Episodios

  • When Buying Real Estate Is the Wrong Investment
    Jul 4 2025

    Think real estate is the ultimate retirement investment? Think again. Before you sink your savings into bricks and mortar, find out what hidden costs and headaches could be waiting and why flexibility might just beat another set of house keys. Don’t miss this eye-opener if you’re managing money across borders or planning your next big move in retirement.

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    6 m
  • High Dividend, High Stress
    Jun 27 2025

    Think a 15% dividend sounds like easy money? Think again. A retired professor learns the hard way that chasing high yields can lead to big losses—and bigger stress. Tune in for a real-world lesson on how to build a portfolio that supports your life, not your anxiety. If you're serious about peace of mind and smarter cross-border investing, this one's for you.

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    5 m
  • Financial Resilience Post Divorce How to Create a New Investment Strategy
    Jun 24 2025

    Divorce doesn’t just change your relationship status—it resets your entire financial game plan. Ready to take control? Learn how to rebuild your portfolio, avoid costly tax mistakes, and make smart money moves for your new future. Whether you're managing U.S. assets from abroad or navigating your first solo budget, this one's for you. Let’s get your money working for you again.

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    5 m
  • Financial Peace Comes from Preparation, Not Predictions
    Jun 20 2025

    Tired of feeling like every market dip is a five-alarm fire? It doesn’t have to be that way. Learn how one investor stayed calm, cool, and completely unfazed—thanks to a solid financial cushion and a clear long-term plan. We’re talking about how to build real financial confidence, avoid panic moves, and prepare for life’s curveballs. If you want clarity, calm, and control over your money, don’t miss this one.

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    5 m
  • Do Volatile Markets Make You Feel as If You’re Being Punched in the Face
    Jun 17 2025

    Ready to take control of your investments and stay cool when the market gets tough? It’s time to learn how to stick to your plan, even when the market throws you a punch. Get the inside scoop on managing your emotions, making smart decisions, and setting up a strategy that works for the long haul. Plus, discover how to navigate the unique challenges of managing a cross-border portfolio and make the most of your U.S. inheritance. Keep your eye on the goal and your portfolio balanced—let’s make investing less stressful and more profitable!

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    5 m
  • Retiring Soon Don’t Let the Fear of Taxes Freeze Your Strategy
    Jun 13 2025

    Avoiding taxes might feel smart... until it costs you peace of mind. If you're heading into retirement with a growth-heavy portfolio, you could be setting yourself up for unnecessary risk. Learn why doing nothing might be the most expensive decision of all—and how a smart strategy (yes, even one that includes paying taxes) can actually protect what you’ve worked so hard to build.

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    5 m
  • How to Best Handle Your U.S. Investments from Israel with Clear Communication
    Jun 10 2025

    Ready to ditch the confusion and get clear on your cross-border finances? If you’re managing a U.S. portfolio from Israel, this episode is for you. We’re diving into why face-to-face communication is a game-changer for financial planning, and how texting your advisor can lead to costly misunderstandings. Let’s get down to business with simple, straightforward advice on how to make the most of your investments—and your financial future. Don’t settle for anything less than clarity. Tune in now!

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    5 m