The Aaron Katsman Show - podcast cover

The Aaron Katsman Show

Aaron Katsmanwww.aaronkatsman.com
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.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Beware of Financial Exploitation of Seniors

Think your aging parents are safe from financial scams? Think again. Whether it’s shady advisers, suspicious “friends,” or just declining judgment, financial exploitation of seniors is more common—and more damaging—than most people realize. In this episode, I break down the red flags every family should know, share personal stories from the field, and explain how tools like trusted contact forms and power of attorney can help protect those most at risk. If you’re a senior—or you care about one—y...

Jul 09, 20259 min

Don’t Bet Your Retirement on Mamdani’s Free Lunch

Curious about why government-run grocery stores won't save your retirement, but your own financial planning will? I'm serving up a reality check on socialist schemes and dishing out practical advice for securing your future. From exposing the flaws in utopian economics to championing personal responsibility, I'll show you why being your own financial hero beats waiting for a government rescue. To learn more about taking control of your retirement, tune in! SOCIAL LINKS: Facebook: https://www.fac...

Jul 02, 202510 min

After the War Look for Huge Israeli Economic Boom

Are you tired of financial gurus telling you to abandon your local market? I'm here to burst their bubble and show you why Israel's economy is most likely about to skyrocket. From a strengthening shekel to pent-up consumer demand, I'll break down why you should be excited about investing close to home. To learn more about riding the wave of Israel's economic boom, listen now! SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550...

Jun 25, 202511 min

Financial Aliyah: Should You Bring Your Money to Israel?

Think moving to Israel is just about packing your bags and learning Hebrew? Think again. I'm dishing out the cold, hard truth about managing your finances during Aliyah. From navigating the maze of international banking to avoiding tax traps that could cost you thousands, I've got the insider scoop. To learn more about making your financial Aliyah as smooth as your physical one, tune in! SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-...

Jun 18, 20259 min

How to Fund Your Summer Vacation

Want to know the secret to a great vacation that won't leave you in debt? Spoiler: It's not about maxing out your credit cards. I'm sharing my take on why expensive trips don't equal better memories and how to plan a getaway that won't leave you anxiously penny-pinching for the next year. To learn more about vacationing like a financial pro, tune in! SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODC...

Jun 11, 20257 min

Retirement Anxiety: Fear of Running Out of Money

Think retirement is all about luxury travel and renovations you've put off for decades? Well, you're not entirely wrong, but there's more to it. Join me as we explore how to balance your bucket list adventures with financial wisdom. Learn why your spending might look more like a heart rate monitor than a flat line, and how to prepare for each stage without ending up nervously clicking refresh on your stock portfolio. ________________________________________________________________ SOCIAL LINKS: ...

Jun 04, 202511 min

The Secrets of Financial Planning Before Aliyah

How much money do you really need when moving to Israel? Let me break it down without the rose-colored glasses. I'm dishing out practical tips on financial planning for Aliyah, from budgeting basics to investment account pitfalls. Spoiler alert: your third cousin's miracle budget probably won't work for you. To learn more about keeping your finances intact while making the big move, tune in! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.face...

May 28, 202511 min

Is Your Memory Playing Tricks on You? Tips to be a Smart Investor

Is your investing ego writing checks your portfolio can't cash? I'm exposing the memory tricks that make us think we're financial geniuses. From conveniently forgetting losses to exaggerating wins, learn how to keep it real and grow your wealth. To learn more about trusting the process (and ditching the delusions), tune in to this week's episode! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www...

May 21, 202510 min

Stock Market Gains After Stock Market Losses

Feeling dizzy from all the financial advice spinning around? I'm here to inject some sanity into your investment strategy with a dose of simplicity. Discover why 'time in the market' trumps 'timing the market' and how you can build wealth without becoming a stock market psychic. To learn more about investing without the headache, 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 ...

May 14, 20258 min

Buying a Stock is Easy, When to Sell is Hard

Tired of playing stock market roulette? I'm revealing why most investors are terrible at selling stocks and how this one fatal flaw could be costing you big time. Spoiler alert: the solution might be simpler than you think. To learn how to avoid common pitfalls and potentially boost your returns, tune in! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ __...

