Jewish Money Matters

B”H I’m running with Aish Ha’am in the World Zionist Congress Election. REGISTER TO VOTE HERE: https://aish.com/vote/YaelTrusch Today we’re talking all about the customer experience, not to be confused with customer service. I’m speaking with one of the most in-demand Customer Experience consultants and speakers in the world today, David Avrin. My guest’s latest book is Ridiculously Easy to Do Business With and that’s exactly what we’re talking about. How do we make it ridiculously easy for our customers to work with us? How can the processes that might be cost effective fall short because they make the customers who we’ve worked so hard to attract leave us in frustration? Besides geeking out on David’s field of expertise, David and I speak about his career journey, his family of origin and the wonderful lessons learned about hard work, responsibility, parenting, and being uniquely and unapologetically you. David was also very candid about financial mistakes and the ways he’s looking to make sure his business is not solely dependent on him for revenue. Lots of great business, financial and life lessons in this episode. David Avrin helps organizations better understand and connect with their changing customers and clients to help future-proof their businesses. He has shared his content-rich, entertaining and actionable presentations with enthusiastic audiences across North America and in 28 countries around the world. David’s insights have been featured on thousands of media outlets. He is also the author of seven books including the acclaimed: It’s Not Who You Know, It’s Who Knows You!, Why Customers Leave (and How to Win Them Back), The Morning Huddle, and his newest book, Ridiculously Easy to Do Business With. The post 417: Be Ridiculously Easy to Do Business With with Customer Experience Expert David Avrin appeared first on Yael Trusch.

B”H Today on Jewish Money Matters, we’re with the authors of the newly released book, The Holistic You: Integrating Your Family, Finances, Faith, Friendships and Fitness, Rabbi Daniel & Susan Lapin. We didn’t have enough time to go through all of the 5 F’s, but we definitely delved into the intersection of family and finances, as well as faith and finances, and friendship and finances. One thing is clear though, these areas are all an integral part of our lives and the Lapins will help us do better at integrating them. I wish I could have hours to talk to the Lapins because they have so much wisdom to impart. Known as America’s Rabbi, Rabbi Daniel Lapin is a noted rabbinic scholar, best-selling author and host of the Rabbi Daniel Lapin Show on The Blaze Radio. He is one of America’s most eloquent speakers and his ability to extract life principles from the Bible and transmit them in an entertaining manner has brought countless numbers of Jews and Christians closer to their respective faiths. He and his wife, Susan, led the Pacific Jewish Center, in Venice, California for nearly two decades. They’ve counseled thousands of people through career crises, dating and marriage dilemmas, always applying ancient Jewish wisdom to solve contemporary problems. They’re both world renowned speakers in Jewish and non-Jewish circles, notorious for their accessible Torah based approach to life’s challenges. Here are the delightful and insightful Rabbi Daniel and Susan Lapin. Get the Book: The Holistic You: Integrating Your Family, Finances, Faith, Friendships and Fitness HERE. Get the Workbook that accompanies The Holistic You HERE. The post 416: Finance as Part of the Holistic You with Rabbi Daniel & Susan Lapin appeared first on Yael Trusch.

B”H Get money matters that will actually enrich your life, delivered weekly to your inbox at yaeltrusch.com/newsletter Are you ready to up your savings (or investing) game? Maybe this is the week to start a 52-week savings challenge. (If you want to take it up a notch, you can turn it into an investing challenge). In this episode of Jewish Money Matters, Yael explains what a 52-week savings challenge is, why do it, and how to do it. She answers a listener who is wondering whether her monthly automations to her investment account count as her savings challenge, so to speak. Another listener wants her money to grow, quick!. And another listener is wondering what type of account to open at Vanguard and whether they are a legitimate company. The post 415: Ask Yael: 52 Week Savings or Investing Challenge? appeared first on Yael Trusch.

B”H Learn the 5 Jewish Strategies for Business & Financial Fulfilment at yaeltrusch.com/strategies My guest today says, bitachon – reliance on G-d – is actually a very simple concept. I’m delighted to bring on a Rabbi whose books on bitachon I’ve read and taught many times, Rabbi David Sutton. If you’ve ever struggled with this concept and how to apply it in your financial life, today’s show is for you. Rabbi David Sutton is a rabbinical figure in the Syrian community in Flatbush. He and Rabbi David Ozeirey are the spiritual leaders of, and teachers in, the Yad Yosef Torah Center of Avenue J. As of late, he is the Director of SIMHA the sephardic initiative for mental health awareness. His daily audio messages on Bitachon and Emotional wellness are heard by thousands. His previously published titles include: The Sephardic Heritage Haggadah, Aleppo — City of Scholars, Stories of Spirit and Faith, Living Shabbos, and A Treasury of Sephardic Bedtime Stories and more recently the Beis Halevi on Bitachon and Ahavas Yisrael as well as two volumes of a daily dose of Bitachon. Rabbi Sutton and I discuss: the difference between bitachon and emunah, the impact of bitachon in our relationship with money, practical tips to master bitachon, and what Ashkenazim can learn from Sephardim when it comes to the application of bitachon and their relationship with money. This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org Subscribe to the money newsletter readers call “the email I’m always excited to get in my inbox” at yaeltrusch.com/newsletter.     The post 414: Bitachon & Your Relationship with Money with Rabbi David Sutton appeared first on Yael Trusch.

B”H Get your guide on teaching your kids how to manage money, the Jewish way, at yaeltrusch.com/kids In this episode of Jewish Money Matters, Yael Trusch shares some inspirational insights and practical tips on Chanukah and the topic of this podcast, money. Why give Chanukah gelt, how much to give, how to give it, the connection between lighting the Chanukah lights and our livelihood. This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org Subscribe to Yael’s newsletter at yaeltrusch.com/newsletter   The post 413: Chanukah & Money: Insights & Practical Tips appeared first on Yael Trusch.

