Best Investmentbasics Podcasts (2025)

1
The Best Way to Draw Income From Your Investments 5:52

1h ago5:52

5:52

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. …

1
Aliyah Finance 101 What to Do Before and After You Move 5:32

5d ago5:32

5:32

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 yo…

1
Financial Planning When to Merge Assets in a Second Marriage 5:13

3d ago5:13

5:13

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…

1
Why Some Stocks Thrive and Others Disappear 5:41

7d ago5:41

5:41

Ready to level up your investing game? Discover the secret weapon top investors use to protect their portfolios—economic moats! These competitive advantages are like a fortress around your investments, keeping competitors at bay and helping you ride out market storms. Learn how to spot companies with powerful moats, why innovation matters, and how …

1
Rerun How to Choose the Right Financial Advisor for You 5:13

10d ago5:13

5:13

Picking a financial advisor shouldn't feel like speed dating. You need someone who listens, understands your goals, and actually knows what they're doing. Learn how to spot red flags, ask the right questions, and find the right match for your money.

1
Is a Mortgage the Best Way to Finance a Home 4:55

17d ago4:55

4:55

Ready to buy your dream home but stuck wondering whether to take out a mortgage or pay cash? Let's cut through the confusion and break down the real deal — the pros, the cons, and what it means for your money and your future. If you want to make a smart move without the stress, this one's for you! Plus, find out how a free Cross-Border Financial Ev…

1
The Silent Threat to Your Wealth in 2026 5:05

21d ago5:05

5:05

Feeling uneasy about your investments with 2026 just around the corner? Let's cut through the noise and get you back in control. Discover how to spot market warning signs, avoid panic moves, and protect your retirement income—even if you're juggling money across borders. Plus, find out how a simple, no-pressure financial checkup could be the game c…

1
Why I Am Not Afraid of Being Replaced by a Robo-Advisor or AI 6:16

24d ago6:16

6:16

Can a robot manage your money better than a real financial advisor? Tech is fast, but your financial life isn't one-size-fits-all. Discover why high-net-worth investors and those with complex cross-border situations may want more than just algorithms running the show. If you're serious about your future—and your inheritance—don't leave it to autopi…

1
How to Turn Sudden Wealth into Long-Term Peace of Mind 5:08

28d ago5:08

5:08

What would you do with a six-figure inheritance? Blow it on a new car... or build a legacy? Hear how one couple skipped the shopping spree and made smart, value-driven moves with their windfall—without turning their lives upside down. Learn how to honor a financial gift, avoid costly mistakes, and pass on something even more meaningful than money.…

1
Rerun The Four Critical Times to Speak with a Financial Professional 5:39

1M ago5:39

5:39

Getting kicked out by your brokerage firm just because you live overseas? That's not just frustrating — it could derail your retirement if you don't act fast. Find out exactly when to pick up the phone and call a financial advisor, what to do with cash sitting idle, and why a simple conversation might save your portfolio. No fluff. No hype. Just st…

1
Why Your Portfolio Needs a Purpose, Not Predictions 5:46

1M ago5:46

5:46

Tired of riding the market rollercoaster? Stop asking "What's next?" and start asking, "What's my money supposed to do for me?" Learn how to design a purpose-driven portfolio that cuts through the noise, works across borders, and actually fits your life. Whether you're sitting on too much cash or navigating U.S.-Israel tax traps, this episode helps…

1
What Type of Millionaire Should You Be 5:50

1M ago5:50

5:50

Ready 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 stra…

1
When Success Becomes the Risk 5:35

1M ago5:35

5:35

Think you're ready for success? Think again. Most entrepreneurs prepare for failure—but when the money starts rolling in, they're caught off guard. Learn why booming business could be your biggest financial blind spot, and how to protect your wealth before it turns into a tax nightmare. Don't just survive—build a legacy.…

1
Are You and Your Assets in Different Time Zones 5:40

2M ago5:40

5:40

Think moving to Israel means cashing out your U.S. retirement accounts? Think again. Before you trigger taxes and penalties, learn how to manage your I-R-As from abroad, keep your portfolio strong, and make smart money moves across borders. It's time to take control of your financial future—no panic, no pressure, just a clear plan.…

