In this episode, Leonard and Dr. Jon Randall discuss:

• Transition from advisor to coach for high-performing financial advisors
• Capacity constraints and the theory of constraints in advisory firms
• Shifting from “more clients” to “better, more profitable clients”
• Mindset, human equilibrium, and psychological barriers to scaling
• Hyper-niching and organic growth through ideal clients and referrals

Key Takeaways: 

• Many advisory firms hit a predictable revenue ceiling because the founder becomes the bottleneck; scaling demands freeing the owner from day-to-day service so they can focus on growth.
• Capacity is the primary constraint in most practices, and sustainable scaling comes from leveraging the time and energy of others, not just working harder.
• Optimizing revenue per client and per team member can be more meaningful than focusing solely on AUM, especially when a large percentage of smaller clients are actually unprofitable.
• Human nature craves equilibrium and routine, which makes major changes like handing clients to another advisor feel threatening, even when those changes are necessary for growth.
• Hyper-niching into very specific markets creates a small, targeted “pond” where it becomes much easier to attract ideal clients organically through referrals and word-of-mouth.

“You nailed the biggest constraint we see is capacity. So I based our growth program on the theory of constraints.” - Dr. Jon Randall

About Dr. Jon Randall: Dr. Jon Randall has been coaching and consulting the fastest-growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards, including Outstanding Leader and Consultant of the Year, and is ranked the #1 Consultant for firms that track results. The average production of practices Jon works with has exceeded $15 million.

He is a sought-after national presenter at financial services conferences and a published author, with his books The Extraordinary Financial Advisor Practice and Attract More Clients, Better Clients.

Prior to coaching, Jon was a seasoned financial advisor, where he learned the ins and outs of the industry. Jon recently completed his doctorate in Performance Psychology and currently resides in Greenville, North Carolina, with his wife, Kathleen, and their two sons, James and William.

Connect with Dr. Jon Randall:

Website: https://www.xfa.coach 

LinkedIn: https://www.linkedin.com/company/xfa-coach/ 

Facebook: https://www.facebook.com/XFA.COACH 

Instagram: https://www.instagram.com/xfa.coach 

Workshop: https://scale.xfa.coach/  

MDA Course: https://scale.xfa.coach/mda-course 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Beau Turner discuss:

• Transition from real estate investing to Bitcoin mining
• How Bitcoin mining works: hardware, energy, and economics
• Tax treatment, depreciation, and active vs. passive participation
• Risks: market risk, operational risk, and how to mitigate them
• Bitcoin’s fixed supply, difficulty adjustment, and long-term outlook

Key Takeaways: 

• Bitcoin mining is best approached as a long-duration operating business, not a short-term speculative trade.
• Profitability hinges primarily on power cost, machine efficiency, and operating environment, with energy expense making up the bulk of the economics.
• Mining can allow investors to acquire Bitcoin below market production costs while using depreciation and operating expenses as part of the business's tax strategy.
• The greatest risks fall into two buckets: whether Bitcoin retains value and whether the mining operation is run well, with insurance helping mitigate operational risks.
• Time horizon and behavior matter; Beau recommends approaching mining as a multi-year strategy and holding mined Bitcoin rather than immediately using it for expenses.

“Bitcoin is locked in time, and the only way that it gets released from time to the miner or to anybody to circulate it is by performing that work.” - Beau Turner

About Beau Turner: Beau Turner is the founder of Abundant Mines, a bitcoin mining company built with one purpose: to make passive crypto infrastructure investing simple, secure, and sustainable. A former real estate investor turned tech entrepreneur, Beau launched Abundant Mines after experiencing firsthand how unreliable, opaque, and frustrating the mining space could be. What began as a personal mission has since evolved into a premium service that provides white-glove support, transparent operations, and renewable energy hosting in the Pacific Northwest.

From due diligence through deployment, Beau and his team manage every detail so investors can benefit from mining without having to become miners themselves. His passion extends beyond returns. He helps clients understand the larger shifts in finance, energy, and technology that make Bitcoin mining one of the most timely opportunities of this era. His mission is to demystify the space, bring clarity where others create confusion, and build long-term value through infrastructure most investors have never had access to.

Connect with Beau Turner:

Website: https://abundantmines.com/ 

LinkedIn (Personal): https://www.linkedin.com/in/beau-turner-445732251/ 

LinkedIn (Company): https://www.linkedin.com/company/abundant-mines/ 

X: https://x.com/AbundantMines 

Facebook: https://www.facebook.com/abundantmines# 

Instagram: https://www.instagram.com/abundantmines/ 

YouTube: https://www.youtube.com/@AbundantMines/ 

TikTok: https://www.tiktok.com/@abundant.mines 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and David Homan discuss:

• Misconceptions about traditional networking
• Relationship capital vs. contact lists
• Trust, generosity, and the “impact ask”
• Technology’s role and limits in connecting (Soar Connect)
• Gratitude, honoring introductions, and building true community

Key Takeaways: 

• Most people confuse having a large contact list with having real relationship capital; true relationship capital is built slowly through consistency, care, and shared growth over time.
• Shifting from transactional networking to genuine connecting begins with asking others what they truly need and finding ways to help without an immediate expectation of return.
• Trust is not instant; it often takes years to develop and is reinforced by follow-through, honoring introductions, and maintaining the credibility of everyone involved.
• Technology should amplify, not replace, trusted relationships. Ethical connecting depends on privacy, consent, and honoring introductions so every relationship maintains its integrity.
• Gratitude is an underrated but powerful practice; thanking people who opened doors in your past not only honors them, it often becomes the spark that rebuilds community and creates new opportunities.

“Every time somebody told me no, I paused, and I sincerely asked them what they needed and how I could help. I built trust in order to get to the philanthropic ask.” - David Homan

About David Homan: David Homan is the founder and CEO of Orchestrated Connecting, a global community of connectors; Orchestrated Opportunities, an impact-focused advisory firm; and SOAR CONNECT, a start-up focused on the strength of authentic relationships. He hosts a podcast called Orchestrated focused on developing relationship value, is an active classical composer, and is a proud father of two. From middle-class beginnings as the son of a college professor father and nonprofit-focused mother, he has built a network reaching into the most private and incredible circles globally while maintaining a code of purposeful community building called Orchestrated Connecting.

Connect with David Homan:

Website: https://davidhoman.com/ 

LinkedIn: https://www.linkedin.com/in/davidrhoman/ 

Orchestrating Connection: https://orchestratingconnection.com/ 

SOAR Connect: http://soarconnect.ai 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Barry discuss:

• Why America’s retirement system ranks among the worst in developed nations
• The flaws of the 401(k) model and the risks behind Wall Street’s dominance
• The importance of guaranteed products like annuities and life insurance
• The hidden practices of major financial institutions versus what they sell to the public
• How Barry’s “Five Fs” guides his philosophy in life and finance

Key Takeaways:

• Retirement planning is not just about piling up assets; it’s about creating a reliable income and steady cash flow that lasts throughout life.
• While consumers are encouraged to take risks, large financial institutions quietly secure guarantees for themselves, revealing a troubling double standard.
• The 401(k) system has proven to be a dangerous experiment, leaving millions of Americans without real protection or dependable retirement outcomes.
• Products with guarantees, such as annuities and permanent life insurance, provide security and peace of mind when markets become volatile and unpredictable.
• By keeping faith, family, friends, fitness, and finance at the center, people can build not only financial resilience but also a strong foundation for life’s challenges.

