PODCAST · business
The Aaron Katsman Show
by 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.
Episodes
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Two Retirement Mistakes That Can Cost You... and Your Family
What will happen to your money when you’re gone and how much can you safely give away while you’re still here? Without a will, the distribution of your estate may be determined by the law rather than your wishes. At the same time, giving too much money to children or grandchildren during…
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Early Retirement: Is it an Option?
Could you afford to retire earlier than you originally planned? Many people assume that early retirement requires reaching a particular savings target. The real calculation is more personal: how much you currently spend, which expenses may disappear, what retirement will add to your budget, and...
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Why Chasing Hot Investments Can Ruin Your Retirement
Are you investing for retirement or gambling on the next hot trend? Consistently saving money is important, but saving without a sound investment strategy can still leave you dangerously unprepared. One investor spent 25 years chasing popular stocks, speculative ideas, and yesterday’s winning...
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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...
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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...
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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…
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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...
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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....
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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…
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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…
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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...
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The Money Problems More Wealth Won’t Solve
Why do some money problems remain even after you earn or save more? Many people assume that greater wealth will eliminate their financial problems. Yet the desire to get rich quickly, outperform everyone else, and continually accumulate more can create problems at every income level. Today, I’m...
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Financial Decision Making as We Age
Could adding your child to a bank account create serious problems for your family? Giving an adult child access to your money may seem like a simple way to prepare for aging or incapacity. However, joint ownership can create unexpected estate, tax, and family consequences... especially when...
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How Social Media Comparison Can Wreck Your Finances
Are other people’s highlight reels influencing how you spend your money? Social media makes it easy to compare your ordinary life with someone else’s carefully selected vacations, accomplishments, and purchases. Trying to keep up can leave you spending money you don’t have for approval that…
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Why a Diversified Portfolio Beats Chasing Top Performers
Are you building a sound portfolio or simply investing in whatever is hot right now? It’s tempting to chase the stocks and sectors delivering the highest returns, but today’s winners rarely remain on top forever. By the time an investment attracts widespread attention, much of its growth may have...
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When “Good” Financial Advice Can Do Real Harm
Could your financial advice actually hurt the people you love? Many people are quick to tell family and friends how they should invest their money. The problem is that good advice for one person can be completely wrong for someone else. Today I’m discussing a recent conversation with a couple in...
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Should You Pay Off Your Mortgage Early or Invest?
Should you use extra money to pay off your mortgage or invest it instead? Some financial experts argue that low mortgage rates make investing the better choice. Others believe there’s real value in becoming debt-free before retirement. I’m discussing the case for investing versus paying down your...
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A Financial Checklist for Aging Parents
What would happen if your parents suddenly couldn’t manage their finances? Many families avoid conversations about money, aging, and future care until a crisis forces the issue. By then, important information may be difficult to find and critical decisions may need to be made quickly. I’m...
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Should Your Investment Strategy Change in Your 50s?
Should your investment strategy change as retirement gets closer? For decades, many investors focus on growth. But as retirement moves from a distant goal to a reality on the horizon, the questions become more complicated. I’m discussing when it may make sense to shift from maximizing growth to...
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Buying Stocks Is Easy, Selling Is The Hard Part
How do you know when it’s time to sell a stock? Most investors spend a lot of time thinking about what to buy, but far less time deciding when to sell. That can lead to missed opportunities, holding on too long, or selling for the wrong reasons. I’m discussing why knowing when to take profits is…
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Does Your Portfolio Pass the Stress Test?
How much risk should you really be taking? Many investors build portfolios based on what they think they should do rather than what they can actually live with when markets get rough. I’m discussing the relationship between risk, emotions, and investing, along with a simple stress test that can...
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What Actually Makes A Successful Investor
Do you actually need to understand advanced investing theory to be successful? A lot of people think investing requires complicated math, constant research, and trying to outsmart the market. I disagree. I’m breaking down what actually matters when it comes to investing success, why most people...
