Aaron Katsman

Why do I need an estate plan? Join me as gerontologist and elder law attorney Mirit Hoffman breaks it down - from wills to navigating complex situations like second marriages. Our insightful guest shares her expertise on navigating these tricky situations and helps you avoid potential pitfalls and family conflicts down the road. To learn more about protecting your legacy and loved ones, don't miss this informative discussion. ______________________________________________________________ ABOUT OUR GUEST: Mirit is an elderlaw lawyer and a Gerontologist and owns a private law practice. Her practice focuses on helping mainly senior citizens to stay in control when they reach significant junctions in their lives. This includes helping them with their estate planning by preparing wills, enduring power of attorney, pre-nups and financial agreements for a second marriage, trusts and advising on estate and tax issues relating to people who have dual citizenship. She is a member of the Global Society of Trust and E

What's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets. Not just for the Rockefellers anymore, trusts are becoming the secret weapon of savvy planners everywhere. Learn how you can use these powerful instruments to secure your legacy and give yourself peace of mind. Whether you're just starting to think about your estate or looking to level up your planning game, this episode is packed with insights you won't want to miss. Tune in now and discover why trusts might just be the unsung hero of your financial future. ______________________________________________________________ ABOUT OUR GUEST: Andrew Treitel is a veteran attorney with more than 20 years' experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York a

Why should you start thinking about retirement planning in your 30s? Because the statistics don't lie - retirement is actually happening earlier than age 65 for many people. Whether it's due to health issues, job loss, or other curveballs life throws, you need to be prepared with a robust nest egg. Tune in to this week's show to learn why you must build up your retirement savings well before you're blindsided. _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com

Why does retirement feel so disorienting for many people? Today we're talking about the surprising emotional challenges nobody warns you about when you stop working, from battling boredom to losing your sense of purpose. Get practical tips on creating a daily routine and finding meaningful activities to thrive in your golden years. To learn more about smoothly transitioning to an active, fulfilling retirement, keep listening! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https:

Why retire at 35 and live off investments when you could contribute meaningfully to society? I challenge the idea of early retirement solely for leisure, questioning if that aligns with our purpose. Instead of chasing financial independence to escape work, find work that energizes you to better the world. To learn more about finding fulfillment through impactful work, keep watching ➡️ _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________

Why is it so important to pay off your mortgage before retirement? In this candid video, I explain the massive financial impact and mental burden of carrying a mortgage into your golden years. From freeing up your nest egg to achieving priceless peace of mind, check out the full video for a concrete path to a stress-free retirement. _______________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ______________________________________________________________

What's your paycheck routine? Beyond monthly bills and saving, I'll share the fool-proof budgeting method to properly plan for annual expenses like insurance, summer camps and holidays. It's the real paycheck system most people miss, leaving them cash-strapped every year when those costs hit. Learn pro tips to never be caught off guard again when annual expenses arise. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ____________________________

Why is Gen Z throwing up their hands and saying they can't achieve the American or Israeli dream? In this video, I break down why this defeatist mentality is flawed and share practical tips to get ahead financially, even in today's "expensive" climate. From embracing side hustles to living responsibly (but not miserably!), let's dig into the real talk you need to conquer your goals. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ _____________

As Israel celebrates its 76th Independence Day, it's time to talk about YOUR financial independence! In this insightful episode, I share practical tips and strategies to help you break free from debt, build a solid savings plan, and pave the way towards true financial freedom. Don't miss this opportunity to finally take control of your finances – watch or listen to the full episode now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ _________________

Are you tired of your adult children running to you every time they find themselves in a financial pickle? In this no-nonsense video, I shatter the excuses and provide practical tips to help your offspring achieve true financial independence. From cutting the umbilical cord to instilling healthy money habits, this video is a tough-love wake-up call for both parents and their financially dependent children. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsm

Tired of the endless rants about the rich getting richer and the perceived lack of opportunities? In this video, I break down how even those on a low salary can become millionaires through patience, disciplined investing, and a positive mindset. My no-nonsense approach dismantles excuses and offers a refreshing perspective on building long-term wealth. Brace yourself for some tough love and practical insights. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronka

Excuse me while I take a few minutes to vent. Am I the only one triggered by Biden's student loan forgiveness plan and other financial breaks that the rest of us tax-paying citizens have to pay for? I break down how these policies are actually unfair and stick it to responsible people who play by the rules. But hey, listen in and let me know your thoughts too and maybe we can start ranting together. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/

Tired of hearing people complain about not having enough money? You're not alone. There's a straightforward solution that a lot don't want to hear. It's time for a dose of tough love. The secret's out and it's just 4 letters: W-O-R-K. Yup, that's the game-changer right there. In an era of financial strain, the classic strategy of hard work still stands strong. Complaining never paid the bills, but working sure does! ________________________________________________________________ SOCIAL LINKS: Facebook: www.facebook.com/AaronKatsmanLC/ LinkedIn: www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: www.stitcher.com/podcast/the-aaron-katsman-show Spotify: open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: www.aaronkatsman.com/ _________________________

Gray divorce (aka divorce after 50) is on the rise, but have aging couples done the math? Before racing to halve your retirement savings, let's run the numbers on whether you can actually get by on early bird specials and Social Security. What key financial precautions should you consider when making this critical lifestyle change after 50? Tune in to get the senior divorce advice no one talks about. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/

Look folks, let's get real here - returning that $150 from your $300 Amazon splurge doesn't mean you "made $150." No matter how you spin the math, it's not true wealth creation. The slow and boring path wins the race towards financial freedom: spend less than your income, then let compound interest work its magic through smart, straightforward investments. Forget the too-good-to-be-true schemes plastered all over TikTok. Stick with me and my "snore-fest" money advice. While it may not wow the social media crowd, consistently following these fundamentals will grow your wealth steadily and sustainably over time. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/po

Planning for retirement encompasses so much more than just building a nest egg. Don't get me wrong, ensuring you've got the finances is crucial—no one dreams of a "beans and rice" retirement—but let's talk about the other, often overlooked, side of retiring, actually living your life. Many waltz into my office dreaming of back-to-back trips post-retirement. While that's exciting, it brings up a crucial question: What will you do with the 43 weeks left in the year? Travel is a small part of your retirement experience, not a full-time plan. Diving into this phase of your life without a comprehensive strategy is like setting sail without a compass. Let's chart a course for a fulfilling retired life! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.

Should we spend or should we save? It's a debate that gets everyone fired up in the personal finance realm. But there's more nuance to it than just simplistic frugality. In this week's video, we're discussing it all from a lens of strategy and insight - including how to balance our own wants and needs as well as contributing to society at large. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ _____________________________________________________

Sick of hearing people complain about money but never make a change? I'm challenging you to stop whining and take action. In this week's video, I share why it's important to turn off Netflix, put down your phone, and start building the supplemental income stream you've always dreamed about. You CAN reinvent yourself financially - if you're willing to put in the effort. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ _________________________________

This week I'm sharing a story that explains exactly why it's so important to figure out if an investment is suitable for your personal financial situation before jumping in. Even if it looks great on paper, the same opportunity can be either a bonanza or a disaster depending on your age, net worth, income needs, and risk tolerance. I’ll walk through a real case where the same real estate deal was a phenomenal fit for one woman but threatened the retirement lifestyle of her parents. Understanding how to match investments to your personal financial profile is key to building wealth sensibly over time. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aa

Despite the stir caused by Moody's recent cut to Israel's credit rating, let me show you why it's not as dire as it seems. On today's show, I'll explain why I believe Israel is on its way to an economic boom. With pent-up consumer demand, upcoming interest rate cuts, and a potential real estate surge, I'm bullish on Israel's future! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ _______________________________________________________________