Aaron Katsman

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

  • $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.

  • Millennial Entrepreneur: You Need To Work Hard

    24/09/2019 Duration: 11min

    Aaron discusses millennial entrepreneurship and the moral responsibility of being financially responsible. 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.

  • 3 Tips To Become Financially Empowered

    17/09/2019 Duration: 11min

    Aaron discloses his top 3 tips to becoming a financially empowered individual. 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.

  • Use A Financial Advisor As Your Financial Doctor

    10/09/2019 Duration: 11min

    Aaron discusses financial procrastination and how to avoid falling into this trap to begin with. #Aaron Katsman #The Aaron Katsman Show #Finances #Financial Advisor #Jerusalem #Retirement

  • Don't Be Overwhelmed When Receiving An Inheritance

    03/09/2019 Duration: 11min

    Aaron discusses what can happen if you receive a messy inheritance and how a financial advisor can help you stay sane through the process.

  • Your Retirement And Lack Of Man Made Climate Change

    27/08/2019 Duration: 11min

    On this week's show, Aaron debunks conventional wisdom and offers advice for retirement budgeting.

  • What To Do If Your US Broker Throws You Out

    20/08/2019 Duration: 12min

    On this week's show, Aaron discusses the dangers of being dumped by US financial institutions and what can be done to avoid financial losses.

  • Don't Get Spoiled By Stock Market Gains

    13/08/2019 Duration: 11min

    Don't Get Spoiled By Stock Market Gains by Aaron Katsman

  • You Don't Need To Earn A Million Dollars To Be Rich

    06/08/2019 Duration: 11min

    You Don't Need To Earn A Million Dollars To Be Rich by Aaron Katsman

  • Have we become our parents?

    30/07/2019 Duration: 10min

    Have we become our parents? by Aaron Katsman

  • Tips on Receiving an Inheritance

    01/01/2019 Duration: 11min

    It's hard enough to lose a loved one - how do you handle the mess of multiple accounts when understanding your inheritance.

  • Are things really THAT bad?

    25/12/2018 Duration: 12min

    Here in Israel, things are a lot better than we think they are.

  • Did Your US Broker Ask You to Move Your Account?

    30/10/2018 Duration: 11min

    What's really going to happen if you ignore that letter?

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