1
CDs, Stocks, or AI? How to Make the Right Move with Your Retirement Money 5:44

2M ago5:44

5:44

Your CD just matured—now what? Don't let that cash sit there doing nothing. Whether you're eyeing high-yield CDs, chasing AI stocks, or trying to keep your portfolio balanced, this episode breaks it down. Learn how to give every dollar a job, avoid costly tax traps, and invest with purpose—even across borders.…

1
The Best ROI Can Not Be Found on Your Brokerage Statements 5:13

2M ago5:13

5:13

Welcoming 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, …

1
Cross-Border Checklist for Olim 6:22

2M ago6:22

6:22

You're living abroad, your accounts are in the U.S., and your family has no idea what's where — what could go wrong? A retired expat's wake-up call becomes your checklist for getting your financial house in order before a crisis hits. We're talking legacy, clarity, and smart steps to protect the people you love. It's not about control, but about ca…

1
Lost in Digital Translation 4:58

2M ago4:58

4:58

Texting Your Financial Advisor? Here's Why That's a Mistake Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistak…

1
Tackling Investment Stress 5:33

2M ago5:33

5:33

Your biggest investment risk isn't the market; it's your emotions. Learn how to keep fear and greed from wrecking your financial future. Whether you're building wealth or protecting an inheritance, get smart strategies to manage risk, stay focused, and think long-term. Plus, find out how to schedule a free Cross-Border Financial Evaluation to make …

1
The Best Investors Don't Follow Trends... They Do This 5:16

3M ago5:16

5:16

Feeling a little lost with your U.S. investments while living in Israel? Let's fix that. Learn how to stay cool when markets drop, avoid costly mistakes with local investments, and make your money work smarter, not harder. This one's all about taking control, cutting through the noise, and building confidence in your cross-border financial game. Gr…

1
Retirees in Israel! Stop Your IRA from Triggering Huge U.S. Tax Bills 5:06

3M ago5:06

5:06

Ready to keep more of your retirement cash and outsmart those surprise tax hits? We're breaking down the IRA trap that many olim don't see coming and sharing simple moves—like Roth conversions—that can put you back in control. If you want to protect your nest egg and make your money work smarter, this one's for you. Plus, find out how a free, no-pr…

1
Can Your Portfolio Handle Life's Curveballs? 5:09

3M ago5:09

5:09

Life just threw you a curveball—now what? Discover why having a "great" investment portfolio isn't enough if you can't reach your money when it matters most. Whether you're helping family, managing an inheritance, or navigating cross-border finances, learn how to keep your plan flexible, your future intact, and your priorities straight.…

1
Is Money Your Friend or Foe 5:37

3M ago5:37

5:37

Feeling lost with your money after making aliyah? You're not alone. Discover why managing finances as a U.S. expat in Israel can feel overwhelming—and what you can do to fix it. We're talking real financial fears, emotional baggage, and how to get control of your U.S. investment accounts while living in Israel. No fluff. Just smart, practical steps…

1
Navigating U.S. Investments from Israel: Why the Right Partnerships Matter 5:30

3M ago5:30

5:30

Managing U.S. investments from Israel? It's not as simple as logging in and clicking around. Discover why the right financial partnerships—like the one between Profile Investment Services and PRG—can make or break your cross-border strategy. Learn how to protect your U.S. portfolio, avoid costly mistakes, and find out what one phone call could do f…

1
Living Well in Israel Without Chasing More 5:52

3M ago5:52

5:52

Think you need more to feel secure? Think again. The real financial win isn't a bigger portfolio—it's knowing when you've got enough. Discover how to ditch comparison, stop moving the goalpost, and build a plan that lets you live well and sleep better. It's time to take back control of your money and your mindset.…

1
Challenging Retirement Stereotypes 5:02

4M ago5:02

5:02

Think retirement means slowing down? Think again. Meet a couple who flipped the script—he found purpose on the frontlines, she doubled down on family, and together they're redefining what it means to retire with meaning. Discover how smart planning gave them the freedom to live on purpose—not just live off their portfolio.…

1
Retired, Recovered, and Rebalancing 4:40

4M ago4:40

4:40

Does your financial plan still make sense—or are you just hoping it does? After a health scare, one retiree in Israel asked the question we all should be asking. Tune in to hear how simplifying his cross-border finances brought peace of mind, clarity, and a stronger legacy plan for his family. If your accounts are all over the place, it's time to t…

