Retirement – Page 2 – The Tempus Podcast

A Deep Dive into Liquid, Semi-liquid, and Illiquid Assets with Ryan Bohn (Ep. 7)

By TheTempusPodcast | April 18, 2024

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 associate with Tempus Financial Group, on the role of liquidity in setting up a successful financial plan. They explore the significance of balancing different types of assets to ensure optimal financial planning and preparedness for emergencies and opportunities that may arise.

Daniel, Robert and Ryan discuss:

What does financial liquidity mean
Why is liquidity crucial for a successful financial plan
What are the benefits and risks associated with margin accounts in terms of leveraging investments
How can the balance between different asset types help in managing financial opportunities
And more

Resources:

Connect with Tempus Financial Group:

Connect with Ryan Bohn:

LinkedIn: Ryan Bohn

About our Guest:

Ryan has over 20 years’ of experience in the Financial Services industry. After nearly a decade as a corporate bond broker in NYC, Ryan joined Tempus to help families—like his own—better understand their overall financial situation. Ryan is passionate about helping his clients accomplish their personal and financial goals by implementing unique strategies that instill confidence and clarity which eliminates risk and allows them to maximize their wealth through organization, savings, protection and growth strategies.

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Automated Savings Accountant Strategies with Tim Sachs and Greg Breitman (Ep. 6)

By TheTempusPodcast | March 5, 2024

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 saving money. They advocate for establishing dedicated savings accounts specifically aimed at wealth accumulation, highlighting the benefits of such focused financial planning.

Daniel, Robert, Tim, and Greg touch on:

Why is the importance of savings emphasized in financial planning
Where should one set clear goals and targets for saving
How does automating the savings process benefit financial planning
How can creating an intermediary account help manage income and spending
And more

Connect with Tempus Financial Group:

Connect with Tim Sachs:

LinkedIn: Timothy Sachs

Connect with Greg Breitman:

LinkedIn: Greg Breitman

About our Guests:

Tim began his career in the financial services industry in 2015 at T. Rowe Price and joined Tempus Financial Group in 2017. Tim is fueled by providing value to his clients on an ongoing basis. His primary goal is to educate his clients on what it means to be optimal in the vital areas of financial planning so that they can achieve maximum success. Tim enjoys creating long-lasting relationships with his clients based on trust, service, and support.

Greg joined the financial services industry after graduating from the University of Miami in 2012. His mission was, and still is, to help individuals and families get in a better position both personally, professionally, and financially. With over 10 years in the business, Greg specializes in having uncommon conversations with his clients to help provide financial peace of mind to everyone he meets. With a specific focus on cash flow management, savings strategies, wealth accumulation and asset allocation, his clients have begun to plan for the future and have greater opportunities to achieve financial success.

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Understanding Life Insurance in Financial Planning with Craig Katz (Ep. 5)

By TheTempusPodcast | February 6, 2024

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 Tempus Financial Group, to unravel the intricacies of life insurance. This insightful conversation delves deep into why life insurance is a pivotal component of your financial puzzle, dissecting various types, including term and permanent policies.

Daniel, Robert and Craig discuss:

Why is life insurance important in financial planning
How do you calculate the amount of life insurance needed
What are the types of life insurance, specifically term insurance and permanent life insurance
Why is it important to integrate life insurance into a broader financial plan
And more

Connect with Tempus Financial Group:

Connect with Craig Katz:

LinkedIn: Craig Katz

About our Guest:

Craig believes in taking both an offensive and defensive approach to developing and protecting wealth. He helps his clients build maximum wealth potential while simultaneously protecting against major facets of life such as taxes, inflation, lawsuits, death and disability.

Craig has been in the financial services industry since 1997, beginning as an analyst with JP Morgan Chase. From there he spent a few years as an equity trader where the lack of intimate and long-standing client relationships led him to move to the personal planning side of finance. He joined Strategies for Wealth, an affiliate of Tempus Financial Group in 2004.

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Importance of Estate Planning and Wills with Kevin Ghassomian (Ep. 4)

By TheTempusPodcast | January 9, 2024

Do you already have an estate plan in place? If not, the judicial system could be the one deciding who gets what in your family. With young children, it is especially important to designate a guardian in estate plans.

Listen in as Daniel Paikin and Robert Schlesinger speak with Kevin Ghassomian, a partner at Venable LLP, on estate planning and why it’s so important. They cover things like having a will, power of attorney, health care proxy, and living will declaration.

