The Aaron Katsman Show

Aaron Katsman

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.

  1. 3d ago

    What Will You Actually Do All Day in Retirement?

    How will you spend your time when work no longer structures your day? Many people carefully calculate whether they can afford to retire but devote far less attention to what their everyday lives will look like afterward. Travel can be wonderful, but even several long vacations will leave most of the year completely unplanned. On today’s podcast, I’m talking about why people who are accustomed to working can struggle with the transition into retirement, why travel alone cannot provide lasting purpose, and how routines, meaningful activities, and a daily schedule can help create a more fulfilling new chapter. To learn how to prepare for the personal side of retirement as carefully as the financial side, tune in. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ 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.

  2. Sep 23

    Why High-Income Entrepreneurs Still Struggle to Retire

    Are you earning good money today without building the savings you’ll need tomorrow? Entrepreneurs and independent contractors can fall into a dangerous trap: a strong income creates the feeling of financial security, even when very little is being set aside for retirement. Without an employer contributing to a pension or retirement account, no one is automatically preparing for the day the income stops. On today’s podcast, we’re talking about the danger of being property-rich but cash-poor, why working forever is not a reliable plan, and how self-employed professionals can make retirement savings a permanent part of their monthly budget. To learn why earning a substantial income is not the same as being prepared for retirement, tune in. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ 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.

  3. Sep 16

    Social Security Alone Is Not a Retirement Plan

    Could you maintain your standard of living on Social Security alone? Many people expect government benefits to carry them through retirement, only to discover too late that the monthly payment falls far short of what they need. On today’s podcast, we’re examining how heavily many retirees depend on Social Security, why pensions and personal investments need to play a much larger role, and how consistently saving 10% to 15% of your income can help you avoid a painful drop in your standard of living. To learn how to reduce your dependence on government benefits and build a more secure retirement, tune in. SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il 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.

  4. Sep 9

    A Financial Reset for Rosh Hashanah

    Rosh Hashanah is a time for judgment and reflection. Jewish sources teach that our financial circumstances are part of that judgment, making this a fitting time to look honestly at how we spend, save, and invest. On today's podcast, I’m discussing how a realistic budget can help you live within your means, why separating needs from wants matters, and how to stop compounding the same debt, spending, and investing mistakes year after year. To learn how to begin the new year with stronger financial habits, tune in. SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il 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.

  5. Sep 2

    When Saving Money Stops You From Living

    Are you so focused on saving that you’re afraid to enjoy the money you have? Financial discipline matters, but there comes a point when refusing every lunch, vacation, or meaningful experience no longer protects your future. It simply keeps you from enjoying the life you’ve worked hard to build. Today I’m discussing why people with substantial assets can still fear running out of money, how to distinguish reckless spending from experiences you can comfortably afford, and why memories, rest, and enjoyment deserve a place in your financial plan. To learn how to enjoy your money without abandoning financial responsibility, tune in. SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il 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.

  6. Aug 26

    Retirement Is Awesome... If You Have a Plan

    What will you actually do every day once you retire? Freedom, travel, and time with family can make retirement wonderful, but they won’t necessarily give structure and meaning to all 365 days of the year. Without a routine or sense of purpose, the days can begin to blur together. I’m discussing why travel isn’t a retirement plan, how a daily schedule and meaningful goals can create a more fulfilling retirement, and why planning how you’ll spend your time should begin years before your final day of work. To learn how to prepare for a retirement that feels purposeful as well as financially secure, tune in. SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il 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.

  7. Aug 19

    What If You’re Forced to Retire Earlier Than Planned?

    Could your retirement plan survive if your career ended several years earlier than expected? Most people plan around retiring at 65, 67, or even later. A layoff, health problem, or changing technology can bring their working years to an unexpected end, and finding a comparable job in your late 50s or early 60s may be more difficult than anticipated. Today I’m discussing why every retirement plan should be tested against an earlier retirement date, why honest planning must account for less-than-ideal outcomes, and how earning even some income can help preserve your savings if your original plan changes. To learn how to prepare for retirement arriving before you are ready, tune in. CONNECT WITH AARON Website: https://www.aaronkatsman.com/ Email: aaron@lighthousecapital.co.il FOLLOW AARON Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ LISTEN TO THE AARON KATSMAN SHOW Apple Podcasts: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR 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.

  8. Aug 12

    What to Do When You Suddenly Come Into Money

    What should you do after receiving an inheritance, selling a home, or otherwise coming into a large sum of money? The excitement and anxiety that accompany a financial windfall can make people feel pressured to invest or spend it immediately. Acting too quickly, however, can lead to expensive decisions that are difficult to reverse. Today I’m discussing why you should slow down before touching the money, how to identify the goals and values that should guide your decisions, and why professional advice can help you avoid impulsive investments, excessive spending, and requests from friends or relatives. To learn how to handle a financial windfall without letting it slip away, tune in. CONNECT WITH AARON Website: https://www.aaronkatsman.com/ Email: aaron@lighthousecapital.co.il FOLLOW AARON Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ LISTEN TO THE AARON KATSMAN SHOW Apple Podcasts: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR 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.

About

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.