now in Israel, let's take a few minutes to give you newlyweds out there a few tips so you can start your marriage on solid financial footing. ---------------------------------------------------------------------------------- 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/ ------------------------------------------

Sometimes we all need a good nudge or a kick in the pants in the right direction when it comes to debt. I implore you: do not ignore your debt! If it's too overwhelming to work out on your own, ask for help from a trusted financial advisor. Begin your journey towards being debt-free today. ---------------------------------------------------------------------------------- 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/ ------------------

If you don't have any money... you can't buy anything, right? If only the rules of Monopoly were actually taken into consideration in our everyday lives. There are many things we can learn from Monopoly that can be practically applied to our financial advantage. ---------------------------------------------------------------------------------- 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/ -----------------------------------------------

This week I have gotten a couple of phone calls with the same question: "I have inherited $300,000, what should I do with it?" The thing that I find interesting about this question is that quite often when people ask, they already have an answer they want to hear and they are not always willing to hear advice but are rather seeking validation. Every situation is completely different and if you speak to a true professional, you will hopefully be pointed in the best direction possible FOR YOU. My best advice for what to do with an inheritance? Go to a professional for advice. ---------------------------------------------------------------------------------- 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/id11922341

Many of us can see the benefits of early retirement: travel, freedom, the allure of reinvention, time for yourself ... the list can go on and on. While many of us recognize these benefits, we don't stop to think about what we will actually do with our time if we do go into early retirement. What will you do for the next 30-40 years of your life? Let's talk about it on this week's installment of The Aaron Katsman Show. ---------------------------------------------------------------------------------- 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 ----------------------------

If you're in your mid-50s and still have not built an investment portfolio for your retirement, I'm here to tell you that it's never too late until it's over. Today I'm sharing with you 3 tips that can help you play catch-up even if you're late to the retirement savings game. ---------------------------------------------------------------------------------- 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/ ----------------------------------

On today's solo episode, I am sharing with you some hard truths about retirement, especially retirement in Israel. Is it possible to live off of social security or bituach leumi? Is it too late to start saving? I share it all with you in this important episode. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ---------------------------------------------------------------------------------- VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email: aaron@lighthousecapital.co.il ---------------------------------------------------------------------------------- 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

Are we back to business as usual here in Israel? Jerusalem Post business reporter Zev Stub joins me on the podcast today to give his honest opinion about where we are right now economically and where we are heading in the near future, including of course - pizza delivery by drones. Is "Corona life" as we know it in Israel officially over? Let's hope so! ------------------------------------------------------------------------ ABOUT OUR GUEST: Zev Stub is The Jerusalem Post's business reporter. Prior to that, he founded and managed Janglo, a popular Jerusalem-based online community, which he sold in 2019. Zev made aliya from Chicago in 2000, and lives in Jerusalem with his wife and three kids. ------------------------------------------------------------------------ CONTACT ZEV: Email: zev@jpost.com ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://

Moving to Israel is complicated as it is, your experience with the healthcare system here doesn't have to be. I am excited to introduce you to Ayala Laub Waltuch, Director of The Shira Pransky Project. The Shira Pransky Project helps thousands of new and veteran Olim navigate the Israeli healthcare system with information and direct advocacy for rights, services, and support. I hope you enjoy this informative conversation and that it helps you on your Aliyah journey. ------------------------------------------------------------------------ ABOUT OUR GUEST: Ayala Laub Waltuch is the Director of The Shira Pransky Project. Ayala has nearly a decade of experience in non-profit programming and management. In addition to her leadership and organizational experience, she is an expert in Israeli healthcare rights, with a particular love of women’s and maternal health. As Director, Ayala is passionate about SPP’s mission, and oversees all organizational programs and development. -----------------------------------

Whether you are a brand new Oleh or have been here for years, we can all benefit from a great business network. Networking pro Helena Baker of English Speaking Networking joins me on the show this week to share her advice for those looking to start a business in Israel and how to make the most out of your networking opportunities. About our guest: Helena made Aliyah two years ago from London, although she is originally from Manchester. Having studied French and History at University, she worked at the Union of Jewish Students for a year before going solo as a freelance copywriter. A passionate networker, Helena grew her business through consistent schmoozing right across London. When she made Aliyah in January 2019 her plan was to continue networking and make contacts here. However, she found that most of the networking in Israel was very much high-tech focused or in Hebrew and so she decided to create her very own networking group, English Speaking Networking, a group for anglo business owners looking to g

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: eisenberg@isratransfer.com ---------------------------------------------------------------------------------- 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

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. ---------------------------------------------------------------------------------- Be in touch with our interview guest Moises Zack: Phone: 972-543971901 Email: mzack@firstisrael.com ---------------------------------------------------------------------------------- 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 Portfo

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. ---------------------------------------------------------------------------------- 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 no