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The Dangers Of Buying A House You Can’t Afford
Buying a home is exciting. Overbuying is not. I’m breaking down the financial and emotional dangers of buying a house you can’t really afford, why banks often approve people for far more than they should borrow, and how becoming “house poor” can create years of stress and financial pressure. To...
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Can a Daily Money Manager Help Aging Parents?
Aging parents living on their own creates all kinds of financial and logistical challenges, especially when family lives far away. Today we're discussing the growing role of daily money managers, what they actually do, how they help elderly individuals stay independent longer, and why trust is…
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Your Grandma’s Portfolio Is Wrong For You
You received an inheritance. Now what? For a lot of people, the instinct is to act quickly, hold onto what was given to them, or assume the portfolio they inherited is exactly what they should keep. That’s usually a mistake. I’m breaking down why inherited portfolios often don’t fit your…
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Setting Up Finances For Early Retirement
Can you really retire early just because the numbers look good? A lot of people assume that once they hit a certain savings goal, they’re set. But early retirement is not just about how much you have, it’s about how your money is structured, how accessible it is, and whether your plan actually...
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Israel Independence Day And Your Financial Independence
Are you actually financially independent? With Israel celebrating Independence Day in the middle of everything going on, it’s a good time to think about what independence really means on a personal level. I’m breaking down what financial independence actually looks like, why you don’t need…
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Iranian War and Enjoying Your Money
Are you saving too much… or not enough? With everything going on right now, it’s easy to start rethinking your money, whether that means holding on tighter or finally deciding to spend more. I’m breaking down why both extremes can backfire, why “die with zero” isn’t as smart as it sounds, and how...
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What Resistance Training Teaches About Building Wealth
What does resistance training have to do with building wealth? More than you think. New research analyzing over 30,000 participants found that the biggest gains don’t come from complicated programs, they come from consistency and simply getting started. That same principle applies directly to…
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World War 3 and Your Portfolio
Should you be worried about your investments during war? With headlines warning about global conflict, oil price spikes, and worst-case scenarios, many investors are asking the same question: Is it time to panic? In this episode, I break down what history actually tells us about how markets…
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Clean Up Your Financial Life This Passover
What does Passover cleaning have to do with your financial life? As we prepare for Pesach, we spend time scrubbing, organizing, and clearing out what we don’t need. But for many people, their financial lives could use the exact same process. In this episode, I talk about why most financial...
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Fear the Instagram Retirement
Is social media giving you a completely unrealistic picture of retirement? From luxury travel to “living your best life,” Instagram and other platforms are filled with images of what retirement is supposed to look like. But for many people, trying to keep up with that version of retirement can…
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Investing During War: The Biggest Mistake to Avoid
Can war and scary headlines derail your investment strategy? With markets reacting to global conflict and nonstop predictions of financial disaster, many investors start wondering if it’s time to sell and get out. History suggests otherwise. In this episode, I walk through why market panic is...
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How to Break Free from Fear-Based Frugality
Can fear-based frugality actually hurt your financial health? I'm exploring the fascinating psychology behind why some people struggle to spend even when they're financially secure, from childhood scarcity wiring the brain to see spending as danger to the woman worth millions who couldn't afford…
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Are You Saving Too Much For Retirement?
Should you actually be spending more money as you get older? Many retirement plans assume spending stays flat, but real life doesn’t work that way. I break down why spending often peaks earlier, why health matters more than account balances, and how to think about enjoying your money without...
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Should You Buy Israeli Real Estate as an Investment?
Is buying an investment property in Israel still a smart financial move? Prices have risen dramatically, but low rental yields, higher interest rates, taxes, and concentration risk tell a more nuanced story. I walk through what the data actually says about Israeli real estate, who it may work…
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Super Bowl Champs Seahawks and Diversification
How do you build an investment portfolio that isn’t at the mercy of a single stock or sector? Diversification is one of the most fundamental principles of long-term investing, helping spread risk across different asset classes and reduce the impact of any one investment losing value. I break down...
