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 …
Ever wondered how to create a financial plan that weathers any storm? Daniel Paikin, Robert Schlesinger, and the Tempus Financial Group team deep dive into time-tested financial, retirement, and tax strategies. This episode welcomes Kevin Kulak, our director of investments, to complete our series on foundational financial principles designed for business owners and families seeking …
Ever wondered how you could tackle your debt smartly while planning for a secure financial future? Do you feel like you’re scaling a mountain of debt without a peak in sight? Listen in as Daniel Paikin and Robert Schlesinger speak with Steven Esses, Senior Loan Officer at FM Home Loans LLC, and George Walters, Senior …
As you reflect on your own financial planning, do you have a clear strategy for managing liquidity in your assets? Have you considered the balance between illiquid, semi-liquid, and fully liquid investments to ensure you are prepared for various financial scenarios? Join Daniel Paikin and Robert Schlesinger as they speak with Ryan Bohn, a senior …
Is your savings strategy protected for the long term? Are you using savings accounts effectively? Join Daniel Paikin and Robert Schlesinger along with their coworkers at Tempus Financial Group, Tim Sachs and Greg Breitman, in discussing the landscape of effective savings strategies. They emphasize the critical nature of adopting a disciplined and systematic approach to …
Navigating the realm of life insurance can be a daunting challenge—from selecting the most fitting type for your plan to deciding whether it’s a necessity at all. However, its role in your financial portfolio is far from insignificant. In a compelling discussion, Daniel Paikin and Robert Schlesinger team up with Craig Katz, their partner at …