Best Investmentadvisorinisrael Podcasts (2025)

1
Asset-Rich, Cash-Poor 4:15

4d ago4:15

4:15

Feeling “Asset-Rich but Cash-Poor”? In this episode, we dive into the challenge of liquidity in retirement planning. Many retirees find their wealth locked in real estate or other hard-to-sell assets, leaving them cash-strapped when unexpected expenses arise. Listen as we discuss how to strike a balance between income-generating assets and accessib…

1
Stress Less Transform Your Investment Approach Today 6:20

7d ago6:20

6:20

Feeling anxious every time you check your portfolio? You’re not alone. In this episode, we’re diving into the top strategies to take the stress out of investing. Whether you're overthinking market swings, wondering if your portfolio is too risky, or just trying to make sense of it all, we’ve got you covered. We’ll walk you through how to get your f…

1
Get More Out of Your Retirement Savings 4:24

12d ago4:24

4:24

Retirees often wonder, "How can I make my savings last?" In this episode, we tackle this common concern with practical strategies to boost retirement income, navigate unpredictable interest rates, and protect against inflation. Tune in for tips on creating a sustainable financial plan that gives you peace of mind and long-term security.…

1
Market Stress Got You Down? 4:17

19d ago4:17

4:17

Feeling like the market’s emotional rollercoaster is getting the best of you? You’re not alone! In this episode, we dive into how to navigate market turbulence without letting fear call the shots. Learn how one retired investor went from stressed-out to confidently back in control by making just ONE smart move with her portfolio—and how you can do …

1
Quick Investment Decisions Can Be Dangerous 4:58

26d ago4:58

4:58

Think investing is all about chasing the highest returns? Think again. In this episode, we uncover the hidden traps that trip up even seasoned investors and reveal how understanding risk can be your greatest asset. Discover why diversification isn’t just a buzzword, how emotions can sabotage your strategy, and what steps you can take today to safeg…

1
Is Fear of Losing Money Preventing You from Making Financial Decisions? 4:40

1M ago4:40

4:40

Fear of managing money can feel overwhelming, but it doesn't have to stop you from moving forward. In this episode, we’re diving into easy, stress-free tips to kick financial fear to the curb. You'll discover how to set clear goals, build confidence through small, manageable actions, and leverage the guidance of trusted professionals. These practic…

1
How to Make Your Charitable Giving More Impactful 4:54

1M ago4:54

4:54

Learn how to make your charitable giving truly impactful. Start by aligning your donations with your personal values and those of your family. Discover tax-smart strategies, like using IRA contributions, to maximize the financial benefits of your generosity. Explore the advantages of supporting local causes and smaller organizations, where your con…

1
What's Your Investment Persona? Uncover Your True Style 4:13

2M ago4:13

4:13

Are You a Musk or a Buffett? Finding Your Investment Style Do you thrive on big risks like Elon Musk, or prefer a steady approach like Warren Buffett? In this episode of the 4-Minute Money Ideas Podcast, Doug Goldstein explores how your risk tolerance and goals shape your investment strategy. Whether you're new to Israel or just rethinking your por…

1
How One Widow Took Control of Her Finances 4:01

2M ago4:01

4:01

Feeling stuck in a financial situation that doesn’t align with your goals? Discover how a widow navigating cross-border investments simplified her portfolio and regained control after being pushed into risky decisions by her bank. Learn how she balanced her investments across currencies, avoided costly tax traps, and found peace of mind. This story…

1
How to Reduce Investment Stress: Expert Strategies 4:08

2M ago4:08

4:08

If your investments have you tossing and turning at night, it’s time to face the truth. Keeping all your money in a checking account might feel safe, but inflation is quietly eating away at it. Want peace of mind? A smart, diversified approach can help you outpace inflation and put your money to work—so you can finally get some sleep. Tune in now f…

1
What Drives Your Investing Decisions? 4:49

2M ago4:49

4:49

Do emotions drive your investment decisions? In this episode, we explore four common biases—overconfidence, confirmation bias, loss aversion, and herd mentality—that can derail even the smartest investors. Learn how to recognize these pitfalls and discover simple strategies to stay on track. Set clear goals, diversify your portfolio, and make smart…

1
Worried About Outliving Your Money? 4:56

2M ago4:56

4:56

Worried about running out of money in retirement? In this episode of the 4-Minute Money Ideas Podcast, we break down the basics of dividend ETFs—how they work, their potential for steady income, and why they could be a smart addition to your portfolio. Learn the benefits, risks, and tips for getting started with this flexible investment option. Tun…

1
Balancing Family Needs in Estate Planning 4:44

3M ago4:44

4:44

How do you ensure your spouse’s future is secure and protect your children’s inheritance? For blended families, estate planning can feel like a high-wire act. In this episode, we dive into practical strategies for balancing different family members’ needs, using trusts to safeguard assets, and how clear communication can help prevent family conflic…

1
Reduce Your Tax Burden by Donating Appreciated Stock 4:12

3M ago4:12

4:12

Imagine this: You’re ready to donate money, but your wealth is stuck in stocks. This was the challenge for one of my clients during the war. He wanted to make a significant donation to help the soldiers, but his assets were stuck in investments that if he sold them, he would owe a large capital gains tax. So, he felt stuck.…

1
How to Build Financial Goals Together as a Couple 5:12

3M ago5:12

5:12

Imagine you’re on a long road trip with a buddy. Both drivers need to agree on the destination, determine when they’ll make pit stops, and keep the car running smoothly. The same principle applies to managing your finances. You and your spouse need to agree on your goals, strategies, and tactics. A unified approach strengthens your financial health…

1
Simplifying Your Cross-Border Inheritance: A Beneficiary’s Guide 4:59

4M ago4:59

4:59

Imagine receiving a notification that you are named as a beneficiary in a will or trust from a relative abroad. Initially, it seems like a windfall, but what comes next? The intricacies of managing cross-border trusts can turn an expected gain into a complex financial headache.

1
Adult Siblings Unite to Help Aging Parents 4:51

4M ago4:51

4:51

Are you and your siblings united by the need to manage your aging parents’ finances? Sharing and effective communication are key for adult children helping their senior family members.

1
Watch Out for This Investment Mistake 3:00

5+ y ago3:00

3:00

Watch Out for This Investment Mistake Avoid this investment mistake, by using the financial snapshot tool. Getting a snapshot view of your finances makes investment decisions easier.

1
Is The Right Company Managing Your Money? 3:03

5+ y ago3:03

3:03

Is The Right Company Managing Your Money? Are you getting customized financial advice? How can you tell if the right/wrong company is managing your money?

1
3 Steps to Stop Your Retirement Nest Egg from Breaking 3:24

5+ y ago3:24

3:24

3 Steps to Stop Your Retirement Nest Egg from Breaking Do you and your spouse have different ideas of how to invest your retirement nest egg? What should you do if one partner wants to invest more aggressively than the other?

1
Americans and Mutual Funds – What You Need to Know 3:23

5+ y ago3:23

3:23

Americans and Mutual Funds – What You Need to Know Are you having difficulty buying American mutual funds because you don't have an American address? Learn about your solutions here.

1
How to Diversify a Million Dollar Portfolio 3:25

6y ago3:25

3:25

How to Diversify a Million Dollar Portfolio Diversifying a million dollar portfolio can be tricky. Make sure you start by making a plan and analyzing your financial situation.

1
Are You Worried About Your Stocks and Market Risk? 2:44

6y ago2:44

2:44

Are You Worried About Your Stocks and Market Risk? If the market goes up, do you still need to worry about stocks and market risk? Should you rebalance your portfolio in an up market?

1
Do Mutual Funds Increase the Risk Level of Your Portfolio? 2:46

6y ago2:46

2:46

Do Mutual Funds Increase the Risk Level of Your Portfolio? Mutual funds can add risk to your portfolio. If you want to limit your risk exposure, pay attention to what mutual funds and ETFs you own.

1
Do These 4 Things to Have a Financially Successful Retirement 3:56

6y ago3:56

3:56

Do These 4 Things to Have a Financially Successful Retirement To make sure you have a financially successful retirement in Israel, follow these 4 easy tricks.

1
4 Times You Should Speak with a Financial Advisor 3:06

6y ago3:06

3:06

4 Times You Should Speak with a Financial Advisor What should motivate you to get financial advice? Learn when you should speak to a financial advisor about your situation, and what he can do to help.

1
How to Claim an Inheritance from Abroad 3:20

6y ago3:20

3:20

How to Claim an Inheritance from Abroad Claiming an inheritance from abroad can be confus-ing and overwhelming. Learn what steps you need to take so the funds will appear in your account.

1
Retirees Fired by Their Brokers in America 3:31

6y ago3:31

3:31

Retirees Fired by Their Brokers in America If you were asked to move your money out of your brokerage firm, be reassured you that you aren’t alone. This financial break-up is happening to many people without American addresses. Here’s what you should do.

1
Do you want steady income from your dollar deposits? 3:23

6y ago3:23

3:23

Do you want steady income from your dollar deposits? Is your investment goal to receive a steady income from dollar deposits? If so, take these 3 steps to help you reach your goal.

1
Should You Have Bonds in Your Investment Portfolio? 3:51

6y ago3:51

3:51

Should You Have Bonds in Your Investment Portfolio? Many people love the income and relative safety bonds provide, but other people hate them. It’s important to understand why investors love and hate bonds. Should you have bonds in your investment portfolio?

1
Are You Getting High Interest Rates on Your Dollar Deposits? 2:50

6+ y ago2:50

2:50

Are You Getting High Interest Rates on Your Dollar Deposits? The good old days of getting high interest rates on your dollar deposits may be coming back. Consider the pros and cons of investing in bonds as opposed to FDIC insured CDs.

