Is a Mortgage the Best Way to Finance a Home
4 Minute Money
Ready to buy your dream home but stuck wondering whether to take out a mortgage or pay cash? Let’s cut through the confusion and break down the real deal — the pros, the cons, and what it means for your money and your future. If you want to make a smart move without the stress, this one’s for you! Plus, find out how a free Cross-Border Financial Evaluation can help you navigate your unique situation and get the most from your U.S. investments. Time to take control and make your money work for you!
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The Silent Threat to Your Wealth in 2026
4 Minute Money
Feeling uneasy about your investments with 2026 just around the corner? Let’s cut through the noise and get you back in control. Discover how to spot market warning signs, avoid panic moves, and protect your retirement income—even if you’re juggling money across borders. Plus, find out how a simple, no-pressure financial checkup could be the game changer you’ve been waiting for. Get ready to tackle uncertainty with confidence and keep your financial future on track!
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Why I Am Not Afraid of Being Replaced by a Robo-Advisor or AI
4 Minute Money
Can a robot manage your money better than a real financial advisor? Tech is fast, but your financial life isn’t one-size-fits-all. Discover why high-net-worth investors and those with complex cross-border situations may want more than just algorithms running the show. If you're serious about your future—and your inheritance—don’t leave it to autopilot. Tune in, get the facts, and learn how to make smarter money moves with real human advice.
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How to Turn Sudden Wealth into Long-Term Peace of Mind
4 Minute Money
What would you do with a six-figure inheritance? Blow it on a new car... or build a legacy? Hear how one couple skipped the shopping spree and made smart, value-driven moves with their windfall—without turning their lives upside down. Learn how to honor a financial gift, avoid costly mistakes, and pass on something even more meaningful than money.
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Rerun The Four Critical Times to Speak with a Financial Professional
4 Minute Money
Getting kicked out by your brokerage firm just because you live overseas? That’s not just frustrating — it could derail your retirement if you don’t act fast. Find out exactly when to pick up the phone and call a financial advisor, what to do with cash sitting idle, and why a simple conversation might save your portfolio. No fluff. No hype. Just straight talk for smart investors navigating life across borders.
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Why Your Portfolio Needs a Purpose, Not Predictions
4 Minute Money
Tired of riding the market rollercoaster? Stop asking “What’s next?” and start asking, “What’s my money supposed to do for me?” Learn how to design a purpose-driven portfolio that cuts through the noise, works across borders, and actually fits your life. Whether you're sitting on too much cash or navigating U.S.-Israel tax traps, this episode helps you move from reacting to planning. Peace of mind starts here.
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What Type of Millionaire Should You Be
4 Minute Money
Ready to unlock the millionaire mindset and build real, lasting wealth? Discover the three types of millionaires—net-worth, asset-value, and cash-flow—and learn which path fits your financial goals. Whether you’re stacking assets, chasing passive income, or just figuring out how to make your money work for you, this episode breaks it down in a straightforward, no-fluff way. Get ready to take control of your financial future—no stress, no hype, just smart money moves.
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When Success Becomes the Risk
4 Minute Money
Think you’re ready for success? Think again. Most entrepreneurs prepare for failure—but when the money starts rolling in, they’re caught off guard. Learn why booming business could be your biggest financial blind spot, and how to protect your wealth before it turns into a tax nightmare. Don’t just survive—build a legacy.
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Are You and Your Assets in Different Time Zones
4 Minute Money
Think moving to Israel means cashing out your U.S. retirement accounts? Think again. Before you trigger taxes and penalties, learn how to manage your I-R-As from abroad, keep your portfolio strong, and make smart money moves across borders. It's time to take control of your financial future—no panic, no pressure, just a clear plan.
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CDs, Stocks, or AI? How to Make the Right Move with Your Retirement Money
4 Minute Money
Your CD just matured—now what? Don’t let that cash sit there doing nothing. Whether you're eyeing high-yield CDs, chasing AI stocks, or trying to keep your portfolio balanced, this episode breaks it down. Learn how to give every dollar a job, avoid costly tax traps, and invest with purpose—even across borders.
info_outlineFeeling 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.