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B”H Do I have enough money to retire? How much money should I give my kids, and when? They sound like math questions but my guest today will tell you the math is only half the story. Edward Karan, CFA, CFP, founder of Aspire Wealth Advisory Group is on the show. Aspire is a boutique private wealth advisory that Ed launched after 20 years in wealth management at Citi. Ed helps families make smart decisions to build and protect their wealth. Beyond his work as a wealth manager he’s deeply involved in financial education and philanthropy in the Jewish community. He is a coach at the OU’s Living Smarter Jewish initiative, and he spent two decades as a board member of the Hebrew Free Loan Society. Ed is now involved in a free-loan initiative he started to really put interest-free lending on the map so to speak. We start with the basics. What’s the difference between wealth management and asset management? Think kitchen cabinets. You’ll see. And if you’re not ready to sit across from someone like Ed, what should you do in the meantime? His answer might surprise you. Ed and I get into the questions where the spreadsheet can’t give you the whole answer. How do we support our grown children without making them dependent? Why do so many parents who want to help their kids hold back? And how do we pass down the value of giving along with the wealth? Ed also breaks down donor-advised funds, including a Jewish option that, believe it or not, has never come up on the show! And also new on the show and actually quite important, a mitzvah you may not have heard much of and I like I mentioned before, one that Ed is on a mission to popularize: interest-free lending. You can find him and his work at AspireWealthAdvisoryGroup.com or on LinkedIn, and if you want to get involved in interest-free lending yourself, head to freeloanfund.org. Subscribe to my newsletter where I dive into some of these topics and more at yaeltrusch.com/newsletter. The post 475: Wealth Beyond the Numbers & The Mitzvah of Interest-Free Lending with Edward Karan, CFP, CPA Founder of Aspire Wealth Advisory Group appeared first on Yael Trusch.

B”H My guest today walked away from a big business contract. The money mattered. Her values mattered more. I’m speaking with Lindsay Pinchuk, an award-winning acquired founder, podcast host and marketing consultant. She’s the founder of Dear FoundHer, a podcast, community and mentorship program for female business owners over forty. Jewish Women International named her one of its 2025 “Women to Watch,” and you’ll soon hear why. She built a company that she later sold to a big marketing conglomerate, and yet Lindsay never planned to become an entrepreneur. So how did it happen? And can we talk about the “big payout” from selling your company? In true Lindsay fashion, she doesn’t hold back in telling us what that was really like. We talk about the marketing framework she teaches called SWEEP, and why some flashy eight-figure online entrepreneurs are likely taking home a lot less than what they lead us to believe. But this conversation goes beyond business and entrepreneurship. It’s also the story of how a business owner became a Jewish advocate. We talk about that decision and how it’s impacted her business. Here’s the lovely Lindsay Pinchuk.     The post 474: It’s Never Wrong to Do What’s Right: Money, Integrity & Business with Lindsay Pinchuk appeared first on Yael Trusch.

B”H What if one of the biggest obstacles in your financial life isn’t actually a lack of financial strategy? What if it’s something you’re still carrying — a grievance, a mistake, a financial decision you wish you could undo, or a story from the past that is quietly still running your relationship with money? Maybe it’s time to forgive all that. Forgiveness is the topic of my conversation with Rabbi Yisroel Bernath, best-selling author of the new book The Forgiveness Experiment: What Would Your Life Look Like If You Let It All Go?  Known to many as the Love Rabbi, Rabbi Bernath is the senior rabbi of Rohr Chabad NDG in Montreal. He is also a matchmaker, screenwriter, actor, and now a best-selling author. The Forgiveness Experiment grew out of Rabbi Bernath’s own 17-year personal journey of forgiveness. We talk about forgiving ourselves for financial mistakes, forgiving others, even forgiving God, and why we sometimes keep what Rabbi Bernath calls “emotional receipts” in our marriages. Rabbi Bernath takes us through some of the exercises from the book.We also talk honestly about Rabbi Bernath’s own financial mistakes, money anxiety, trust, and tzedakah. This episode is a big reframe of forgiveness—one that I think you’ll find very refreshing, empowering, and helpful. Here’s Rabbi Yisroel Bernath. Get The Forgiveness Experiment: What Would Your Life Look Like If You Let It All Go? HERE.   The post 473: Forgiving Our Money Mistakes with Rabbi Yisroel Bernath, Author of The Forgiveness Experiment appeared first on Yael Trusch.

