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Episode 38: Money Meetings with Yael Trusch

Tribesmen

Release Date: 06/13/2023

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Another episode of the Tribesmen podcast is now LIVE with the one and only Yael Trusch!

 

Yael Trusch is an MBA, Wealth Coach, Keynote, Host of the award-winning podcast, Jewish Latin Princess. She’s the creator of the financial transformation program, G-d Wants You to Be Rich, in Spanish and English, teaching women to build wealth, and become great custodians of that wealth. Dubbed by her podcast guests and listeners "the Jewish Oprah", Yael is an insightful, honest, and sensitive communicator, who helps her audience live a 'joyful, richer Jewish life.’ Her Jewish financial advice has been featured in main stream and Jewish media. A wife, mother of 4, and native of Puerto Rico, Yael has globe trotted from New York to Argentina, to Chile, to China, to Israel, and back.

 

How do you discuss finances with your spouse? – do you even discuss it in a loving and respective manner?

 

In this episode, Yael shared her experience and expertise on the importance of having regular money dates with your spouse.

 

She discussed how to have a successful money date, including setting an agenda, finding a comfortable environment that’s not too stressful or crazy, and being clear about what you want to talk about.

 

She also mentioned how couples can make use of electronic calendars for reference during their conversations, and most importantly using timeouts if things become heated and encouraged men to reach out for help if they feel like they don't know enough or need more guidance in talking about money.

 

In this episode, you will learn:

- How to plan a successful money date

- Tips for making the conversation easier and smoother, such as setting an agenda and having a comfortable environment

- What to do when things get heated during your conversations

 

"What do we want in life? Who are we? What are the values of this family? So that then we can look at our lives and then we can say, okay, so what does that mean? Does that mean that we want to save for weddings? Is that important for us? Does that mean we want to save for a second home, a home in Israel, a second home somewhere else, right? All these things now you can see what values does that vision advance. And now we can pull back and look at the decisions that we're making today on a day-to-day basis. Are they advancing our values? Are they advancing that vision?"

 

"I grew up in a world where, we didn't talk about money. I never saw my parents talk about money. In fact, I'll admit that when I got engaged to my husband, one of the things that went through my head was like, great, I don't have to take care of the money anymore."

 

"Because G-d wants us to use that money to do amazing things in the world."

 

This is an episode you don't want to miss! Tune in now!

 

What resonates with you in this episode? 

 

Let me know in the comments below! 

 

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Chazak ve'Ematz!