For our fifth episode of Aliyah Money Talks I am joined by Aaron Katsman to talk all about planning for retirement in Israel! Aaron Katsman is a licensed financial professional both in the United States and Israel and the President and CEO of Lighthouse Capital a boutique wealth management firm based in Jerusalem, Israel. Scroll down for a full list of topics covered.
To see more from Aaron and Lighthouse Capital, check him out on Youtube, Facebook, LinkedIn and Twitter!
Main topics discussed
1:30 – How do you know if you are saving enough for retirement?
4:30 – What do you do if you are nearing retirement and haven’t saved enough?
6:05 – What is the value of having a financial roadmap?
7:44 – When you get to retirement, how do you know which accounts to take from first?
10:33 – What are some of the considerations around investing for someone nearing retirement?
13:22 – How should retirees factor exchange rates into their plans?
17:19 – How can you calculate how much you can withdraw safely from your portfolio during retirement?
21:10 – How should retirees plan for expensive healthcare in the US vs. Israel?
24:30 – Advantages of managing retirement on your own vs. using professionals
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I help Olim make more confident decisions by sorting through the complexity around personal finance in Israel and delivering a well organized path forward.
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