“A new toaster from Walmart has more guarantees than a 401(k).” - Barry Dyke

About Barry Dyke: Barry James Dyke is the founder of Castle Asset Management and the best-selling author of the Pirates of Manhattan series, a cult classic among financial professionals worldwide. With nearly four decades in financial services, Barry has owned a pension consulting firm, a third-party benefits administration firm, and, since 2001, his registered investment advisory practice. He’s sold over 34,000 books in 23 countries, warning about the dangers of excessive debt and speculation undermining the American dream. A frequent economic speaker, Barry has advised Fortune 500 companies like Northwestern Mutual and Lafayette Life. Grounded in his “Five Fs”—faith, family, friends, fitness, and finance—Barry is known for his conservative philosophy and lifelong client relationships.

Connect with Barry Dyke:

Websites: https://www.camnh.com/ , https://www.barryjamesdyke.com/ 

LinkedIn: https://www.linkedin.com/in/barryjamesdyke/ 

Books: https://www.barryjamesdyke.com/store 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Susan Thomson discuss:

• Emotional challenge of stepping back from the business
• Case study: transforming an overworked owner and his manufacturing company
• Action Coach Business Operating System (niche, systems, team, synergy)
• Conflict, culture, and gossip inside leadership teams
• Succession planning, transferability, and increasing company value

Key Takeaways: 

• A business only becomes a true asset when it can run smoothly without the owner making every decision.
• The first step toward freedom is deciding you’re no longer willing to be indispensable and seeking outside, high-level help.
• Systematizing sales, delivery, and operations creates consistency, improves profitability, and increases company value.
• Healthy conflict, when reframed as a shared pursuit of the best answer, can transform team dynamics and culture.
• Effective succession planning should start years before exit and includes both emotional readiness and clear operational, financial, and leadership plans.

“I think one of the first steps that a business owner can take is a, to decide, decide that you're dissatisfied enough with having to be there all the time for things to work right, that that's not okay with you anymore.” - Susan Thomson

About Susan Thomson: Susan Thomson brings decades of hands-on experience in growing and leading businesses across manufacturing and professional services industries. Having progressed through every level of the corporate ladder, she understands the challenges leaders face and shares practical insights from both her successes and setbacks to help organizations simplify growth, scale strategically, and achieve better results. With experience as both a CEO reporting to boards and a Board Director and Chair, Susan offers a unique perspective on building strong leadership teams and effective, aligned boards. She has delivered transformative business presentations to over 12,000 entrepreneurs, executives, and emerging leaders through corporations and trade associations. She is the author of Make More, Work Less: Six Keys to Massive Growth & Freedom in YOUR Business. In 2007, she founded ActionCOACH, a globally recognized executive coaching, training, and succession firm that helps business owners, executives, and teams improve profitability, strengthen culture and performance, plan successful succession, and develop the confidence to lead and grow organizations effectively.

Connect with Susan Thomson:

Website: http://www.MakeMoreWorkLessWI.com 

LinkedIn: https://www.linkedin.com/in/susanmthomson/ & https://www.linkedin.com/company/actioncoach-business-executive-coaching-of-dane-county/ 

Facebook: https://www.facebook.com/ActionCOACHDaneCounty/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Kia discuss:

• Why marketing in trust-based industries has become commoditized and how professionals can truly stand out
• The strategic power of print marketing in a digital-first, overcrowded landscape
• How storytelling and personal brand create trust without violating compliance rules
• Why do most professionals underprice their work by selling process instead of outcomes
• How advisors and attorneys can increase retention and referrals by going deeper with existing clients

Key Takeaways: 

• In highly competitive, trust-based industries, shouting louder online is no longer effective; differentiation comes from clarity, presence, and personal story.
• Print marketing works precisely because fewer professionals are willing to use it, making it less crowded and more impactful.
• Professionals don’t need better tactics; they need better positioning rooted in outcomes, not processes.
• Personal story is not unprofessional. It is the most powerful trust-building asset a fiduciary or attorney has.
• Raising fees becomes possible when clients buy transformation and clarity, not documents or transactions.

“Your story is the most powerful asset you have.” - Kia Arian

About Kia Arian: Kia Arian is the creative force behind Zine, a boutique marketing agency that helps attorneys, entrepreneurs, and service-based professionals turn leads into loyal fans through high-touch, high-trust, human marketing. Since 2005, Kia has championed the power of tangible marketing, newsletters, postcards, books, magazines, and “shock and awe” packages to break through digital noise and build lasting client relationships. By blending timeless strategy with soulful storytelling, her agency creates printed campaigns that feel like a gift, while delivering meaningful, measurable results.

Connect with Kia Arian:

Website: www.zinemarketing.com 

LinkedIn: https://www.linkedin.com/in/kiaarian/ 

Facebook: https://www.facebook.com/kiaarian

Instagram: https://www.instagram.com/karia_baby/ 

Podcast: The Results-Driven Life by Design

Other Resources: https://www.zinemarketing.com/practice_areas/brand.cfm, https://www.zinemarketing.com/reports/the-zine-newsletter-package.cfm, https://www.zinemarketing.com/practice_areas/books-and-guides.cfm 

Email: arian@zinemarketing.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Catherine Bell discuss:

• Definition and characteristics of an “awakened company”
• Linking culture, self‑awareness, and financial performance
• Personal vision, values, and leadership alignment
• The enneagram as a leadership and culture development tool
• The power of pause, presence, and moving from "human doingness" to "human beingness"

Key Takeaways: 

• Organizations that combine a strong, healthy culture with clear financial focus outperform those that fixate on money alone or culture alone.
• Self‑awareness is a rare but critical leadership capability, and without it, leaders struggle to align vision, values, and behavior.
• A clear personal vision that connects to the organization’s vision helps leaders find meaning in their work and reduces misalignment and burnout.
• Tools like the Enneagram are meant to expand leadership capacity and perspective, not to excuse behavior or box people into fixed labels.
• Shifting from automatic “human doingness” to present‑moment “human beingness,” supported by practices like the pause and stillness, can transform how leaders relate to themselves, their teams, and their organizations.

“The highest performing organizations are those that focus on corporate culture and financial results. It's an end conversation. It's not an either conversation.” - Catherine Bell

About Catherine Bell: Catherine Bell is the CEO and Founder of the Awakened Company, where she helps leaders, teams, and organizations build healthy and thriving cultures through coaching, strategy sessions, speaking, and webinars. She is an award-winning entrepreneur, best-selling author, MBA graduate from Queen’s University, Enneagram-certified practitioner, yoga instructor, and educator at Smith School of Business. Catherine is also the co-founder of Awakenly, a mindfulness app, and founder of The Awakened Project, which supports women overcoming poverty. She serves as an advisor and board member for various organizations and continues to contribute to leadership, creativity, and Enneagram research through her programs, teaching, and upcoming publications.

