The countdown is on... Israel’s 10-year tax holiday doesn’t last forever. When the exemption ends, many olim discover too late that their U.S. brokerage and IRA accounts are suddenly exposed to Israeli taxes, paperwork headaches, and cross-border confusion. The good news? With the right planning, you can stay one step ahead of the deadline and keep your financial life running smoothly.

This episode takes you behind the scenes of the so-called “10-Year Tax Trap,” showing how to avoid double taxation, protect your heirs, and simplify your accounts before the rules change. Think of it as your financial checkpoint: a chance to review, adjust, and prepare without panic, and without last-minute scrambles.

Key Takeaways:

The 10-year tax holiday eventually ends, bringing Israeli capital gains tax into play for U.S. accounts
Rushing into moves at the last minute can create bigger problems with both U.S. and Israeli taxes
A proactive review now gives you clarity, control, and peace of mind for the years ahead

Looking to dive deeper into tax-smart investing? Visit our blog for expert insights and strategies tailored for cross-border investors. Explore more here.

Managing U.S. accounts from Israel doesn’t have to feel like a juggling act. Between time zones, tax forms, and account restrictions, the move can get overwhelming fast—but the good news is, with the right setup, you can turn financial chaos into clarity. Discover how to streamline your retirement accounts, avoid costly surprises, and create a system that actually works for life in Israel.

Think of it as unpacking your financial “suitcase” and finally putting everything in the right place. With a little planning, your U.S. brokerage and IRA accounts can stay just as organized—and effective—as your new life abroad.

Key takeaways:

• Simplify your U.S. accounts so you can manage them stress-free from Israel
• Tackle time zone hurdles, compliance issues, and cross-border taxes before they trip you up
• Keep retirement goals on track with regular reviews and a coordinated plan

If you’re ready to get your cross-border finances in order, sign up for a free Cross-Border Financial Evaluation at profile-financial.com/call.

Money stress doesn’t just show up in your bank account. It shows up in how you feel every time markets move, bills arrive, or your portfolio statement lands in your inbox. For Americans in Israel juggling U.S. brokerage or IRA accounts, those fears can feel even bigger. But what if you could turn that anxiety into clarity and confidence?
This episode dives into why money fears run deeper than numbers on a page and how self-awareness, simple habits, and realistic goals can flip the script. You’ll discover how to recognize the emotional side of investing, build routines that lower stress, and celebrate progress in a way that keeps you moving forward. Because handling money isn’t just about performance... it’s about peace of mind.

Key Takeaways:

Uncover the hidden ways emotions and past experiences shape financial choices
Use knowledge and small wins to reduce money stress and boost confidence
Strengthen financial resilience with clear goals, healthy habits, and trusted guidance

If you’re looking to build clarity into your portfolio, schedule a free Cross-Border Financial Evaluation today!

Inheriting U.S. assets while living in Israel can feel like you’ve just been handed the keys to a treasure chest… only to realize it’s locked, and the instructions are written in two different tax codes. Between cross-border rules, trust and IRA quirks, and the emotions that come with a loved one’s gift, it’s easy to feel overwhelmed. This episode shows how to turn that “Where do I even start?” feeling into a confident, step-by-step plan. You’ll discover how to bring scattered accounts under control, sidestep expensive mistakes, and use your inheritance to build lasting security.

Instead of rushing into quick decisions, you’ll learn how to slow things down, zoom out, and see the whole picture. Think of it as shifting from frantic reaction mode to calm, strategic control—so your inheritance works for you, not against you.

Key Takeaways:

• Hit pause before making any big moves—time is your ally when managing inherited U.S. assets.
• Bring your accounts together so you can see your full financial landscape clearly.
• Learn the cross-border rules now to save yourself headaches—and money—later.

If this sounds like you, schedule a free Cross-Border Financial Evaluation to get clear on your next steps at profile-financial.com/call.

