The Aaron Katsman Show

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 f...

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-cu...

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. -----------------------------------------------------------------...

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...

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 an...

Real estate is always a good investment - right? On today's show, we are talking about the common misconception, particularly here in Israel, that it's a good idea to invest all of your money in the real estate market. We go deep into the many fallacies in this way of thinking and why it's incredibly important to have a well-rounded financial action plan. ------------------------------------------...

On the show today we are talking about what to do to prepare financially for the death of a spouse and the steps you need to take immediately afterward. This is not an easy topic for anyone, but do yourself a favor and please take a few minutes to listen through to the end, take some notes, and take action today to make sure your loved ones are cared for. Wishing you a long healthy life full of we...

This show is for you olim - and soon to be olim! I am joined this week by Aaron Shuchatowitz of aliyahmoneytips.com to discuss all things - you guessed it - Aliyah and MONEY. Whether you have been around here for a few years or have been dreaming about making aliyah but are not sure if you can make it work financially, we talk about it all from pre-aliyah tips and budgeting to staying safe when tr...

What do you need to do - financially speaking - to plan for a successful aliyah? On today's show, we're going through some of the biggest financial decisions you need to start considering NOW before you pack up your life and make the big move. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter:...

What does true FREEDOM mean to you? With Israel's Independence Day nearly upon us, I would like to take the opportunity today to discuss YOUR financial independence. Put yourself to the test and let me know in the comments below where you are holding when it comes to these 6 financial freedom indicators. ---------------------------------------------------------------------------------- SOCIAL LINK...

What's my best advice for dealing with inflation? PANIC of course! In all seriousness, on today's show, I am sharing with you my best advice regarding what to do with your medium to long-term savings during an inflation period. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter...

I see this time and time again: people counting down the days until their retirement only to realize that "travel" is not a full-time retirement plan. Now is the time to actually think about what you want to do to fill up your time in retirement. What will your day-to-day look like? Which friends do you want to spend time with? How often do you want to be with family? Are you going to volunteer? W...

This week I am joined by the incomparable Neale Sheila Godfrey to get down to the nitty-gritty about what we can really do to raise a generation of financially literate and fiscally responsible people. Neale has dedicated her life to empowering others (families in particular!) to take control of their financial life. Want even more from Neale? She has authored 28 books including her most recent pu...

There are so many different reasons for pushing off saving for retirement (and trust me - I have heard them ALL), but is there a magical cut-off date that makes it officially "too late"? My friends, I'm here to tell you that as long as you are able to work, in any capacity, you can still save for retirement. ---------------------------------------------------------------------------------- SOCIAL...

We all have dreams about what our retirement will look like one day, but are you really ready for it? Today I am sharing with you the 3 biggest mistakes I see people making with their money in retirement and how to avoid them for a secure financial future. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsma...

In case you have not been in the loop until now, let me bring you in: the stock market is DOWN. Hearing this usually elicits a feeling of panic in investors, but if you are an informed seasoned investor you will know that the stock market does go down, but as history teaches us, it also goes back up again. Take advantage of this time to get in the game. --------------------------------------------...

Do you ever feel like something about your money is not "working"? That feeling that something isn't quite right but you can't articulate what exactly that internal dialogue is that's going on inside of you. If you have been around here for a while, you understand the benefits of hiring a financial ADVISOR but is it possible that a financial THERAPIST could help you out in this situation? Our gues...

On our show, we often talk about how to save for retirement, the actionable steps you need to take, and how to get started. Today's show is going to be a little bit different as we are discussing how you can expect to actually SPEND that money once you are retired. How will your spending be different from your pre-retirement days? What sort of income can you expect from your pension/any work you m...

On today's show, I'm laying it all out for you: why you should prioritize estate planning and drafting a will(especially in Israel), practical tips for keeping track of your accounts both for yourself and your partner, and the steps you should take to get the ball rolling. And of course, do not forget to consult with an attorney in this process. ----------------------------------------------------...

So what's the big secret to building wealth you ask? The good news is it may be more simple than you think. On this week's show, I'm sharing a few simple ACTIONABLE steps you can take to build your wealth the right way. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/Aar...

While The Tinder Swindler has taken over the world of Netflix, there are actual real-life applications that you can learn from the unfortunate mistakes made by these women. Join me on this week's show as we get into avoiding "romance fraud." ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: h...

How well versed are you in "financial speak." In today's show, I will be giving you a deep dive into FOUR necessary financial terms you should know (no more smiling and nodding for you!). ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www....

Calling all of you DIY investors: how do you know if it's time to bring in the professionals? On this week's show, I'm talking through some real-life examples that have happened recently to help us understand why it's not always the best to go at this on your own. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/Aar...

This week we are speaking with Marriage and Family Therapist and Relationship Coach Micki Lavin-Pell about MONEY and RELATIONSHIPS. At what point in your relationship should you start bringing up money and your views on money? How can you reconcile differences in opinion when it comes to money? How do you get on the same page? All of your questions will be answered on this week's show! -----------...

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:/...