Daniel, Robert and Kevin discuss:

Why estate planning and having a will is important
What are the consequences of not having a will
How can irrevocable trusts be used to avoid estate taxes
What are the challenges and ongoing monitoring involved in estate planning
And more

Connect with Tempus Financial Group:

Connect with Guest Name:

About our Guest:

Kevin Ghassomian focuses his practice on the personal legal needs of business owners, corporate executives, high-net-worth individuals, and their families. Kevin’s representation covers all aspects of domestic and international estate planning, with an emphasis on tax minimization, asset protection, business succession, and philanthropy. Kevin also counsels individual and corporate fiduciaries on the administration of trusts and estates, including the preparation of gift and estate tax returns and defense of positions taken on those returns.

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Understanding Disability Insurance with Pete Heckman and Chris Weber (Ep. 3)

By TheTempusPodcast | December 12, 2023

Does your disability insurance plan cover your needs? How would it provide for you if something happens?

In this episode, Daniel Paikin and Robert Schlesinger speak with Pete Heckman and Chris Weber of Tempus MD. Together they explore the nuances between short-term and long-term disability, debunk common misconceptions, and grasp the significance of individual coverage. They delve into the limitations of employer-provided group insurance and stress the need for individual policies for better coverage and flexibility.

Daniel, Robert, Pete and Chris discuss:

What is disability insurance
Why is it important to protect against long-term disabilities
What are the differences between group insurance and individual insurance for disability coverage
how can group coverage be supplemented with individual policies
And more

Connect with Tempus Financial Group:

Connect with Guest Name:

LinkedIn: Pete Heckman

About our Guest:

Pete Heckman has been a financial advisor since 2006. He began his career at Independence Planning Group outside Philadelphia. While there, he built his practice advising medical and dental professionals. In 2013, he moved his practice to New York to be closer to home and his family.

Today, Pete works with clients across the country helping them make informed decisions around growing and protecting their wealth. Pete works extensively with physicians, routinely lecturing to medical groups and providing financial literacy content to residency and fellowship programs.

Chris Weber joined Strategies for Wealth in 2009 to leverage his prior investment planning experience at Merrill Lynch and offer his clients a comprehensive plan that provides security and confidence.

In 2022, he joined Tempus, an affiliate of Strategies for Wealth, to further enhance holistic planning and client servicing. Chris specializes in advising medical professionals and enjoys his work helping physicians and dentists make intelligent and informed financial decisions throughout their careers: from residency through retirement.

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Understanding Liability Protection in Property and Casualty Insurance with Michael Silverman (Ep. 2)

By TheTempusPodcast | December 12, 2023

Ever wondered about the importance of liability protection? What confuses you the most about insurance premiums and liability protection?

Make sure you have insurance to protect your financial interests.

In this episode, Daniel Paikin and Robert Schlesinger are joined by Michael Silverman, CEO of Silver Lining Insurance, in exploring the importance of liability protection in insurance and the need for an umbrella liability policy. Michael dives into the need for proactive planning and the role of an insurance agency in guiding clients through potential risks and claims.

Michael discusses:

The importance of liability protection for your own protection
What impacts the cost of insurance premiums
The importance of proactive planning and brokerage knowledge
The impact of natural disasters on insurance premiums
And more

Connect with Tempus Financial Group:

Connect with Michael Silverman:

About our Guest:

Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk.

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Introducing The Tempus Podcast with Daniel Paikin & Rob Schlesinger! (Ep. 1)

By TheTempusPodcast | December 12, 2023

It’s finally here–it’s finally live!

Introducing The Tempus Podcast with Daniel Paikin & Rob Schlesinger!

In this inaugural episode of “The Tempus Podcast,” hosts Rob Schlesinger and Daniel Paikin discuss the history of Tempus Financial Group and their motivations for starting the podcast!

Together they emphasize the importance of working with an advisor and discuss upcoming episodes that will cover topics such as liability protection, disability insurance, legal documents, and life insurance.

Dan and Rob discuss:

Why did they decide to embark on this new adventure?
The beginnings of Tempus Financial Group & the roles they had before making the switch to financial planning
Their diverse clientele & what sets their firm apart from competitors
What YOU can expect from the podcast in future episodes
And more

Connect with Tempus Financial Group:

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