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How to Best Handle Your U.S. Investments from Israel with Clear Communication
Manage episode 487902476 series 1530176
Ready to ditch the confusion and get clear on your cross-border finances? If you’re managing a U.S. portfolio from Israel, this episode is for you. We’re diving into why face-to-face communication is a game-changer for financial planning, and how texting your advisor can lead to costly misunderstandings. Let’s get down to business with simple, straightforward advice on how to make the most of your investments—and your financial future. Don’t settle for anything less than clarity. Tune in now!
227 episodes
Manage episode 487902476 series 1530176
Ready to ditch the confusion and get clear on your cross-border finances? If you’re managing a U.S. portfolio from Israel, this episode is for you. We’re diving into why face-to-face communication is a game-changer for financial planning, and how texting your advisor can lead to costly misunderstandings. Let’s get down to business with simple, straightforward advice on how to make the most of your investments—and your financial future. Don’t settle for anything less than clarity. Tune in now!
227 episodes
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