B”H This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org Are you ready for some career advice? Cuz you’re about to get it from none other than Aliza Licht. Aliza is an award-winning marketer, bestselling author, podcaster, personal branding expert, and career development coach. She’s the founder of Leave Your Mark, a multimedia brand and consultancy, where she advises businesses and individuals on brand strategy. Credited as a social media pioneer and one of the first fashion influencers, Aliza was the former anonymous social media phenomenon DKNY PR GIRL. Her first book, Leave Your Mark: Land Your Dream Job. Kill It In Your Career. Rock Social Media, delivers career mentorship and advice for early professionals. Her career advice podcast by the same name has garnered over 1.8 million downloads. As a global mentor, she was named one of “America’s Next Top Mentors” by The New York Times and Business Insider’s “Top 20 Most Innovative Career Coaches.” Her second book, On Brand: Shape Your Narrative. Share Your Vision. Shift Their Perception is a comprehensive guide to personal branding and was awarded Best Book of 2023 in Business: Marketing and Advertising by the American Book Fest. Licht is regularly featured in the media, with appearances that include Good Morning America, The Today Show, E!, Bloomberg, and now Jewish Money Matters. I discovered Aliza’s work after October 7th, when she began using her voice and her skills as a communicator to stand up against terrorism, and antisemitism. Throughout our conversation, we speak about how to stay on brand, and how to choose what things will be on brand for you. Therefore, we had to discuss her decision to do something that may have been perceived as not on brand – using her platforms for Jewish advocacy. Listen how she was able to turn this into an “and,” not an “or.” Getting paid for your work, and the two critical things you need to consider very strongly whenever you’re presented with a career opportunity, so you can get over any self doubt you might feel and move forward. Money mindset, lessons she learned from her parents and more with the wise and wonderful, Aliza Licht. The post 412: Can your personal values be “on brand”? with Aliza Licht author of On Brand appeared first on Yael Trusch.

B”H This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org In this episode of Ask Yael on Jewish Money Matters Podcast, Yael answers a listener who is wondering if bitachon is a guarantee to get what we’re relying on G-d for. Also, a listener has an opportunity to invest her only savings in a real estate transaction. Should she do it? And one of the listeners has a child with a significant amount of money that is just sitting in the bank, but was told that anything she would do with the child’s money would be too risky. What does Yael think? Find out how to teach kids to manage money, the Jewish way at yaeltrusch.com/kids Join Yael’s weekly bitachon class for women at yaeltrusch.com/bitachon   The post 411: Ask Yael — My child has a lot of money. What do I do with it? appeared first on Yael Trusch.

B”H This episode is brought to you by American Friends of Yad Eliezer/B’ezri. Help our brothers and sisters in Israel by donating today at bezri.org My guest today is working with the people that others don’t want to work with – the influencers whose brand partnerships got cancelled after Oct. 7 and whose income has been affected because they’ve used their voice and platforms as advocates for the Jewish people, against terrorism and against antisemitism. Brian Spivak is the Founder of Barzel Media. Ever since October 7, Brian has become a public and motivational speaker, a prominent figure in Tel Aviv, and an essential leader in the Pro-Israel ecosystem, despite having no prior experience in that world. He hails from the world of tech, but after the events of October 7, Brian began volunteering with the Hostages and Missing Families Forum. There he led the influencer program, managed a team of volunteers, and ensured that influencers and celebrities could advocate positively for the hostages. Throughout his time there, Brian hosted numerous celebrities and influencers, spearheading powerful influencer campaigns that had a significant impact for the families involved. Witnessing the lack of support for the Pro-Israel influencers who were loosing partnerships and income, Brian knew he needed to help these digital warriors stay afloat and continue their important work. Brian founded Barzel Media whose mission is to create an “Economic Iron Dome” for Israel & Jewish people. Today we’re going to talk about the different ways Barzel Media tries to accomplish this. Brian and I talk about the challenges of taking on such a project, the lessons he’s learned about overcoming fears that have directly led him to where he is today in his career. Financial and life lessons that will definitely inspire you, with Brian Spivak. You can find Brian @barzel.media or barzelmedia.com The post 410: Creating an Economic Iron Dome for Israel & the Jewish People with Brian Spivak, Founder of Barzel Media appeared first on Yael Trusch.

B”H This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org In this week’s Ask Yael episode of Jewish Money Matters, Yael answers: Do I have to take maaser from social security income? Why pray if we trust in G-d? What are the percentages I should use to split my budget? Submit your questions and your wins to [email protected] The post 409 Ask Yael (Encore) appeared first on Yael Trusch.

B”H This episode is brought to you by American Friends of Yad Eliezer/B’ezri. Help our brothers and sisters in Israel by donating today at bezri.org Today on Jewish Money Matters, I sit with Daniel Schulman, Author of the newly released book The Money Kings: The Epic Story of the Jewish Immigrants Who Transformed Wall Street and Shaped Modern America. What was the impetus to embark on this project and did he hesitate because of its potential to fuel antisemitism? What were some of the things he learned about the Money Kings, surprises, disappointments and what would he still like to know if he had the chance to sit and interview them? We talk about antisemitism, assimilation and of course philanthropy – one of the most beautiful and significant legacies of the Money Kings. A little bit more about Daniel. He’s a journalist whose work has appeared in publications including the Boston Globe Magazine, Politico, Vanity Fair, the Washington Post, and Mother Jones, where he is the magazine’s deputy Washington, DC bureau chief. Schulman’s first book, Sons of Wichita, a biography of the Koch brothers, was a New York Times Best seller, a finalist for the Financial Times and won the McKinsey Business Book of the Year Award. He lives outside of Boston with his wife and sons. Here’s Daniel Schulman. The post 408: Daniel Schulman, Author of The Money Kings: The Epic Story of the Jewish Immigrants Who Transformed Wall Street and Shaped Modern America appeared first on Yael Trusch.

