Douglas Goldstein, CFP® contributes a weekly piece to "The Jerusalem Post" about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and "nefesh b nefesh" folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Each week, Ryan McQueeney and Maddy Johnson discuss the most important stories from the investment and financial world.
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MF101 is an informative series that will help you understand recipe behind mutual fund investment. And what more, it’s coming from the chefs of the MF Buffet table - from the very own fund managers and analysts who are the manufacturers of the funds that help you realise your investment goals.
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Welcome to the Equity Sahi Hai podcast brought to you buy Motilal Oswal Asset Management Company. Equities have the potential to deliver inflation-beating returns for your portfolio. But how do you assess a sector or a stock? How do you take informed decisions to invest your money? The Equity Sahi Hai podcast offers deep investment insights into sectors using Motilal Oswal AMC’s structured approach. Our podcast will help you understand the investment potential of sectors and stocks in a simp ...
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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
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The Best Way to Draw Income From Your Investments
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5:52Tired 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. …
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How to Start a Food Business in 2025-26: Franchise vs. Own Brand | Ajay Mariwala | Anupam Gupta | Paisa Vaisa
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53:41Did you know that the addictive McDonald's Piri Piri mix or the Sour Cream & Onion flavor of Balaji Wafers were created by the man sitting in this chair? 🍟😲 In this episode of Paisa Vaisa, Anupam Gupta sits down with Ajay Mariwala, the visionary behind VKL Seasonings and Food Service India (FSIPL). Ajay is the "Secret Sauce" of the Indian food indu…
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Aliyah Finance 101 What to Do Before and After You Move
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5:32Ready 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…
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Financial Planning When to Merge Assets in a Second Marriage
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5:13Second 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…
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The #1 Due Diligence Tip: Check Your Builder's Lender & Why 18% Interest is a RED FLAG
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1:12:24Anupam Gupta and Vishal Bhargava dive deep into selecting the right property. Vishal explains why apartments should have a minimum of 650 sq ft carpet area for a 2BHK and warns against the deceit of sample flats (no doors, small beds). They expose the Amenity Illusion (swimming pools are "item numbers") and the low quality of construction from bran…
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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 …
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Rerun How to Choose the Right Financial Advisor for You
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5:13Picking 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.
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Flexi-Cap vs. Multi-Cap: The SEBI Rule That Changed Everything | Anupam Gupta | Sandeep Bagla
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40:53Indian Equities gave 0% returns recently while Gold soared 40%. Should you switch? In this episode, Sandeep Bagla (CEO, Trust MF) reveals the $26 Trillion Global Mistake central banks made and why Inflation is the only indicator you need to watch. We also expose the "FD Lie"—why your fixed deposits might be losing value—and reveal the future AI-ena…
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Is a Mortgage the Best Way to Finance a Home
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4:55Ready 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…
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The #1 Psychological Trap of Selling Stocks (Winners vs. Losers)
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38:21In this episode of Paisa Vaisa, host Anupam Gupta sits down with V. Srivatsa, Executive Vice President and Fund Manager at UTI AMC. He shares profound lessons from his 20-year career , discussing the psychological traps of feeling like a "hero" in a bull market and a "zero" in a bear market. Discover the single biggest mistake retail investors make…
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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…
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Why I Am Not Afraid of Being Replaced by a Robo-Advisor or AI
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6:16Can 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…
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Stop DIY Investing! The 3 Things the Wealthiest Families Do Differently
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46:21In this episode of Paisa Vaisa, Dr. Karthik drops a truth bomb about the Indian financial ecosystem: most traditional wealth managers are just product distributors (pharmacists), not true advisors (doctors). This episode is an investigation into the $30 Million investor mindset. We explore the Wild West of the booming wealth management industry and…
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How to Turn Sudden Wealth into Long-Term Peace of Mind
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5:08What 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.…
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Rerun The Four Critical Times to Speak with a Financial Professional
