Best Investmentbasics Podcasts (2024)

1
Reduce Your Tax Burden by Donating Appreciated Stock 4:13

3d ago4:13

4:13

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

10d 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

14d 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

23d 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

5+ y 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

5+ y 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

5+ y 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

5+ y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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

6y 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.

6+ y ago3:16

3:16

Gambling vs. Investing: Where Are You More Likely to Win? Is there a difference between investing and gambling? Understanding gambling risks can improve your investing performance.

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Investmentbasics Podcasts

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