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Kosher Money

The Secret to Winning With Money That No One Likes To Talk About (feat. Stacey Zrihen)

Kosher Money

Living Lchaim

Frum, Eli Langer, Management, Jew, Judaism, Religion & Spirituality, Business, Finances, Orthodox, Jewish, Careers

5781 Ratings

🗓️ 30 August 2021

⏱️ 62 minutes

🧾️ Download transcript

Summary

Who said managing personal finances can’t be fun and rewarding?


Meet Stacey Zrihen, a financial planner with extensive experience helping couples and individuals create their personal financial roadmap. 


As a member of the Achiezer team, Stacey knows the importance and various components of proper financial planning. 


In this episode we continued the discussion around budgeting and why EVERYONE needs to know their numbers!


To schedule time with Stacey or one of her peers, please e-mail Aliza Wartelsky at [email protected]


Submit your questions to [email protected]

and over on WhatsApp to 914-222-5513


WATCH Kosher Money episodes here.


Visit LivingLchaim.com for more powerful podcasts.



Hosted on Acast. See acast.com/privacy for more information.

Transcript

Click on a timestamp to play from that location

0:00.0

How much do you spend on a monthly basis?

0:02.0

A lot of people don't know.

0:03.8

That's why we sat down with Stacey Zrehen, who heads up Acheezer's financial literacy programs.

0:11.4

We went through a personal budgeting worksheet, went through the various expenses people have,

0:18.0

what she's seeing from her seat, very enlightening conversation.

0:23.4

And she does it as we learned in this episode for free, which is amazing.

0:29.6

She can help you. And here's how. Enjoy.

0:36.3

Being a Jew, awesome. Managing personal finances, not so awesome. Welcome to Kosher Money.

0:44.4

Another episode of Kosher Money. Stacey, how you doing? I'm great. How are you today?

0:49.0

Good. So tell us about what you do and how you help families. So I work with Achiazer currently as volunteer, as a financial

0:58.4

advisor. I've been doing it for about 15 years now, through Achiazer and separately as well. And I

1:05.2

work with families to create a financial plan, a budget in this most simplest form, and then to sort of look forward and see

1:12.4

what they're coming up challenges or other financial issues are. And we work together to make

1:18.7

sure they've got a plan going forward. This is volunteer. This is a paid gig. How do you have the time for

1:24.4

this is what I do? That's beautiful. Beautiful.

1:28.7

I have a very nice husband.

1:32.0

So tell us what that means exactly.

1:39.4

So when we started doing this through Achiazer, we were called and I was called in and we have a team of budgeters under Alisa Wartelski.

1:43.2

We were called in to help basically with fires, put out fires.

1:45.5

We had a lot of people who were in dire straits who were having issues. They were going through a foreclosure. Their house was going to be taken

1:49.9

away. They had enormous credit card debts and other issues. They weren't able to pay tuition.

1:55.7

So they were called in on an, we were called in on an emergency basis, basically.

...

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