Rerun One of the Most Common Side Effects of Receiving an Inheritance Anxiety
4 Minute Money
Getting an inheritance should feel like a blessing — not a burden. But suddenly having money can bring stress, tough choices, and a whole lot of anxiety. Learn how to handle your inheritance with confidence, protect your financial future, and make decisions that honor your loved one’s legacy. Plus, discover a simple way to get expert guidance for cross-border finances so you can make the most of your windfall without the worry.
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Build a Portfolio That Can Handle Anything
4 Minute Money
When the market dips and layoffs start making headlines, most folks freak out — but you don’t have to. Learn how smart investors stay calm, protect their cash, and keep their financial plans on track no matter what life throws their way. Discover why liquidity is your secret weapon, how to avoid costly cross-border tax mistakes, and how real peace of mind starts with preparation, not panic.
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Will Your Investments Help You Realize Your Dreams
4 Minute Money
Your portfolio shouldn’t just make money — it should make a difference. Whether you're planning for retirement, building a legacy, or wondering what to do with an inheritance, it’s time to align your investments with your values. Discover how to turn your money into a mission and take control of your financial future with purpose and clarity.
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Don’t Let U.S. Taxes Paralyze You in Israel
4 Minute Money
Still managing your U.S. portfolio like you're living in Cleveland—even though you're sipping coffee in Tel Aviv? That could be costing you. Learn why holding onto outdated investment strategies for tax reasons might be doing more harm than good—and what smart investors are doing instead. Whether you're newly retired, inherited some money, or just ready for a financial tune-up, it's time to make sure your portfolio matches your real life.
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Are You Waiting for a Tragedy
4 Minute Money
When one person handles all the money moves, it can get messy fast—especially when life throws curveballs. Get the lowdown on how couples can team up to take control of their finances, avoid surprises, and protect their future. Plus, discover why having a plan and knowing your numbers isn’t just smart—it’s a game changer. Ready to get your financial act together? Let’s do this!
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The Inheritance Gap: Why Cross-Border Families Need More Than a Will
4 Minute Money
Think your will is enough? Think again. When your money crosses borders, the paperwork better keep up — or your heirs could be stuck in legal limbo. Discover why U.S. estate plans often fail overseas and what you can do now to protect your family from months of red tape. This one's for anyone with assets in the U.S. and family abroad — don't miss it.
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Investing in Non-Publicly Traded REITs What You Should Know
4 Minute Money
Ready to unlock the secret sauce of real estate investing without the landlord headaches? Dive into the world of REITs — especially those private, non-public ones — and discover how they can boost your portfolio’s diversity and income potential. But beware: with big rewards come big risks. Get the lowdown on what to watch out for, how to protect your money, and why doing your homework pays off. Plus, find out how a free, no-pressure Cross-Border Financial Evaluation could be the game-changer you’ve been looking for. Let’s get your financial journey rolling!
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The Best Way to Draw Income From Your Investments
4 Minute Money
Tired of watching your portfolio grow on paper but not seeing real income? Learn how to turn your investments into a steady paycheck for life—without running out of money. We’re talking smart withdrawal strategies, dividend-paying stocks, bonds, and how to protect your hard-earned wealth from taxes and inflation. Want to make the most of your U.S. assets or inheritance? Let’s get to work.
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Aliyah Finance 101 What to Do Before and After You Move
4 Minute Money
Ready to make your move to Israel without wrecking your finances? Don’t let rushed decisions leave you stuck with frozen accounts, tax penalties, and missed opportunities. Learn how to keep your U.S. investments working for you while making aliyah, how to avoid costly mistakes, and why planning ahead is the key to financial success. Get the tips you need to protect your wealth and set yourself up for the long haul.
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Financial Planning When to Merge Assets in a Second Marriage
4 Minute Money
Second marriage brings love, family, and... a whole new set of financial questions. Ready to tackle the tricky money stuff without the drama? Learn how to decide if you should combine your assets or keep them separate, avoid costly mistakes, and build a solid financial future together. Take control and keep your money—and your marriage—on the right track!
info_outlineWelcoming grandkids is one of life’s greatest joys, but it’s also a powerful reminder to get serious about legacy planning. Discover how to support your children and grandchildren without risking your own financial future. Whether you're thinking about gifting, managing a cross-border inheritance, or just want to leave something meaningful behind, this episode lays it out in plain English. No fluff. Just smart, practical money talk.