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5:39Getting 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…
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Don't Follow FRENZY, Follow FUNDAMENTALS: The Only Investment Mantra You Need to Know
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50:59In this exclusive and powerful episode of Paisa Vaisa, host Anupam Gupta sits down with Shripal Shah, the Managing Director and CEO of Kotak Securities, to decode the seismic shifts in the Indian financial market. Shah delivers a stark, data-driven warning on the Futures & Options (F&O) segment, revealing the alarming statistic that over 90% of ind…
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Why Your Portfolio Needs a Purpose, Not Predictions
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5:46Tired 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…
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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…
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Billion Dollar Secrets: How Global Giants Use India to Scale R&D | Planview Inc. | Paisa Vaisa
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45:12Is AI a bubble, or is it the future? Shalini Sankarshana, MD of Planview Inc. India, joins Anupam Gupta on Paisa Vaisa to discuss the most disruptive forces in business today: AI and Global Capability Centers (GCCs). Planview, a leader in strategic portfolio management, is now an AI transformation partner, and Shalini dives into how this technology…
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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.…
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Are You and Your Assets in Different Time Zones
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5:40Think 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.…
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15,000 Crores in Wasted Points: Turn Your Loyalty Rewards into Social Good | Points For Good Startup Story
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33:46In this special festive episode of Paisa Vaisa, host Anupam Gupta sits down with Brian Almeida, founder of Points For Good, a revolutionary platform changing the face of individual giving in India. Did you know there are an estimated ₹15,000 crores worth of reward points lying unutilized in Indian wallets? Brian reveals how his platform converts yo…
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CDs, Stocks, or AI? How to Make the Right Move with Your Retirement Money
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5:44Your 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.…
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The Best ROI Can Not Be Found on Your Brokerage Statements
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5:13Welcoming 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, …
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TAX EXPOSED! Stocks for Indians? | Paisa Vaisa
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40:53This episode is your definitive step-by-step guide to investing in US and global markets from India. We break down the complex regulations, costs, and tax implications, from linking your Indian bank account and navigating the $250,000 LRS limit to repatriating your profits. Learn the difference between short-term (under 24 months) and long-term cap…
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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…
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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…
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Beyond Quarterly Results: The Financial Discipline Required to Build a 30-Year Retail Platform | Paisa Vaisa | Anupam Gupta
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49:27You see the brand name on the tag, but we found the company that powers everything behind it. PDS Limited is the Value-Focused global infrastructure powerhouse. Group CEO Sanjay Jain gives us a rare look into how major retailers define the single most important word in fashion: Value. He also shares a personal lesson from a favorite movie character…
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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 …
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The Biggest Financial Mistake India Is Making Right Now (and how to fix it) | Arun Chaudhry | Paisa Vaisa | Anupam Gupta
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45:58In this episode, we welcome back Arun Chaudhry, Director and CBO at m.Stock, to discuss the monumental changes in India's financial markets since their last meeting three years ago. From the surge in demat accounts to the growing influence of retail investors, this conversation dissects every major trend. Arun speaks candidly about the industry's c…
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The Best Investors Don't Follow Trends... They Do This
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5:16Feeling 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…
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Don't Fall for Financial Fraud: The Ultimate Guide to Your Credit Report | Paisa Vaisa | Anupam Gupta
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46:41The face of lending has changed forever. In this episode, we unpack the new era of digital lending and its impact on the modern consumer. Our special guest, Sachin S from CRIF, explains how credit bureaus work, the rise of quick loans and EMIs, and the importance of monitoring your credit score. Learn how to build a healthy score from scratch, unde…
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Retirees in Israel! Stop Your IRA from Triggering Huge U.S. Tax Bills
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5:06Ready 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…
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Can Your Portfolio Handle Life's Curveballs?
