Aaron Katsman

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 59:17:55
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Synopsis

In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA.Aaron Katsman is also the author of the book, Retirement GPS: How to Navigate Your Way to A Secure Financial Future, and is a licensed financial professional both in the United States and Israel.Aaron has over twenty years experience helping people open and manage their investment accounts in the United States. Securities are offered through Portfolio Resources Group, Inc. (www.prginc.net). Member FINRA, SIPC, MSRB, FSI.*Disclaimer: All content on this show and website is intended for general information purposes only.

Episodes

  • Pizza delivery by drone and more cool Israeli innovation: Interview with Zev Stub

    31/05/2021 Duration: 21min

    Are we back to business as usual here in Israel? Jerusalem Post business reporter Zev Stub joins me on the podcast today to give his honest opinion about where we are right now economically and where we are heading in the near future, including of course - pizza delivery by drones. Is "Corona life" as we know it in Israel officially over? Let's hope so! ------------------------------------------------------------------------ ABOUT OUR GUEST: Zev Stub is The Jerusalem Post's business reporter. Prior to that, he founded and managed Janglo, a popular Jerusalem-based online community, which he sold in 2019. Zev made aliya from Chicago in 2000, and lives in Jerusalem with his wife and three kids. ------------------------------------------------------------------------ CONTACT ZEV: Email: zev@jpost.com ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://

  • Navigating the Israeli Healthcare System with Ayala Laub Waltuch of The Shira Pransky Project

    19/05/2021 Duration: 16min

    Moving to Israel is complicated as it is, your experience with the healthcare system here doesn't have to be. I am excited to introduce you to Ayala Laub Waltuch, Director of The Shira Pransky Project. The Shira Pransky Project helps thousands of new and veteran Olim navigate the Israeli healthcare system with information and direct advocacy for rights, services, and support. I hope you enjoy this informative conversation and that it helps you on your Aliyah journey. ------------------------------------------------------------------------ ABOUT OUR GUEST: Ayala Laub Waltuch is the Director of The Shira Pransky Project. Ayala has nearly a decade of experience in non-profit programming and management. In addition to her leadership and organizational experience, she is an expert in Israeli healthcare rights, with a particular love of women’s and maternal health. As Director, Ayala is passionate about SPP’s mission, and oversees all organizational programs and development. -----------------------------------

  • How to network in Israel: An Interview with Helena Baker

    10/05/2021 Duration: 19min

    Whether you are a brand new Oleh or have been here for years, we can all benefit from a great business network. Networking pro Helena Baker of English Speaking Networking joins me on the show this week to share her advice for those looking to start a business in Israel and how to make the most out of your networking opportunities. About our guest: Helena made Aliyah two years ago from London, although she is originally from Manchester. Having studied French and History at University, she worked at the Union of Jewish Students for a year before going solo as a freelance copywriter. A passionate networker, Helena grew her business through consistent schmoozing right across London. When she made Aliyah in January 2019 her plan was to continue networking and make contacts here. However, she found that most of the networking in Israel was very much high-tech focused or in Hebrew and so she decided to create her very own networking group, English Speaking Networking, a group for anglo business owners looking to g

  • How to transfer money to Israel: An Interview with Daniel Eisenberg

    05/05/2021 Duration: 20min

    Our guest this week is Daniel Eisenberg of Isratransfer. Originally from the United States, Daniel made Aliyah in 2014. Prior to his Aliyah, Daniel served as the Director of Business Development for a large medical center in NY, where he managed staff and built and maintained relationships with other hospitals and medical clinics. Today, Daniel focuses on enhancing relationships with both other businesses and clients, with a strong focus on customer support. Daniel earned a B.A. from Queens College and an advanced degree from the University of Bridgeport. Daniel came in first place at the 34th annual International Jewish Geography Championship. Be in touch with our interview guest Daniel Eisenberg: web: https://www.isratransfer.com/ email: eisenberg@isratransfer.com ---------------------------------------------------------------------------------- DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage

  • Financing a Property in Israel: An Interview with Moises Zack

    03/05/2021 Duration: 19min

    Today we are talking with mortgage expert Moises Zack about all things mortgages: from why you need a mortgage broker in Israel to refinancing. With the influx of aliyah applicants this year, this is a conversation you do not want to miss. ---------------------------------------------------------------------------------- Be in touch with our interview guest Moises Zack: Phone: 972-543971901 Email: mzack@firstisrael.com ---------------------------------------------------------------------------------- DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfo

  • Answer the WHY before making an investment

    29/04/2021 Duration: 11min

    At the end of the day, the most important thing to keep in mind when it comes to your investments is to know why you're investing. Listen in to today's talk all about getting your investments on the right track. ---------------------------------------------------------------------------------- DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

  • What Is A PFIC? An interview with Ron Zalben CPA

    14/04/2021 Duration: 16min

    Today I'm sharing an interesting conversation I had with Ron Zalben of Aboulafia Avital Shrensky & Co. CPAs about a big issue that not only impacts American Olim living in Israel, but all Americans living abroad. Do you invest locally? If so you should be careful as you may be investing in a PFIC. What is a PFIC and what are the tax ramifications for investing in them? Also, make sure to watch this whole episode of The Aaron Katsman Show for our expert recommendations and best practices when it comes to investing as an expat. Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and no

  • Remove your financial mask and become financially independent

    08/04/2021 Duration: 10min

    There are true hardships that people are going through right now, there is no denying that. But if we remove the mask to reveal the true story behind our finances, we can discover the true issue is prioritization. It's time to take off the mask and make sure your priorities and your long-term financial plan are in place. Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkats

  • GameStop Is Not A Retirement Plan

    18/02/2021 Duration: 06min

    What they are not telling you about GameStop. Don't believe the hype, let me tell you what you need to know about the getting-rich-quick hype. Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkatsman.com

  • Look In The Mirror You Are The Solution To Your Own Financial Problems

    11/02/2021 Duration: 08min

    This week's podcast is just me: I want to talk to you about personal responsibility for finances. How do you do that? Listen in as I explain to you tips on how. Connect with Aaron: Facebook: www.facebook.com/AaronKatsmanLC/ Twitter: twitter.com/AaronKatsman LinkedIn: www.linkedin.com/in/aaron-kat... Website: www.aaronkatsman.com/ Subscribe on iTunes: podcasts.apple.com/us/podcast... Subscribe on Stitcher: www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This podcast is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its af

  • How to Invest in Physical Gold

    19/01/2021 Duration: 16min

    Joshua Feldman, an oleh from South Africa, is the founder and CEO of iGold, Israel's leading investment precious metals retailer. Joshua shares with us how he and his partner Aryeh Bar-Eitan are able to sell gold and silver tax-free in Israel. Together we discuss the benefits of investing in precious metals. You can reach Joshua Feldman by calling 058-667-7745 Connect with Aaron: Facebook: www.facebook.com/AaronKatsmanLC/ Twitter: twitter.com/AaronKatsman LinkedIn: www.linkedin.com/in/aaron-kat... Website: www.aaronkatsman.com/ Subscribe on iTunes: podcasts.apple.com/us/podcast... Subscribe on Stitcher: www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This podcast is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional

  • Joint Brokerage Accounts For Dual Citizens

    29/12/2020 Duration: 23min

    I sat down with Osher Felicia Seaton to discuss two critical estate planning tips for a smooth inheritance Americans abroad should know. Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkatsman.com

  • How To Measure Risk In Your Portfolio

    12/11/2020 Duration: 10min

    How much risk should you take with your investments? You guessed it, there isn't one answer to this question for everyone in every stage of life. It depends. Listen in for Aaron's to-the-point advice about keeping a healthy perspective... and always being led by your own personal savings goals. Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 or email aaron@lighthousecapital.co.il for a consultation on how to handle U.S. brokerage accounts from Israel. This podcast is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. Email Aaron at: aaron@lighthousecapital.co.il

  • How To Open A Business In Jerusalem

    04/11/2020 Duration: 16min

    I sat down to talk about the opportunities for entrepreneurship in Jerusalem, as well as the support available to help you with Yakov Gaon, the new CEO of MATI, The Jerusalem Business Development Center. He has dedicated himself to innovation, international strategic partnerships and community enhancement for more than 20 years. As a father of four, Yakov is looking toward the success of the next generation. He envisions a contemporary, culturally-diverse, prosperous Jerusalem, and is already disseminating programs to position the city as a hub of thriving entrepreneurship. For more information: www.mati.org.il yakov@mati.org.il Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfoli

  • Should You Give Up Your US Citizenship

    26/10/2020 Duration: 18min

    If you are a US citizen living abroad, should you give up your citizenship? Attny. John Richardson & I discuss the pros and cons. John Richardson is a Toronto, Canada based lawyer who specializes in assisting US citizens and Green Card holders - who live outside the United States - navigate the issues caused by their US citizenship or US permanent residency. This includes financial planning, how to carry on a business, the tax reality of being a US citizen abroad and ultimately expatriation planning. In a FATCA and FBAR world, US citizenship abroad comes with special responsibilities. He can be reached: john@citizenshipsolutions.ca http://www.citizenshipsolutions.ca http://www.taxresidentabroad.com Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a lic

  • Latest Innovation In Israeli Cannabis Interview With Yona Cymerman Podcast 9320

    09/09/2020 Duration: 18min

    This week I speak about investing in Israel Cannabis Innovations with Yona Cymerman, Co-Founder and COO of Can Innovations The largest hub of canna-tech innovation in Israel. Connect with Aaron: Facebook: www.facebook.com/AaronKatsmanLC/ Twitter: twitter.com/AaronKatsman LinkedIn: www.linkedin.com/in/aaron-kat... Website: www.aaronkatsman.com/ Subscribe on iTunes: podcasts.apple.com/us/podcast... Subscribe on Stitcher: www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc

  • Did You Receive an Inheritance? Don't Take Advice From Well-Meaning Friends

    03/09/2020 Duration: 09min

    Connect with Aaron: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-kat... Website: https://www.aaronkatsman.com/ Subscribe on iTunes: https://podcasts.apple.com/us/podcast... Subscribe on Stitcher: https://www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

  • Christian Jewish Collaboration In Holy Land Interview With Jonathan Feldstein

    25/08/2020 Duration: 18min

    Jonathan Feldstein is a veteran non-profit executive whose career has spanned three decades representing several major organizations whose common denominator is supporting diverse important projects in Israel. In his 20s, while representing Israel’s Foreign Ministry in Atlanta, Jonathan attended his first Bless Israel Rally where he was called to be a bridge between Jews and Christians. He has responded to this calling with a passion and commitment that’s been recognized for establishing countless warm and genuine relationships, founded on the desire to bring Jews and Christians together on things that bring us closer, especially Israel. He has been privileged to speak internationally to Jewish and Christian audiences, from dozens of small and large churches, major conferences such as the NRB, and is the only Orthodox Jew to have spoken publicly at the Billy Graham Library. He has been given the privilege of writing a regular column for Charisma and several other major web sites, offering a unique hands-

  • Making Aliyah to Jerusalem? Learn how with Yisrael Cohn, Jerusalem Muni. Aliyah & Absorption Dept.

    17/08/2020 Duration: 16min

    Yisrael grew up in London, England. He has a Masters Degree in Jewish Law from the University of London, A Master's degree in Clinical Sociology from the University of North Texas, and Semicha from Yeshivat Hamivtar in Efrat. Following 20 years working in Education, Yisrael now works for the Jerusalem Municipality Aliyah and Absorption Department, assisting English speaking Olim from around the world settle in Jerusalem. He lives in Katamon, Jerusalem with his wife Hannah and their children. Connect with Yisrael: Chisrael1@jerusalem.muni.il Connect with Aaron: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-kat... Website: https://www.aaronkatsman.com/ Subscribe on iTunes: https://podcasts.apple.com/us/podcast... Subscribe on Stitcher: https://www.stitcher.com/podcast/the-... Email me: aaron@lighthousecapital.co.il Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a co

  • A Diversified Charity Portfolio for $1 a Day: Interview with Dr. Jonathan Donath, DailyGiving.org

    10/08/2020 Duration: 18min

    Dr. Jonathan Donath is the Director of DailyGiving.org which he co-founded in 2019. Daily Giving's mission is to enable every Jew to easily perform the mitzvah of tzedaka every single day and to disperse those funds to deserving Jewish non-profit organizations around the world on a daily basis. Daily Giving takes nothing and is run 100% by volunteers. With DailyGiving.org, your $1 can impact millions of people all over the world. Daily Giving was awarded a prestigious grant given by the OU Impact Accelerator in 2020. They were chosen from over 250 applications. To date, there are over 3000 people giving $1 daily on the platform and they are giving out over $1.1 million a year. Dr. Donath owns and runs the Westchester Spinal Decompression Center in White Plains, NY where they specialize in cutting edge Non-Surgical treatments for severe neck and back pain. In 2015, his book The Neck and Back Pain Solution was published. He lives with his wife Meira and children Eitan and Talia in White plains, NY. Connect wi

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