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Cross-border investing begins with cross-person listening

How listening, not just investing, can transform your financial outcomes.

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Don’t buy a home in Israel until you listen to this

What cross-border buyers need to know before signing a contract.

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Are you taking too much risk with your US investments?

Simple steps to reduce risk and strengthen your plan

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From chaos to clarity: Mastering US-Israel finances

Why your finances feel out of control and what to do about it.

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When life happens, will your money be there?

How to build liquidity into your retirement plan before it's too late.

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Tired of filing two tax returns in Israel?

Why US expats in Israel must understand these tax rules now.

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Retiring in Israel? Don't ignore your IRA

What every American in Israel needs to know about unlocking US retirement funds.

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Saving Money 101: Stop wasting and start building wealth

Why most people fail to save and the simple habits that change everything.

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Financial survival for new Olim: The cross-border strategy

Protect your investments before and after moving to Israel.

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Financial intimacy: The key to success

Discover how open conversations about money can secure your future together.

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How US expats can avoid the top mortgage mistakes in Israel

Navigating the biggest financial pitfalls when purchasing a home abroad

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Invest smarter while living abroad

Protect your portfolio from market volatility with companies built to last.

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The simple strategy that beats market timing every time

How to stop overthinking your investments, avoid common market pitfalls, and let compounding do the heavy lifting.

Podcast:

Don’t miss the next big financial breakthrough

Learn how to identify and capitalize on rare financial events to grow your wealth.

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What happens to your US retirement accounts after Aliyah?

Discover how to manage your US IRA from Israel without falling into tax traps.

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The real reason Americans in Israel make investment mistakes

Simple steps to outsmart market noise and stay on track with your financial goals.

High risk, high reward:

Why smart investors look beyond the numbers

Discover the key to balancing risk and reward in U.S. brokerage accounts. Podcast.

Podcast:

What you need to know in 2025: RMDs for US citizens in Israel

Learn how to stay compliant and save thousands.

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Financial stability for your golden years

Smart strategies to turn decades of saving into a lifetime of stability and comfort.

Podcast:

The #1 mistake Americans in Israel make with their US accounts

The expert insights you need to get back on track today

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From spam to scam: Safeguard your cross-border finances today

What you need to know to avoid falling victim to fraud.

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Family CFOs: Take charge of your wealth

How to protect your family’s wealth when investments span countries.

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Is your estate plan ready for the real world?

How to avoid probate and ensure a smooth transfer of assets across borders.

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Avoid the liquidity trap: Unlocking access to your wealth

Why even millionaires can feel cash-strapped and what to do about it.

Renouncing US citizenship:

The financial and emotional realities

Podcast: Discover what it truly means to say goodbye to your US citizenship, from emotional ties to practical financial hurdles.

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Smart investing under stress

Practical tips to maintain focus and control in any financial climate.

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Take back control of your investments

Simple steps to reclaim financial security for cross-border investors.

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A retirement game changer: Dividend ETFs

Turn your investments into a consistent income stream with monthly payouts.

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Managing US assets for Americans who pass away in Israel

Ensure a smooth transition for your loved ones with these key steps.

Podcast:

Simple steps to take control of your money as an expat in Israel

Learn how the P4 approach can help you make smarter, more personalized investment decisions.

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Protect your wealth through life's shifts

How to handle life's unexpected events.

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Are your emotions sabotaging your investments?

Identify the emotional pitfalls affecting your portfolio and regain control of your financial future.

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Realized vs. unrealized gains: Don't overpay on taxes

Avoid common mistakes that lead to unexpected tax bills on your US investments.

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From legacy to leadership: Managing your inheritance effectively

Ever wondered why inheriting money can feel like a burden instead of a blessing?

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From silence to clarity: A guide to financial transparency

Understand the benefits of open financial communication and how to start.

Maximize your charitable impact with appreciated stocks

Cross-border financial advice for charitable giving.

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Balancing financial support for grown-up kids

How to support your kids financially without creating dependency.

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How to boost your retirement income with dividend ETFs

Discover how to boost your retirement income with dividend ETFs. Learn about the benefits, risks, and key questions to ask your financial advisor to ensure a steady cash flow in retirement.

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Being a good steward of family wealth

Teaching financial responsibility to ensure family wealth lasts for generations.

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How to play nice with the IRS when transferring money overseas

Living in Israel with US investment accounts? Be careful when transferring money overseas.

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Don’t get undercut by sequence of returns risk in retirement

Sequence of returns in retirement 101.

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How does AML legislation affect international investors?

Why anti-money-laundering rules are making investing internationally harder.

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Set your goals before you put money in the market

The 6-step checklist every investor needs to use.

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Are you as disorganized as the guy who lost $280K?

Financial disorganization can make you lose hundreds of thousands of dollars.

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Can 'factor investing' lead to better results?

Are you looking for a way to choose better investments? If so, consider “factor investing.”

How much money does it take to buy happiness?

Doug and his son, Efraim, discuss spending habits, and if people generally make good choices.

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Is the right company managing your money?

How do you know you’re asking for advice from the right source?

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The steps you need to take 5 years before retirement

What are the critical things you must do before you clean out your desk at work?

Retirees fired by their brokers in America

What to do when your brokerage firm wants to end your relationship.

What is the best way to pick a stock?

Understand the difference between growth and value investing.

Special for newlyweds: How to have a financially stable marriage

Does talking about money with your spouse make for a stronger relationship or build stress?

The financial side of Israeli divorces

Israeli divorces are different than American ones.

So many stocks – how do I pick a good one?

How does an investor pick a good stock when there are so many to choose from?

The easy way to handle your American investments from overseas

There is an easy solution if your American brokerage firm wants to close your account.

What investments should you buy in times of rising inflation?

The surefire way to stop inflation from decimating your investments.

Are there ways to avoid estate tax?

How a non-resident alien can choose investments to side-step this costly tax.

How does one invest for growth?

Learn how to avoid making bad investment decisions.

How can you financially prepare for a divorce?

How to take some of the dread out of financial planning.

Determining an asset allocation is not a simple formula

What Is the best asset allocation for your investment portfolio?

Crisis economy: How do you deal with cash flow problems?

Cash flow is a problem for many people, but businesses have their own issues.