103 episodes

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.

The Aaron Katsman Show Aaron Katsman

    • Business
    • 5.0 • 1 Rating

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.

    How to network in Israel: An Interview with Helena Baker

    How to network in Israel: An Interview with Helena Baker

    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 gain more clients and which over the past year has grown to three groups across Israel as well as a dedicated online group for internationals who want to network with those in Israel.

    She currently resides in Tel Aviv where she enjoys CrossFit, reading and marveling over this weather which after two years still hasn’t gotten old (she is from Manchester after all.)

    Contact Helena:
    Instagram: https://www.instagram.com/networkwithhelena/
    Web: https://englishspeakingnetworking.com/
    E-mail: helena@englishspeakingnetworking.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 Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

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

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

    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 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.

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

    Financing a Property in Israel: An Interview with Moises Zack

    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 Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

    • 19 min
    Answer the WHY before making an investment

    Answer the WHY before making an investment

    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.

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

    What Is A PFIC? An interview with Ron Zalben CPA

    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 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

    • 16 min
    Remove your financial mask and become financially independent

    Remove your financial mask and become financially independent

    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.aaronkatsman.com

    • 10 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

jordanajenna ,

Great podcast & Great in person

I was so impressed with Aaron and the Lighthouse Capital staff. Everyone was so welcoming but also straight to the point and I left with a much better understanding of my finances. I learn so much from listening to this podcast, thank you!!!

Top Podcasts In Business