Podcast Episodes

When a Wire Request Triggers Alarm Bells

Your U.S. bank processed a fraudulent wire and then closed YOUR account? Yep, it happens. Americans living in Israel face unique risks when managing …

1 month ago

Did You Get Bad News About Your US Brokerage Account

Imagine inheriting an I-R-A and then getting a letter that says your brokerage firm can't keep your account because you live overseas. 

It sounds …

1 month, 1 week ago

When Mutual Funds Trigger Unexpected Tax Bills for Americans in Israel

You did not sell. You did not withdraw. So why is there a capital gains tax bill sitting on your kitchen table? Mutual funds have a sneaky little hab…

1 month, 1 week ago

Was Your Brokerage Account Restricted Due to Your Address

Think using your brother's address in California will keep your U.S. brokerage account safe while you're living overseas? Think again. 

Major brok…

1 month, 2 weeks ago

Earning More in Retirement Than While Working? Your Financial Plan May Need Updating

You worked hard, saved smart, and finally made it to retirement. But what happens when your retirement income is actually higher than what you earned…

1 month, 2 weeks ago

Read This If You Own - or Want to Buy - an Index Fund

Ever bought an S&P 500 index fund thinking you owned an equal piece of 500 companies? Not so fast. The biggest names like Apple, Microsoft, and Nvidi…

1 month, 3 weeks ago

Forced Early Retirement in Israel? Why Cross-Border Planning Can't Wait

Your U.S. employer just decided your remote work setup from Israel is a compliance headache. Now what? You thought you had a few more years of income…

1 month, 3 weeks ago

Top 4.5 on an Insured Deposit How

Are safe investments actually worth it when inflation is still hanging around? And can you earn meaningful interest without taking big market risks?…

1 month, 4 weeks ago

Can a Trust Protect Your Children Without Causing Conflict?

Most parents want to leave behind a blessing, not a family argument. 

But what happens when a trust that's meant to protect your children ends up …

2 months ago

Rerun Why is it Difficult to Follow Financial Advice

Are your winning stocks giving you cold feet? Learn how to stop letting emotions drive your investing decisions, lock in gains without panic, and sti…

2 months ago