Episodes List

Moving From Bond Funds to CDs for Steady, Reliable Income

Moving From Bond Funds to CDs for Steady, Reliable Income

10 Sep, 2026
Should Retirees Diversify Globally to Protect Their Savings?

Should Retirees Diversify Globally to Protect Their Savings?

08 Sep, 2026
When Cash Sits Idle in an Israeli Bank: What Americans in Israel Often Miss

When Cash Sits Idle in an Israeli Bank: What Americans in Israel Often Miss

04 Sep, 2026
Are You Guilty of this Portfolio Management Mistake?

Are You Guilty of this Portfolio Management Mistake?

01 Sep, 2026
Technology Holdings Jumped Sharply. Should You Rebalance or Stay the Course?

Technology Holdings Jumped Sharply. Should You Rebalance or Stay the Course?

28 Aug, 2026
How a Russian Nuclear Attack Could Destroy the World Economy

How a Russian Nuclear Attack Could Destroy the World Economy

25 Aug, 2026
Why Inherited Wealth Doesn't Fix Financial Worry... And What Does

Why Inherited Wealth Doesn't Fix Financial Worry... And What Does

21 Aug, 2026
3 Financial Moves to Make Before the End of the Year

3 Financial Moves to Make Before the End of the Year

18 Aug, 2026
Market Volatility Has You Worried? Why Long-Term Investing Still Looks Good

Market Volatility Has You Worried? Why Long-Term Investing Still Looks Good

14 Aug, 2026
The Best Dividend There Is

The Best Dividend There Is

11 Aug, 2026
When a Wire Request Triggers Alarm Bells

When a Wire Request Triggers Alarm Bells

07 Aug, 2026
Did You Get Bad News About Your US Brokerage Account

Did You Get Bad News About Your US Brokerage Account

04 Aug, 2026
When Mutual Funds Trigger Unexpected Tax Bills for Americans in Israel

When Mutual Funds Trigger Unexpected Tax Bills for Americans in Israel

31 Jul, 2026
Was Your Brokerage Account Restricted Due to Your Address

Was Your Brokerage Account Restricted Due to Your Address

28 Jul, 2026
Earning More in Retirement Than While Working? Your Financial Plan May Need Updating

Earning More in Retirement Than While Working? Your Financial Plan May Need Updating

24 Jul, 2026
Read This If You Own - or Want to Buy - an Index Fund

Read This If You Own - or Want to Buy - an Index Fund

21 Jul, 2026
Forced Early Retirement in Israel? Why Cross-Border Planning Can't Wait

Forced Early Retirement in Israel? Why Cross-Border Planning Can't Wait

17 Jul, 2026
Top 4.5 on an Insured Deposit How

Top 4.5 on an Insured Deposit How

14 Jul, 2026
Can a Trust Protect Your Children Without Causing Conflict?

Can a Trust Protect Your Children Without Causing Conflict?

10 Jul, 2026
Rerun Why is it Difficult to Follow Financial Advice

Rerun Why is it Difficult to Follow Financial Advice

07 Jul, 2026
Scattered U.S. Accounts Are Costing Americans in Israel More Than They Realize

Scattered U.S. Accounts Are Costing Americans in Israel More Than They Realize

03 Jul, 2026
Rerun Are Foreign Investments Good for Your Retirement Portfolio

Rerun Are Foreign Investments Good for Your Retirement Portfolio

05 May, 2026
Helping Family with Money? The Biggest Risk Isn't the Market

Helping Family with Money? The Biggest Risk Isn't the Market

01 May, 2026
The Power of Viktor E. Frankl's Teachings for Financial Success

The Power of Viktor E. Frankl's Teachings for Financial Success

28 Apr, 2026
When Your Investments Become Your Children's Inheritance

When Your Investments Become Your Children's Inheritance

24 Apr, 2026
Rerun Did You Inherit Your Broker With the Inheritance

Rerun Did You Inherit Your Broker With the Inheritance

21 Apr, 2026
When a Safe Investment Ends, the Real Risk Begins

When a Safe Investment Ends, the Real Risk Begins

17 Apr, 2026
Rerun The Not-So-Secret Secret Tool I Use to Help Clients Make Money

Rerun The Not-So-Secret Secret Tool I Use to Help Clients Make Money

14 Apr, 2026
Managing Cash After a Home Sale in Israel

Managing Cash After a Home Sale in Israel

10 Apr, 2026
What is the Best Way to Reduce Risk in Your Portfolio

What is the Best Way to Reduce Risk in Your Portfolio

07 Apr, 2026