Money fights, emotional spending, and financial tension—sound familiar? It’s not just about numbers. Guest host BatSheva Goldstein, creator of FinancialDate™ Discussion Cards, steps in to explore the emotional side of money: the hidden “money scripts” shaped by childhood, culture, and family that quietly influence your financial choices. When you're stuck in the same money argument on repeat, there's often more going on under the surface than you think.

BatSheva is joined by financial therapist and CFP® Elana Feinsmith, who shares how couples can stop clashing over cash and start communicating with clarity. From understanding each other’s money values to building a spending plan that actually feels good, this episode is packed with insights to help you make calm, confident financial decisions together.

Key Takeaways:

• Learn how your subconscious money beliefs are shaping your financial reality.
• Discover how to turn money tension into meaningful conversations.
• Use simple tools to create a spending plan that matches both your values.

View Elana’s website, Oak Financial Coaching, by clicking here. You can also ask for the “Money Script Questionnaire” by emailing her at elana@feinsmith.com.

Want a fun and meaningful way to spark money conversations with your partner? Get your own set of FinancialDate™ Discussion Cards at financialdate.com.

Got U.S. brokerage or IRA accounts and heirs in Israel? Then you’re juggling more than just numbers—you’re navigating cross-border taxes, family dynamics, and future expectations. This episode unpacks how to turn your inheritance plan from a source of stress into a lasting legacy filled with clarity, connection, and purpose.

Learn why silence is the real enemy of estate planning, how to start meaningful money conversations with your kids (without the awkwardness), and what simple moves can save your heirs years of confusion. It’s not just about who gets what—it’s about passing on your values with your wealth.

Key takeaways:

Having open conversations now can prevent heartache later
Timing your gifts can sometimes make a bigger impact than waiting
A clear plan and a few shared stories can keep your legacy—and your family—intact

Want to make sure your U.S. accounts don’t create chaos for your heirs in Israel? Check out International Inheritance Headaches—and How to Avoid Them. It’s packed with tips and strategies to help you pass on your wealth smoothly and meaningfully.

Think your U.S. brokerage account is safe? Not so fast. If you’re living in Israel and still holding accounts in the States, you might be one surprise letter away from a frozen account, a forced closure, or a tax mess you never saw coming. From estate planning nightmares to missed required minimum distributions (RMDs), the cross-border financial world is full of traps for the unprepared. But here’s the good news: with the right plan and a little foresight, you can keep your accounts running smoothly—and legally—without losing sleep.

This episode pulls back the curtain on the real risks facing Americans in Israel with U.S. accounts and lays out what smart investors are doing to stay one step ahead. Because when it comes to your money, flying blind just isn’t an option.

Key takeaways:

• Account closures can happen suddenly if your U.S. broker no longer serves clients abroad
• Cross-border couples face added challenges when estate plans don’t match international rules
• Delayed RMDs due to account restrictions can cost you thousands in penalties

Not sure if your accounts are still working for you? Get clarity with a free Cross-Border Financial Evaluation. Visit www.profile-financial.com/call to schedule yours today. Let’s see if and how we can help.

A health crisis can turn your world upside down—and if your finances aren’t in order, the stress multiplies fast. For Americans living in Israel with U.S. brokerage and IRA accounts, one unexpected illness can mean frozen accounts, legal roadblocks, and major money headaches. But here’s the good news: with a few simple steps, you can stay in control, protect your assets, and make sure your family isn’t left scrambling.

From power of attorney documents to emergency funds, this episode dives into the must-haves that every cross-border family should check off before a crisis hits. If you’re making Aliya, already living in Israel, or supporting family across borders, this could be one of the most important financial check-ins you do all year.

Key Takeaways:

Emergency funds aren’t just good advice—they’re your financial lifeline
Granting account access ahead of time prevents major issues later
Your estate documents aren’t set-it-and-forget-it. Review them regularly

Want a deeper look at how to protect your finances during a medical emergency?
Read Health Crisis: A Brief Financial Guide for Olim and get the steps you can take today to safeguard your money, your access, and your peace of mind.