A Financial Checklist for Aging Parents

A Financial Checklist for Aging Parents

What would happen if your parents suddenly couldn’t manage their finances? Many families avoid conversations about money, aging, and future care until a crisis forces the issue. By then, important information may be difficult to find and critical decisions may need to be made quickly. I’m discussing how to start conversations with aging parents, why access to financial accounts and legal documents matters, and several practical steps families can take to prepare before an emergency occurs. To learn how to help protect your parents’ finances and avoid unnecessary stress down the road, tune in. SOCIAL LINKS: Facebook: Aaron Katsman, Lighthouse Capital | Jerusalem LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: The Aaron Katsman Show Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Should Your Investment Strategy Change in Your 50s?

Should your investment strategy change as retirement gets closer? For decades, many investors focus on growth. But as retirement moves from a distant goal to a reality on the horizon, the questions become more complicated. I’m discussing when it may make sense to shift from maximizing growth to preserving wealth, how late starters should approach retirement investing, and why two retirees with similar assets may choose completely different strategies. To learn how to think about investing in the second half of your financial life, tune in. ________________________________________________________________ SOCIAL LINKS: Facebook: Aaron Katsman, Lighthouse Capital | Jerusalem LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: The Aaron Katsman Show Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Buying Stocks Is Easy, Selling Is The Hard Part

How do you know when it’s time to sell a stock? Most investors spend a lot of time thinking about what to buy, but far less time deciding when to sell. That can lead to missed opportunities, holding on too long, or selling for the wrong reasons. I’m discussing why knowing when to take profits is so difficult, why even professional investors struggle with it, and how having a clear strategy can help you avoid costly emotional decisions. To learn how to make smarter selling decisions, tune in. SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Does Your Portfolio Pass the Stress Test?

How much risk should you really be taking? Many investors build portfolios based on what they think they should do rather than what they can actually live with when markets get rough. I’m discussing the relationship between risk, emotions, and investing, along with a simple stress test that can help you determine whether your portfolio is right for you. To learn how to evaluate your true tolerance for risk, tune in. SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

What Actually Makes A Successful Investor

Do you actually need to understand advanced investing theory to be successful? A lot of people think investing requires complicated math, constant research, and trying to outsmart the market. I disagree. I’m breaking down what actually matters when it comes to investing success, why most people overcomplicate the process, and the one trait that really separates successful investors from everyone else. To learn what really matters when building long-term wealth, tune in. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.