B”H This episode is brought to you by American Friends of Yad Eliezer/B’ezri. Help our brothers and sisters in Israel by donating today at bezri.org On this show of Ask Yael on Jewish Money Matters, Yael shares what to do if you have your child’s savings sitting on a traditional savings account and you want to be a bit more strategic about that money. Also, how to get through to one of the credit bureaus to report a mistake you find on your credit report. Submit your questions and your wins to [email protected]   The post 407: Ask Yael — What to do with children’s savings and how to fix a mistake on your credit report appeared first on Yael Trusch.

B”H This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org We’re kicking off the month of Kislev with a very special interview with David Nesenoff, author of I Never Met the Rebbe Many Times. David gives us a real look at the world of business. None of that fake stuff you see on Instagram. Real. What is entrepreneurship like, how do we have to see our efforts and our endeavors in this world? Spoiler: we need a Jewish lens. And David is here to help us refocus the lens to make sure it’s a Torah true Jewish lens. You’re going to love this one. David Nesenoff is a renowned speaker, rabbi, publisher, journalist, author, musician, and filmmaker. He was an anti-bias consultant for the U.S. Justice Department’s Civil Rights Monitors Office. His creative award-winning films have been screened by numerous venues including the Sundance Film Festival. He was the publisher and editor-in-chief of The Jewish Star newspaper in New York and The Jerusalem Observer in Israel. He’s spoken in over 700 Chabad Houses worldwide and is not planning on stopping. He received the National Jewish Hero Award from the Rohr Jewish Learning Institute. Nesenoff’s interview with journalist and dean of the Washington press corps Helen Thomas at the White House caused her international demise. She was banished from her front-row seat and journalism after her 60-year career of covering every president since Eisenhower. The interview and its aftermath also had a striking effect on Israel, international media, and anti-Semitism and personally transformed David Nesenoff’s life. And today you will hear how. The post 406: The business of tzedakah and more with David Nesenoff, Author of I Never Met The Rebbe Many Times appeared first on Yael Trusch.

B”H In this episode, Yael Trusch shares five common Black Friday sales scams to look out for as well as the most important things to consider before you hit buy, whether what your buying is on sale or not.           The post 405: Black Friday Scams to Look Out For & Some things to consider before you click buy appeared first on Yael Trusch.

B”H Rifka Lebowitz is back on Jewish Money Matters talking about the recently released, newly revised and updated edition of her book Smarter Israeli Banking: the ultimate insider’s guide to banking in Israel. Now for those of you who don’t have Israel on the plans or even who maybe have been there a while and have experience navigating the system, I still think you’ll gain a lot of valuable information. First of all, as Rifka walks us through the different updates in the Israeli banking system you will get a rather positive view of the way the Israeli banking system works. It often gets a bad rap but Rifka and I see a lot of positives in what is often seen as rigidity. So look out for that, as well as, well, we can’t help it… we do geek out about certain things that are pertinent to being smarter with our money, that apply to all of us regardless of where we are in the world. Rifka is a Certified Financial Planner CFP®, author, public speaker, and founder of the 40K member Facebook group, Living Financially Smarter in Israel. She is passionate about helping English speakers understand their finances, feel comfortable with their money, and succeed financially – in Israel. Catch my previous conversations with Rifka Lebowits: Episode 370: Ask Yael: Living, or Preparing to Live, Financially Smarter in Israel with Guest Expert Rifka Lebowitz Episode 167: Rifka Lebowitz, Founder of Living Financially Smarter in Israel     The post 404: Updates in the Israeli Banking System that everyone should know about with Rifka Lebowitz appeared first on Yael Trusch.

B”H On this episode of Jewish Money Matters, Yael Trusch answers a listener who is considering taking out a loan to pay off a Home Equity Line of Credit and Credit Card Debt. Also, a friend is concerned about a friend who might be missing out on compounded growth? And, is giving tzedakah in cash better than giving it through an online service or app? The post 403: Ask Yael — Is giving tzedakah in cash better than giving it through an online service? appeared first on Yael Trusch.

B”H Have you ever been stuck unemployed, or desperate for a career change, and not known who to call? Ghostbusters? Call Schatzy instead. He’s my guest today and he’s one of my favorite people on Linkedin. If you’re there, chances are you know him and love him too: Dovid Schatzkamer, or better known as Schatzy. Reserved and humble by nature, Schatzy is the founder of Parnassa Anchor, a not-for-profit organization providing free recruiting services that connect professionals with positions aligned to their strengths and goals, generating an impressive $3M in salaries annually. How did he come to create this? Schatzy is also a serial entrepreneur. He’s a business coach, a unique one. His special touch? Infusing the entrepreneurial journey with excitement and joy. His playful approach is evident in all aspects of his life, including the high-stakes world of business. In his spare time, Schatzy runs a play therapy practice, serves as Director of Business Development for a Special Education company, helps parents build strong and loving relationships with their children, and somehow still finds time to play the piano and violin, as well as indulge his passion as a gourmet chef. Schatzy’s WhatsApp status updates reach a thousand contacts daily, providing a mix of educational, chessed-oriented, and entertaining content. He is also on his 43rd cycle of study of the Gate of Trust – Shaar HaBitachon and has generously shipped out hundreds of copies at no charge. His mission is summed up in six simple words he often says: “How can I help? Call me.” And for those seeking his wisdom, Schatzy is just a call away at 1-888-Schatzy. The post 402: Up the Fun, Up the Bitachon & Lower the Stress with Dovid Schatzkamer (“Schatzy”) appeared first on Yael Trusch.

B”H On this episode of Jewish Money Matters, Yael Trusch answers a listener who’s concerned about married adult children’s expectations to receive financial support from their parents. How to manage those expectations? Also, a listener is very concerned for her friend who might be missing out on compounded growth by not knowing what the money in her retirement account is invested in – is it invested at all? – in addition to having her five figures cash savings sitting in a plain savings account instead of a higher paying high yield savings account. The post 401: Ask Yael appeared first on Yael Trusch.