Connect with Catherine Bell:

Website: http://www.awakenedcompany.com 

LinkedIn: https://www.linkedin.com/in/bellcatherine/ 

Facebook: https://www.facebook.com/awakenedcompany 

Instagram: https://www.instagram.com/theawakenedcompany/?hl=en 

YouTube: https://www.youtube.com/@AwakenedCompany 

Book - The Creative Moment: https://www.penguinrandomhouse.ca/books/790585/the-creative-moment-by-russ-hudson-and-catherine-r-bell/9781401997229 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Michael discuss:

• Effective real estate practices and the importance of single-party seller representation
• High turnover rates among real estate agents within five years
• Limitations of open houses and the value of data-driven strategies
• Common mistakes sellers make, including underpricing and mishandling bidding wars
• Unique challenges of working with ultra-wealthy clients and the value of referrals over outreach

Key Takeaways:

• Prioritizing single-party seller representation is essential to avoid conflicts of interest and maximize the seller's return through fair competition and strategic pricing.
• Real estate demands sustained skill development as a staggering number of agents exit the industry within five years, reflecting the challenging nature of successful home sales.
• Data-driven strategies and accurate pricing prove far more effective than traditional marketing methods like open houses, which often fail to deliver optimal results.
• Costly mistakes, including underpricing and poor agent selection, can significantly hinder a seller's success, emphasizing the importance of experienced and reliable representation.
• Cultivating genuine relationships and fostering a referral-driven business model hold more long-term value than impersonal outreach, especially when working with affluent clients who value trust and expertise.

“Real estate is just a relationship business. Pick up the phone. Be a human being.” - Michael Bell

About Michael Bell: He is a top-ranked real estate broker with over 30 years of experience, specializing in single-party seller representation. As the #1 agent at Sotheby’s International Realty’s Greater Pasadena office since 2015, he has successfully closed over 643 transactions, including more than 50 homes that others couldn't sell. His Wall Street Journal bestselling book, Seller Mistakes, reflects his commitment to educating clients and maximizing returns. Ranked in the top 0.27% of agents nationwide, Michael is known for his data-driven strategies, ethical advocacy, and deep market expertise. He also leads the "Sell a Home, Save a Child" initiative, donating a portion of commissions to support children in need.

Connect with Michael Bell:

Website: https://michaelbbell.com/ 

LinkedIn: https://www.linkedin.com/in/linktomichaelbell/ 

Michael’s Book: https://michaelbbell.com/book/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Shellee Howard discuss:

• College as a business and ROI-focused decision
• FAFSA, 529 plans, and common financial aid mistakes
• Four “buckets” of college money and scholarship strategy
• Standout strategy, early planning, and major/career alignment
• Community service, global perspective, and nonprofit impact

Key Takeaways: 

• College should be evaluated like any other major purchase, by asking what you’re really buying, what the long-term return on investment looks like, and how it fits your family’s financial goals.
• Completing the FAFSA correctly is critical; misunderstanding the process or providing unnecessary information can reduce access to certain financial aid opportunities.
• Starting college planning as early as the summer after eighth grade gives students a clean slate to choose the right classes, activities, and “passion with purpose” projects that help them stand out.
• The perceived prestige of a college name matters far less than fit: academic rigor, available majors, student goals, and the likelihood of graduating into a real career all need to align.
• Community service and global engagement don’t just build character; they help students develop maturity, perspective, and compelling stories that strengthen applications and shape who they become.

“So when you think of college, you have to remember college is a business, and you have to treat it as such. And so it's more about what is right for your family and your wants, your desires. There's no one right answer.” - Shellee Howard

About Shellee Howard: Shellee Howard is the Founder and CEO of College Ready, a Certified Independent College Strategist, career counselor, best-selling author, international speaker, and host of the Parents Is Your Teen College Ready? podcast. With over 18 years of experience, she has helped thousands of students and families navigate college admissions, scholarships, career planning, and financial strategies. A mother of four college graduates, including a son who attended Harvard, Shellee uses her personal experience and expertise to help families find the right academic, social, and financial fit for college while minimizing student debt. She is also the founder of EmpowerEducation World, a nonprofit dedicated to empowering students through education and community service.

Connect with Shellee Howard:

Website: https://collegereadyplan.com/ 

LinkedIn: https://www.linkedin.com/in/shelleehoward/ 

College Ready Plan Clarity Call: https://go.collegereadyplan.com/start-college-planning 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Stevyn discuss:

• How a near-death health crisis reshaped Stevyn’s view of wealth and wellness
• The concept of “health debt” and its parallels to financial debt
• Why advisors need to view health as an asset and integrate it into financial planning
• The WellthPLAN™ framework and how financial principles like diversification and compounding apply to health
• Practical first steps advisors and clients can take to measure and improve their health

Key Takeaways:

• Retirement readiness isn’t just about accumulating money—it’s equally about protecting and growing your health assets so you can enjoy the wealth you’ve built.
• Think of stress management and quality sleep as daily bills you must pay; if left unpaid, the “interest” compounds in ways that harm your long-term health.
• Health debt doesn’t happen overnight; it builds gradually from poor habits and, if ignored, can quietly sabotage your retirement plans.
• Movement isn’t a quick trade-off for indulgence—it’s an investment that produces compounding returns in strength, energy, and longevity.
• By framing health through the same lens as financial planning, advisors can apply familiar strategies like diversification, metrics, and compounding to create sustainable well-being.

“A lot of people come into their adult life and their career with really great health, and by the end of their career, it's completely swapped. They've got a full bank account and an empty health account. I call it the big swap, and we do not want to do this, because your retirement without your health will not be super fantastic.” - Stevyn Guinnip

About Stevyn Guinnip MS, CWC: She is the Founder & CEO of Grow Wellthy™, where she empowers financial professionals—and their clients—to treat their health like their greatest asset. As a financial advisor’s daughter turned exercise physiologist and certified wellness coach, she blends decades of scientific expertise with real‑world experience to help advisors retire “wellthy.” After a life‑altering health crisis in Australia, Stevyn repurposed core financial principles—like diversification, tracking metrics, and long‑term thinking—into her signature WellthPLAN™ and WellthCLUB™ programs. An award‑winning speaker and recognized by WealthManagement.com as a “Ten to Watch in 2023,” she continues to inspire advisors to reclaim their health and enjoy the wealth they’ve built.

Connect with Stevyn Guinnip:

Website: https://www.growwellthy.com/ 

LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/ 

Email: stevyn@growwellthy.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Wallis Tsai discuss:

• Career shift from Goldman Sachs to consumer-focused insurance advisory
• Incentives, ignorance, and misaligned advice in the insurance industry
• How to think about term vs. permanent life insurance
• Entrepreneurs, protection gaps, and “non-urgent” risk planning
• Using institutional-grade analysis and AI to evaluate insurance policies

Key Takeaways: 

• Insurance can be a powerful tool when it is treated as “the right tool for the right job,” not simply the product that pays the highest compensation.
• Misaligned incentives and lack of deep product knowledge often lead professionals to recommend suboptimal policies, even without malicious intent.
• Protection planning rarely feels urgent until it is, but decisions about life, disability, and long-term care insurance must be made before health events occur.
• Term and permanent life insurance both have valid roles; any advice that universally dismisses one or glorifies the other is oversimplifying a nuanced decision.
• High-quality insurance recommendations rely on owning the details, running the math, and being willing to update conclusions when new facts (like underwriting results) emerge.