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5:09Life 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.…
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3 Top Stocks to Buy for AI-Driven Energy Growth
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18:22Oracle bolstered the case for the artificial intelligence spending boom last week. But there won't be an AI age without massive energy growth and grid expansion. This is why the hyperscalers such as Amazon and Meta are racing to make deals across nuclear, natural gas, solar, and beyond. Today's Full Court Finance at Zacks explores three top energy …
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Why Your Job Is Not Your Identity | Roopa Kudva on Work-Life Integration | Paisa Vaisa | Anupam Gupta
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49:26In this eye-opening episode of the Paisa Vaisa podcast, host Anupam Gupta sits down with the legendary Roopa Kudva, former MD of Crisil and author of Leadership Beyond the Playbook. Roopa shares her extraordinary journey from growing up in Assam and Meghalaya with almost no exposure to the business world to becoming a veteran business leader and a …
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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…
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The ₹200 Cr. Business Built on Bunk Beds: A Deep Dive into goStops | Anupam Gupta | Paisa Vaisa
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55:23On this episode of Paisa Vaisa, host Anupam Gupta sits down with Pankaj Parwanda, the co-founder of goStops Hostels, to explore the booming youth travel industry in India. Pankaj shares the fascinating story of how a backpacking trip in Europe led to the creation of goStops, a company that has become a leader in the youth travel and hostel market. …
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Navigating U.S. Investments from Israel: Why the Right Partnerships Matter
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5:30Managing 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…
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The Future of Indian Markets: A Deep Dive into Active vs. Passive Investing | Paisa Vaisa
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48:52Join Anupam Gupta on the Paisa Vaisa podcast as he sits down with Akhil Chaturvedi, Chief Business Officer at Motilal Oswal, to explore the monumental shifts in India's financial landscape. In this episode, they discuss the power of equity investing, the explosive growth of SIPs, and the future of India's $30 trillion economy by 2047. This is the u…
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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.…
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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.…
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Decoding the Indian Shopper: A Masterclass with Retail Legend B.S. Nagesh | Paisa Vaisa | Anupam Gupta
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47:28Welcome to Paisa Vaisa In this incredibly insightful episode, we sit down with a true titan of the Indian retail sector, BS Nagesh, the founding employee (not founder, as he humbly corrects) of the iconic Shoppers Stop. From being the first employee in 1991, even before the economic reforms came in, Mr. Nagesh takes us on a fascinating journey of h…
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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…
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2 S&P 500 Stocks (CMG, FTNT) Down Over 30% to Buy Now
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19:31Today's Full Court Finance at Zacks explores two beaten-down S&P 500 stocks, Chipotle Mexican Grill (CMG) and Fortinet (FTNT), trading at least 30% below their highs that investors might want to buy as the benchmark trades near its peaks. Both Chipotle and Fortinet remain strong companies with durable businesses that are finding support at their lo…
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Interested in Lowering Financial Stress Hint Work Together
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6:28Money 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…
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The Great Indian Property Boom: A 30-Year Real Estate Journey with Sanjay Dutt | Anupam Gupta | Paisa Vaisa
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48:57In this exclusive episode of Paisa Vaisa, we host Sanjay Dutt, MD & CEO of Tata Realty & Infrastructure Ltd. A true industry veteran, Dutt unpacks the dramatic evolution of the Indian real estate sector. He traces the market's growth from the pre-liberalization era of the 80s, where office space was a mere 20-30 lakh sq ft, to today's staggering 75…
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What If Retirement Isn't About Slowing Down?
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4:51Retirement 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…
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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…
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Sagar Kochhar on Building a Food Empire: From Faasos to the World's Largest Internet Restaurant | Anupam Gupta | Paisa Vaisa
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1:10:08In this exclusive Paisa Vaisa episode, host Anupam Gupta sits down with Saga Kochhar, co-founder of Rebel Foods, the company that revolutionized the food industry with the cloud kitchen model. Sagar shares the strategic decisions and "lightbulb moments" that turned Rebel Foods from a single QSR chain into the world's largest internet restaurant pla…
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