Get Your House In Order

Elke Rubach
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  • Investing
  • Updated Weekly

As a financial advisor to some of the world's most successful individuals, I've found that the greatest challenge isn't generating higher returns—it's ensuring their financial and estate affairs are properly structured and protected. Whether it's tax planning, estate strategy, or navigating complex family dynamics, these are the issues that can quietly unravel wealth if left unchecked. Each week on Get Your House in Order, I share best practices not only for smart investing but—more critically—for safeguarding your wealth. You'll gain actionable tools, expert insights, and conversations with some of the world's foremost authorities on building and preserving financial legacies.

  1. 1d ago

    Whose Financial Plan Are You Living? | #48

    What if the biggest mistake in your financial plan is that it was designed for someone else's life? In this episode of Get Your House in Order, host Elke Rubach welcomes Scott Barnes, Certified Financial Planner and Senior Advisor to Childfree Trust, for a thoughtful conversation about why traditional financial planning often overlooks one of the fastest-growing demographics: adults who are child-free. Together, they explore how meaningful financial planning begins with understanding your values, goals, and vision—not outdated assumptions about marriage, children, and legacy. Whether you've chosen not to have children, life took you on a different path, or you're simply questioning conventional financial advice, this episode offers practical guidance on creating a plan that's as unique as your life. In This Episode: Why financial planning should start with your life—not a template The unique planning needs of child-free individuals and couples How to prepare for retirement, healthcare, and long-term care without relying on children The importance of powers of attorney, estate planning, and intentional decision-making Why great advisors ask better questions instead of making assumptions Your financial future shouldn't be built on society's expectations—it should reflect your own values, priorities, and definition of success. Because the best financial plan isn't the one everyone else follows—it's the one that's built for you. Connect with Scott Barnes LinkedIn: https://www.linkedin.com/in/scott-barnes-cfp/ Childfree Wealth: https://childfreewealth.com Connect with Elke Rubach Website: https://www.elkerubach.com LinkedIn: https://www.linkedin.com/in/elkerubach/

  2. Jul 7

    You're Not Bad at Communication with Ann Keil Dux | #47

    What if your communication problem isn't about what you're saying—but about not being fully connected to yourself? In this episode of Get Your House in Order, host Elke Rubach sits down with executive presence coach and strategic communication advisor Ann Keil Dux to explore why great communicators aren't necessarily the loudest people in the room. Drawing from her experience as a television journalist and leadership coach, Ann shares how self-awareness, emotional intelligence, and intentional listening can completely change the way we show up in conversations. Together, they unpack why so many professionals feel stuck at 75% of their potential and how reconnecting with your "why" can unlock confidence, clarity, and trust. In This Episode: Why communication starts with listening, not speaking The simple techniques that help you stay calm and clear under pressure How emotional intelligence can elevate your leadership and relationships Why understanding your audience matters more than sounding smart The secret to showing up as the 100% version of yourself The way we communicate shapes our careers, our families, and our relationships. When we learn to understand ourselves better, we become better at helping others feel seen, heard, and understood. Because sometimes the most powerful message you can share is the one that finally sounds like you. Connect with Ann Keil Dux Website: https://www.annkeildux.com LinkedIn: https://www.linkedin.com/in/annkeildux/ Connect with Elke Rubach Website: https://www.elkerubach.com LinkedIn: https://www.linkedin.com/in/elkerubach/

  3. Jun 30

    What If Wealth Isn't About Money? | #46

    What if the life you're chasing isn't the life you actually want? In this episode of Get Your House in Order, host Elke Rubach sits down with financial strategist and entrepreneur Mary Lyons, The Wealth Woman, to challenge everything we've been taught about money, success, and happiness. From breaking free of scarcity mindsets to redefining what abundance really means, Mary shares why wealth should be a tool for freedom—not a scorecard for achievement. Together, they explore how our money stories shape our decisions, why comparing ourselves to others is a losing game, and how intentional financial planning can help create a life that's rich in purpose, joy, and meaningful experiences. In This Episode:  Why more money doesn't automatically create more happiness  The difference between spending to impress and spending to enrich your life  How to align your finances with your values and dreams  The conversations every couple should have about money  Why true wealth is about freedom, not accumulation At the end of the day, money is just a tool. The real question is: What kind of life are you building with it? Connect with Mary Lyons Website: https://thewealthwoman.com LinkedIn: https://www.linkedin.com/in/marylyonswealthwoman/ Instagram: @thewealthwoman Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach

  4. Jun 16

    Wealth With Purpose, Not Performance | #45

    What if chasing higher returns is actually costing you the life you want?  In this episode, host Elke Rubach sits down with Gary Preisser, Managing Partner of Stonebrier Wealth Advisors, to challenge one of the biggest myths in wealth management—that success is about picking the right investments. Instead, Gary shares a powerful shift: treating money not as a scorecard, but as a tool designed to serve a specific purpose. Together, they explore how clarity, intention, and better questions can transform not just your portfolio—but your entire life. From redefining financial success to introducing frameworks like the "cash flow clock," Gary explains how aligning wealth with purpose, timing, and long-term stewardship can simplify decision-making and create deeper meaning. Key Takeaways: Why "assets are not trophies"—and what they should be instead The costly mistake of focusing on performance over purpose How asking better questions leads to clearer, more effective financial strategies This conversation will change the way you think about money—and what it's really meant to do for you. Connect with Gary Preisser: https://www.stonebriarwealthadvisors.com/team/gary-preisser Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach

  5. May 12

    Get Your House in Order First | #44

    What if the key to better business... is fixing yourself first? In this episode, Elke Rubach sits down with entrepreneur and real estate professional James Milonas to explore the deeper meaning behind "getting your house in order." From early lessons in discipline and work ethic to building a people-first business, James shares how intentional living, authentic connection, and internal clarity shape lasting success—especially under pressure. This conversation goes beyond strategy and into the mindset, habits, and character required to lead well in uncertain times—reminding us that what's happening internally always shows up externally. Key takeaways: Why leadership starts with self-discipline, health, and mental clarity The power of authentic human connection in a sales-driven world How your internal state directly reflects in your environment and results If you're building something meaningful—or trying to hold it together when things feel uncertain—this episode will challenge you to start from within. Because before you fix the business... you have to fix the foundation. Connect with James Milonas: LinkedIn: https://www.linkedin.com/in/jamesmilonas Instagram: https://www.instagram.com/jamesmilonas Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach

  6. May 5

    Giving with Purpose, Not Just Wealth with Robin Turack | #43

    What if true impact isn't about how much you give—but how intentionally you give it? In this episode, host Elke Rubach sits down with philanthropic strategist Robin Turack to explore how giving evolves from a personal passion into a purposeful legacy. With over 25 years of experience across major institutions and community initiatives, Robin shares how anyone—not just the ultra-wealthy—can approach philanthropy with clarity, structure, and lasting impact. From her early days seeking connection through charity work to advising donors on strategic giving, her journey reveals the deeper meaning behind contribution. Key Takeaways: Philanthropy is for everyone: You don't need millions—just intention and strategy From wealth to impact: A mindset shift that transforms giving into legacy Connection drives contribution: Community and shared purpose are at the heart of meaningful philanthropy When you align your values with your actions, giving becomes more than generosity—it becomes a powerful way to shape the world around you. Start where you are, give with purpose, and watch the ripple effect unfold. Connect: Guest: Robin Turack https://peartreecanada.com/team/robin-turack/ 👤 Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach

    Giving with Purpose, Not Just Wealth with Robin Turack | #43

  7. Apr 28

    Why Success Still Feels Off with Sarah Draper | #42

    You can have everything—and still feel like something's missing. In this episode, host Elke Rubach sits down with leadership strategist Sarah Draper, founder of Leading Well Strategies, to explore why high performers often feel stuck despite outwardnsuccess. Drawing from her work with executives and leadership teams, Sarah shares how years of achievement can quietly lead to misalignment, burnout, and a loss of personal clarity—especially during major life transitions. Together, they unpack how success without self-awareness can create invisible gaps—and what it really takes to realign your life and leadership from the inside out. Key takeaways: Why high achievers lose themselves in the pursuit of success The hidden cost of living in "survival mode" for too long How transitions (career, family, retirement) reveal deeper misalignment If you've ever wondered why success doesn't feel the way you thought it would—this conversation will help you reconnect with what truly matters. Connect with the guest: Sarah Draper – https://www.leadingwellstrategies.com/meet-sarah 👤 Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach

  8. Apr 14

    The Patterns Running Your Life | #41

    What if your biggest life decisions aren't conscious at all? In this episode, host Elke Rubach sits down with Carla Royal to explore the hidden emotional and somatic patterns that shape how we show up in relationships, money, and major life choices. Drawing on her work in somatic therapy, Carla reveals how the body stores past experiences—and how those unconscious imprints quietly drive our behaviors, reactions, and decisions. Together, they unpack why so many people feel stuck in repeating cycles, even when they "know better," and what it actually takes to break free and build a life that feels aligned from the inside out. Key Takeaways: How unconscious patterns influence relationships, money, and decision-making What somatic awareness is—and why your body holds the answers your mind can't access  Why logic alone isn't enough to create lasting change  Practical ways to begin recognizing and interrupting your patterns You don't have to keep repeating the same story—awareness is the first step toward rewriting it. Guest: Carla Royal LinkedIn: https://www.linkedin.com/in/carlaroyal/ Website: https://www.carlaroyal.com/ 👤 Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach

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About

As a financial advisor to some of the world's most successful individuals, I've found that the greatest challenge isn't generating higher returns—it's ensuring their financial and estate affairs are properly structured and protected. Whether it's tax planning, estate strategy, or navigating complex family dynamics, these are the issues that can quietly unravel wealth if left unchecked. Each week on Get Your House in Order, I share best practices not only for smart investing but—more critically—for safeguarding your wealth. You'll gain actionable tools, expert insights, and conversations with some of the world's foremost authorities on building and preserving financial legacies.

Information

  • Creator
    Elke Rubach
  • Years Active
    2025 - 2026
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Get Your House In Order