“Insurance can do a lot of good when the right tool is used for the right job, and customers are matched with the policy that truly is the best tool for the job they have at hand.” - Wallis Tsai

About Wallis Tsai: Have you ever wondered if you're getting the full story on insurance? Wallis Tsai is here to set the record straight. A former Goldman Sachs investment banker and hedge fund investor, Wallis founded AboveBoard Financial to bring transparency to an industry riddled with bad advice and conflicts of interest. She helps affluent professionals, high-net-worth families, and fiduciary advisors make smarter, data-driven decisions about life, disability, and long-term care insurance—without the sales fluff. Get ready to cut through the noise and rethink what you know about insurance!

Connect with Wallis Tsai:

Promo Link: https://www.aboveboardfinancial.com/fiduciwho 

Website: https://www.aboveboardfinancial.com/ 

LinkedIn: https://www.linkedin.com/in/wallis-tsai-31622a1/ 

Phone Number: (917) 509-2537

More information: https://app-na1.hubspotdocuments.com/documents/6016032/view/1706515036?accessId=5269a0 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Jacob Vanderslice discuss:

• Why disciplined investing sometimes means saying no to nearly every deal in the market
• How Van West evaluates self-storage opportunities through supply, rents, and downside risk
• The difference between investing directly in real estate versus investing passively with an operator
• What leverage, interest rates, and lower loan proceeds mean for today’s real estate returns
• Why operator quality can matter as much as the asset itself in private equity investing

Key Takeaways: 

• In a difficult market, discipline is often defined by what you choose not to buy. Van West reviewed more than 900 acquisition opportunities, modeled about 250, and purchased just one.
• Value-add investing often comes from relentless attention to operational details. Small savings on expenses, taxes, contracts, and inefficiencies can compound into meaningful increases in net operating income and asset value.
• Passive real estate investing gives investors access to experienced operators, tax benefits, and income potential without the time, capital, and management burden of owning property directly.
• In today’s market, higher interest rates, lower leverage, and reduced loan proceeds have changed return expectations. Investors and operators must adapt to a more conservative environment.
• Strong underwriting begins with the downside. Great operators spend less time chasing the story for winning and more time understanding how a deal could go wrong and how to reduce that risk upfront.

“Leverage is a wonderful and terrifying thing. Leverage, when used appropriately, can really increase your deal returns, but when used inappropriately, it can exponentially increase your risk profile at the same time.” - Jacob Vanderslice

Connect with Jacob Vanderslice:

Website: https://www.vanwestpartners.com/ 

LinkedIn: https://www.linkedin.com/in/jacob-vanderslice-02905b16b/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Bryan Clayton discuss:

• Early days mowing lawns and organic business growth
• Operator vs. owner mindset and the E-Myth framework
• Preparing a lifestyle business for eventual sale
• Origin story and validation journey of GreenPal
• Using technology, data, and AI to empower small service businesses

Key Takeaways: 

• A simple service business can teach most of the fundamentals of entrepreneurship, often faster and more effectively than formal business school.
• Moving from self-employed to true business owner requires intentional time working on the business: building processes, systems, and people that can operate without you.
• If there’s even a chance you might sell your company one day, you must build it to be sellable from the start, with clean systems, numbers, and an org chart that a buyer can understand.
• The real value of a marketplace platform lies not just in consumer convenience but in helping small operators win: getting customers, managing reviews, handling payments, and growing their income.
• Successful founders practice “constructive dissatisfaction”; they’re constantly, productively unhappy with the current state of the business and use that tension to drive continuous improvement.

“I think you can learn more in a weekend starting and launching a business and getting three customers than you can in a year of business school.” - Bryan Clayton

About Bryan Clayton: Bryan Clayton started mowing lawns as a teenager with a push mower. Twenty years later, he’s the CEO of GreenPal — the app Entrepreneur Magazine calls *the Uber for lawn care. Before GreenPal, Bryan built one of Tennessee’s largest landscaping companies, growing it to over $10 million a year before selling it. Now he’s doing it again — this time with technology. GreenPal connects 300,000 homeowners with reliable lawn pros, handling thousands of jobs every day all over the US. Bryan’s on a mission to bring AI into one of the oldest industries out there — helping small lawn care businesses use data and automation to compete like big companies. From pushing a mower to building a $30 million tech platform, Bryan’s story is all about grit, adaptation, and how old-school hard work can thrive in a high-tech world.

Connect with Bryan Clayton:

Website: https://www.yourgreenpal.com 

LinkedIn: https://www.linkedin.com/in/bryan-clayton-a96b33214 

Instagram: https://instagram.com/bryanmclayton 

X: https://x.com/bryanMclayton 

YouTube: https://www.youtube.com/@BryanClayton1 

Other Resource: https://en.m.wikipedia.org/wiki/Bryan_M._Clayton 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Eric discuss:

• The four core fiduciary duties under ERISA and why they matter
• The risks of overlooking retirement plan fees and transparency
• How small businesses can start retirement plans the right way
• Why more investment options aren't always better for 401(k) participants
• Real-world lessons from ERISA class action lawsuits

Key Takeaways:

• Crafting a strong retirement plan begins not with paperwork, but with intentional goals and a trusted advisor who can align the structure with the business's unique vision.
• Beneath the surface of fiduciary compliance lies a common oversight—many plan sponsors are unaware that failure to ensure fee transparency and act solely in employees’ best interests may place them on shaky legal ground.
• Rather than offering a buffet of investment choices, the conversation challenges the “more is better” mindset, advocating instead for simplicity and structure that empower—not overwhelm—plan participants.
• In a world where assumptions can be costly, the message is clear: fiduciaries must demand precise, itemized cost breakdowns to uphold their duty—vague approximations no longer suffice.
• Wrapped in a legal framework but rooted in ethics, transparency isn't just a smart move—it’s a non-negotiable pillar of responsible plan management under ERISA.

"Picture it as the foundation to your house, ladies and gentlemen; we don't need to be talking about what color the sconce is and whether it's silver or brass, or what the color of the throw pillows are on the bed before we have a foundation, and those investments in your ERISA plan should be foundational and nothing more.” - Eric Dyson

About Eric Dyson: He is a U.S. Naval Academy graduate and former nuclear-trained submarine officer with over 30 years of experience in the financial services industry. A seasoned ERISA advisor, he has worked as both a 3(21) and 3(38) fiduciary on defined contribution and benefit plans. Eric is the Executive Director of 90 North Consulting, where he specializes in conducting ERISA advisor RFPs, fiduciary training, best practices audits, and serving as an expert witness. His expertise has been trusted by both plaintiffs and defendants, the U.S. Department of Labor, and the CFP Board. 

Connect with Eric Dyson:

Website: https://90northllc.com/ 

LinkedIn: https://www.linkedin.com/in/401kguy/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Jonathan Blau discuss:

• Common behavioral biases of wealthy investors
• Overconfidence, loss aversion, regret, and status quo bias
• How Wall Street sales culture differs from true fiduciary advice
• Index funds, “sevens vs. threes,” and inflation as the real risk
• Media noise, market timing, and the value of a qualified advisor

Key Takeaways: 

• The wealthiest investors are often the most vulnerable to behavioral mistakes because their confidence from business success doesn’t translate into skill with markets.
• Powerful biases such as loss aversion, regret aversion, and status quo bias can lead investors to avoid stocks altogether, inadvertently exposing them to long-term inflation risk.
• Many parts of the advisory industry still revolve around sales, timing, and selection stories, even though persistent outperformance is rare and often tax-inefficient.
• Volatility is temporary and often overemphasized compared to inflation, which permanently erodes purchasing power; owning more equities (“sevens”) than bonds (“threes”) is critical for long retirements.
• One of the best investments most people can make is in a truly qualified financial advisor who focuses on behavior, planning, costs, and taxes rather than chasing “hot” ideas or timing calls.

