Aaron Katsman

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 59:17:55
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Informações:

Sinopse

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.

Episódios

  • No More Cash? Avoid Credit and Stick With Debit Cards

    18/09/2024 Duração: 07min

    Is a cashless society really in our best interest? I'm breaking down why cash is still king for budgeting and why credit card rewards might be costing you more than you think. Discover practical tips for navigating a world that's pushing digital payments and learn how to keep your spending in check. To find out how to outsmart the system, 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://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/ _________________________________________________________

  • KISS Your Portfolio For a Secure Retirement

    11/09/2024 Duração: 11min

    Ever wondered why your investment portfolio feels like a chaotic mess? I'm diving into the world of KISS - Keep It Simple, Stupid - and why it's the secret sauce to financial success. From debunking complex strategies to embracing automation, I'll show you how simplicity can lead to better returns and less stress. To learn more about streamlining your investments, tune in now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ ___________________________

  • Today Is The First Day Towards Your Secure Financial Future

    04/09/2024 Duração: 09min

    Ready to turn your financial mistakes into opportunities? Join me as I explore the concept of financial new beginnings and share practical tips for budgeting, debt management, and saving. Don't let past blunders hold you back - it's time to take charge of your financial destiny! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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@lighthousecapital.co.il ________

  • You ARE Allowed to Spend Some Money and Create Family Memories

    28/08/2024 Duração: 07min

    Is it time to loosen the purse strings? Today, I'm breaking from the usual "save, save, save" mantra to discuss the value of strategic spending. From family vacations to celebrating milestones, learn why creating memories might be just as important as padding your savings account. To learn more about finding the sweet spot between saving and living, 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://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/ ______________________________________________

  • Divide Your Assets Equally Among Your Children

    21/08/2024 Duração: 10min

    Thinking of leaving more money to your less-wealthy child? Tread carefully - I've seen countless families torn apart by unequal inheritances. Get the insider scoop on how to keep the peace (and your legacy intact) when divvying up your estate. To learn more, this video is a must-watch. ________________________________________________________________ SOCIAL LINKS: Facebook: www.facebook.com/AaronKatsmanLC/ LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: www.stitcher.com/podcast/the-aaron-katsman-show Spotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il __________________________________________________

  • How to Secure Your Family's Financial Legacy

    14/08/2024 Duração: 08min

    In the world of estate planning and financial advising, it's not every day that we stumble upon a gem of a conversation that reminds us why our work is so crucial. Today, I'd like to share an inspiring encounter highlighting the importance of meticulous planning and open family dialogue. If you are looking for a pitch-perfect example of how to do legacy planning correctly, today's video is a must-see. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ _

  • Underestimating Travel Costs Can Sink Your Retirement

    07/08/2024 Duração: 06min

    Ready to trade in those khakis for a Hawaiian shirt and piña coladas? Not so fast - have you accounted for all the potential budget-busters in retirement? Let me walk you through some often-overlooked expenses that could derail your dreams of lounging on the beach. To learn more about a realistic retirement plan, give this a watch. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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

  • Tough Love: Should You be Giving Money to Your Adult Children

    31/07/2024 Duração: 09min

    Paying your 40-year-old's cell phone bill - good parenting or enabling? I dive into the nuances of financially supporting adult children. You'll get my unvarnished take on budgets, tough love, and knowing when to say "no". Get ready for some tough love and hard truths, but also compassionate advice - to learn more, watch now. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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: E

  • 3 Important Tips to Get Started on Estate Planning

    24/07/2024 Duração: 10min

    Why should you start thinking about estate planning now? Because life is unpredictable, and your legacy matters more than you think. Whether it's protecting your assets, preserving family harmony, or navigating complex blended families, you need to be prepared with a solid estate plan. I'm breaking down the key takeaways from my recent interviews with estate planning pros, and sharing eye-opening insights that could save your family from future heartache. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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

  • Estate Planning | How to Pick the Right Executor or Trustee

    17/07/2024 Duração: 30min

    What's the best way to pick an executor for your will or a trustee for your trust? In this enlightening discussion, attorney Ariel Rosenzweig dives deep into the nuances of selecting the right person for these crucial roles. Our guest this week shares his invaluable insights on setting financial boundaries, communicating end-of-life wishes, and avoiding posthumous conflicts among beneficiaries. To learn more about navigating the complexities of estate planning, tune in to this informative episode. ______________________________________________________________ ABOUT OUR GUEST: Ariel S. Rosenzveig is an elder law and trusts & estates attorney, and is the Managing Partner at Ely J. Rosenzveig & Associates, PC, located in Elmsford, New York. Ariel brings more than 13 years of experience to the table, assisting families in all aspects of elder care law, including trust and estate planning, administration , and litigation, tax counsel , asset protection and special needs planning, Medicaid, Medicare, g

