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Episode 30- Aliya and Financial planning for 55+
Manage episode 427336910 series 3470612
Mirit Hofman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mirit Hofman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Today we are talking to Aaron Frolich, about Aliya and Financial Planning for 55+. Aaron is a Certified Financial Planner (CFP), a Licensed Investment Advisor AND the Founder of Green Peak Advisors
Some of the questions we will address are:
- What are some of the challenges ppl face when making Aliyah, from a financial perspective?
- If someone’s retirement savings are in the US, how do they manage that in Israel, and what strategies should they be considering in order to minimize their tax liabilities?
- What investment opportunities should one consider in Israel, if any?
- How does insurance work in Israel? Why is it so important to understand the tools to mitigate ones risk? Can someone maintain policies that they have in the US? Is that advisable?
- What financial tips do you have to offer prospective Olim, prior to moving?
You are welcome to visit my website www.lawmirit.com for more information
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