“If you're going to survive a 30-year retirement marked by 3 to 5% inflation, you better have a lot more sevens than threes.” - Jonathan Blau

About Jonathan Blau: Jonathan Blau is the founder and CEO of Fusion Family Wealth, a fee-only registered investment advisory firm in Long Island that focuses on helping investors recognize and overcome behavioral biases that can lead to poor financial decisions. His career began with a summer internship at Lehman Brothers, where he noticed the need for objective, planning-based advisory services for wealthy investors. He later earned advanced degrees in taxation and accounting, worked in tax and family wealth planning, and gained extensive experience at firms such as Sanford C. Bernstein, Morgan Stanley, Smith Barney, and UBS. These experiences shaped his belief that investor behavior is often more important than investment products.

As a behavioral finance thought leader, Jonathan helps clients make rational financial decisions, especially during periods of uncertainty. He emphasizes that true wealth risk comes not from temporary market fluctuations, but from the permanent loss of purchasing power caused by inflation. Through his advisory work and the “Crazy Wealthy Podcast,” he shares practical insights on improving money behavior and avoiding common investment mistakes. Fusion Family Wealth’s recognition among Forbes’ Top 250 Registered Investment Advisory Firms reflects its commitment to integrity, client focus, and meaningful financial guidance.

Connect with Jonathan Blau:

Website: https://www.fusionfamilywealth.com/   

LinkedIn: http://www.linkedin.com/in/jonathanblau1 

Instagram: https://www.instagram.com/moneeeementor/  

Podcast - Crazy Wealthy Podcast: https://crazywealthypodcast.fusionfamilywealth.com/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Fritz discuss:

• How Fritz launched The Retirement Manifesto blog and wrote 440+ articles on retirement strategy
• The most overlooked yet critical element of retirement success
• Why many retirees struggle with identity and purpose post-career
• The story behind Fritz and his wife founding the nonprofit “Freedom for Fido”
• The essential difference between “retirement” and “refirement”

Key Takeaways:

• A fulfilling retirement doesn’t come from savings alone—it requires thoughtful planning around identity, structure, and a renewed sense of purpose. Without this preparation, many retirees find themselves unfulfilled despite being financially secure.
• Starting the mental and emotional preparation for retirement at least two to three years before leaving the workforce significantly increases the chances of a smooth and meaningful transition. It’s not just about the money—it’s about mindset.
• Think of retirement not as a finish line, but as the beginning of a new chapter filled with passion projects, adventure, and personal reinvention. It's the opportunity to finally do what lights you up—on your own terms.
• When you contribute your time and energy to causes that matter, like volunteering, you often discover deeper relationships and a renewed sense of connection. Giving back adds purpose that money simply can’t buy.
• Following your curiosity can unlock unexpected joys in retirement. For Fritz, that curiosity led to founding a nonprofit that builds fences for dogs—proof that passion often starts with a single step.

“The number one key to a successful retirement is to start planning early—ideally two years out, one year at minimum. And don’t just focus on the financials. That’s a common mistake. You’ve got to expand your thinking into the non-financial areas as well.” - Fritz Gilbert

About Fritz Gilbert: He is the founder of The Retirement Manifesto, an award-winning blog dedicated to “Helping People Achieve a Great Retirement.” He’s also the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. After a 33-year career in Corporate America, Fritz retired in 2018 at age 55 and now shares practical lessons to help others navigate their own retirement journey. He and his wife live in the Appalachian Mountains of Blue Ridge, Georgia, with their three dogs, where they also run Freedom for Fido, a 501(c)(3) nonprofit that builds free dog fences for low-income families with chained pets.

Connect with Fritz Gilbert:

Websites: https://www.theretirementmanifesto.com/ , https://freedomforfido.com/ 

LinkedIn: https://www.linkedin.com/in/fritzgilbert/ 

Facebook: https://www.facebook.com/TheRetirementManifesto 

Fritz’s Book: https://www.amazon.com/Keys-Successful-Retirement-Staying-Productive/dp/164611339X 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Ari Rastegar discuss:

• Risk management and “risk-adjusted returns” in real estate
• Zoning, entitlements, and asset-class agnostic development
• Navigating fear, market cycles, and investor psychology
• Misconceptions about “passive income” and DIY real estate investing
• Investor alignment, accessibility, and co-investment with institutions

Key Takeaways: 

• Effective real estate investing starts with obsessing over how you could lose money and building structures to manage, not eliminate, that risk.
• Being asset-class agnostic and focusing on zoning and entitlements can unlock hidden value long before a shovel ever hits the ground.
• The most attractive deals often emerge during periods of fear, volatility, and negative headlines, precisely when most investors are the most reactive and hesitant.
• So‑called “passive income” in real estate usually demands intense, around-the-clock active management, making professional oversight far more valuable than many high performers assume.
• Long-term success in investing and business requires psychological endurance: the willingness to endure cycles, confront hard conversations, and continuously learn from failure.

“Private equity in real estate, in particular, real estate is about counter-punching, and it's about knowing when to, when others are scared, when others are selling, when things are going whatever, knowing when to be aggressive and buy things at a discount, and that's exactly what this time is right now.” - Ari Rastegar

About Ari Rastegar: Ari Rastegar is the Founder and CEO of Rastegar Capital, a vertically integrated real estate investment firm based in Austin, Texas. Known as one of America’s most forward-thinking real estate investors, Ari has built a diverse national portfolio spanning multifamily, industrial, self-storage, and mixed-use assets. A first-generation Iranian-American and author of the acclaimed book The Gift of Failure, Ari’s journey from modest beginnings to building a billion-dollar enterprise embodies his core belief: failure isn’t final — it’s fuel. His philosophy of turning adversity into opportunity has made him a sought-after voice on leadership, resilience, and the future of American growth markets. Ari has been featured on Fox News, CNBC, Forbes, Bloomberg, and Business Insider, where he speaks on the intersection of real estate, economics, and mindset — offering sharp insights into why people and capital flow where they’re treated best.