1
Interested in Lowering Financial Stress Hint Work Together 6:28

4M ago6:28

6:28

Money fights don't start with math—they start with miscommunication. Learn how couples can ditch the blame game and start building a financial game plan together. Whether you're a spender, a saver, or somewhere in between, this episode will help you get on the same page, stop the money stress, and take control of your future—side by side. Let's mak…

1
What If Retirement Isn't About Slowing Down? 4:51

4M ago4:51

4:51

Retirement isn't the finish line—it's the starting line for your next adventure. Whether you're planning to volunteer, travel, or finally dive into that passion project, your money needs to keep up. Learn how to build a steady, value-driven retirement plan that works for your lifestyle—without chasing risky returns. Ready to make your portfolio wor…

1
How to Manage Your Finances After a Divorce 5:56

4M ago5:56

5:56

Just got divorced and not sure what to do with the money? Don't blow your settlement—learn how to slow down, take control, and start building a rock-solid financial future. From managing U.S. portfolios from Israel to avoiding costly tax mistakes, this episode lays out the smart, simple steps to get your financial life back on track—without the str…

1
When the Market Shifts, Stay Focused on the Plan 4:38

4M ago4:38

4:38

Your portfolio took a dip—now what? A seasoned investor called with a simple question: "Why did my account go down when the news looked quiet?" The answer isn't panic—it's perspective. Markets move. That's normal. The key is having a plan built to handle the ups and the downs. In this fast-paced episode, find out why emotional reactions cost more t…

1
The Smart Couple's Guide to Financially Surviving Illness 5:45

4M ago5:45

5:45

What's the first call you make after a major diagnosis? Your doctor's on speed dial — but your financial advisor should be too. Health crises don't just hit your body… they hit your bank account. Discover the simple steps you can take right now to protect your family, your finances, and your future — without the panic. Planning ahead isn't scary — …

1
Your U.S. Broker Doesn't Support Overseas Clients Now What 4:41

4M ago4:41

4:41

Your U.S. broker might love you… until you move overseas. Then? You could be dropped without warning. Learn why Americans living abroad are getting locked out of their investment accounts—and what smart expats are doing to stay in control. If you've got U.S.-based assets and a foreign address, this is your wake-up call.…

1
Struggling to Manage U.S. Investments in Israel 5:10

5M ago5:10

5:10

Got U.S. investments but now living in Israel? Don't let your retirement accounts turn into a financial mess. Learn how one small tax-smart move saved thousands, why consolidating your accounts could give you peace of mind, and what every expat needs to know to stop stressing and start winning with money — across borders.…

1
Medical Care and Overseas Investments A Brief Financial Guide for Olim 4:18

5M ago4:18

4:18

A couple in their seventies faces a real dilemma—helping a grandchild with a serious health issue without draining their own retirement. They've got U.S. investment accounts, grandkids, and a whole lot of love—but can they balance family needs with financial security? Tune in for a candid look at the tough choices that come when family and money co…

1
Investment Anxiety What to Do When Your Portfolio Drops 4:12

5M ago4:12

4:12

Feeling queasy every time you check your portfolio before breakfast? Learn why reacting to market dips—especially from across the globe—can do more harm than good. Discover how a rock-solid plan designed for the long haul can keep your investments steady through the chaos. Plus, find out how a free, no-pressure financial checkup can help you take c…

1
Protecting Your Overseas Investments Advice for the Family CFO 5:38

5M ago5:38

5:38

Tired of feeling overwhelmed by managing family finances across borders? You're not alone! Whether you're juggling investments for loved ones overseas or dealing with tax headaches, it's time to take control. Learn how to navigate the world of cross-border investing, avoid costly mistakes, and make your money work for you no matter where you are. G…

1
What If Retirement Isn't About Slowing Down 4:27

5M ago4:27

4:27

Retirement isn't the end—it's your chance to build a life you love. Whether you're dreaming of travel, giving back, or just living stress-free, your money needs to work for you, not stress you out. Learn how to create reliable income, align your investments with your values, and turn your next chapter into your best one yet.…

1
Navigating Cross-Border Finance Strategies for Family CFOs 4:57

5M ago4:57

4:57

Managing money across borders doesn't have to be a nightmare. If you've got family—or finances—in more than one country, it's time to stop guessing and start planning. Learn how to handle currency swings, keep your U.S. investments compliant, and simplify your cross-border financial life. No fluff, just straight talk—and real solutions that work.…

