Managing cross-border investments from Israel can feel like playing financial chess on two boards at once—and the pressure kicks up when a safe investment matures or a hot market trend starts calling your name. This episode is all about turning those "What now?" moments into smart, confident moves. You'll discover why cash on hand isn't lazy money, how to sidestep the fear of missing out, and ways to keep your portfolio both rock-solid and flexible. Think of it as your game plan for making money decisions without the stress.
We'll also dive into why simple strategies often beat flashy ones, and how to give every dollar in your U.S. brokerage and IRA accounts a clear purpose while living in Israel. With tips to help you protect your nest egg, explore exciting opportunities, and keep market hype in check, you'll come away ready to invest with both confidence and calm.
Key Takeaways:
Turn cash windfalls into strategic moves that fit your short-, mid-, and long-term goals
Use a "fun money" satellite account to explore new ideas without putting your core at risk
Rebalance regularly to keep your portfolio in shape—no crystal ball required
Book your free Cross-Border Financial Evaluation today and find out if your portfolio is truly built for your life in Israel.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!