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How Financial Scams Target Your Aging Parents
How can you protect your aging parents from becoming victims of financial fraud and scams? With Americans over 70 controlling $53 trillion in wealth, seniors are prime targets for sophisticated scammers and the average loss is a staggering $83,000. I'm breaking down the warning signs to watch…
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Is Home Equity Real Wealth?
Is your home equity making you wealthier, or are you just trapped in an expensive house? I'm breaking down why the "experts" who claim home equity isn't real wealth are missing the bigger picture. From renting strategies to assisted living options, there are legitimate ways to tap into that…
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Financial Planning Really Works
Think goal-based investing is just financial advisor jargon that doesn't really matter? Think again. I'm sharing real conversations I'm having with clients right now about affording assisted living in Israel and why decades of disciplined, goal-focused investing makes all the difference when life...
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Historical Returns Show Stock Market is Tops For Investing
Wondering which investments actually win over the long term? I'm diving into nearly a century of market data that reveals the truth about stocks, real estate, gold, and bonds. The results might challenge everything you thought you knew! From debunking the real estate myth to explaining why sector...
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Is the AI Bubble About to Burst?
Worried about when the AI bubble will burst? Here's the reality: you almost certainly can't time it, and trying to will likely cost you more than the bubble itself. I'm breaking down why market timing rarely works and sharing the simple strategies that actually protect your portfolio. To learn…
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Make a Good Stock Pick? Don't Think You Are Now an Amazing Investor
Wondering why your friend's hot stock tip might cost you serious money? I'm unpacking the data on investor overconfidence and why people who think they've "figured it out" consistently underperform simple buy-and-hold strategies. From rebalancing your portfolio to resisting the urge to pile into...
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Spending More Early in Retirement
Is retirement a marathon or a sprint? I'm challenging the conventional wisdom that says to pace yourself in retirement and exploring why your most vibrant years might actually be front-loaded. From the real dilemma of balancing bucket list dreams with longevity planning to practical tips on...
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Teaching Good Money Habits on Hanukkah
What if Hanukkah gelt is actually the antidote to a culture obsessed with instant gratification and spending money you don't have? I'm unpacking how this simple tradition can teach children about charity, saving, and the truth that more stuff doesn't equal more happiness, despite what Black…
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Stock Market Surging Year End Planning
Nervous about your portfolio after the market's stellar run? I'm tackling the classic investor dilemma: why we panic when we make money and panic when we lose it. Learn how to use year-end strategically with tax-loss harvesting, donor-advised funds, and rebalancing techniques that keep you on...
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Build Up Cash Reserves as You Near Retirement
Worried that a market drop will ruin your retirement? You’re not alone. This week, I’m walking through how one couple created a simple system that protects them no matter what the markets do. From cash reserves to income ladders to avoiding massive tax bills, I explain why a solid process beats...
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Bank of Israel Finally Cuts Interest Rates
Did the Bank of Israel’s rate cut actually accomplish anything? I’m digging into the quarter-percent drop that has everyone talking and what this move could mean for your finances right now. We’ll look at the strange mix of oversupply, soaring rents, and stalled growth that’s reshaping the…
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Picking Stocks to Beat the Market
Think outperforming the stock market is as simple as picking a few superstar stocks? The data tells a very different story. I’m unpacking why most investors fall short, why even pros struggle, and what you should focus on instead of chasing the next NVIDIA. To learn more about what actually works...
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Once a Miser Always a Miser
If you only had a year to live, would you still stress over every dollar you spend? This week, we're digging into the tension between enjoying your money today and making sure you don’t outlive it tomorrow. We talk about where oversavers get stuck, why undersavers regret it, and how to build a...
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ABOUT THIS SHOW
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.
HOSTED BY
Aaron Katsman
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Frequently Asked Questions
How many episodes does The Aaron Katsman Show have?
The Aaron Katsman Show currently has 372 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Aaron Katsman Show 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...
How often does The Aaron Katsman Show release new episodes?
The Aaron Katsman Show publishes regularly with 372 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Aaron Katsman Show?
You can listen to The Aaron Katsman Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Aaron Katsman Show?
The Aaron Katsman Show is created and hosted by Aaron Katsman.
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