Goldstein on Gelt

The Number One Skill Missing from Most Financial Plans


Listen Later

Money talk doesn't have to mean money tension especially when you've got the right tools to decode what's really being said. In this episode, BatSheva Goldstein, creator of FinancialDate™ Discussion Cards, joins Doug Goldstein, CFP ® to explore why financial questions are rarely just about numbers. For couples—and especially for Americans living in Israel—money conversations often carry cultural baggage, hidden values, and emotional subtext that can lead to major misunderstandings.

Drawing from decades of experience working with couples, BatSheva shares how the FinancialDate™ approach helps partners cut through confusion, build trust, and connect over their shared goals. Learn how cultural norms influence the way we talk about money, why even generous couples argue over charity, and how small shifts in communication can change everything.

Key takeaways:

  • FinancialDate™ cards can help couples have meaningful, judgment-free money talks
  • Cultural differences often shape how we ask and answer money questions
  • Listening to values behind the numbers leads to stronger financial alignment

Learn more and get your own set of FinancialDate™ Discussion Cards at www.financialdate.com

...more
View all episodesView all episodes
Download on the App Store

Goldstein on GeltBy Douglas Goldstein | CFP® | Profile Investment Services

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

30 ratings


More shows like Goldstein on Gelt

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,218 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,991 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,943 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

530 Listeners

Rich As A King by Douglas Goldstein | CFP® | Profile Investment Services

Rich As A King

19 Listeners

4-Minute Money Ideas by Douglas Goldstein | CFP® | Profile Investment Services

4-Minute Money Ideas

0 Listeners

All Classes by Rabbi YY Jacobson

All Classes

378 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

550 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,075 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,993 Listeners

Call Me Back - with Dan Senor by Ark Media, Ilan Benatar

Call Me Back - with Dan Senor

3,183 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,075 Listeners

Kosher Money by Living Lchaim

Kosher Money

821 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,108 Listeners

What's Your Number? by Ark Media

What's Your Number?

113 Listeners