1
Want to Boost Your Monthly Investment Income? 3:06

6+ y ago3:06

3:06

Want to Boost Your Monthly Investment Income? One way to boost monthly investment income is using bond funds. There are different types of bonds funds, read more to learn if they are appropriate for your financial situation.

1
How To Squeeze More Dollars Out Of Your Investments 2:55

6+ y ago2:55

2:55

How To Squeeze More Dollars Out Of Your Investments Want to increase your investment income. Can using bonds squeeze more dollars out of your investments? Learn why retirees frequently choose to invest in bonds.

1
How to Invest Your Dollars when You Live in Israel 2:59

6+ y ago2:59

2:59

How to Invest Your Dollars when You Live in Israel Should olim move their American brokerage accounts to Israel?

1
Did You Get the “Dear Client, We Can’t Help You Letter”? 2:28

6+ y ago2:28

2:28

Did You Get the “Dear Client, We Can’t Help You Letter”? Many American brokerage companies stopped servicing clients with foreign addresses, including those who made aliya. Don’t liquidate your account, learn what alternatives you have.

1
Expecting an Inheritance? Here’s What You Need to Know 2:57

6+ y ago2:57

2:57

Expecting an Inheritance? Here’s What You Need to Know Expecting an inheritance? Here are answers to questions you may have when receiving an inheritance. Excerpt from, and link to The Inheritance Book.

1
Should You Leave Your Children an Inheritance? 3:13

6+ y ago3:13

3:13

Should You Leave Your Children an Inheritance? If you leave your children an inheritance what will they do with it? Will they save or squander it? Here’s how to teach your heirs to use the lump sum wisely.

1
What American Expats Need to Know About Foreign Mutual Funds 3:24

6+ y ago3:24

3:24

What American Expats Need to Know About Foreign Mutual Funds The IRS considers foreign mutual funds Passive Foreign Income Companies (PFIC). These incur extra taxes for U.S. citizens. How can U.S. expats invest in mutual funds?

1
Want Help Understanding and Organizing your Money? 2:51

6+ y ago2:51

2:51

Want Help Understanding and Organizing your Money? Consolidating your various banks and financial firms can help you understand and organize your money better. Learn how consolidating your accounts can make investing easier.

1
Why Receiving an Inheritance is Difficult 3:46

6+ y ago3:46

3:46

Why Receiving an Inheritance is Difficult: It’s not “free” money Receiving an inheritance can be an emotionally fraught time. Learn what you should do to facilitate a smooth transfer of assets

1
Can Mutual Funds or ETFs Improve Your Portfolio’s Performance? 3:12

6+ y ago3:12

3:12

Can Mutual Funds or ETFs Improve Your Portfolio’s Performance? Learn how Americans living abroad can use mutual funds or ETFs to improve their portfolio’s performance.

1
Here’s a Quick Way to Invest in the Stock Market 3:06

6+ y ago3:06

3:06

Here’s a Quick Way to Invest in the Stock Market When you want to invest in the stock market, how do you choose a stock? Peter Lynch invested in L’Eggs because his wife wore stockings. But is that a reason to buy a stock?

1
The Investment Tool You Need to Invest Your Money Like the Pros 2:46

6+ y ago2:46

2:46

The Investment Tool You Need to Invest Your Money Like the Pros Professional money managers are a good investment tool to use if you don’t want to think too much about your investments. Learn how “regular” people can use money managers just like the pros do.

1
How to Make Money in Your IRA 3:13

6+ y ago3:13

3:13

How to Make Money in Your IRA What guidelines should you follow when withdrawing money from an IRA? How do you know if you are withdrawing principal or interest? Is it important?

1
How to Discuss Money Matters With Your Parents 2:50

6+ y ago2:50

2:50

How to Discuss Money Matters With Your Parents Sometimes aging parents find it hard to discuss money matters with their adult children. How can you talk about finances with your parents more easily?

1
What Happens to Your IRA Account When You Make Aliya? 2:58

6+ y ago2:58

2:58

What Happens to Your IRA Account When You Make Aliya? What happens to your IRA account when you make aliya? Should you transfer it to Israel, or is there a better way to manage your investments?

1
How to Avoid Inheritance Anxiety 2:47

6+ y ago2:47

2:47

How to Avoid Inheritance Anxiety If you get a sudden windfall, how do you avoid inheritance anxiety and make the right decisions? This blogpost explains the steps you need to take.

1
Is it Hard Not Worry About Your Stocks? 2:59

6+ y ago2:59

2:59

A 4-minute financial podcast Worrying about your stocks when the market is volatile is only natural. Here are 3 steps to take to minimize your worries and stay in the stock market.

1
What You Need to Know about Moving Money 3:40

6+ y ago3:40

3:40

1
What You Need to Know about Moving Money 2:48

6+ y ago2:48

2:48

What You Need to Know about Moving Money If you’re thinking of moving money from one account or country to another, here are some tips to help you do it more easily and efficiently.

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Investmentadvisorinisrael Podcasts

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