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 gusteDina Hurwitz: […] The post 290: Ask Yael appeared first on Yael Trusch .
Nov 25, 2022
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. […] The post 289: Lessons in Entrepreneurship with CEO, Chany Rosen appeared first on Yael Trusch ....
Nov 21, 2022
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 […] The post 288: Tamir Goodman appeared first on Yael Trusch ....
Nov 07, 2022
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 post 287 Ask Yael appeared first on Yael Trusch .
Nov 04, 2022
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 […] The post 286: Ari Schonbrun, Surviving 9/11; Thriving in Life appeared first on Yael Trusch ....
Oct 31, 2022
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 […] The post 285: Ask Yael appeared first on Yael Trusch .
Oct 28, 2022
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 […] The post 284: Divine Providence and Digital Marketing Converge with Danny Gavin, CEO of Optidge and Founder of ODEO Academy appeared first on Yael Trusch ....
Oct 23, 2022
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 […] The post 283: Minisode — Tishrei Expenses Stressing You Out? This Might Help! appeared first on Yael Trusch ....
Oct 04, 2022
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 guste237: […] The post 282: Ask Yael appeared first on Yael Trusch .
Sep 30, 2022
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 […] The post 281: Minisode — Asking G-d for Money on Rosh Hashana!? appeared first on Yael Trusch ....
Sep 22, 2022
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 post 280: Bestselling Author and Founding Dean of The Meaningful Life Center, Rabbi Simon Jacobson appeared first on Yael Trusch ....
Sep 19, 2022
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 […] The post 279: Ask Yael appeared first on Yael Trusch .
Sep 16, 2022
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 […] The post 278: Chart your path to health & wellness with Wellness Advocate, Colette Brown appeared first on Yael Trusch ....
Sep 13, 2022
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 gusteWednesday Wink […] The post 277: Ask Yael appeared first on Yael Trusch .
Sep 09, 2022
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 […] The post 276 – Minisode – Abundance: Rejecting it or Embracing it? A Twist on the Golden Table Leg appeared first on Yael Trusch ....
Sep 08, 2022
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 […] The post 275: Live an Organized Jewish Life: How and Why? with Professional Organizer Rebekah SaltzmanB” appeared first on Yael Trusch ....
Sep 05, 2022
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 […] The post 274: Ask Yael appeared first on Yael Trusch .
Sep 02, 2022
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 gusteReflections on Tu B’Shvat || Reflexiones sobre Tu B’ShvatEl calendario judío226: I’m Ready Retreat with Yael Trusch, Day 5OUR Jewish Education234: Ask Yael B”H On today’s Minisode, Yael speaks […] The post 273: Minisode — How to Elevate the Workplace appeared first on Yael Trusch ....
Aug 25, 2022
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 […] The post 272: How to approach investing and financial planning with Founder of RVW Wealth Selwyn Gerber appeared first on Yael Trusch ....
Aug 22, 2022
B”H In this week’s “Ask Yael” episode of Jewish Money Matters, Yael answers questions on: Tying up money needed as emergency funds, and/or other seasonal goals in vehicles like iBonds How to choose between Traditional and Roth IRA’s What is considered the minimum time horizon to have money in the stock market. You may also […] The post 271: Ask Yael – How to choose IRA’s, investing time horizons, and tying up cash for short term goals appeared first on Yael Trusch ....
Aug 19, 2022
B”H Today’s conversation is a nuanced one – we’re talking all about women making more. Gender power dynamics at work, how are women perceived in the workforce, negotiating for more… these are the topics I discuss with the founder of Ladies Get Paid and Author of the new book by the same name, Claire Wasserman. […] The post 270: Claire Wasserman, Author and Founder of Ladies Get Paid appeared first on Yael Trusch ....
Aug 15, 2022
B”H Today on Jewish Money Makeover’s Ask Yael, Yael answers questions about: The difference between her work and Dave Ramsey’s work? The difference between two of her offers: G-d Wants You To Be Rich and Jewish Money Makeover, which has opened its doors now until Aug 11, 2022 at yaeltrusch.com/makeover? How to choose a Bond […] The post 269: Ask Yael appeared first on Yael Trusch .
Aug 05, 2022
B”H Do you struggle with time management, productivity, or mental clutter? Come on, don’t we all on some level? You’re listening to Jewish Money Matters. I’m Yael Trusch, your Host. Today’s episode is all about productivity and time management. Maybe this is a selfish episode; maybe I’m bringing on my guest, Avi Frieman, cuz I […] The post 268: How to manage our time and mental clutter so we can better deal with our money with Productivity Coach, Avi Friedman appeared first on Yael Trusch ....
Aug 01, 2022
B”H This episode of Jewish Money Matters is all about the Recession. Yael answers your questions regarding the bear market and continuing to invest, how do we know if we’re in a recession, the social unrest that might come about, entrepreneurship and pricing of goods and services during a Recession. You may also like | […] The post 267: Recession, Now What? appeared first on Yael Trusch ....
Jul 29, 2022
B”H Do you trust yourself around abundance, not just financial abundance but the abundance of food – something our generation has been blessed with. And how about co-mingling misconstrued notions of G-d and Judaism with destructive beliefs about your weight, creating severely destructive patterns? These are some of the powerful questions I explore today with […] The post 266: Trusting Yourself Around Abundance with Certified Weight Loss Specialist and Holistic Integrative Nutritionist, Lily Aron...
Jul 25, 2022
B”H Yael answers the following questions from listeners on this week’s Ask Yael: Do target funds apply to everyone at all ages? Husband put money in accounts that only he can access – what should I do? Husband will think this Money Date stuff is the likes of “seminary girls” – what to do? Tune […] The post 265: Ask Yael appeared first on Yael Trusch .
Jul 22, 2022
B”H Yael Trusch interviews Author of Launching Financial Grownups Bobbi Rebell. Anyone who has influence on teenagers or young adults, parents, grandparents, aunts and uncles, this book and interview is for you. This is Bobbi’s second book and one that was much needed in the personal finance space. Bobbi is a highly sought after financial […] The post 264: Launching Financial Grownups with Bobbi Rebell appeared first on Yael Trusch ....
Jul 18, 2022
B”H Today, Yael answers questions on IBonds, on Real Estate, and on Investing in Index Funds. Thanks to all the listeners who submitted questions. You can do so via DM on Instagram, or by emailing yael at yaeltrusch dot com. If you’re interested in the latest Free Resource: Ten Tips For Money Date Success, you […] The post 263: Ask Yael appeared first on Yael Trusch .
Jul 15, 2022
B”H In today’s Minisode, Yael Trusch discusses: “What Happens When we Don’t Trust in G-d.” Based on the teachings of The Gate of Trust which can be found here. You may also like | Puede que también te gusteUpshernish: First Haircut || Upshernish: Primer corte de peloAntics of the Yetzer Hara & Tips to […] The post 262: Minisode — What Happens When We Don’t Trust appeared first on Yael Trusch ....
Jul 12, 2022
B”H Do you have to have a dramatic life experience to find your true calling, to discover your potential, to achieve greatness? Today’s Jewish Money Matters Podcast guest, Performance Coach, Rabbi Shmuel Reichman says no. Today is all about performance, greatness and well money. Rabbi Shmuel Reichman is on a mission to help people wake […] The post 261: Rabbi Shmuel Reichman, The Pursuit of Greatness appeared first on Yael Trusch ....
Jul 11, 2022