How should we think about money, financial planning, and charitable giving?
Financial advisor Sydney Levy joins Sara and Danny to discuss emergency funds, debt, retirement planning, and how Jewish values can guide smarter, more meaningful financial decisions.
In this episode, Danny Wolfe sits down with Sydney Levy, a financial advisor and Head of Wealth Planning, to explore how money, meaning, and Jewish wisdom intersect.
They discuss practical financial planning basics — including emergency funds, managing debt, retirement investing, and savings strategies — alongside the psychology of money and the importance of aligning financial decisions with personal and Jewish values.
The conversation dives deeply into charitable giving (tzedakah), including how to give consistently, the tax benefits of donating, and why small, regular contributions can create powerful ripple effects. Sara, Danny and Sydney also reflect on prioritizing values over financial efficiency, legacy planning, generational giving, and using Jewish education and community investment as tools for long-term impact.
This episode is ideal for anyone looking to build a healthier relationship with money while staying true to their values.
Check out her podcast at https://www.youtube.com/@syd_thefinancegal