B”H Post Presidential elections in the U.S., I’m in conversation with Yair Klyman, Founder of Klyman Financial. Yair is a Behavioral Financial Advisor and Financial Strategist, who also served in the IDF. How did he get from the IDF to building a business in financial services. A journey with many surprising twists and business lessons – I want you to take notes. An advocate for the Jewish people, Yair is also a huge financial literacy advocate and has made this one of the pillars of his thriving business. What is a values analysis and why is it so important that you do one? What was his upbringing like with money and what lessons did he learn – parents, you’ll want to take notes! Where does his passion for charity work and philanthropy come from? Again, you’ll be surprised. And if you’re wondering what a Trump presidency means for your finances, well Yair has the scoop for us and some practical take-aways. Yair is also the host of the popular podcast Resilient Riches. Check out my appearance there in Episode 44. You can find Yair on IG or Linkedin @yairklyman, or on his website klymanfinancial.com   The post 400: What does a Trump presidency mean for your finances? With Yair Klyman appeared first on Yael Trusch.

B”H Here’s the powerful lesson I learned from intentionally going about this past Tishrei in a completely different way than before. I wish it hadn’t taken me so long to learn it, so this is why I’m sharing it with you. This and a call to action because if you’re anything like me, as a Jew, you’re sick already about the state of affairs in the world (and no, I do not mean because of the elections). The post 399: A confession and lesson: What I finally learned this Tishrei appeared first on Yael Trusch.

B”H This interview highlights so many of the themes and values of this show and my work: family, faith, giving, meaningful work, and making money without sacrificing your values. My guest, Avital Eusgeld, is a mother and the founder of HiPitched, a boutique branding agency which focuses on strategic thinking and design, creating brands that ensure you are ‘a voice above the noise.’ With firm guardrails around her time (and energy), she’s managing to be present both for her children and her clients. What changed between her Bat Mitzvah – when she declared in front of family and friends that she’d be a stay-at-home-mom, and today? How is she doing it? What lessons did she learn from her industrious and philanthropic parents? Daughter of one of the first female stockbrokers in the London Stock Exchange, how did Avital adapt what was modeled for her, with her increased Jewish observance, in a way that works for her and her family? Starting from her early career in politics and venture capital, she transitioned into branding with a fearless, can-do attitude that landed her a $100,000 client as her very first project, at the young age of 24! You know I want to know more about that! A proudly observant Jewish woman, Avital’s story is filled with gems of wisdom about career growth, confidence, and maintaining a strong sense of self in every area of life. So, whether you’re an aspiring entrepreneur, navigating the world of branding, or balancing personal and professional ambitions, this conversation is for you. Here’s Avital Eusgeld. Learn more about HiPitched at hipitched.com The post 398: On Ambition and Values with Branding Expert, Avital Eusgeld – Copy appeared first on Yael Trusch.

B”H This interview highlights so many of the themes and values of this show and my work: family, faith, giving, meaningful work, and making money without sacrificing your values. My guest, Avital Eusgeld, is a mother and the founder of HiPitched, a boutique branding agency which focuses on strategic thinking and design, creating brands that ensure you are ‘a voice above the noise.’ With firm guardrails around her time (and energy), she’s managing to be present both for her children and her clients. What changed between her Bat Mitzvah – when she declared in front of family and friends that she’d be a stay-at-home-mom, and today? How is she doing it? What lessons did she learn from her industrious and philanthropic parents? Daughter of one of the first female stockbrokers in the London Stock Exchange, how did Avital adapt what was modeled for her, with her increased Jewish observance, in a way that works for her and her family? Starting from her early career in politics and venture capital, she transitioned into branding with a fearless, can-do attitude that landed her a $100,000 client as her very first project, at the young age of 24! You know I want to know more about that! A proudly observant Jewish woman, Avital’s story is filled with gems of wisdom about career growth, confidence, and maintaining a strong sense of self in every area of life. So, whether you’re an aspiring entrepreneur, navigating the world of branding, or balancing personal and professional ambitions, this conversation is for you. Here’s Avital Eusgeld. Learn more about HiPitched at hipitched.com The post 398: On Ambition and Values with Branding Expert, Avital Eusgeld appeared first on Yael Trusch.

B”H Sign up to Yael’s Art of Jewish Giving online course, at yaeltrusch.com/giving In this episode of Jewish Money Matters, Yael addresses an issue about people’s disappointment with G-d because they pledged money last Rosh Hashana and didn’t see 10x materialize in income throughout the year. What is wrong with this approach and how do we correct it? Listeners also ask about tithing or taking maaser on a tax refund, finding a Rav to ask maaser questions, and more. Download the free ez-maaser app at ez-maaser.com. The post 397: Ask Yael: Giving is Not Gambling appeared first on Yael Trusch.

B”H In this episode, Yael shares a powerful story as a reflection leading up to the holiday of Simchas Torah, and one year since the horrors of October 7th. To read more about the story, get the book Never Again by Abraham Foxman HERE. Get the book Jews & Money: The Story of a Stereotype HERE. The post 396: How will we dance this Simchas Torah? appeared first on Yael Trusch.

B”H Secure a 1:1 financial or business strategy session with Yael at yaeltrusch.com/coaching Join Yael’s weekly newsletter at yaeltrusch.com/newsletter   This week Yael answers: How much savings do I have to have before investing? How to choose a business when I have multiple choices? And do I need to start a new career to run a successful business? What if I have whole life insurance and now regret not having purchased term life insurance?   The post 395: Ask Yael: How much savings do I have to have before I start investing? (Encore) appeared first on Yael Trusch.

