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.
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Episodes

Should I rent or buy in Israel?

Is there a golden rule about whether you should rent or buy? I'm here to give you some food for thought as I go through some cold hard facts, as well as dive into the pros and cons of both options. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ---------------------------------------------------...

Nov 24, 202114 min

Invest When You Are Young for a Wealthy Future

They say that it's easy to build wealth when you start young, but is that really true? Today I will show you how saving a few thousand dollars a year can pay out BIG TIME over the decades. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ------------------------------------------------------------...

Nov 17, 20218 min

Can you live in Israel debt free? An interview with Ahuvah Berger Burcat

I am joined this week by Ahuvah Berger Burcat, co-founder of the popular Facebook group Living In Israel Debt Free. Together we discuss what it takes to make it financially in Israel, even if you don't make aliyah with millions. ------------------------------------------------------------------------ ABOUT OUR GUEST: Ahuvah Berger Burcat: Chaos organizer. Demand Generation professional. Mosquito assassin. Home hacker. Cawfee lover. Momma. She runs the Facebook group Living In Israel Debt Free wi...

Nov 10, 202118 min

Promoting Israel Asia Relations: An Interview With Rebecca Zeffert

Where are the opportunities and developments in Asia that Israel needs to be aware of? How can we bridge the network gaps that exist to create a stronger and more stable future both for ourselves and globally? Rebecca Zeffert, Founder and Executive Director of the Israel-Asia Center, joins me on the show today to share her wealth of knowledge with us as we are in what seems to be the Asian Century. ------------------------------------------------------------------------ ABOUT OUR GUEST: Rebecca ...

Nov 04, 202115 min

Your Inheritance: Finding Hidden Assets

Michael Zwick of Inherit More joins me on the show this week to talk all about your inheritance journey. Learn about the process of finding and receiving an inheritance, even when there are at times unknown assets. ------------------------------------------------------------------------ ABOUT OUR GUEST: After obtaining his bachelor’s degree in economics from Yeshiva University and law degree from the Benjamin N. Cardozo School of Law, Michael Zwick worked for Honigman, Miller, Schwartz & Coh...

Oct 27, 202118 min

Tips For A Successful Israeli Start-Up with Assaf Luxembourg

What do you need to do in order to build a successful Start-Up in Israel and launch a global brand? According to our guest today, Assaf Luxembourg, it may just come down to getting out of the startup mentality and shifting focus to being an innovative company in your industry. ------------------------------------------------------------------------ ABOUT OUR GUEST: Assaf Luxembourg is a Business Development and Marketing professional. Passionate about promoting Israel through business, innovatio...

Oct 20, 202118 min

Are Women Better Investors Than Men?

According to Fidelity Investment's recent study, women tend to outperform men when it comes to investment success. Today we are discussing why that is and what we can all learn from this to apply to our own investments. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ -----------------------------...

Oct 14, 20218 min

Stop Procrastinating And Get Your Finances In Order

We are officially in the final quarter of the year so it's time to drop your excuses and start getting a hold of your finances. Today I'm sharing with you some action steps to take to get your finances moving in the right direction. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ----------------...

Oct 06, 20219 min

Financial Tips for a Sweet New Year

Another year is coming around which means it's a great time for us to reflect on the past and look towards the coming year. What are your financial goals? Planning your financial future without defining your goals is a waste of time and energy. Take some time before the new year comes around to truly consider what you want your money to do for you. Shana Tova! ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/Aaron...

Sep 12, 20219 min

How To Invest In Israel Interview With Baruch Labinsky

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: Bar...

Sep 09, 202120 min

Did You Profit From a Hi Tech Exit?

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/ --------------------------------------------------------...

Aug 26, 20219 min

Making Sense of the Israeli Pension System: An Interview with Gadi Last

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 ...

Aug 18, 202119 min

If Wells Fargo Is Throwing You Out, I Can Help

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. ---------------------------------------------------------------------------------- SOCIA...

Aug 11, 20219 min

American Abroad: How to get a US Transfer Certificate

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

Aug 04, 202118 min

Reflecting on your finances: the birthday edition

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/AaronKa...

Jul 28, 20219 min

A Smart Financial Start for Newlyweds

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/aaro...

Jul 21, 202113 min

Grow Up and Get Serious About Getting Out of Debt

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://w...

Jul 15, 202113 min

Learning Smart Money Tips From Monopoly

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-kat...

Jul 07, 20219 min

What should I do with my $300,000 inheritance?

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 ...

Jul 01, 20219 min

How To Plan For Early Retirement

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

Jun 17, 202111 min

Playing Retirement Catch-Up: 3 Late-Stage Retirement Savings Tactics

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.co...

Jun 10, 20218 min

Can I Afford to Retire in Israel? 3 Retirement Myths Debunked

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-kats...

Jun 03, 20218 min

Pizza delivery by drone and more cool Israeli innovation: Interview with Zev Stub

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. Pr...

May 31, 202121 min

Navigating the Israeli Healthcare System with Ayala Laub Waltuch of The Shira Pransky Project

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

May 19, 202116 min

How to network in Israel: An Interview with Helena Baker

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 ...

May 10, 202119 min

How to transfer money to Israel: An Interview with Daniel Eisenberg

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 Coll...

May 05, 202121 min

Financing a Property in Israel: An Interview with Moises Zack

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

May 03, 202119 min

Answer the WHY before making an investment

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 educa...

Apr 29, 202112 min

What Is A PFIC? An interview with Ron Zalben CPA

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...

Apr 14, 202116 min

Remove your financial mask and become financially independent

There are true hardships that people are going through right now, there is no denying that. But if we remove the mask to reveal the true story behind our finances, we can discover the true issue is prioritization. It's time to take off the mask and make sure your priorities and your long-term financial plan are in place. 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 vi...

Apr 08, 202110 min
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