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
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?
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
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
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
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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Your U.S. Broker Doesn’t Support Overseas Clients Now What
4 Minute Money
Your U.S. broker might love you… until you move overseas. Then? You could be dropped without warning. Learn why Americans living abroad are getting locked out of their investment accounts—and what smart expats are doing to stay in control. If you’ve got U.S.-based assets and a foreign address, this is your wake-up call.
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Struggling to Manage U.S. Investments in Israel
4 Minute Money
Got U.S. investments but now living in Israel? Don’t let your retirement accounts turn into a financial mess. Learn how one small tax-smart move saved thousands, why consolidating your accounts could give you peace of mind, and what every expat needs to know to stop stressing and start winning with money — across borders.
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Medical Care and Overseas Investments A Brief Financial Guide for Olim
4 Minute Money
A couple in their seventies faces a real dilemma—helping a grandchild with a serious health issue without draining their own retirement. They’ve got U.S. investment accounts, grandkids, and a whole lot of love—but can they balance family needs with financial security? Tune in for a candid look at the tough choices that come when family and money collide. It’s all about protecting your future while supporting those you love!
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Investment Anxiety What to Do When Your Portfolio Drops
4 Minute Money
Feeling queasy every time you check your portfolio before breakfast? Learn why reacting to market dips—especially from across the globe—can do more harm than good. Discover how a rock-solid plan designed for the long haul can keep your investments steady through the chaos. Plus, find out how a free, no-pressure financial checkup can help you take control of your cross-border money moves. Get ready to breathe easy and invest smarter!
info_outlineRetirement 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.