May 07, 20259 min

Happy Birthday Israel | 4 Easy Steps for Financial Independence

Want to know the secret to financial freedom? Hint: It's not about finding the perfect credit card. I'm breaking down the essentials of budgeting, debt elimination, and smart saving strategies that'll have you feeling like a money boss in no time. No get-rich-quick schemes here, just solid advice to keep your finances on track. To learn more about building real wealth without the fluff, tune in! Happy Independence Day, Israel! 🇮🇱 ________________________________________________________________...

Apr 30, 20259 min

How to Counter Financial Anxiety

Feeling like the economy is out to get you? I'm here to show you why living a "financially correct" life is your best defense against economic mood swings. Discover how budgeting, saving, and smart investing can turn you from a financial worry-wart into a cool, calm, and collected money maven. To discover strategies for responsible investing without unnecessary stress, tune in! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/Aaron...

Apr 23, 20256 min

Start Working and Stop Relying on Others

Are you too good for menial jobs? Think again, smarty-pants. I'm dishing out some tough love on why no honest work is beneath you, and how your attitude might be keeping you broke. From ancient wisdom to modern-day hustle, I'll break down why rolling up your sleeves beats handouts any day. To learn more about building true financial independence, tune in to this week's episode. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/Aaron...

Apr 16, 20259 min

Navigating Market Volatility: A Guide for Investors Amid Trump Tariffs

Feeling like your portfolio just took a nosedive off a fiscal cliff? Don't panic! Today I'm serving up a dose of financial reality with a side of perspective. From tax-loss harvesting to long-term thinking, I'll show you how to turn market lemons into lemonade. To learn more about staying cool when the market's not, tune in now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/a...

Apr 07, 20259 min

Peace of Mind Trumps Maximizing Investment Returns

Is the S&P 500 really your ticket to financial bliss? I'm debunking the one-size-fits-all investing myth and revealing why your personality matters more than market trends. Discover how to tailor your portfolio to your comfort level, without losing sleep or your sanity. To learn more about keeping your investments as simple as your morning coffee order, tune in now. ________________________________________________________________ SOCIAL LINKS: Facebook: www.facebook.com/AaronKatsmanLC/ Linke...

Mar 31, 20258 min

More Evidence That Investing in Indices is How to Grow Wealth

Why are the top 10 stocks in the S&P 500 like musical chairs? I'm breaking down why the S&P 500's top dogs are constantly changing and how this impacts your investment strategy. Hint: It might be time to ditch that crystal ball and embrace a more laid-back approach. To learn more about riding the wave of market evolution without the stress, tune in now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Linked...

Mar 25, 20258 min

Avoid Panic as Stock Market Drops

Ever feel like the stock market is giving you financial whiplash? I'm breaking down three simple tips to weather the storm of volatility, tariffs, and recession fears. From diversifying your portfolio to embracing the zen of long-term investing, I'll show you how to stay the course without popping antacids. To learn more about navigating the choppy waters of investing, dive into this video. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.faceb...

Mar 17, 20259 min

Trump Tariffs and Your Portfolio

Are market crashes keeping you up at night? I'm here to tell you why panicking is the last thing you should do. From debunking the myth of timing the market to explaining why your long-term strategy trumps short-term volatility, I'll show you how to keep your cool when stocks take a nosedive. To learn more about staying sane in a crazy market, listen now! - SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ - SUBSCRIBE TO...

Mar 11, 20257 min

Scared About a Stock Market Drop: Here's What You Need to Know

Why do most DIY investors panic when markets tumble? Today, we're breaking down the critical relationship between time horizons, asset allocation, and your ability to sleep at night during market crashes. Spoiler alert: that ultra-low-fee ETF won't save you if you panic-sell during the next correction. To learn more about creating an investment strategy you can actually stick with, watch now. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.fac...

Mar 04, 20258 min

Climate Change and Long Term Investing

Trying to perfectly time the market? Just like Jerusalem's weather forecasters who can't predict tomorrow's snowfall, market "experts" are wrong more than half the time! The proven path to wealth isn't about jumping in and out based on hunches or headlines. It's time IN the market, not TIMING the market - check out my full podcast episode for the "secret formula"! SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRI...

