Aliya is an adventure, and your finances should be ready for the ride! But too many new olim arrive in Israel only to find their U.S. brokerage and IRA accounts limited or even shut down. The key is preparation—making sure your money stays accessible, your investments remain on track, and your financial future is secure.

Learn what steps you need to take before and after the move, how to keep your accounts running smoothly, and why working with a cross-border financial expert can make all the difference.

Key Takeaways:

• Avoid U.S. brokerage account closures by working with an advisor who understands cross-border finance
• Keep an emergency fund ready so unexpected expenses don’t derail your aliya experience
• Adjust your investment strategy to match your new life abroad—because your financial goals just got a whole new landscape!

If you’ve just made the move or are ready to, let’s talk! Sign up for a free Cross-Border Financial Evaluation.

Talking about money with your spouse can feel about as fun as a trip to the dentist—but what if it didn’t have to be that way? Financial intimacy isn’t just about budgets and spreadsheets; it’s about strengthening your relationship by building trust, aligning your goals, and working together as a team.

Learn how to set up “financial date nights,” avoid money fights, and align your finances with what really matters to both of you. This episode is packed with practical, easy-to-use tips to make managing money together way less stressful.

Key Takeaways:

• Money talks = relationship builders. The more you communicate, the stronger your trust.
• Ditch the stress. A regular “financial date night” keeps money conversations casual and productive.
• Align your money with your values. When finances reflect what matters most, decisions get easier.

Want to make your next financial date effortless (and maybe even fun)? Check out FinancialDate.com

Thinking about buying property in Israel? Brace yourself—getting a mortgage here isn’t like walking into your local U.S. bank. Israeli lenders care more about cash flow than net worth, appraisals often come in lower than expected, and pulling equity out later in the form of a HELOC (Home Equity Line Of Credit) might cost you more than you think. The good news? With the right strategy—like getting pre-approved and structuring your assets smartly—you can avoid costly mistakes and secure the best financing for your dream home.

To help break it all down, we’re joined by Aaron Krasner, Owner and Senior Mortgage Broker at Anglo Mortgages, who shares expert insights on navigating the Israeli mortgage process and avoiding common pitfalls. Don’t let bank rules or confusing fine print hold you back—get ahead of the game and take control of your mortgage process!

Key Takeaways:

• Your $5 million portfolio won’t impress Israeli banks—they want to see steady income, not just net worth.
• That 75% loan-to-value promise? Not so fast. The bank lends based on the lower of your purchase price or their appraisal.
• Pre-approval is your best friend. Get it early to avoid last-minute surprises and make your mortgage process smooth.

🔗 Want more expert insights on cross-border finances? Check out Doug’s blog by clicking here.