1
When Buying Real Estate Is the Wrong Investment 5:39

5M ago5:39

5:39

Think real estate is the ultimate retirement investment? Think again. Before you sink your savings into bricks and mortar, find out what hidden costs and headaches could be waiting and why flexibility might just beat another set of house keys. Don't miss this eye-opener if you're managing money across borders or planning your next big move in retir…

1
Dealing with Illness 3 Ways to Avoid Financial Ruin 5:57

5M ago5:57

5:57

When a spouse gets sick or injured, everything changes—and fast. The last thing you want is to be caught off guard, unsure how to access accounts, manage care, or keep the household running. That's why having a clear, actionable plan in place is essential. Get practical steps for creating a financial safety net, understanding your income sources, a…

1
High Dividend, High Stress 4:57

6M ago4:57

4:57

Think a 15% dividend sounds like easy money? Think again. A retired professor learns the hard way that chasing high yields can lead to big losses—and bigger stress. Tune in for a real-world lesson on how to build a portfolio that supports your life, not your anxiety. If you're serious about peace of mind and smarter cross-border investing, this one…

1
Financial Resilience Post Divorce How to Create a New Investment Strategy 5:12

5M ago5:12

5:12

Divorce doesn't just change your relationship status—it resets your entire financial game plan. Ready to take control? Learn how to rebuild your portfolio, avoid costly tax mistakes, and make smart money moves for your new future. Whether you're managing U.S. assets from abroad or navigating your first solo budget, this one's for you. Let's get you…

1
Financial Peace Comes from Preparation, Not Predictions 4:50

6M ago4:50

4:50

Tired of feeling like every market dip is a five-alarm fire? It doesn't have to be that way. Learn how one investor stayed calm, cool, and completely unfazed—thanks to a solid financial cushion and a clear long-term plan. We're talking about how to build real financial confidence, avoid panic moves, and prepare for life's curveballs. If you want cl…

1
Do Volatile Markets Make You Feel as If You're Being Punched in the Face 5:23

6M ago5:23

5:23

Ready to take control of your investments and stay cool when the market gets tough? It's time to learn how to stick to your plan, even when the market throws you a punch. Get the inside scoop on managing your emotions, making smart decisions, and setting up a strategy that works for the long haul. Plus, discover how to navigate the unique challenge…

1
Retiring Soon Don't Let the Fear of Taxes Freeze Your Strategy 4:44

6M ago4:44

4:44

Avoiding taxes might feel smart... until it costs you peace of mind. If you're heading into retirement with a growth-heavy portfolio, you could be setting yourself up for unnecessary risk. Learn why doing nothing might be the most expensive decision of all—and how a smart strategy (yes, even one that includes paying taxes) can actually protect what…

1
How to Best Handle Your U.S. Investments from Israel with Clear Communication 5:08

6M ago5:08

5:08

Ready to ditch the confusion and get clear on your cross-border finances? If you're managing a U.S. portfolio from Israel, this episode is for you. We're diving into why face-to-face communication is a game-changer for financial planning, and how texting your advisor can lead to costly misunderstandings. Let's get down to business with simple, stra…

1
How to Avoid Surprises on Capital Gains in Your US Investments 5:31

6M ago5:31

5:31

Ready to tackle U.S. taxes from Israel without the stress? Discover the key differences between realized and unrealized gains, and learn how realizing losses can actually help reduce your tax bill. It's all about maximizing your investments and avoiding those surprise bills! Get the scoop on navigating cross-border tax reporting, and find out how t…

1
Turn Your IRA Into an Investment Powerhouse 5:13

7M ago5:13

5:13

Want to make your IRA work harder for you? It's not just a retirement account—it's a powerful platform for building wealth. Learn how to maximize your IRA's potential, avoid common mistakes, and explore strategies that align with your life stage and financial goals. Whether it's growing your portfolio or making the most of an inheritance, we've got…

1
Tax Confusion Simplifying Capital Gains for Cross Border Investors 5:49

6M ago5:49

5:49

Ready to stop letting taxes sneak up on you? Capital gains can make or break your investment returns, but with the right knowledge and strategy, you can keep more money in your pocket. Learn how timing your sales, offsetting gains with losses, and watching your tax forms closely can save you big. Plus, get pro tips for managing your U.S. investment…

Podcasts Worth a Listen

Investmentbasics Podcasts

Podcasts Worth a Listen

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