B”H What happens when a near-death experience becomes the beginning of a new life, a new relationship with G-d, and an extraordinary friendship? Today I’m in conversation with Nikki Goldstein, Co-Author of Conversations with My Rabbi: Timeless Teachings for a Fractured World. Nikki wrote this book with Rabbi Eli Schlanger obm who was murdered by jihadist terrorists in the horrific Bondi Beach terrorist attack. Nikki is a journalist, bestselling, award-winning author, and founder of Go2Guru. She began her career at Vogue, went on to hold senior editorial roles at ELLE, Marie Claire, and Financial Review Magazine, and has written seventeen books. But her newest book is unlike anything she has written before. At its heart, Conversations With My Rabbi explores the Seven Noahide Laws, the seven universal principles that the Torah gave to humanity, reframed through an honest and deeply personal conversation between a secular Jewish woman and a rabbi. Nikki and I talk about the miracle that brought Rabbi Eli into her life, how he helped her discover a direct relationship with G-d, and why these ancient principles are urgently relevant today. We talk about giving and how it ties to the Seven Noahide Laws. We also talk about grief, courage, Jewish identity, and what it means to live with more light, love, and purpose. You’ve never heard a conversation about the Seven Noahide Laws like this one. Here’s the lovely Nikki Goldstein. Get Conversations with My Rabbi: Timeless Teachings for a Fractured World here: https://amzn.to/3RxXODO You can find NIkki at https://nikkigoldsteinauthor.com/ and on instagram at nikkigoldsteinauthor. The post 472: Nikki Goldstein, Author of Conversations with My Rabbi appeared first on Yael Trusch.

B”H Learn more about Triple Compounding at yaeltrusch.com/triplecompounding We hear so much about the power of compound interest: start early, invest consistently, and let time do the work. And that is good advice. But what if the way most of us think about compounding is far too narrow? What if building wealth isn’t only about compounding money in the market, but about compounding your own skills, your ability to generate income, the systems you build, and ultimately, the assets you own? That is the premise behind my guest Kiana Danial’s Triple Compounding System. Kiana is the founder and CEO of Invest Diva, a personal investing and wealth creation expert, and a Wall Street Journal and USA Today bestselling author. Her latest book, Triple Compounding for Dummies, is designed to help investors and business owners create what she calls a complete wealth ecosystem. Kiana grew up Jewish in post-revolutionary Iran, in a family that knew what it meant to build wealth—and then have it taken away. In our conversation, Kiana breaks down the entire Triple Compounding framework. We also talk about mindset, risk, reverse compounding, Bitcoin, and how triple compounding helped save Kiana’s marriage. We also have a very honest conversation about giving—the topic of my upcoming book—why Kiana wishes she had begun earlier, and why generosity belongs in any serious conversation about building generational wealth. Kiana is candid, energetic, and refreshingly willing to challenge conventional financial advice. Here’s the lovely Kiana Danial. The post 471: Triple Compounding: The Wealth-Building Framework We Might Be Missing with Kiana Danial appeared first on Yael Trusch.

