Podcast Episodes
Back to SearchHow to Best Handle Your U.S. Investments from Israel with Clear Communication
Ready to ditch the confusion and get clear on your cross-border finances? If you're managing a U.S. portfolio from Israel, this episode is for you. W…
1 year, 3 months ago
How to Avoid Surprises on Capital Gains in Your US Investments
Ready to tackle U.S. taxes from Israel without the stress? Discover the key differences between realized and unrealized gains, and learn how realizi…
1 year, 3 months ago
Turn Your IRA Into an Investment Powerhouse
Want to make your IRA work harder for you? It's not just a retirement account—it's a powerful platform for building wealth. Learn how to maximize you…
1 year, 3 months ago
Tax Confusion Simplifying Capital Gains for Cross Border Investors
Ready to stop letting taxes sneak up on you? Capital gains can make or break your investment returns, but with the right knowledge and strategy, you …
1 year, 3 months ago
Don't Let Aliya Derail Your Investments
Thinking of making aliya and wondering what to do with your U.S. investments? Don't hit the reset button just yet! Doug breaks down the smart moves y…
1 year, 3 months ago
Simplifying the Real Estate vs Stock Market Debate
Ready to dive into the world of real estate and investing? Whether you're thinking about becoming a landlord or sticking to stocks, it's all about ma…
1 year, 3 months ago
How to Spot Companies Built to Last
Want to know the secret sauce behind companies that stay on top year after year? It's all about the economic moat. Learn how businesses build powerfu…
1 year, 3 months ago
Did You Receive an Inheritance What You Need to Do Now
Inheriting a stock and bond portfolio? It's exciting, but can be tricky. Learn how to manage your new assets, avoid common mistakes, and make sure y…
1 year, 4 months ago
How to Strengthen Your Financial Future as a Couple
Ready to get on the same financial page with your partner? It's time to stop the money fights and start working together! Discover simple, actionable…
1 year, 4 months ago
Why Sudden Market Swings are the New Normal
Discover how to navigate today's fast-paced, roller-coaster markets without losing your cool. We're going to break down the surprising risks of inves…
1 year, 4 months ago