Aaron Katsman

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 with Gila Halleli Weiss where they encourage their community to live within their means, live debt-free, and dream big. ------------------------------------------------------------------------ CONTACT AHUVAH: Living In Israel Debt Free Facebook Group: https://www.facebook.com/groups/debtfreelivingisrael2017 LinkedIn: https://www.linkedin.com/in/ahuvahburcat Twitter: https://twitter.com/ahoova ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.f

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 Zeffert is the Founder and Executive Director of the Israel-Asia Center (www.israelasiacenter.org), an Israeli not-for-profit organization dedicated to informing, empowering and connecting the Israel-Asia leaders of tomorrow, and preparing Israel for a secure and prosperous future in the Asian Century. Prior to founding the Israel-Asia Center, Rebecca worked for over a decade in the fields of media, public relations and public affairs in China, Japan, Israel and the UK. Rebecca studied at Kansai Gaidai University

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 & Cohn as well as for Shermeta, Chimko & Kilpatrick in the Detroit area. Michael started his own law practice in 1996, and in 2001 he took on Assets International as a client, assisting the company in recovering funds for corporations and individuals. In 2004, Michael joined Assets International as a partner, becoming its President. Since then, Michael and his team have recovered well over $100 million for Assets International’s clients, wherever they may be. Michael takes particular pride in assisting those clients who went

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, innovation, startups, and entrepreneurship and passionate about helping international talents in Israel, the "Start-Up Nation." He provides consulting and content services to organizations that bring young professionals to Israel. He also consults and advises start-ups on storytelling, pitch, marketing, and business development. His experience varies from the private sector (ventures and start-ups, SMBs, corporate, and independent service providers) to the public sector and non-profit/third sector. ----------------------------

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/ ---------------------------------------------------------------------------------- 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

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/ ---------------------------------------------------------------------------------- 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/ -----------------------------------------------------------------------------

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/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 ---------------------------------------------------------------------------------- VISI

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