Business owners often spend years growing revenue, hiring teams, and building value, but what happens if a partner dies, becomes disabled, or wants out? In this episode, Robert Schlesinger and Dan Paikin speak with Howard Koh, Partner at Meister Seelig & Schuster, about why operating agreements, buy-sell planning, key person coverage, and clear valuation rules …
Strong communication shapes how people trust you, understand you, and decide whether to move closer or pull away. What helps someone connect in a room, calm their nerves, and speak in a way people actually remember? In this episode, Dan Paikin and Robert Schlesinger speak with Rachel Hanfling, Communications Coach, about how better communication can …
Lasting wealth is rarely accidental. It is shaped by intention, structure, and a clear sense of purpose that extends beyond one lifetime. In this episode of The Tempus Podcast, Daniel Paikin and Robert Schlesinger explore what set the Rockefeller family apart and why their wealth and values continue generations later. They contrast that approach with …
What if your financial plan outlives your health? What would change if you treated your body like your most valuable asset? In this episode, Dan Paikin and Robert Schlesinger sit down with Jill Villa, Longevity Expert and Founder of Goldhaus Wellness, to explore the connection between health span and financial planning. They discuss concierge longevity …
Many people spend decades focused on growing their wealth, but few stop considering how that wealth will sustain their lifestyle once the paychecks stop. In this episode of The Tempus Podcast, hosts Robert Schlesinger and Daniel Paikin discuss transitioning from accumulating assets to generating dependable retirement income. They explain why cash flow matters more than …
Rising tuition costs leave many families searching for the “perfect” savings vehicle, but there isn’t one. The key is balancing tax benefits, penalties, and optionality while keeping long-term growth in mind. Join Dan Paikin and Robert Schlesinger as they explore the importance of saving consistently, weighing the pros and cons of 529 plans, and keeping …
Alternative investments like private credit and private equity are no longer reserved for the ultra-wealthy. They’re increasingly accessible and relevant to everyday investors. In this episode, Dan Paikin and Robert Schlesinger are joined by Frank Russomano, Vice President at Blue Owl Capital, to break down the growing appeal of private placements. The conversation explores how …
We’re re-sharing one of our most popular episodes! If you missed it the first time, now’s your chance to catch up. Navigating the realm of life insurance can be a daunting challenge – from selecting the most fitting type for your plan to decide whether it’s a necessity at all. However, its role in your …
Understanding the mechanics of financial legislation and advocacy can help families and businesses grow. How do advocacy groups influence legislation? What’s the impact of financial policies on individuals and businesses? In this episode of The Tempus Podcast, Dan Paikin and Robert Schlesinger host Jennifer Fox, Vice President of Federal Affairs at Finseca. Jen talks about …
What legacy are you leaving behind? Join Robert Schlesinger and Dan Paikin on this insightful edition of The Tempus Podcast as they dive into the concept of legacy with special guest Ronald S. Rosbruch, CLU®, ChFC®. Ron shares his journey from teaching in Brooklyn to building a successful financial planning firm and reflects on the …