Jewish Money Matters

B”H 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 Capit...

B”H Today, instead of answering listener’s questions, I will take a break from the mic, and rest my voice as I’m getting ready for my 5 Day Free Retreat, I’m Ready- Discover Jewish Money Secrets That Will Make You Richer . You can register for that event at yaeltrusch.com/retreat . And so, instead of listener questions, I will bring you answers to the questions Life Coach Miriam Gitlin asked me re...

B”H Ok, so I recently was in a panel about marriage and money and had a chance to address a question on guilt, which maybe just maybe you’ve faced, so I want to make sure you hear this. The question came from a woman whose husband did very well financially during COVID, but shortly after things went south and he hasn’t seen much success since. She says she’s been trying to be supportive, but she a...

B”H On this episode, I speak all about Bringing Bitachon (Trust) Into Your Business . Whether you’re in business or not, believe me, I think you will gain something from this. What you’re about to hear was my presentation at the wonderful Frum Service Providers’ In Business Summit, hosted by Temima Gass.  Temima Gass is the founder of Uncommon Strategy, and she helps female business owners with ev...

B”H In this episode of Ask Yael: * The Gate of Trust instructs us not to be like those who ask G-d for collateral.  Does this fit in with saving for our short term and long term goals? * Yael gives some more details on the benefits of a custodial Roth IRA, benefits over a custodial traditional IRA, and an UTMA account. To get on the waiting list for G-d Wants You To Be Rich , click on yaeltrusch.c...

B”H Edmund Safra was considered by many the greatest banker of the second half of the twentieth century. Despite his public achievements building a global financial empire, Safra remained a very private man and to many, a mystery. Why? You’ll soon hear from my guest today, Daniel Gross, who masterfully reconstructed Safra’s life in a book that highlights Mr. Safra’s timeless banking principles, hi...

B”H This week, Yael answers listeners’ questions about: * Rolling over a 401K plan? * The impact of kids’ and parents’ investment accounts on college financial aid?  * Should a listener continue investing in her 401k if she has access to an employee stock ownership plan (ESOP)? You may also like | Puede que también te guste Dina Hurwitz: una historia de esperanza e inspiración Episode 109: Meeting...

B”H My guest today grew up with the feeling that nothing is too big for her.  Today Chany is the CEO of Cavalry Associates, a design and expediting firm with in-house Architects, Engineers, and expeditors that specialize in obtaining all approvals and permits for NYC construction projects which has very rapidly become an industry leader. She thought she was going to open a property management comp...

B”H How should we make financial and business decisions? My guest, basketball superstar Tamir Goodman shares some of what’s helped him, not just with regards to money and business, but in basketball and in life.   Tamir was dubbed the Jewish Jordan by Sports Illustrated in 1999. He’s a former professional basketball player and current successful entrepreneur, coach, educator and motivational speak...

B”H * Do we have to give maaser on our unrealized investment gains? * How do we account for products and services donated? Is that part of maaser? * How to prioritize retirement investments from other investments? The article referenced is How to Give Maaser: Ultimate Investment . ODEO Academy starts November 6th, and you can get $100 using the code JLP at checkout at odeoacademy.com/jlp You may a...

B”H My guest today is Ari Shonbrun. Of the 662 Cantor Fitzgerald employees at work in the upper floors of the World Trade Center on September 11th of 2001, only three survived. My guest is one of them. Mr. Schonbrun is a renowned inspirational speaker, and the author of Miracles & Fate on 78. He is also the host of Whispers & Bricks Podcast and the creator of Whispers & Bricks Coaching Academy . ...

B”H Today on Ask Yael, Yael answers listeners’ questions on: * Allocating business revenue, and where does the maaser – tithing – come in? * How to invest for retirement vs short term goals, if you already have a savings cushion? * Entrepreneurs be discouraged from raising their prices… What should they do? And if you’re thinking of a career in digital marketing? Check out ODEO Academy at odeoacad...

B”H Ever thought of starting a career in digital marketing? This show’s definitely for you. But, even if digital marketing is not your jam, stay with me because you’ll find this conversation incredibly uplifting and refreshing. I mean, I love a conversation where divine providence comes up over and over again, especially when it’s a conversation about entrepreneurship, business… making a living. T...