Connect with Ari Rastegar:

Website: http://www.rastegarcapital.com 

LinkedIn: https://www.linkedin.com/in/arirastegar 

X: https://twitter.com/AriRastegar  

Instagram: https://www.instagram.com/arirastegar 

YouTube: https://www.youtube.com/@Ari_Rastegar  

Book: The Gift of Failure – https://www.amazon.com/Gift-Failure-Turn-Missteps-Success/dp/1544523211/ref=asc_df_1544523211/?tag=hyprod-20&linkCode=df0&hvadid=598354936952&hvpos=&hvnetw=g&hvrand=12557661389217729104&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9028310&hvtargid=pla-1678938210209&psc=1  

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Jesse discuss:

• Journey from aerospace engineer to personal finance educator
• Why understanding your real spending habits is critical to retirement planning
• How the engineering mindset helps break down complex financial systems
• The most common financial mistakes people make—and how to prevent them
• How podcasting and financial education can empower individuals at all life stages

Key Takeaways:

• Many individuals drastically underestimate their actual monthly spending, leading to flawed financial plans that feel solid—until the numbers don't add up.
• Financial planning mirrors a spider web: every financial decision pulls on another thread, revealing an intricate system where nothing exists in isolation.
• While investments often take center stage, the true value lies in holistic planning—blending tax strategies, risk protection, and long-term income coordination.
• Clarity begins with humility: assuming no prior knowledge, effective educators break down complex topics to their first principles, avoiding industry jargon.
• When people truly understand both their risk exposure and spending habits, they gain the confidence to make intentional, informed financial choices.

"It's the idea that I don't want to say investing is table stakes in our industry, because it's probably not, but I think investing can be the easier part of our job... I just like learning all the cool stuff in the planning world that I didn't know before.” - Jesse Cramer

About Jesse Cramer: He is the founder and voice behind The Best Interest Blog and the Personal Finance for Long-Term Investors Podcast, where he educates over 25,000 DIY investors and financial advisors every month. With a background in mechanical and aerospace engineering, Jesse has a gift for making complex financial topics surprisingly simple. Today, he brings that same clarity and precision to his work as a fiduciary, fee-only advisor at a wealth management firm in Rochester, New York.

Connect with Jesse Cramer:

Website: https://bestinterest.blog/ 

LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/ 

Podcast: https://podcasts.apple.com/us/podcast/personal-finance-for-long-term-investors-the-best-interest/id1553180943 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Tom Ruwitch discuss:

• Early days of email marketing and media industry lessons
• Why information-only content fails to attract clients
• The PLAN framework: Promise, Lesson, Anecdote, Next Step
• Stories as a repeatable system for content creation
• Implementum: combining strategy, technology, and team support to help business owners execute consistently

Key Takeaways: 

• Information alone rarely moves prospects; pairing a meaningful promise with a clear lesson is what makes content matter.
• Story-driven content keeps people engaged for years, so that when the timing is right, they’re already primed to buy.
• A simple framework, Promise, Lesson, Anecdote, Next Step, turns content creation from a creative struggle into a repeatable assembly process.
• Great marketing isn’t just about better tools; without strong content and consistent implementation, even the fanciest tech underperforms.
• Business owners often become their own bottleneck, and freeing them from tech and execution work lets them focus on serving clients and closing sales.

“The difference between content that is blah and boring and prospect repelling and content that is captivating and entertaining and client attracting is that framework promise lesson anecdote next step.” - Tom Ruwitch

About Tom Ruwitch: Tom Ruwitch is a business advisor, storytelling standout, and content marketing pioneer who helps business leaders create, deliver, and track client-attracting content and cure tech headaches.

In 2001, Tom founded the email marketing software and services company MarketVolt. This was before most business people had even heard of email marketing, much less tried it. MarketVolt licensed its groundbreaking software to businesses around the globe, and it operated as a full-service agency – helping businesses of all sizes attract prospects and land clients with online and offline marketing strategies and tactics.

After selling MarketVolt in 2019, Tom founded Story Power Marketing. Authors, coaches, and other experts hire Tom to transform their content from boring to brilliant – without writer’s block – so prospects tune in, turn on, and buy.

In 2021, Tom launched Implementum -- an all-in-one marketing, operations, and analytics platform that includes customized, done-for-you campaigns, strategy, and hands-on training. Implementum helps business leaders build automated marketing machines so they can grow and profit without tech headaches.

Connect with Tom Ruwitch:

Website: https://storypowermarketing.com 

LinkedIn: https://linkedin.com/in/tomruwitch 

Facebook: https://facebook.com/tomruwitch 

YouTube: https://youtube.com/@tom-ruwitch 

Book: https://storypowerbook.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Tommy Whitehead discuss:

●    Transition from finance and hospitality into construction and development

●    ADUs, affordable housing, and Florida’s evolving regulations

●    Disaster renovation, floodplains, and long-term real estate plays

●    Leadership, hiring, and building an executive team for growth

●    Community impact, networking strategy, and the Building Success Summit

Key Takeaways:

●    Career pivots often start in crisis: unemployment during the Great Recession led to thousands of renovation projects and ultimately a thriving construction firm.

●    Accessory Dwelling Units are becoming a critical tool for affordability, multi‑generational living, and rental income, but they live and die by local zoning and regulation.

●    Reputation is built less by ads and more by visible community contribution, from nonprofit partnerships to hosting high‑value networking events without expecting an immediate return.

●    Trying to save money by skipping professionals—accountants, attorneys, permits, inspections—almost always creates bigger, more expensive problems down the road.

●    Over‑customizing a property and making emotional renovation decisions can crush resale value; smart owners run the numbers first and design with the next buyer in mind.

“You're your number one fan, and you're your number one obstacle.” - Tommy Whitehead

About Tommy Whitehead: Tommy is the Founder and CEO of TomCo Solutions, a rapidly growing design-build construction firm focused on innovative housing solutions, including custom builds, renovations, and accessory dwelling units (ADUs). A recognized leader in the Tampa Bay business community, Tommy is also the founder of the Building Success Summit and author of the Amazon Best-Selling book Building Success: A Toolbox for Coming Out On Top. With a passion for entrepreneurship, economic empowerment, and community impact, Tommy has built multiple ventures spanning construction, real estate development, and business education. His work blends practical industry expertise with thought leadership, helping others scale their businesses and build lasting success.

Connect with Tommy Whitehead:

Website: https://tommywhitehead.com/

LinkedIn: https://www.linkedin.com/in/tommywhitehead/

Facebook TomCo: https://www.facebook.com/TomCoSolutions

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/

LinkedIn: https://www.linkedin.com/in/leonardraskin/

Facebook: https://www.facebook.com/RaskinGlobal

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Jacob Vanderslice discuss:

• Why disciplined investing sometimes means saying no to nearly every deal in the market
• How Van West evaluates self-storage opportunities through supply, rents, and downside risk
• The difference between investing directly in real estate versus investing passively with an operator
• What leverage, interest rates, and lower loan proceeds mean for today’s real estate returns
• Why operator quality can matter as much as the asset itself in private equity investing

Key Takeaways: 

• In a difficult market, discipline is often defined by what you choose not to buy. Van West reviewed more than 900 acquisition opportunities, modeled about 250, and purchased just one.
• Value-add investing often comes from relentless attention to operational details. Small savings on expenses, taxes, contracts, and inefficiencies can compound into meaningful increases in net operating income and asset value.
• Passive real estate investing gives investors access to experienced operators, tax benefits, and income potential without the time, capital, and management burden of owning property directly.
• In today’s market, higher interest rates, lower leverage, and reduced loan proceeds have changed return expectations. Investors and operators must adapt to a more conservative environment.
• Strong underwriting begins with the downside. Great operators spend less time chasing the story for winning and more time understanding how a deal could go wrong and how to reduce that risk upfront.

