Navigating retirement investments can be tricky, especially when 'safe' assets like certificates of deposit mature and tempt investors into risky decisions. This podcast episode explores the challenges of managing cross-border investments from Israel, highlighting the pressure to act when cash becomes available or market trends seem irresistible.

Listeners will learn how to avoid common pitfalls, such as mistaking available cash for 'lazy money' and succumbing to the fear of missing out. The discussion emphasizes the value of simple, steady strategies over flashy moves, and offers practical advice for keeping portfolios strong and adaptable.

The episode also provides guidance on assigning clear purposes to every dollar in brokerage and retirement accounts, ensuring that investors can protect their nest eggs while exploring new opportunities. With actionable tips, the show aims to help listeners make confident, stress-free decisions about their retirement funds.