Aaron Katsman

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

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

  • Jerusalem As An Economic Force Interview With Fleur Hassan - Nahoum

    02/08/2020 Duration: 16min

    Fleur Hassan-Nahoum, Deputy Mayor of Jerusalem, speaks with me about the capital's economic development, recent accomplishments, and her ongoing efforts to turn Jerusalem into an economic power. 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.

  • Israel Diaspora Relations Interview With JJ Sussman Of Gesher

    28/07/2020 Duration: 24min

    JJ Sussman is the International Director of Gesher, and organization that builds a cohesive Israeli society and a more united Jewish people by embracing the vibrancy, diversity, and shared heritage of the Jewish people. Prior to joining Gesher, JJ worked in the Israeli hi-tech sector at firms and companies including Jerusalem Global, SanDisk, Israel Seed Partners, M-Systems, and others. Listen as we talk about his important work and the impact of the pandemic on the non-profit, as well as the for-profit sector. 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. 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 giv

  • Interview with Rifka Leibowitz - Couples Therapy: Speaking About Money

    16/07/2020 Duration: 16min

    This week I am speaking (again) with Rifka Lebowitz, personal and business financial consultant, speaker, and Author of Smarter Israeli Banking. Rifka is the founder of the extremely popular Facebook group Living Financially Smarter in Israel and creator of the online course The Financially Smarter Couple (link is below.) Until the end of July save 25% on her course! Use the discount code: Katsmanshow The Financial Smarter Couple course: https://living-financially-smarter.thinkific.com/courses/the-financially-smarter-couple?fbclid=IwAR0Tq9Pr4093A0QbZ5SblMTF7SAnS3CMhXMStFdN_pTWIyTO-LJuPD5pzDM Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Speaking To Young Adults About Money: An Interview With Mindy Ajzner 7620

    07/07/2020 Duration: 22min

    Join me for a conversation with Mindy Ajzner, founder of Chaim BePlus. She was originally volunteering as a debt counselor helping people who were suffering from debt when she realized that most of their issues could have been prevented if people got more direction earlier in life. So she came up with a curriculum and created Chaim BePlus. Chaim BePlus goes to schools and teen programs to teach about savings, bank account, credit cards, making a budget, and more. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • The Future of Banking: Interview with Fintech Thought-Leader Zack Miller

    23/06/2020 Duration: 21min

    Zack Miller is the founder of Tearsheet, a modern media firm tracking technology's impact on the financial services industry. He's widely read by top digital, product and marketing professionals in financial services and fintech. He's also the co-founder of OurCrowd, an online investment platform for early stage tech firms. 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.

  • Financially Smarter Aliyah: An interview with Rifka Lebowitz on Post Aliyah Budget

    16/06/2020 Duration: 15min

    Rifka Lebowitz is a personal and business financial consultant, speaker and Author of Smarter Israeli Banking. Rifka is founder of the extremely popular Facebook group Living Financially Smarter in Israel and creator of the online course The Financially Smarter Couple. She spent a decade in the Israeli investment and banking industry, 11 years ago she went out on her own to pursue her dream: helping business owners, individuals, and couples to be smarter about – and with – their money. Class link: http://rifkalebowitz.com/classes/ 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 auth

  • Financial Video Games Press Exit And Start Again

    12/05/2020 Duration: 13min

    Learn the ABC's of personal finance and how to turn things around when you start going down the wrong path. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Bored Of Corona Lockdown? What Will Your Retirement Look Like?

    28/04/2020 Duration: 13min

    Use your extra time now to get a jump start on your retirement plans. Aaron will help guide you through the process and give you the inside scoop on what to expect. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Coronavirus Lesson: Don't Rely On The Government

    21/04/2020 Duration: 13min

    Join Aaron this week and find out why you shouldn't put all your faith in the government and learn his tips for making it through these tough financial times. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Passover, Financial Slavery, and Coronavirus

    31/03/2020 Duration: 14min

    Learn how to pull yourself up, budget, and take control of your finances in times of Corona. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Explaining The Magic Of Compound Interest

    24/03/2020 Duration: 11min

    If you can stay consistent, compound investing can help you earn a lot of money over time. Learn how to open your own portfolio and start saving for your future.

  • Coronavirus and Your Finances

    18/03/2020 Duration: 10min

    The coronavirus has everyone on their toes. Learn how to keep your finances afloat through these tough financial times. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • $4 Cup Of Coffee And A Secure Retirement

    03/03/2020 Duration: 11min

    Learn how to $4 cups of coffee add up and how you can implement a budget to secure your financial future. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Beware Of Becoming An Overconfident Investor

    25/02/2020 Duration: 11min

    Learn why it is important for investors to keep a level head and how you can avoid becoming overconfident and damaging your portfolio. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Get Your Inherited Portfolio Suited To Your Needs

    11/02/2020 Duration: 10min

    Recipients of an inheritance often feel an emotional connection to the portfolio. Learn how you can move past these feelings and use your inheritance to secure your family's wealth. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Financial Tips If You Are Going Through A Divorce

    04/02/2020 Duration: 11min

    Learn Aaron's financial tips for women who are going through a divorce and becoming financially independent. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Save Money With These End Of Year Portfolio Tips

    16/12/2019 Duration: 13min

    Aaron is here to walk you through tying up your finances so you can be ready to take on the new year in 2020. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Second Marriage and Finances

    10/12/2019 Duration: 12min

    What are you entitled to financially with a second marriage? How do you split up your assets? Aaron shares a few guidelines for making your way through these potentially murky waters. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Don't Feel Ashamed By Not Understanding Money

    26/11/2019 Duration: 14min

    Aaron discusses a recent client and the crossroads he came to when choosing to hire a financial advisor. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

  • Keeping Perspective with Your Investments

    29/10/2019 Duration: 11min

    Aaron discusses the financial perspective and how you can avoid lifestyle creep from eating up your investments. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. 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.

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