Podcast Episodes

Rerun What's the Best Tool for Making Money in Your Portfolio

Are you letting your money work as hard as you do? It's not just about stocks, bonds, and cash; how you manage your investments can make a huge diffe…

5 months, 3 weeks ago

Keeping Up Can Cost You Everything in Retirement

Your retirement isn't being threatened by the market. 

It's being threatened by comparison. 

One scroll through social media can make a rock-sol…

6 months ago

How Long-Term Plans Hold Up in Short-Term Storms

Market drops. Headlines scream. Your stomach tightens. 

The real risk isn't the downturn; it's making a bad decision because of it. 

This conver…

6 months ago

Rerun Should I Invest Through My Israeli Bank or U.S. Brokerage Firm

Thinking about opening an investment account in Israel as an American citizen? Slow down—because the fine print matters. We're breaking down the conf…

6 months, 1 week ago

Why Talking About Money with Your Kids Pays Off

A surprise inheritance can feel like a blessing… or a burden. 

Some people save it. Some spend it. Some ignore it and hope it figures itself out. …

6 months, 2 weeks ago

How Can You Maximize the Tax Efficiency of Your Retirement Accounts

Got U.S. retirement accounts but living abroad? Don't let your investments turn into a mess! Learn how to simplify your IRAs, 401(k)s, and 403(b)s, k…

6 months, 2 weeks ago

How to Access Your U.S. Money in Israel Without Paying a Fortune in Taxes

Thinking about pulling money from your U.S. retirement accounts while living in Israel? Don't let one wrong move drain your wallet. This episode brea…

6 months, 3 weeks ago

Rerun Will You Spend all Your Money or Leave Your Kids an Inheritance

Want to make sure your kids don't blow the inheritance you worked so hard to build? It's all about teaching them to save, invest, and build a legacy …

6 months, 3 weeks ago

When to Ignore the Headlines and Stick With Your Investment Plan

Wake up, check the headlines… and your portfolio is tanking. What gives? Markets move fast, accounts lag, and cross-border investments can feel like …

7 months ago

The Hidden Cost of Chasing "Forever" Investments

Buying property might feel like security, but what if it's actually tying you down? We dive into why stability isn't just about owning assets, how em…

7 months ago