Rerun Make Your Retirement Dream Lifestyle a Reality
4 Minute Money
Get ready to rethink your retirement — and actually make it work. We’ll walk through how to build a clear vision, face the reality of costs, and bring in the right help so your golden years aren’t built on guesswork. Whether you’re juggling U.S. investments or a cross‑border inheritance, this is your roadmap to a retirement that fits your life — not a retirement that wears you out.
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The Real Risk of Inheritance? Rushing the Decisions
4 Minute Money
Are your investments making you money but keeping you up at night? Learn how to build a portfolio that matches not just your goals, but your values. It’s time to ditch the guilt, invest with confidence, and feel good about where your dollars are working. Discover how aligning your money with your morals can boost both your peace of mind and your returns.
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Rerun 3 Steps to Picking the Right Financial Professional
4 Minute Money
Looking for the right financial advisor can feel like navigating a maze, but it doesn’t have to be that way. Discover the three key questions that separate advisors who talk at you from the ones who truly get you: learn how to make sure your money is working as hard as you do.
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Why Values-Based Investing Deserves a Closer Look
4 Minute Money
Feel good about your money — not just your returns. If your investments are making you uncomfortable, it’s time to stop ignoring that gut feeling. Learn how to align your portfolio with your values without wrecking your income strategy. Because peace of mind should be part of your financial plan.
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Rerun Is There a Better Way to Monitor Financial Success than Measuring Your Net Worth
4 Minute Money
Stop obsessing over net worth and start focusing on what really matters for your financial future. Learn how to use simple ratios to keep your mortgage, investments, and education costs in check, and discover why some “assets” might be tricking you. Plus, find out how giving back can pay off in ways money never will.
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When Success Is Risky: Why Wealth Planning Can’t Wait
4 Minute Money
You’ve built the business, signed the deals, and stacked up the wins — but if your wealth is all on paper, you could be one bad break away from stuck. Learn why financial freedom takes more than success, and how smart planning can turn locked-up assets into real opportunity. It’s time to make your money move.
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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.
info_outlineReady 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.