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.

Retirement income planning doesn’t have to feel like walking a financial tightrope. If you’re living in Israel with your investments still in the U.S., you already know the game is more complicated—exchange rates, taxes, IRAs, RMDs… it’s enough to make your head spin. But here’s the real problem: too many retirees end up guessing instead of planning. They hesitate, hold back, and miss out on the life they actually saved for.

This episode is all about cutting through the noise. No more flying blind. No more financial second-guessing. Just clear strategies to help you simplify, automate, and finally feel good about spending your money. Because retirement shouldn’t be one long stress-fest—it should be the part where you get to enjoy the ride.

Key Takeaways:

• Discover why guesswork is the biggest threat to your retirement lifestyle
• Learn how to turn your savings into a reliable, stress-free income stream
• Break free from the fear of overspending and start enjoying what you’ve built

Want to feel confident about your retirement finances? Schedule a free Cross-Border Financial Evaluation and get personal clarity on your U.S. accounts, Israeli life, and how it all fits together.

The information provided here is intended for educational purposes only and is not to be considered legal, tax, or investment advice. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates.