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December 16, 2025 34 mins

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On this episode of The Get Ready Money Podcast, I spoke with BatSheva Goldstein, creator of the Financial Date Discussion Cards, about why money conversations are really about trust—not just dollars.


💡 Key Insights:

🔹 Why money conversations are more about emotions than math
 🔹 How childhood experiences shape how we talk about—and handle—money
 🔹 The importance of shifting focus from dollars to the “why” behind them


📌 Why It Matters:
Money talks can strengthen relationships when they move beyond numbers into values, fears, and hopes. BatSheva shows us that clarity and connection—not perfection—are what truly build financial trust.


Action Steps:

🔹 Try a values-based money conversation with your partner or family this week with the Financial Date Discussion Cards (see show notes for details)> 
 🔹 Reflect on what you grew up learning about money—and how that shapes your current mindset


🗣 Tony’s Take:
“Money is not a pass/fail test. BatSheva reminds us that real security comes from clarity—knowing what’s important and letting money serve those goals.”


Connect with BatSheva Goldstein:


LinkedIn (here)

Financial Date Discussion Cards Website (here)


Bio: 


BatSheva Goldstein is an investment advisor, financial planner, and CFO at Profile Investment Services. She’s also the creator of FinancialDate™ Discussion Cards, a tool to help couples have easier, more meaningful money conversations.
 BatSheva believes money talk isn’t just about numbers. It’s about understanding what money means to each person and how that shapes a life together.

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

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