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Скачать или смотреть Financial Planning Really Works

  • Aaron Katsman, Lighthouse Capital
  • 2026-01-20
  • 23
Financial Planning Really Works
retirement planningfinancial planning Israelassisted living costslong-term financial goalsinvesting for retirementfinancial advisor insightswealth management strategyretirement investment strategyJerusalem financial planningportfolio managementelderly care planningretirement income planninggoal-based investingfinancial independenceretirement reality checklong-term care costssteady investing strategyfinancial planning podcast
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Описание к видео Financial Planning Really Works

Think goal-based investing is just financial advisor jargon that doesn't really matter? Think again. I'm sharing real conversations I'm having with clients right now about affording assisted living in Israel and why decades of disciplined, goal-focused investing makes all the difference when life happens. This isn't about beating the market, it's about actually being able to pay for the care you need when you need it. To learn more about investing with purpose through every stage of life, give this a watch.

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SOCIAL LINKS:

Facebook:   / aaronkatsmanlc  
LinkedIn:   / aaron-katsman-6550441  

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SUBSCRIBE TO THE PODCAST:

iTunes: https://podcasts.apple.com/us/podcast...
Stitcher: https://www.stitcher.com/podcast/the-...
Spotify: https://open.spotify.com/show/1lePc1p...

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VISIT MY WEBSITE:

Website: https://www.aaronkatsman.com/

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CONTACT ME:

Email me: [email protected]

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DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

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