“Leverage is a wonderful and terrifying thing. Leverage, when used appropriately, can really increase your deal returns, but when used inappropriately, it can exponentially increase your risk profile at the same time.” - Jacob Vanderslice

Connect with Jacob Vanderslice:

Website: https://www.vanwestpartners.com/ 

LinkedIn: https://www.linkedin.com/in/jacob-vanderslice-02905b16b/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Arias WebsterBerry discuss:

• How Arias turned adversity and instability into entrepreneurial drive
• The real role of AI in modern business growth and automation
• Why most entrepreneurs struggle to adopt new technology and how to overcome it
• The biggest marketing mistakes business owners make today
• How to build authority instead of chasing attention

Key Takeaways: 

• Entrepreneurship often begins as a necessity, but long-term success comes from systems, persistence, and continuous learning.
• AI is not optional; it’s a competitive advantage for those willing to adopt it early and experiment through the learning curve.
• Many business owners overcomplicate marketing; starting with a simple landing page and lead capture system can create immediate momentum.
• Building a personal brand is no longer optional; people connect with people, not logos.
• Perfection slows growth; authenticity and consistency build stronger trust with the audience than polished content.

“If I wanted stability and control over my future, I was going to have to build it myself.” - Arias WebsterBerry

Connect with Arias WebsterBerry:

Website: https://www.websterberrymarketing.com/ 

Ignite Funnels: https://www.ignitefunnels.com/ 

LinkedIn: https://www.linkedin.com/in/ariasweb/ 

Instagram: https://www.instagram.com/ariasweb/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Today, Wendy helps women who’ve “checked all the boxes” but still feel stuck. She blends practical strategies with a compassionate mindset to help them reboot their habits, re-ignite their purpose, and build lives that actually fit. She also works closely with lawyers— especially those ready to go solo or restructure their practices—offering strategic coaching, systems consulting, and speaking engagements for law firms looking to prevent burnout, increase retention, and foster sustainable success. 

In this episode, Leonard and Wendy Meadows discuss:

• Mediation can often produce similar outcomes to litigation, but with less cost, stress, and time
• The most common financial mistakes people make when dividing assets during divorce
• Why financial advisors are essential in showing whether a divorce settlement is actually sustainable
• How identity loss and emotional stress impact professionals during major life transitions
• The warning signs of burnout and practical ways to recover from it

Key Takeaways: 

• Divorce is often the largest financial transaction a person will experience in their lifetime. Without careful planning and professional guidance, simple decisions about assets, retirement accounts, or housing can create long-term financial consequences.
• Many couples believe they can save money by managing the divorce process themselves. In reality, DIY financial decisions, such as improperly liquidating retirement accounts, can trigger unnecessary taxes or penalties.
• Mediation can help couples resolve disputes faster and with less cost and friction than traditional litigation, even when the final buckets of division may look similar.
• Financial advisors play an essential role in helping divorcing clients understand long-term outcomes. Detailed projections and planning tools can reveal whether a settlement is truly sustainable for both parties.
• Burnout is a normal part of high-pressure careers, but recognizing the warning signs early makes recovery easier. Simple practices like journaling, movement, and structured daily planning can restore clarity and momentum.

“I have a baseline belief that everyone will be okay and everyone has the tools to be okay.” - Wendy Meadows

Connect with Wendy Meadows:

Website: https://www.sparkleandgrit.com/ & https://wendysmeadows.com/ 

LinkedIn: https://www.linkedin.com/in/wendy-sare-meadows-ba80285/ 

Facebook: https://www.facebook.com/profile.php?id=100072318214998 

Instagram: https://www.instagram.com/wendy_s_meadows/ 

Grab Wendy’s free sparkle & GRIT Playbook: https://www.sparkleandgrit.com/playbook 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Todd Langford discuss:

• Why financial planning requires more than simply chasing higher rates of return
• The importance of understanding the time value of money in financial decisions
• How opportunity cost shapes long-term wealth outcomes
• Why access to cash and liquidity can protect against financial shocks
• The difference between “black swan” and “gray swan” events and how to prepare for them

Key Takeaways: 

• Financial math is essential, but it cannot be the only factor guiding decisions. Advisors must combine accurate calculations with real-world context, risk management, and a deep understanding of client goals.
• Opportunity cost is one of the most overlooked forces in personal finance. Every dollar spent or redirected represents future compounded growth that may never materialize.
• Liquidity provides flexibility during uncertain times. Having access to cash can allow individuals to weather downturns, avoid forced selling, and even capitalize on opportunities when markets decline.
• Financial planning must consider both sides of the mountain. Advisors often focus on accumulation, but the real goal is sustainable income and cash flow during retirement.
• Technology can calculate outcomes, but it cannot understand people. Advisors must interpret financial math through the lens of client goals, risk tolerance, and life circumstances.

“The ability to save is way more important than chasing a rate of return.”

- Todd Langford

Connect with Todd Langford:

Website: http://www.truthconcepts.com  

LinkedIn: https://www.linkedin.com/in/truthconceptssoftware/ 

Facebook: https://www.facebook.com/todd.langford.58/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Douglas Strouse discuss:

• Why running a small business can be harder than leading a large corporation
• The five core components of resilient leadership
• The concept of “active optimism” and expecting success
• How peer advisory councils help CEOs avoid isolation and make better decisions
• How AI will reshape leadership and why leaders must learn to use it strategically

Key Takeaways: 

• Resilience is not about avoiding failure; it’s about getting back up repeatedly and learning from setbacks. Leaders who embrace failure grow stronger.
• Organizational excellence requires clarity. If performance standards and responsibilities are not clearly defined, people cannot achieve excellence.
• CEOs need community. Peer advisory groups provide perspective, accountability, and practical advice that can save companies significant time and money.
• Mental health impacts every workplace. Leaders must recognize that personal and professional challenges are interconnected.
• AI will not replace leaders, but leaders who understand how to leverage AI will outperform those who ignore it.

“Only through failure will you become a success.”

- Douglas Strouse

Connect with Douglas Strouse:

Website: http://Ceoclubofbaltimore.com 

LinkedIn: https://www.linkedin.com/in/douglas-a-strouse-ph-d-63a17a/ 

Email: doug@ceoclubofbaltimore.com 

Phone: 410-218-9777

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Michael DeLon discuss:

• Why publishing a book instantly elevates credibility beyond credentials and certifications
• Why AI-generated books fail to build authentic trust and connection
• How books shorten the sales cycle and strengthen prospect relationships
• The power of audiobooks and podcasting in building emotional connection
• How credibility marketing helps professionals in high-trust industries (financial advisors, attorneys, mortgage lenders, consultants, and more) stand out

Key Takeaways: 

• In high-trust industries, credentials are table stakes, but authorship creates differentiation and authority.
• AI may generate information, but it cannot replicate personal stories, voice, or emotional connection, the true drivers of trust.
• An audiobook and podcast extend your platform, allowing prospects to bond with your voice and philosophy before ever meeting you.
• When prospects read your book before the first appointment, it feels like a second or third meeting, dramatically shortening the sales cycle.
• Books have a shelf life. Even if someone doesn’t read it immediately, your authority remains visible and accessible long after the initial conversation.

“Never write a book. Always speak to write it.”

