Podcast Episodes
Back to SearchRetired, Recovered, and Rebalancing
Does your financial plan still make sense—or are you just hoping it does?
After a health scare, one retiree in Israel asked the question we all sho…
1 year ago
Interested in Lowering Financial Stress Hint Work Together
Money fights don't start with math—they start with miscommunication. Learn how couples can ditch the blame game and start building a financial game p…
1 year ago
What If Retirement Isn't About Slowing Down?
Retirement isn't the finish line—it's the starting line for your next adventure. Whether you're planning to volunteer, travel, or finally dive into t…
1 year, 1 month ago
How to Manage Your Finances After a Divorce
Just got divorced and not sure what to do with the money? Don't blow your settlement—learn how to slow down, take control, and start building a roc…
1 year, 1 month ago
When the Market Shifts, Stay Focused on the Plan
Your portfolio took a dip—now what? A seasoned investor called with a simple question: "Why did my account go down when the news looked quiet?" The …
1 year, 1 month ago
The Smart Couple's Guide to Financially Surviving Illness
What's the first call you make after a major diagnosis? Your doctor's on speed dial — but your financial advisor should be too. Health crises don't j…
1 year, 1 month ago
Your U.S. Broker Doesn't Support Overseas Clients Now What
Your U.S. broker might love you… until you move overseas. Then? You could be dropped without warning. Learn why Americans living abroad are getting l…
1 year, 1 month ago
Struggling to Manage U.S. Investments in Israel
Got U.S. investments but now living in Israel? Don't let your retirement accounts turn into a financial mess. Learn how one small tax-smart move save…
1 year, 1 month ago
Medical Care and Overseas Investments A Brief Financial Guide for Olim
A couple in their seventies faces a real dilemma—helping a grandchild with a serious health issue without draining their own retirement. They've got …
1 year, 1 month ago
Investment Anxiety What to Do When Your Portfolio Drops
Feeling queasy every time you check your portfolio before breakfast? Learn why reacting to market dips—especially from across the globe—can do more h…
1 year, 1 month ago