B”H This episode first aired on Jewish Money Matters on December 12, 2022 Real estate, as my guest today suggests, is still some sort of boys’ club. Fortunately, we have women like Atara Twersky helping change that. Atara is on a mission to help professional women understand Real Estate as an asset class, and helping them invest, so that they can spend time doing the things they love with those who they love. Atara, is the founder and principal owner of Ascendo Capital, LLC where she specializes in finding off market properties in thriving areas around the Country. Atara is also a securities litigation attorney advising public and private institutions throughout the world concerning shareholder rights as they relate to class action and individual direct action claims arising under U.S. federal and state laws. Wife, mother of three, proud Jewish woman who paved her own path in real estate, Atara is here to teach us about its great potential and how to tap into it. Some of the questions Atara, and I discussed to help you understand a little bit better the opportunity to be had in real estate: What is a limited partnership and what is the role of the Sponsor or General Partner? How did Atara get started in Real Estate and why? Why would you want to become a Limited Partner? And tons more in this conversation that will definitely help demystify Real Estate investing for you. The post 394: Demystifying Real Estate Investing with Atara Twersky (Encore) appeared first on Yael Trusch.

B”H Sign up for a coaching and strategy session with Yael at yaeltrusch.com/coaching Get 5 Strategies for Business & Financial Success at yaeltrusch.com/strategies Enroll in the Ladies’ Developing Trust class at yaeltrusch.com/bitachon Today on Ask Yael Friday, Yael answers two questions on bitachon – trust – both in business as well as in financial matters, as well as a question on Fidelity’s options for those who are looking to park savings. The post 393: Ask Yael appeared first on Yael Trusch.

B”H Join Yael’s weekly Ladies’ Developing Trust class at yaeltrusch.com/bitachon Get Yael’s 5 Strategies for Business & Financial Fulfillment at yaeltrusch.com/strategies The lovely Joyce Azria, daughter of fashion mogul Max Azria of BCBG fame is with us today. Fashion Icon, Entrepreneur, Joyce Azria really gets what our relationship with money is like, and what it’s all about. She’s seen and lived with a ton of wealth and also with a ton of fear of losing it, because, well… she’s also known what it’s like to not be able to make payroll, or not pay rent on time, loose a lot of money, make a lot, fail at businesses and win. As the oldest child of Mr. Max Azria, plus the only one of his children who ever worked inside his fashion empire for an extended period of time, Joyce was privy to experiences with money that most young children and teens do not have. What was the result in terms of her money story? What were the parts of that story that she decided to re-write later in adulthood, and which did she decide to keep? The role of bitachon in our business and financial life. Why is looking at our relationship with money so vital to our personal growth and success? This and much more with the lovely and beautiful Joyce Azria. The post 392: Being in a Loving Relationship with G-d & with Money with Entrepreneur and Fashion Icon, Joyce Azria (Encore) appeared first on Yael Trusch.

B”H If you want to apply to Yael’s Momentum Membership for women, click HERE To listen to the full episode 305 on Retirement with Emily Guy Birken, click HERE. Today I’m going to share an insight on the topic of retirement. I know it’s a dreaded topic and last week I shared a few insights about it. Today we’re going to get a bit more tactical and I’ll share something you may have heard me talk about before with regards to how to do your money allocations. In other words, which bucket do I want this money to go to? Well, that will depend on the time frame in which I’m looking to have access to that money. And of course, the type of account that you would use for the money in a given bucket might be different than other money in another bucket, because of the timeframe in which you need that money and consequently, the amount of risk that you’re willing to take based on the time frame. Well, today we’re going to introduce the idea that you can think in the same way about allocating your money during retirement. Hopefully, similar to last week’s minisode, today’s will help you gain a positive perception of retirement and calm some of the fear and overwhelm that tends to happen around this topic. Take a listen. The post 391: Minisode — Thinking of Retirement Savings in Buckets appeared first on Yael Trusch.

B”H Download the ez-maaser app from your app store or by going to ez-maaser.com/get Sign up to The Art of Jewish Giving at yaeltrusch.com/giving We’ve all been in financial difficulties, at times. My guest is no exception and he’s always come out better on the other side. To what does he credit his financial successes and turnarounds? Exclusively to maaser and to chomesh. That is giving 10% or 20% of your net income. Joel is a high tech entrepreneur and executive, living in Israel for over thirty years. He takes us through his first initial encounter with the concept of maaser, what got him to try it out, and what got him to stay committed to it for life? When did he level up to chomesh and why? I knew Joel was very passionate about chomesh – which is not a topic people speak about often – and that had a lot to share. And boy was I right. But, little did I know that we’d also come out of this episode with an awesome chomesh and maaser tracking tool. Joel took his extensive experience in tech combined with his experience carefully upholding the halachos of maaser and chomesh and provided the Jewish world with a wonderful gift: the ez- maaser app. Joel and I not only discuss his journey, but also talk about the importance of having a Rav that you consult with. Oh and wait till you hear his full answer on what to do when we’re racking up debt because we’re experiencing an income challenge. Joel shared beautiful stories and I have no doubt that you’ll really get the power of maaser and chomesh, and will be inspired to up your “giving game”. Here’s Joel Rosenstein. The post 390: The Power of Maaser & Chomesh with Joel Rosenstein appeared first on Yael Trusch.

B”H If you want to apply to Yael’s Momentum Membership for women, click HERE To listen to the full Episode 305 on Retirement with Emily Guy Birken, click HERE. Today we start the week on Jewish Money Matters with a minisode on a topic that not too many like to talk about – retirement. But we’re not getting into the weeds of retirement. In fact if you want to get into the weeds, I suggest you tune into Episode 305 with Emily Guy Birken. We did an entire episode just on retirement, tackling the audience’s questions on the topic. Today we’re zooming out for a few minutes and reframing the concept of retirement, something we probably should do before we even start talking about retirement – which for some is such an anxiety laden topic. We first need to make sure we’re very clear on he Jewish perspective on work and making a livelihood as this is going to inform how we view and approach retirement. It’s the starting point of a reframe on retirement. Take a listen. The post 389: Minisode — Reframing Retirement appeared first on Yael Trusch.

