Podcast Episodes

Cross-Border Checklist for Olim

You're living abroad, your accounts are in the U.S., and your family has no idea what's where — what could go wrong? A retired expat's wake-up call b…

11 months ago

Lost in Digital Translation

Texting Your Financial Advisor? Here's Why That's a Mistake 

Quick texts and casual emails might work for pizza orders—but not for managing your i…

11 months, 1 week ago

Tackling Investment Stress

Your biggest investment risk isn't the market; it's your emotions. Learn how to keep fear and greed from wrecking your financial future. Whether you'…

11 months, 2 weeks ago

The Best Investors Don't Follow Trends... They Do This

Feeling a little lost with your U.S. investments while living in Israel? Let's fix that. Learn how to stay cool when markets drop, avoid costly mista…

11 months, 3 weeks ago

Retirees in Israel! Stop Your IRA from Triggering Huge U.S. Tax Bills

Ready to keep more of your retirement cash and outsmart those surprise tax hits? We're breaking down the IRA trap that many olim don't see coming and…

11 months, 3 weeks ago

Can Your Portfolio Handle Life's Curveballs?

Life just threw you a curveball—now what? Discover why having a "great" investment portfolio isn't enough if you can't reach your money when it matte…

1 year ago

Is Money Your Friend or Foe

Feeling lost with your money after making aliyah? You're not alone. Discover why managing finances as a U.S. expat in Israel can feel overwhelming—an…

1 year ago

Navigating U.S. Investments from Israel: Why the Right Partnerships Matter

Managing U.S. investments from Israel? It's not as simple as logging in and clicking around. Discover why the right financial partnerships—like the o…

1 year ago

Living Well in Israel Without Chasing More

Think you need more to feel secure? Think again. The real financial win isn't a bigger portfolio—it's knowing when you've got enough. Discover how t…

1 year ago

Challenging Retirement Stereotypes

Think retirement means slowing down? Think again. Meet a couple who flipped the script—he found purpose on the frontlines, she doubled down on family…

1 year ago