B”H Today’s conversation is officially about business leadership, but it’s so much more than that.  It’s about the hidden cost of becoming the person everyone depends on. If you’re trying to keep family life running smoothly — aren’t we all?- then this conversation is for you. Because we are leaders of our homes too. And my guest today knows this well. She looked around at the way so many capable people-herself included- are living and leading, and said: “This can’t be normal.” This became the title of her newly released book This Can’t Be Normal: What to Do When Success Starts to Feel Like Survival.  Chanie Wilschanski is a mom of four, a leadership advisor, speaker, and the founder of Schools of Excellence. She works with leaders who have built successful organizations, with all the right systems, yet somehow still find everything routing back to them. In our conversation, we explore why success can begin to feel unexpectedly heavy, why systems alone don’t solve overwhelm, how to create restorative energy instead of merely protecting it, and what all of this has to do with parenting, marriage, money, and leadership. Here’s Chanie Wilschanski. The post 470: When Success Starts to Feel Like Survival with Chanie Wilschanski appeared first on Yael Trusch.

B”H We’re talking fashion, we’re talking color analysis and how it ultimately how to save money while actually looking our best. My guest today is Color Specialist, Tamy Waserstein. Specializing in a methodology that balances logic and intuition, Tamy Waserstein is transforming how women approach personal style. As a Color Specialist, she moves past the noise of fashion trends to help her clients identify the palette that enhances their natural essence. Through her work, Tamy has empowered hundreds of women to live and lead feeling like their absolute best selves. A graduate of the Color Institute of San Francisco, Tamy holds an MBA from NYU with an emphasis in Luxury and Fashion. Her deep industry expertise is anchored by a professional background in the fashion department at Macy’s and extensive experience as a design curator and buyer within the footwear industry. In today’s episode we discuss what color analysis actually is, the hidden–but very real– cost of following trends, and how knowing what truly suits you can help you look your best, feel more confident and save you time and money. Tamy travels all over the US and Latin America to see clients. And those clients are very lucky. I can tell you when I compare notes with friends who’ve used other color analysts, it doesn’t compare one bit with the level of accuracy and service I’ve gotten from Tammy. Here’s the lovely Tamy Waserstein. You can find her on Instagram at @colorandessence.by.tamy or WhatsApp at +506 6040 7500. The post 469: How Color Analysis Can Save You Money with Tamy Waserstein appeared first on Yael Trusch.

B”H My guest today is Rabbi David Eliezrie, author of the newly released and highly acclaimed book Undaunted: How the Sixth Lubavitcher Rebbe Saved Russian Jewry, Reimagined American Judaism, and Ignited a Global Jewish Renaissance. This is a fascinating conversation that will give you a much deeper appreciation for the sixth Chabad Rebbe’s impact on Judaism as we know it today — from Jewish education, to communal leadership, to the very survival and rebuilding of Jewish life in America and beyond. And as you’ll hear throughout this interview, many of the battles he fought were also financial. You’ll hear many episodes, some of them obscure and unknown. For example, how sixth Chabad Rebbe, Rabbi Yosef Yitzchak Schneersohn, went out on a financial limb to save what some might have considered “the competition” — one of the most important Torah institutions in America at the time, Yeshivas Torah Vodaath. Rabbi Eliezrie is also the author of the highly popular book The Secret of Chabad, which was recognized by the National Jewish Book Awards. He serves on the board of the Jewish Agency for Israel, has been active in global Jewish affairs for decades, and has served as a Chabad shliach in Yorba Linda, California for over thirty years. And in what felt like a special bonus for my audience, Rabbi Eliezrei also candidly shared some of his own stories of financial struggle, miraculous outcomes, fundraising, risk-taking, and bitachon along the way. You’ll want to listen and internalize his life lessons. Here’s Rabbi David Eliezri. The post 468: The Sixth Chabad Rebbe’s Radical Bet on Jewish Continuity with Rabbi David Eliezrie appeared first on Yael Trusch.

