יום שני, כ״ח תמוז תשפ״וMonday, July 13, 2026
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If you're making Aliya, eyeing an investment, or just trying to figure out where to hang your hat long-term, this conversation will help you steer clear of stress and financial setbacks.
This episode unpacks the real-world problems that come up when your legal documents aren’t built for cross-border life
With the right structure, your finances can stop feeling like a juggling act and start giving you peace of mind.
Whether you're living in Israel, spending in shekels, or managing U.S. accounts from afar, learn how to build a flexible, stress-free financial setup that gives you options—not headaches.
Risk Capacity ≠ Risk Tolerance... learn the difference before it’s too late
Investing outside the U.S. can trigger unexpected tax problems if you're not careful.
Your money is slipping away in ways you don’t even realize. Here’s how to stop the leaks
If you’ve got U.S. retirement accounts and a life in Israel, this is your quick-start guide to smarter investing.
Adjust your investment strategy to match your new life abroad—because your financial goals just got a whole new landscape!
Learn how to set up “financial date nights,” avoid money fights, and align your finances with what really matters to both of you
Thinking about buying property in Israel? Brace yourself—getting a mortgage here isn’t like walking into your local U.S. bank.
Discover the secret weapon of smart investors: ECONOMIC MOATS!
This episode reveals why emotional decisions and frequent trading are draining your wealth, and how a simple, steady approach can help you build a strong, diversified portfolio.
This episode discusses why diversification is essential to mitigate risk, and how patience and automation can keep you consistent and resilient when markets get rough.
Israeli and U.S. tax laws interact in ways that can either HURT or HELP your retirement savings
Discover how to avoid falling for hype and manage market noise like a pro
Discover how to make your money work harder for you—whether you're optimizing cross-border portfolios or aligning your financial goals with your generosity.
Are your investments calling the shots in your life?
Required Minimum Distributions (RMDs) don’t have to be a headache!
Discover how to build a portfolio that’s as calm under pressure as your favorite Zen master
Retirement planning doesn’t have to feel like a chore!
Discover simple, no-nonsense strategies to keep your investments safe and your email inbox squeaky clean. This episode is packed with straight talk, practical advice, and a whole lot of “don’t fall for that!” moments
In this episode, we tackle the challenges expats face with managing investments, handling multiple currencies, and staying ahead of regulatory headaches.
T.O.D. accounts might sound like the shortcut to estate planning bliss, but for cross-border families, they can lead to chaos
Debunking myths and tackling big questions like, "Will I still get my Social Security?" or "What happens to my investments?"
How to keep cool, even when markets aren't.
Struggling to feel in control of your finances? Sometimes, investments can take unexpected turns, especially if you’re dealing with cross-border accounts or unfamiliar tax rules. This episode dives into how to recognize when your portfolio is steering off course, why you should always trust your gut, and the importance of simplifying your strategy. Learn why […]
Worried about whether your money will last through retirement? You’re not alone, this podcast will share a powerful tool that could help turn your concerns into confidence
Whether you’re managing U.S. or Israeli assets, this episode will show you how to protect your future like a pro.
This episode discusses the hidden complexities of transferring U.S. brokerage and IRA accounts for those living in Israel
Meet the P4 Approach, a proven strategy to help you stay ahead in a complex, cross-border financial world:
Learn how to safeguard your assets, ensure steady cash flow, and make informed decisions that will keep you financially secure in any situation.
Emphasizing the importance of setting clear goals, maintaining a diversified portfolio, and staying disciplined in the face of market fluctuations.
This episode emphasizes the value of a collaborative approach between you, your financial advisor, and your accountant to minimize your tax liability effectively.
Learn the importance of transforming inherited wealth into a personal financial asset
This episode provides actionable advice on starting these conversations, navigating the complexities of family dynamics, and ensuring everyone is on the same page financially.
Discover expert insights on rebalancing your portfolio, maintaining diversification, and making impactful donations that align with your long-term goals.
