The Aaron Katsman Show - podcast cover

The Aaron Katsman Show

Aaron Katsman•www.aaronkatsman.com
Business
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.
Follow on
Apple Podcasts
Spotify
RSS
YouTube
Overcast
Pocket Casts
Episodes.fm
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

Get Off the Market Roller Coaster

The stock market can be like a roller coaster. Sometimes we get spoiled by month after month of stock market gains.... and sometimes we get really queasy when in the span of hours it all comes crashing down.

Feb 06, 2018•12 min

Learn the ABCs of money

How do you define financial success? These are the ABCs that will get you on the path to financial victory!

Jan 09, 2018•12 min

Set Goals for Your Money

Today we will be defining some key terms - investment objectives and risk tolerance - and figuring out how they impact our financial goals.

Jan 02, 2018•11 min

End of the Year Financial Tuning

We are approaching the end of the year, and as usual, we are wondering where the time went. How can you make your portfolio more efficient vis-à-vis tax as well as make sure that it still matches the goals and risk tolerance levels that you set forth on the outset?

Dec 19, 2017•12 min

Count Your Financial Blessings

Things are a lot better than we think they are. Stop complaining about your finances and think back on all of the good that you have!

Nov 21, 2017•13 min

Cleaning up an Inheritance Mess

Looking to gain control of your inheritance? Receiving an inheritance is an inherently emotional ordeal, but when dealing with multiple accounts that you are unfamiliar with it can seem like a nearly impossible feat. Learn to ask the right questions and consult with a financial advisor.

Nov 14, 2017•12 min

What Kind of an Investor are You?

"I want to make money with no risk." Sound familiar? Most people do not know what kind of investor they are or how much risk they are truly willing to take.

Nov 07, 2017•13 min

A Vanilla Retirement Plan Wins

When it comes to diversifying your retirement portfolio, reinventing the wheel isn't necessarily the best plan.

Nov 01, 2017•12 min

Can You Become Wealthy?

There is a lot we can learn from the rich when it comes to relating to our money.

Oct 03, 2017•12 min

Do You Want to Move in with Your Children?

The work/life balance issue is a hot topic now, but what is often neglected the most are FINANCES. Stop procrastinating and take control of your finances and avoid moving in with your children down the line!

Sep 25, 2017•10 min

Yes, YOU Can Become Financially Empowered

Are you sick of mounting debt or living pay check to pay check? What many people don't realize is that they really CAN change their financial future by taking control of their money. It's not as hard as you may think!

Sep 04, 2017•12 min

You Don't Need to Buy That

Have you ever just NEEDED to buy those shoes? Or that new electronic gadget? If you can't afford it... don't buy it!

Aug 28, 2017•12 min

Financial Aliyah: More Tips for Olim

Are you a recent immigrant to Israel? It's important for new olim to get their financial aliyah in order, in particular becoming familiar with employment benefits and banking. Mazal tov on your aliyah and enjoy the show!

Aug 14, 2017•15 min

Financial Success After Losing a Spouse

After the death of a spouse, before making any large financial decisions, give yourself TIME. Figure out how much money you will really need on a monthly basis before you make any drastic changes.

Jul 31, 2017•16 min

Complaining Doesn't Make You Rich

Are you constantly justifying your purchases? If you can't afford to buy something don't buy it. Investing in long-term goals is more important than funding current wants and needs.

Jul 24, 2017•13 min

Do a 180 and Get your Life Back on Track

Don't let the mantra of "life happens" take over and let life pass you by every time you are trying to achieve your goals. You have the power to make a change in your life. Take control of your financial situation - it's never too late to get on the path of financial security.

Jul 17, 2017•13 min

Don't Let Your Dreams Turn into a Nightmare

To many, striking it rich sounds like a dream. What would happen if you hit it big? Everyone has their own answer to how they would spend their winnings. Perhaps it would be smarter to play the opposite game - what if you were suddenly hit with a huge financial burden?

Jul 10, 2017•11 min

Financial Aliyah: Don't Neglect Your Money

With thousands of new Olim coming to Israel every year, the biggest issue that gets lost in the immigration process is how to deal with investments. When you make aliyah life quickly takes over and financial planning always seems to take a backseat to getting your family properly situated. Listen to this week's show for my advice to ease your financial relocation.

Jul 03, 2017•12 min

Women Take the Financial Lead

In this day and age when women are making more money than ever before, it is important for women to start getting better educated (and take the lead!) regarding their finances to maximize their potential earning power.

Jun 26, 2017•12 min

Stop Blaming Others for Your Money Problems

Too often in life, we blame other people life's many stumbles, including our financial situation. We need to examine our money situation properly and take a hard look in the mirror to see who is really at fault.

Jun 19, 2017•14 min

Traditional Retirement Investing Advice Wins

Is it always a good idea to reinvent the wheel? When it comes to retirement investments, the answer seems to be no. Aaron explains how uncomplicated retirement planning should be in this episode.

May 08, 2017•12 min

Learning from the Rich to be Rich

Most people who are rich today were not born rich. Listen to Aaron's words of wisdom direct from the financial (and spiritual) capital of the world and learn how the rich relate to their money.

Apr 26, 2017•12 min

The Key to a Financially Successful Marriage

What is the key to a happy marriage? This magical key for a happy marriage applies to dealing with your money issues as well. Learn how to build a financially successful marriage on today's episode with Aaron.

Mar 13, 2017•12 min

Cash Cash Cash

"Cash, Cash, Cash." Is a Financial Advisor going to tell you to put it all away in savings plans? Do you need cash around? Find out what Aaron thinks in this week's podcast.

Mar 13, 2017•11 min

The Secret to Building Wealth

What's the secret to building wealth? Aaron will tell you - and only you his listeners - on this week's show. Shh - don't tell!

Mar 02, 2017•12 min

How to become a millionaire

The information contained in this article reflects the opinion of the author and not necessarily the opinion of Portfolio Resources Group, Inc. or its affiliates. Aaron Katsman is author of the book Retirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing (McGraw-Hill), and is a licensed financial professional both in the United States and Israel, and helps people who open investment accounts in the United States. Securities are offered through Portfolio Resour...

Feb 27, 2017•13 min
← PrevNext →
For the best experience, listen in Metacast app for iOS or Android