Feb 25, 20259 min

Should the Inheritance That You Received Go Into a Joint Account?

Your rich uncle left you money - now your spouse wants joint account access. What could possibly go wrong? From honoring the deceased's wishes to preparing for worst-case scenarios, I'm breaking down this delicate financial dance that many couples face. Whether your marriage is solid as a rock or slightly rocky, you'll want to hear these insights before making any moves with your inheritance. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.fac...

Feb 17, 20257 min

Investments and Legal Considerations in Second Relationships

I joined the brilliant Mirit Hoffman on her Golden Topics podcast to dissect the complex world of second relationships and investment planning - because nothing says romance like prenups and estate planning! We dive into real stories of what happens when good intentions meet poor planning, and how to avoid turning your blended family into a financial battlefield. From joint accounts to inheritance disputes, we cover it all. For more great content, watch our full chat and give Mirit a follow - le...

Feb 11, 202534 min

Protect Yourself Against the Financial Reality of Dementia

Cognitive decline doesn't just affect your memory—it can freeze your finances SOLID. Today we are breaking down the must-know strategies for maintaining financial flexibility when cognitive decline threatens your independence. From joint accounts to power of attorney, I'll show you how to stay one step ahead of potential financial roadblocks. To learn more about protecting your financial autonomy, tune in. ________________________________________________________________ SOCIAL LINKS: Facebook: h...

Feb 04, 20257 min

Investing Lessons From DeepSeek

Is DeepSeek the next big thing in AI or just another tech bubble? I'm diving into the hype & explaining why it doesn't matter for smart investors. Discover the power of diversification & why individual stock picking might be more trouble than it's worth. To learn more about navigating market turbulence with ease, tune in! SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://...

Jan 27, 20257 min

Should You Retire at 51 if You have $4 million?

Ready to trade your private equity stress for passport stamps? Join me as I break down a 51-year-old's dilemma of early retirement with nearly $4 million in the bank. We'll explore the pros and cons of keeping that cushy 2.5% mortgage, why your expenses might skyrocket when you're footloose and fancy-free, and how to avoid turning your golden years into a snooze fest. Plus, I'll share my unconventional advice on why working less doesn't mean quitting cold turkey. Tune in for some straight talk o...

Jan 21, 20259 min

First Job After Graduation: Financial Tips For Success

Are you about to start raking in the big bucks? I'm breaking down the dos and don'ts of managing your first real paycheck. From creating a budget to investing wisely, I'm sharing tips on how to set yourself up for financial success without sacrificing your quality of life. To learn more about striking that perfect balance, tune in to this episode. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://ww...

Jan 13, 202510 min

More Data That You Can't Beat Professional Investors and Indices

Ever dream of having insider knowledge to dominate the stock market? Well, I've got news for you - it might not be as helpful as you think. Discover why even finance pros can falter with future info and why sticking to basics could be your golden ticket. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________...

Jan 06, 202510 min

Financial Planning for 2025

Are you struggling to stay focused on your financial goals? I'll show you why it's essential to ignore the noise + trust your investment strategy. Get ready for some practical advice on making decisions based on life changes, not emotions. Tune in to learn more about navigating the bumpy road to financial success! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-65...

Dec 30, 20248 min

Investing 101: Understanding Common Asset Classes

Think you're a conservative investor because you avoid crypto? Your tech-heavy stock portfolio might disagree. Join me for a no-nonsense tour through investment basics - from safe-and-steady cash to individual stocks - and learn why understanding asset classes actually matters for your wallet. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________...

Dec 24, 202414 min

How to Invest Smartly for 2025

Wondering if you need a special investing strategy for 2025? Spoiler alert: you don't. I'm sharing why tried-and-true investment principles always win and how to avoid the pitfalls of trendy stock picking. Ready to build a portfolio that stands the test of time? Tune in as I break it down for you. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ __________...

Dec 16, 202410 min
For the best experience, listen in Metacast app for iOS or Android