B”H Apply to Yael’s Momentum Membership for women HERE. Download the Ten Tips for Money Date Success HERE. This week on Ask Yael’s episode of Jewish Money Matters, Yael answers: How to create a calm money date How to talk about money when spouses have completely different money stories How to talk about money if a spouse completely shuts down when the topic comes up How to get out of $100k in debt The difference between a money market fund and money market account Where to get fiduciary financial advice?   The post 388: Ask Yael — How do I get out of $100k in credit card debt? appeared first on Yael Trusch.

B”H If you want to apply to Yael’s Momentum Membership for women, click HERE. To get on the waitlist for G-d Wants You To Be Rich click HERE. You’re listening to Jewish Money Matters, I’m Yael Trusch, your Host. Today’s minisode is short but it packs a punch. This is a very very short sliver of an extremely powerful conversation I had with copywriter and business coach, Naomi Rubner. Naomi was a Guest Expert inside my G-d Wants You To Be Rich Program and inside my Momentum Membership earlier this year and this conversation was one of the highlights of our sessions. Inside the Membership we’ve gone back to this conversation over and over again, reviewing the lessons learned and applying them. I grabbed a piece of the conversation that is not often spoken about and I think needs to be addressed more: The difference between working with a secular coach and one who’s worked is informed by Torah values. Enjoy! The post 387: Difference between working with a secular business or money coach and one with Torah values appeared first on Yael Trusch.

B”H Today is Part 2 of Dealing with Financial Anxiety with therapist and social worker, Rus Devorah Wallen. Today we explore what happens after we’ve created the space between stimulus and response. What are we going to do? Rus Devorah teaches us about what she calls “Replace It.” In the conversation, she reiterates the importance of the work of meditation and breathwork, so that we calm the mind and prevent it from spiraling out of control when things are not going “our way.” And the conversation then takes us beyond that, into replacing the negative thoughts, the proper use of affirmations, taking positive action and the boundaries that need to be created to support those actions. Rus Devorah Wallen is the Founder of Toratherapeutics®, social worker, psychotherapist, and certified integrative mental health professional. The post 386: Dealing with Financial Anxiety Part 2 with Rus Devorah Wallen, LCSW, ACSW, CIMHP appeared first on Yael Trusch.

B”H This interview is vulnerable, rich with personal stories, includes a meditation – yes, you heard that right – don’t do it while you’re driving though – and even a part two. Today we’re talking about financial anxiety with therapist and social worker, Rus Devorah Wallen. Rus Devorah Wallen is the Founder of Toratherapeutics®, an accomplished musician, performer, social worker, psychotherapist, certified integrative mental health professional, coach, and educator who conducts workshops worldwide that improve emotional wellbeing. She’s an alumna of the Wurzweiler School of Social Work (Yeshiva University), the University of Cincinnati College-Conservatory of Music, and Machon Alta Women’s Institute (Safed, Israel). Her workshops and presentations are woven with practical ideas for improving emotional wellbeing, self-regulation, and incorporating holistic techniques such as sound healing, integrative nutrition, neuroscience, and therapeutic meditation. Additionally, by distilling eternal Torah concepts, she creates cutting-edge, research-based practical tools for the lay public. She has produced NOGA® Sound Solutions, which is a collection of various meditations and relaxation recordings under the rabbinic supervision of Rabbi Yehoram Ulman, Senior Judge in Sydney, Australia. Sprinkled with Torah wisdom, practical psychology, and personal stories, this is the beginning – a candid and vulnerable entryway – into a conversation that will make you feel for sure less alone, much more hopeful and much more empowered to take care of your own mental wellness. Here’s the first of a two part series with Rus Devorah Wallen. The post 385: Dealing with Financial Anxiety Part 1 with Rus Devorah Wallen, LCSW, ACSW, CIMHP appeared first on Yael Trusch.

B”H What can the process of labor and birth teach us about dealing with the current birth pangs of Moshiach? Yael offers a unique, refreshing and feminine perspective to help ease the pain and expedite the process of labor and ushering the Final Redemption. Subscribe to Yael’s newsletter: yaeltrusch.com/newsletter The post 384: Minisode — Labor Pains: Easing and Expediting the Process of Redemption appeared first on Yael Trusch.

B”H Today on Ask Yael Friday on Jewish Money Matters, Yael addresses: The difference between financial infidelity and financial irresponsibility; A wife who feels her husband is spending all the money that he makes; Should we be concerned that $100 million dollars were raised in the US for Torah learning in Israel while US families and kids struggle to pay tuition? Download The Ten Tips for Money Date Success at yaeltrusch.com/moneydate Read Yael’s article Labor Pains, HERE – all about lessons from labor that can help us ease the pain and expedite the coming of Moshiach at time of these intense birth pangs. The post 383: Ask Yael –Financial Infidelity vs Financial Irresponsibility appeared first on Yael Trusch.

B”H Subscribe to Yael’s newsletter, deemed by many as “fun, educational, engaging,” and “the only ‘marketing email’ I ever open”: yaeltrusch.com/newsletter This week on Ask Yael, Yael answers the following questions from the audience: Should I use money in a CD earmarked for my son’s Bar Mitzvah to pay a debt with the IRS? Why put money in a high yield savings account, instead of a mutual fund? Should I use my savings to buy a vacation home with my family? The post 382: Ask Yael: Should I buy a vacation home with my family members? appeared first on Yael Trusch.

B”H Put on your thinking caps because Rabbi Manis Friedman is here, and he will probably shred apart all the assumptions you’ve been operating under – when it comes to money – and even assumptions you didn’t even know you had. Rabbi Manis Friedman is a world-renowned author and lecturer. He’s YouTube’s most popular Rabbi, with over 300,000 followers. He is widely recognized for his thoughtful approach to almost every major issue that plagues society. Rabbi Friedman has written 5 books with more on the way and has been featured on CNN, PBS, BBC, and TEDx and now Jewish Money Matters. Well known for his marriage advice, I had to take the opportunity to discuss with him the hot topic of marriage and money, of course. It’s not so simple as to say money is a cause of problems in marriage. There’s something deeper here which Rabbi Friedman will make you think about. Which of course led me to ask about the role of men and women, husband and wife, when it comes to money, making a livelihood, and making financial decisions. Some of what you will hear might shock you. And speaking of making a livelihood, how are we to view our endeavors when they are not producing what our needs demand? Being happy with your lot, and being ambitious, how do we reconcile those? Is ambition not a good thing? Should we not be asking G-d for, and even working towards more? The challenge of wealth – and why we should all welcome it – and more, with the illustrious Rabbi Manis Friedman.   The post 381: Marriage, money and the personality of wealth with Rabbi Manis Friedman appeared first on Yael Trusch.

