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 …
Life unfolds in stages, each with unique challenges and joys. Understanding and embracing these transitions can deepen your appreciation for family, career, and finances. How do our priorities shift as we grow? What lessons shape the way we approach the future? In this episode, Dan Paikin and Robert Schlesinger discuss life’s phases with Michael Silverman, …
Feeling overwhelmed by retirement planning? You’re not alone. Many people struggle with the complexity and uncertainty of making their savings last. Daniel Paikin and Rob Schlesinger are joined by seasoned financial advisor Marty Nachemson, a financial advisor at Prosperian Wealth Management, to delve into the intricacies of retirement planning. With over 17 years of experience …
Whole life insurance is old and expensive… or is it? Robert Schlesinger and Daniel Paken discuss the importance of whole life insurance as a foundational asset in financial planning. They explain the history and mechanics of whole life insurance, highlighting its contractual guarantees and long-standing track record. The hosts emphasize that whole life insurance provides …
Are you prepared for the financial challenges that come with expanding your family? Robert Schlesinger and Daniel Paikin are joined by guest Natalie Diaz, a twin parenting expert and bestselling author, to discuss essential financial and legal preparations for expecting parents. They explore the significance of having a comprehensive financial plan, the importance of legal …
Are you ready to take control of your financial future? Daniel Paikin and Robert Schlesinger reflect on their past eight episodes, delving into the fundamental principles of financial planning designed to safeguard your wealth and secure your legacy. They offer insights into creating a robust financial plan that covers everything from liability and income protection …