The Fundamentals of Personal Finance (Ep. 10)
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 to wills, trusts, and investment strategies.
Daniel and Robert discuss:
- Review of eight fundamental areas of personal finance
- Insights from trusted guests like Michael Silverman on liability protection and Kevin Gian on estate planning
- Explanation of crucial financial strategies such as saving rates and investment diversification
- Discussion on staying updated with changing economic environments and financial commitments
- And more
Resources:
- Understanding Liability Protection in Property and Casualty Insurance with Michael Silverman
- Understanding Disability Insurance with Pete Heckman and Chris Weber
- Importance of Estate Planning and Wills with Kevin Ghassomian
- Understanding Life Insurance in Financial Planning with Craig Katz
- Automated Savings Accountant Strategies with Tim Sachs and Greg Breitman
- A Deep Dive into Liquid, Semi-Liquid, and Illiquid Assets with Ryan Bohn
- Transforming Your Approach to Debt with Steven Esses and George Walters
- Navigating the Maze of Investments with Kevin Kulak
Connect with Tempus Financial Group:
- Tempus Financial Group
- LinkedIn: Daniel Paikin, RICP®
- LinkedIn: Robert Schlesinger
- LinkedIn: Tempus Financial Group
- tempusinfo@tempus-financial.com
- 516-672-0784
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