B”H We all know Tishrei demands a financial investment. In a year where costs are higher and income might be lower, we might feel the financial pressure of the demands of the High Holiday season even more. How do we put this all into perspective? How can we approach this so we are not consumed with stress over financial matters? Always weaving the practical with the spiritual, Yael shares a Torah...

B”H * What is reasonable to spend during the Tishrei Holiday Season? * How can I save and give chomesh, or 20% of after-tax income?  These questions, answered, along with a message of inspiration for your Yom Kippur and Sukkot season in this episode of Ask Yael. You may also like | Puede que también te guste 237: Ask Yael Rosh Hashanah Brisket Books Read April & May 2019 Episode 122: Kaley Zeitoun...

B”H In this minisode, Yael addresses a Rosh Hashana paradox: How can we crown the King, completely surrender to Him and at the same time show up and ask for our physical needs – like our money!? The story of Chana, read in the haftarah of Rosh Hashana, explains this dilemma and teaches us an important lesson about prayer on Rosh Hashanah and every day. You may also like | Puede que también te gust...

B”H Today we’re getting ready for Rosh Hashana with the amazing Rabbi Simon Jacobson, one of the most renowned Jewish scholars and speakers in the world. Rabbi Jacobson has lectured to diverse audiences on six continents and in forty states on psycho-spiritual issues and applying Jewish thought to contemporary life. His voice is rooted in the timeless teachings of Torah, yet at the same time is pr...

B”H This week Yael answers: * How much financial responsibility to give a college aged child? How to help them through that transition, especially when managing their UTMA account? * Should I buy a whole life insurance policy for my children as a way to build their wealth? * When should I start investing for my child’s college education and should I invest in my states pre-paid college plan? * I’m...

B”H Are you feeling sluggish, got brain fog, your stomach doesn’t feel right, your skin breaks out, something’s just feeling off? Well, you might want to learn how to better discern what you’re putting on your plate – your plate of food and of everything else. From the food you eat, the amount you sleep and the way you handle natural stressors…. today we’re addressing it all. My guest today, welln...

B”H Want to know what to do about the taxes you need to pay on your dividend earnings? Yael tackles a lot of that today, as well as suggestions on how to shift from a side-hustle mentality and operations to more of a CEO. You may also like | Puede que también te guste Wednesday Wink || Giñada divina Girls’ Bedroom Inspiration 266: Trusting Yourself Around Abundance with Certified Weight Loss Speci...

B”H This minisode is fully dedicated to the topic of rejecting or embracing abundance? Asking for it? Should we. Yael tells the story of Rabbi Chanina Ben Dosa and the golden table leg and shares a beautiful interpretation and anecdotes from Jewish life that will surely leavely you comfortable with asking for wealth!  You may also like | Puede que también te guste Corteza de chocolate para Shabbat...

B”H Are you naturally organized? My guest today says you don’t have to be. It’s a learned skill and when you learn it, you will become more flexible, you’ll be able to spend time and energy doing what you enjoy the most, and you’ll even serve G-d better.  My guest is Rebekah Saltzman, Professional Organizer and Author of the newly released book Organized Jewish Life​ . Timely topic as we’re gettin...

B”H This week on Ask Yael, Yael answers a question on how to prioritize our giving, as well as the proper way to give to another according to Judaism. She tackles budgeting, and earning more money, with a good combination of practical and spiritual tools. Feeling like earning more is impossible? Hear what Yael has to say about that question. Sprinkled with stories and Jewish references, this is an...

B”H On today’s Minisode, Yael speaks about how Jews can positively impact our environment in the workplace. You may also like | Puede que también te guste Reflections on Tu B’Shvat || Reflexiones sobre Tu B’Shvat El calendario judío 226: I’m Ready Retreat with Yael Trusch, Day 5 OUR Jewish Education 234: Ask Yael B”H On today’s Minisode, Yael speaks about how Jews can positively impact our environ...

B”H You’re listening to Jewish Money Matters, I’m Yael Trusch your Host. Welcome to the show! Today I’m pleased to introduce you to a fiduciary financial advisor who is also clear on and comfortable with the Jewish perspective on money and wealth creation, Selwyn Gerber . Selwin is an economist, CPA and investment advisor. He’s a founding member and Chief Strategist of RVW Wealth LLC, wealth advis...