B”H Join Bitcoin and the Future: Why Jewish History Makes This Technology Impossible to Ignore at yaeltrusch.com/bhforbitcoin and use the code jewishmoneymatters to get 25% off. My guest today, Dr. Salomon Imiak, shares a fascinating and emotional story of resilience. He was born in Havana, Cuba to a Jewish family in 1960, right about the time Fidel Castro had come into power. Today he is a very accomplished anesthesiologist in Hollywood, Florida. But, it took him 30 years to fulfill his dream of becoming a doctor. His story of escaping Cuba and of eventual professional success is not what you might know as the more typical Jewish Cuban American story. Dr. Imiak escaped Cuba in 1985, not to land in Miami to a supportive community, but to face many setbacks and challenges, including of course financial challenges. But, the lessons you will hear from him are priceless. Pay attention to the humility, the mentchlikite, the love of family, of G-d, his Torah, and most outstanding, his perseverance. I think these are lessons our generation and our children’s generation need to hear more of. And above all, notice the role of his dear wife Esther, who I think he might agree is the shining star of this whole interview. And who you will come to love just from hearing about her. Here’s Dr. Salomon Imiak. The post 467: From Survival to Trust with Dr. Salomon Imiak appeared first on Yael Trusch.

B”H Join the course Bitcoin and the Future: Why Jewish History Makes This Technology Impossible to Ignore at yaeltrusch.com/bhforbitcoin and use the code jewishmoneymatters to get 25% off. In this episode of Ask Yael Friday, Yael shares her segment on Living With the Times, lessons from Parashat Behar-Bechukosai  on “Jewish money matters” as well as answer a listener who wants to know: Does she give maaser from profits? Can she use her maaser money to buy kosher food? Grab The Art of Jewish Giving at yaeltrusch.com/giving The post 466: Maaser to Buy Kosher Food + Living With the Times: Behar–Bechukosai appeared first on Yael Trusch.

B”H Claim 25% in the course Bitcoin and the Future: Why Jewish History Makes This Technology Impossible to Ignore at yaeltrusch.com/bhforbitcoin with code jewishmoneymatters. We spend so much time learning how to earn money, how to invest it, how to grow our wealth. But how often do we actually stop and ask: Is my money […] The post 465: When Money Isn’t Safe: Bitcoin, History, and Financial Sovereignty with Josh Varon appeared first on Yael Trusch.

B”H In this episode of Jewish Money Matters Ask Yael Friday, Yael shares her segment on “Living With the Times,” lessons from Parashat Acharei-Kedoshim, as well as answers a listener who wants to know: Does her Bar Mitzvah age son have to give maaser from his gifts? And, how does she start teaching him about […] The post 464: Ask Yael: Maaser From Bar Mitzvah Gifts? + Living With the Times: Acharei–Kedoshim appeared first on Yael Trusch.

B”H Today’s episode of Jewish Money Matters is all about journaling. I love journaling! Do you? Well today you might become a fan too, especially after you learn about its power in helping you heal many areas of your life, including a complicated or challenging relationship with money. My guest today is Merle Saferstein, a […] The post 463: How Journaling Can Transform Your Money Mindset, Relationships, and More with Merle Saferstein appeared first on Yael Trusch.

B”H Welcome to a new series on the Jewish Money Matters podcast: Living With the Times.  In this episode, Yael explores the connection between Parashat Tatzria–Metzorah and our financial lives through the lens of bitachon—true reliance on G-d.  Drawing from the Targum Onkelos, Midrash, and Talmud, she uncovers how bitachon impacts not only personal financial […] The post 462: Living With the Times: Tatzria–Metzorah & Jewish Money Matters appeared first on Yael Trusch.

B”H Today we’re getting rid of uncertainty, lack of confidence, and underpricing. Sound familiar? These might be exactly the limitations you’re trying to break free from this time of year. Well, my guest is here to help. Joining me today is Miriam Schulman, and she says you don’t need to be cheaper—you need to be […] The post 461: Be Reassuringly Expensive: How to Price, Sell, and Build Confidence as a Creative appeared first on Yael Trusch.