B”H My guest today says failure is inevitable on the road to success. In fact, he tell us to hurry up and fail. But, beware cuz Not all failures are created equal. Some will not lead to progress at all. Today we explore this fascinating topic with the Author of Hurry Up and Fail, How Success Rises From The Ashes of Failure, Dave Mason. We go into dissecting failures, engineering failures that will lead to success, and minimizing the downside of failure. If you’re in business, failures can be very costly? Is there a way to mitigate the risk? And how does fear of rejection – a type of failure – impact our ability to make more money? The upside vs the downside of negotiating for more money. Listen up, you might be leaving money on the table for no reason at all. Dave Mason is a personal growth junky, business owner, coach and author of many books. He’s a friend of the show. Happy to have Dave back, always an insightful conversation. Much to learn here. Definitely worth grabbing this book. I’ve already read twice. Dave defines his mission as learn, grow, teach, and as you can imagine this might have a lot to do with his decision to write a book about failure. Stranger to it? Probably not! Here’s Dave Mason. Buy the book at https://amzn.to/4esO9VB The post 380: How to Embrace and Even Engineer Failure, and Why, with Author of Hurry Up and Fail, Dave Mason appeared first on Yael Trusch.

B”H Join Yael’s Free Webinar From Purpose to Profit June 3 at 12 pm EST at yaeltrusch.com/webinar Today Yael answers a listener who’s struggling with patiently waiting for sign ups to her summer side hustle. A listener wants to know if the fact that he pledged a certain amount of money for charity by Rosh Hashana, means he will make 10 times that in income by then. Another listener is feeling down about having had to take a day job because her coaching practice is still not paying her enough to cover her expenses. Let’s see what Yael has to say about all that.     The post 379: Ask Yael: Feeling Disappointed About Taking a Day Job appeared first on Yael Trusch.

B”H Today we’re talking about rejection, taking risks, wanting more, and when being needy or attached to the outcome be it a financial outcome, or other, backfires, all with New York Times Best Selling Author, Harlan Cohen. Harlan is my new favorite person on Instagram. Or like I told him, I want to be Harlan when I grow up. Not because he has a huge social media following – which he does, but because he’s doing wonderful work through his books – 7 of them already – online courses, seminars, and more, helping countless people take risks and navigate change. His advice is directed at the youth transitioning into college, but honestly it’s applicable to all of us. A little bit more about Harlan, He’s a journalist who’s visited over 500 high school and college campuses. He’s authored 7 books, with over 1 million copies in print. Among them: Win or Learn: The Naked Truth About Turning Every Rejection into Your Ultimate Success, as well as The Naked Roommate: And 107 Other Issues You Might Run into In College. Harlan is a frequent guest on television and radio programs, hosts The Harlan Cohen Podcast, and has popular social media accounts with over 1 million followers across platforms. He hosts Best First Year, a college success and coaching program for students and parents. He’s a husband and father of three, and as you’ll soon hear a real mentch – a really good human. The post 378: Turning Rejection Into Success with NYT Best Selling Author, Harlan Cohen appeared first on Yael Trusch.

B”H Today, Yael is in conversation with the Founder of superjuice, Maggie Gallant. Listen as Maggie actually helps you re-write your money story. So many juicy pieces to this interview: her start as an entrepreneur at age 21; how she set out to do other people’s work so much better; how she recognized that her own money story needed a bit of re-writing if she was going to succeed as an entrepreneur. And finally, her love and enthusiasm for her career is quite contagious. Maggie Gallant is a Marketing Strategist and Brand Storyteller for the top entertainment companies and most iconic brands. She’s catapulted her clients into the pop culture dialogue with her award-winning campaigns for brands like: HGTV, Warner Bros. Discovery, Hulu, ABC, Freeform, Dylan’s Candy Bar, Tropicana, The Kentucky Derby, The Billboard Music Awards, Skinnygirl Cocktails, and more. superjuice was recognized as the Top Entertainment Agency of The Year (PR Net) and made the list of Atlanta’s Largest Public Relations Firms (Atlanta Business Chronicle). She is often interviewed on the topics of cultural trends by outlets including “TODAY,” “Good Morning America,” HLN, NY1 and Entrepreneur. The post 377: How to Create a Super Juicy Brand Story (and life!) with superjuice Founder, Brand Strategist, Maggie Gallant appeared first on Yael Trusch.

B”H Join Yael’s newest online course: The Art of Jewish Giving at yaeltrusch.com/giving In this episode of Ask Yael on Jewish Money Matters, Yael answers a listener who struggles with giving the homeless who might use the money to buy drugs, as well as a listener who wants to know if she has enough life insurance. Finally, another listener wants to know if she needs life insurance. The post 376: Ask Yael –Do I give money to the homeless on the street? appeared first on Yael Trusch.

B”H Join Yael’s newest online course, The Art of Jewish Giving at yaeltrusch.com/giving In this episode of Ask Yael on Jewish Money Matters, Yael answers a mother who wants to know whether to pay her kids for household chores or not. A listener wants a raise, let’s hear how to go about negotiating this. And if you’ve ever felt embarrassed to ask for a discount on your tuition bill, then tune in, because Yael helps a listener who is struggling with her husband’s request for a deep discount in tuition. The post 375: Ask Yael: Embarrassed To Ask for a Discount on Tuition? appeared first on Yael Trusch.