  • Why the Casino Comparison is Dead Wrong for Long-Term Investors

    10/07/2024 Duração: 10min

    Is the stock market really a casino or can you actually make money investing? I'm sharing some eye-opening statistics that prove investing for the long term is far from gambling - in fact, the odds heavily favor patient investors. Avoid trying to outsmart the market and simply buy good assets - the path to wealth creation is that straightforward. To learn more about tilting the odds massively in your favor through disciplined investing, 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 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 ____________________________________________________________

  • Second Marriage Estate and Financial Planning Interview With Mirit Hoffman

    03/07/2024 Duração: 19min

    Why do I need an estate plan? Join me as gerontologist and elder law attorney Mirit Hoffman breaks it down - from wills to navigating complex situations like second marriages. Our insightful guest shares her expertise on navigating these tricky situations and helps you avoid potential pitfalls and family conflicts down the road. To learn more about protecting your legacy and loved ones, don't miss this informative discussion. ______________________________________________________________ ABOUT OUR GUEST: Mirit is an elderlaw lawyer and a Gerontologist and owns a private law practice. Her practice focuses on helping mainly senior citizens to stay in control when they reach significant junctions in their lives. This includes helping them with their estate planning by preparing wills, enduring power of attorney, pre-nups and financial agreements for a second marriage, trusts and advising on estate and tax issues relating to people who have dual citizenship. She is a member of the Global Society of Trust and E

  • Using Trusts for Estate Planning | Interview with Andrew Treitel

    26/06/2024 Duração: 23min

    What's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets. Not just for the Rockefellers anymore, trusts are becoming the secret weapon of savvy planners everywhere. Learn how you can use these powerful instruments to secure your legacy and give yourself peace of mind. Whether you're just starting to think about your estate or looking to level up your planning game, this episode is packed with insights you won't want to miss. Tune in now and discover why trusts might just be the unsung hero of your financial future. ______________________________________________________________ ABOUT OUR GUEST: Andrew Treitel is a veteran attorney with more than 20 years' experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York a

  • Don't Let Life Blindside Your Retirement Plan

    19/06/2024 Duração: 08min

    Why should you start thinking about retirement planning in your 30s? Because the statistics don't lie - retirement is actually happening earlier than age 65 for many people. Whether it's due to health issues, job loss, or other curveballs life throws, you need to be prepared with a robust nest egg. Tune in to this week's show to learn why you must build up your retirement savings well before you're blindsided. _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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

  • Preventing an Anxiety Filled Retirement

    13/06/2024 Duração: 11min

    Why does retirement feel so disorienting for many people? Today we're talking about the surprising emotional challenges nobody warns you about when you stop working, from battling boredom to losing your sense of purpose. Get practical tips on creating a daily routine and finding meaningful activities to thrive in your golden years. To learn more about smoothly transitioning to an active, fulfilling retirement, keep listening! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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:

  • Congrats on Becoming Rich | Should You Retire at Age 35?

    05/06/2024 Duração: 09min

    Why retire at 35 and live off investments when you could contribute meaningfully to society? I challenge the idea of early retirement solely for leisure, questioning if that aligns with our purpose. Instead of chasing financial independence to escape work, find work that energizes you to better the world. To learn more about finding fulfillment through impactful work, keep watching ➡️ _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ ________________________

  • Pay Off Your Mortgage Before Retirement

    28/05/2024 Duração: 12min

    Why is it so important to pay off your mortgage before retirement? In this candid video, I explain the massive financial impact and mental burden of carrying a mortgage into your golden years. From freeing up your nest egg to achieving priceless peace of mind, check out the full video for a concrete path to a stress-free retirement. _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ ______________________________________________________________

  • Paycheck Routine: Make Payday the Key to Financial Security

    22/05/2024 Duração: 08min

    What's your paycheck routine? Beyond monthly bills and saving, I'll share the fool-proof budgeting method to properly plan for annual expenses like insurance, summer camps and holidays. It's the real paycheck system most people miss, leaving them cash-strapped every year when those costs hit. Learn pro tips to never be caught off guard again when annual expenses arise. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ ____________________________

  • Gen Z Should NOT Give Up | You CAN Have Your Financial Dream

    15/05/2024 Duração: 09min

    Why is Gen Z throwing up their hands and saying they can't achieve the American or Israeli dream? In this video, I break down why this defeatist mentality is flawed and share practical tips to get ahead financially, even in today's "expensive" climate. From embracing side hustles to living responsibly (but not miserably!), let's dig into the real talk you need to conquer your goals. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ _____________

  • Israel Independence Day and Your Financial Independence

    08/05/2024 Duração: 10min

    As Israel celebrates its 76th Independence Day, it's time to talk about YOUR financial independence! In this insightful episode, I share practical tips and strategies to help you break free from debt, build a solid savings plan, and pave the way towards true financial freedom. Don't miss this opportunity to finally take control of your finances – watch or listen to the full episode now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ 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/ _________________

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