EP244 Financial Curiosity with Elke Rubach

Young Money with Tracey Bissett

May 3 2022 • 38 mins


Everyone experiences their own set of issues, and while they’re not all related to finances, eliminating financial issues can provide more clarity in other areas of your life. No one knows this better than our guest today, Elke Rubach. Elke is a sought-after speaker on wealth management, estate planning, and philanthropy, as well as the founder of Rubach Wealth. In this episode, she will be sharing her practice’s unique holistic approach to helping her clients with their needs.

Listen in as she explains the importance of having financial independence as soon as you can and the benefit of educating yourself about your own finances. You will learn why being curious when it comes to finances is key, why women should not be fearful to learn about their finances, and why you should never be afraid to ask for clarification from your financial advisor.

“I truly believe that everybody has the opportunity and a chance to improve their financial situation with the right advice, the right team, and discipline.” - Elke Rubach

This Week on Young Money:

  • What a day in the life of Elke entails.
  • How everyone can leave a legacy.
  • The importance of understanding your own finances.
  • Why Elke believes everyone should be financially independent.
  • Why doing your research on who you hire for financial advice is crucial.
  • What you should do to get started in your financial journey.
  • How to normalize the topic of finances.
  • Why you should never be afraid to ask questions.

Key takeaways:

  • Educate yourself.
  • Practice discipline.
  • Create a budget.
  • Embrace change.
  • Be curious.
  • Ask questions.

Resources Mentioned:

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