• Episode 30- Aliya and Financial planning for 55+

  • Jul 5 2024
  • Duración: 31 m
  • Podcast

Episode 30- Aliya and Financial planning for 55+

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  • Resumen

  • 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:

    1. What are some of the challenges ppl face when making Aliyah, from a financial perspective?
    2. 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?
    3. What investment opportunities should one consider in Israel, if any?
    4. 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?
    5. 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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