Discover the Secrets of Estate Planning for Blended Families
Helping Your Adult Children Financially: Key Strategies
Set goals for you and your family
A 6-Step Checklist to Investing
Discover how green energy and fossil fuels have a growing influence on financial markets.
Discussing the emotional turmoil and the possibility of real monetary loss in the event of a market crash.
Alternative investments are a powerful way to grow your money, compared to other investment classes.
Looking for a way to choose better investments?
The 5 things you must do to keep track of your investments.
What do want your money to do for you?
The best way for busy investors (like you) to track the markets.
What do want your money to do for YOU?
Do investors fail because the market is bad or because of their own errors?
If you like to stick to the numbers in your financial planning, then tune in to learn more about this analytical investing approach.
How can a financial planner help YOU see the big picture?
Do you know your investment options and what each investment strategy can offer you?
The2 things that can have a direct impact on your family’s financial success...
Even though now isn’t the first time the stock market has fallen by more than 20%, this newest wave of volatility has panicked many investors.
How do you know you’re asking for advice from the right source?
In your Will, make sure that distributing your assets to your heirs goes smoothly and it won’t be challenged by a potential inheritor.
No need to get down about a down market, there are strategies that you can use to your advantage.
Can money buy happiness?
How can you ensure that your kids will be financially secure throughout their life?
Beauty is in the eye of the beholder...
It takes a team to manage your investments and getting to know the different players and the positions they play is important
Some folks feel that by buying TIPs (Treasury Inflation Protected bonds) they are protected from inflation. Listen to find out if this is true or just a myth.
What would need to happen in order for YOU to consider yourself successful at investing?
To find out when you need to get professional financial advice, listen to this podcast
Cross-border investing and understanding what an investor can expect from the experience.
• Find out how to plan with your spouse for long term and short-term personal and financial goals
Today, Doug talks about the two main myths about how to invest when inflation is high
How should you invest when things are looking tough around you?
Do you know how to choose a mutual fund to best meet your investment goals?
What is the difference between active funds and passive funds? Is one actually more aggressive than the other?
Take stock of where you are now, and determine a retirement plan that could serve you in the future. Listen to the podcast to find out which financial decisions will directly impact your retirement.
Retirement planning is not “one size fits all.”
• How can you invest without emotion if all the big choices in life come down to emotions?
There have always been wars, plagues, and major upheavals, and yet some people have made money while investing in turbulent times
What is the best time of day to have a financial discussion with your spouse?
And, if you want to help your children, find a way to do so without the negative side effects of “Generous Mom.”
Receiving an inheritance from abroad can be complicated. Claiming an inheritance is full of bureaucracy, as each organization has to verify the beneficiary’s identity.
For other tips on how to invest and manage your IRA accounts, listen now!
Doug explains what the difference between growth and value stock is and the different ways to invest.
Why is retirement in Israel is different than retirement in America, or anywhere else on the globe?
Which policy should YOU choose?
Is free money "FREE" or does it cost?
Can you predict what your financial future will look like?
With the help of smart tax advisors, many people have found some great solutions to the problem of inheritance tax.
When you die will your heirs need to pay estate tax?
There’s more to know about receiving an inheritance, other than getting cash! Learn more by listening to this podcast
Is there a common character trait that successful entrepreneurs share?
Before you call your lawyer you should gather certain information, listen to this week’s episode
As with most everything In Israel, Israeli divorces are different than American ones.
What situation would you have to be in to feel financially secure?
One way to invest for growth is through a SMA – a Separately Managed Account.
In today’s episode, Doug outlines three decisions you should not make when receiving an inheritance.
How to stop inflation from eroding your purchasing power?
What if choosing a stock didn’t have to be so complicated?
If you received a letter from Wells Fargo (or any other American brokerage firm) informing you that you must move your account elsewhere, don’t panic. There is a simple solution.
If you are close to a widow, would you know if she were having financial problems or if she was facing the possibility of going broke?
How do you protect your investments?
Should you let the facts speak for themselves, or should you rely on your own intuition? How important is your mindset when looking for a good personal investment strategy?
Have you ever asked yourself how your portfolio would do if the market was flat?
July 10, 2026 