B”H In this episode of Ask Yael Friday on Jewish Money Matters, Yael takes the opportunity to provide an insight on Passover, by helping us look at the question: “Is Our Head in the Right Place?” Thanks to Rabbi Ari Shishler for this insight. The post 374: Is Our Head in the Right Place? A Passover Insight appeared first on Yael Trusch.

B”H If you like the sound of life without laundry, you will love today’s interview. It’s one of the best entrepreneurial stories I’ve heard so far. But it’s so much more than that. Today in Jewish Money Matters I’m in conversation with Mort Fertel, co-founder and CEO of Poplin, a nationwide peer-to-peer marketplace for laundry. The first and only nationwide laundry service company, Poplin is in 500 markets nationwide, 8,000 zip codes, 48 states solving a problem we all have – we spend too much time doing laundry, time which we could direct elsewhere. Mort’s accomplishments extend beyond his entrepreneurial endeavors. He is a highly acclaimed best-selling author and has been the subject of a captivating documentary directed and written by Toroes Thomas. Mort’s expertise and achievements have garnered significant media recognition, with appearances on Fox Business News, Business Insider, CBS, and NBC, and now Jewish Money Matters. Mort Fertel shares a perspective on money that I want you to pay attention to. He calls his relationship with money, “deliberate” and you’ll soon see how. Not only is it deliberate, but it’s wise and healthy. There’s the need for purpose and profit , the modesty, the intentionality, the importance of saving and investing, not giving too much money to our kids, being charitable and so much more. Pay attention to what he says about modesty and money. There are really wonderful lessons in this interview, that I know if internalized and implemented can change your life in very good ways. So, no this interview is not just about the possibility of life without laundry, it’s about so much more. You will enjoy this one. Here’s the wise Mort Fertel. You can download the Poplin app onto your phone to get started, or you can head over to Poplin.co, where you can learn more about Poplin, create your account so you can hand off your laundry to Poplin’s laundry pros, or hey maybe you want to earn a nice income on the side becoming a laundry pro. Send in your questions for Ask Yael via email [email protected], or dm on Instagram @yaeltrusch. The post 373: Way More than a Life Without Laundry, with Poplin CEO & Entrepreneur Mort Fertel appeared first on Yael Trusch.

B”H In this episode of Ask Yael Friday on Jewish Money Matters, Yael answers the Purim FAQ’s related to fulfilling the mitzvot of Purim, some of which involve money, of course. Additionally a listener is struggling with a frustration with life insurance, money in general and is desperately seeking non-chassidic financial advice. Listen up to see what recommendations Yael has for her and for many struggling with the same financial frustrations. To join Yael’s weekly bitachon class for ladies go to yaeltrusch.com/bitachon. The post 372: Ask Yael: Purim & Money FAQ’s, money frustrations & where to get non-chassidic financial advice appeared first on Yael Trusch.

B”H Do you think in hundreds, thousands, tens of thousands? What might be the impact of that in your financial life? Business life? Today on Jewish Money Matters Podcast, I’m in conversation with Estie Starr. Estie is the Founder of Starr Business Solutions, a multinational business consultancy that’s focused on helping small business owners scale their businesses to make big profits. She believes very strongly that people can build professional and profitable businesses doing what they love, and she’s here to guide them so they can bring their vision to life with a lot more ease. More money, less headache is her tagline and she means business. Estie has been a certified professional coach for over 12 years. Yes, she can help you turn your talent, hobby, certification or skill into a professional and profitable business. While Estie says there is no one path to do that, we get very specific into the business fundamentals and marketing principles that you need regardless of what type of business you’re in. She was born with a knack for business, but business wasn’t always in the plans. In fact, while she had been an entrepreneur since the age of ten, she ended up as a business coach in a roundabout way that turned out to be just perfect, positioning her to better understand and serve her clients. Almost as if by chance there’s a spiritual and religious journey here too. Listen to the surprising reason why she majored in marketing, and the journey that led her into the business coaching world. You can find her at estiestarr.com, instagram or linkedin @estiestarr. Be sure to check out her free three day marketing challenge at estiestarr.com/freegift.   The post 371: More Money, Less Headache with Business Coach, Estie Starr appeared first on Yael Trusch.

B”H Today’s Ask Yael invites Rifka Lebowitz, CFP founder of Living Financially Smarter in Israel, to the show to help answer audience questions about managing finances as an ole – a new immigrant in Israel. These are questions that the audience, some who are already living in Israel and some who are seriously considering the move, asked. Rivka specializes in helping English speakers live financially smarter in Israel. You can find Rifka Lebowitz, CFP at rifkalebowitz.com The post 370: Ask Yael — Living, or Preparing to Live, Financially Smarter in Israel with Guest Expert Rifka Lebowitz appeared first on Yael Trusch.

B”H Calling all budding entrepreneurs in the audience; those of you are just starting, or maybe thinking of starting your own venture. There’s so much to learn from today’s conversation. My guest today is fashion designer Rivky Itzkowitz. How did Rivky go from a girl who loved looking at designs on the runways and red carpets of the world to an entrepreneur. The shocking, unexpected realization she had as a wholesaler selling her designs to clothing stores catering to the modest Jewish consumer, and how that led to a major pivot in her business. Rivky now designs and sells one of the very few, if not only, size inclusive modest fashion lines in the market, in addition to being a voice of reason, support, and education, around the topics of diet culture, body image, and weight stigmas. And of course, teaching you how to dress for your shape not your size – something I have to admit I only through this conversation. We talk about pricing, time management, the social media “monster,” and more. Commonsensical, no nonsense business advice, well – life advice – take notes ya’ll, from the delightful and hilarious Rivky Itzkowitz. You can find Rivky @impact.fashion.nyc and impactfashionnyc.com and be sure to catch me on her podcast, Be Impactful.   The post 369: Be Impactful and more with Rivky Itzkowitz, Founder of Impact Fashion appeared first on Yael Trusch.