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Navigating Cross-Border Finance Strategies for Family CFOs

4 Minute Money

Release Date: 07/08/2025

Is Money Your Friend or Foe show art Is Money Your Friend or Foe

4 Minute Money

Feeling lost with your money after making aliyah? You’re not alone. Discover why managing finances as a U.S. expat in Israel can feel overwhelming—and what you can do to fix it. We’re talking real financial fears, emotional baggage, and how to get control of your U.S. investment accounts while living in Israel. No fluff. Just smart, practical steps to move from money stress to money confidence. 

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Navigating U.S. Investments from Israel: Why the Right Partnerships Matter show art Navigating U.S. Investments from Israel: Why the Right Partnerships Matter

4 Minute Money

Managing U.S. investments from Israel? It’s not as simple as logging in and clicking around. Discover why the right financial partnerships—like the one between Profile Investment Services and PRG—can make or break your cross-border strategy. Learn how to protect your U.S. portfolio, avoid costly mistakes, and find out what one phone call could do for your financial future. 

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Living Well in Israel Without Chasing More show art Living Well in Israel Without Chasing More

4 Minute Money

Think you need more to feel secure? Think again. The real financial win isn’t a bigger portfolio—it’s knowing when you’ve got enough. Discover how to ditch comparison, stop moving the goalpost, and build a plan that lets you live well and sleep better. It’s time to take back control of your money and your mindset. 

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Challenging Retirement Stereotypes show art Challenging Retirement Stereotypes

4 Minute Money

Think retirement means slowing down? Think again. Meet a couple who flipped the script—he found purpose on the frontlines, she doubled down on family, and together they’re redefining what it means to retire with meaning. Discover how smart planning gave them the freedom to live on purpose—not just live off their portfolio. 

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Retired, Recovered, and Rebalancing show art Retired, Recovered, and Rebalancing

4 Minute Money

Does your financial plan still make sense—or are you just hoping it does?  After a health scare, one retiree in Israel asked the question we all should be asking. Tune in to hear how simplifying his cross-border finances brought peace of mind, clarity, and a stronger legacy plan for his family. If your accounts are all over the place, it’s time to take control. 

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Interested in Lowering Financial Stress Hint Work Together show art Interested in Lowering Financial Stress Hint Work Together

4 Minute Money

Money fights don’t start with math—they start with miscommunication. Learn how couples can ditch the blame game and start building a financial game plan together. Whether you’re a spender, a saver, or somewhere in between, this episode will help you get on the same page, stop the money stress, and take control of your future—side by side. Let’s make money a team sport. 

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What If Retirement Isn't About Slowing Down? show art What If Retirement Isn't About Slowing Down?

4 Minute Money

Retirement isn’t the finish line—it’s the starting line for your next adventure. Whether you're planning to volunteer, travel, or finally dive into that passion project, your money needs to keep up. Learn how to build a steady, value-driven retirement plan that works for your lifestyle—without chasing risky returns. Ready to make your portfolio work as hard as you did? Let’s talk. 

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How to Manage Your Finances After a Divorce show art How to Manage Your Finances After a Divorce

4 Minute Money

Just got divorced and not sure what to do with the money? Don’t blow your settlement—learn how to slow down, take control, and start building a rock-solid financial future. From managing U.S. portfolios from Israel to avoiding costly tax mistakes, this episode lays out the smart, simple steps to get your financial life back on track—without the stress. 

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When the Market Shifts, Stay Focused on the Plan show art When the Market Shifts, Stay Focused on the Plan

4 Minute Money

Your portfolio took a dip—now what? A seasoned investor called with a simple question: “Why did my account go down when the news looked quiet?” The answer isn’t panic—it’s perspective. Markets move. That’s normal. The key is having a plan built to handle the ups and the downs.  In this fast-paced episode, find out why emotional reactions cost more than calm strategy, and how staying the course beats chasing headlines. If you’ve ever second-guessed your investment plan after a market wobble, this one’s for you. 

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The Smart Couple’s Guide to Financially Surviving Illness show art The Smart Couple’s Guide to Financially Surviving Illness

4 Minute Money

What’s the first call you make after a major diagnosis? Your doctor’s on speed dial — but your financial advisor should be too. Health crises don’t just hit your body… they hit your bank account. Discover the simple steps you can take right now to protect your family, your finances, and your future — without the panic. Planning ahead isn’t scary — it’s smart. 

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Managing money across borders doesn’t have to be a nightmare. If you’ve got family—or finances—in more than one country, it’s time to stop guessing and start planning. Learn how to handle currency swings, keep your U.S. investments compliant, and simplify your cross-border financial life. No fluff, just straight talk—and real solutions that work.