- Michael DeLon

Connect with Michael DeLon:

Website: https://paperbackexpert.com/ 

LinkedIn: https://www.linkedin.com/in/michaeldelon/ 

Free Resource to offer: TheCredibilityCalculator.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Dalmo Cirne discuss:

• How mathematics and systems thinking shape leadership and product strategy
• Why communication of intent matters more than prescribing execution
• Leadership challenges across startups, mid-sized companies, and enterprises
• Risk management, trust, and reproducibility in products and services
• The role of AI, automation, and data sensitivity in financial and fiduciary environments

Key Takeaways: 

• Leadership is not a static role but a constant flow of responsibilities that requires balance, awareness, and adaptability.
• The most effective leaders focus first on managing themselves before managing teams, operations, or stakeholders.
• Clear communication of intent empowers teams to innovate, adapt, and reach outcomes without being constrained by rigid instructions.
• Automation and AI are not inherently dangerous, but overreliance without reassessing assumptions can erode trust and credibility.
• Sustainable growth depends on knowing when to introduce processes—too early stifles innovation, too late creates chaos and inconsistency.

“Leadership is about effectiveness, then efficiency.”

- Dalmo Cirne

Connect with Dalmo Cirne:

Website: https://dalmocirne.com 

LinkedIn: https://www.linkedin.com/in/dalmocirne/ 

Substack: https://dalmocirne.substack.com/ 

X: https://x.com/dalmocirne

Book - The Four Streams of Leadership: https://the4streamsofleadership.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Jason Duncan discuss:

• Why owner-dependent businesses destroy freedom, value, and exit options
• The “hero syndrome” and how it keeps entrepreneurs trapped inside their companies
• Why delegation, trust, and discipline are the real barriers to growth
• The XOS Method and the seven stages of exiting without exiting
• Identity, purpose, and mindset challenges business owners face after stepping away

Key Takeaways: 

• Starting a freedom business often leads to the opposite outcome when the owner becomes the system instead of building one.
• Any part of a business that relies on the owner automatically reduces its value in the eyes of buyers, lenders, and investors.
• Delegation fails not because people are incapable, but because leaders are unwilling to let others learn through failure.
• Viewing your company through a buyer’s lens changes how you hire, operate, scale, and plan for the future.
• True wealth isn’t about selling a business. It’s about having the choice to sell, stay, or step away entirely.

“Any system in a business that relies on the owner will devalue the company.” - Jason Duncan

Connect with Jason Duncan:

Website: https://www.therealjasonduncan.com/ 

LinkedIn: https://www.linkedin.com/in/therealjasonduncan/ 

Instagram: https://www.instagram.com/therealjasonduncan 

YouTube: https://www.youtube.com/@TheRealJasonDuncan  

Free Webinar: https://exiter.club/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Patrick discuss:

• How Patrick’s early fascination with pricing and value shaped his career in valuation and investing
• Why future vision, not historical performance, is the biggest driver of business value
• How Hill Capital fills the “capital gap” between bank financing and venture capital
• Why community, advisors, and peer networks are critical to entrepreneurial success
• How advisors can help business owners unlock underrecognized levers of long-term value

Key Takeaways: 

• Business value is created by what a company can become, not simply by what it has already done.
• Vision-driven entrepreneurs unlock greater valuation by clearly articulating where their product or service fits in the future market.
• Capital is not just about cost; it’s about structure, expectations, and alignment with long-term goals.
• Predatory lending options can quietly destroy businesses through hidden fees and cash-flow strain.
• Strong advisory communities and peer networks often make the difference during a company’s most difficult moments.

“The breakout is the opportunity for someone to get paid of what's going to happen in the future versus what has happened in the past.”

- Patrick Donohue

Connect with Patrick Donohue:

Website: https://www.hillcapitalcorp.com/ 

LinkedIn: https://www.linkedin.com/in/patrickedonohue/ 

Additional Resource: https://www.breakoutvaluation.com/

Book: Breakout Valuation

Email: patrick@hillcapitalcorp.com  

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Kia discuss:

• Why marketing in trust-based industries has become commoditized and how professionals can truly stand out
• The strategic power of print marketing in a digital-first, overcrowded landscape
• How storytelling and personal brand create trust without violating compliance rules
• Why do most professionals underprice their work by selling process instead of outcomes
• How advisors and attorneys can increase retention and referrals by going deeper with existing clients

Key Takeaways: 

• In highly competitive, trust-based industries, shouting louder online is no longer effective; differentiation comes from clarity, presence, and personal story.
• Print marketing works precisely because fewer professionals are willing to use it, making it less crowded and more impactful.
• Professionals don’t need better tactics; they need better positioning rooted in outcomes, not processes.
• Personal story is not unprofessional. It is the most powerful trust-building asset a fiduciary or attorney has.
• Raising fees becomes possible when clients buy transformation and clarity, not documents or transactions.

“Your story is the most powerful asset you have.”

- Kia Arian

Connect with Kia Arian:

Website: www.zinemarketing.com 

LinkedIn: https://www.linkedin.com/in/kiaarian/ 

Facebook: https://www.facebook.com/kiaarian

Instagram: https://www.instagram.com/karia_baby/ 

Podcast: The Results-Driven Life by Design

Other Resources: https://www.zinemarketing.com/practice_areas/brand.cfm, https://www.zinemarketing.com/reports/the-zine-newsletter-package.cfm, https://www.zinemarketing.com/practice_areas/books-and-guides.cfm 

Email: arian@zinemarketing.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Money Coaching provides a framework for understanding our patterns, behaviours, and emotions around money. Through building awareness in these areas, Dennis helps individuals and couples make better financial decisions, reduce anxiety and negative emotions, and communicate more openly and healthily about money.

Drawing on his experience as a Money Coach Trainer, Dennis runs workshops and training programs for financial professionals, helping them understand client money behaviour, engage in more open money conversations, and build deeper trust and connection.

He also delivers Financial Wellbeing webinars for employers seeking to support employees’ financial lives, and created “Money Coaching for Parents,” a unique program that helps parents teach their children how to develop a healthy relationship with money.

In this episode, Leonard and Dennis discuss:

• Why financial advice often fails when it ignores emotions and behavior
• How early childhood experiences shape lifelong money beliefs
• The difference between money and finance and why it matters
• Why many families avoid conversations about money (and the cost of silence)
• The role of advisors in helping clients feel seen, heard, and understood

Key Takeaways: 

• Money is rarely just about numbers. For most people, it represents safety, trust, control, belonging, or freedom.
• Advisors who talk only to “the money” (spreadsheets, plans, projections) miss the deeper issues driving client decisions.
• Our money behaviors are often rooted in childhood experiences, long before logic or financial education enters the picture.
• Open, honest conversations about money, free from shame and judgment, create healthier families and stronger financial outcomes.
• Compassion is critical: growth begins when people realize there’s nothing “wrong” with them for struggling with money.

“Money isn't finance. That's finances. Money is security, or freedom, or safety, or power, or belonging, all of those things.”

- Dennis Harhalakis

Connect with Dennis Harhalakis:

Website: https://cambridgemoneycoaching.uk/ 

LinkedIn: https://www.linkedin.com/in/dennis-harhalakis/

Email: dennis@cambridgemoneycoaching.uk 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Under John’s leadership, Regal has received national recognition, including being named a finalist for the EY Entrepreneur of the Year and winning WealthManagement.com’s Outstanding Practice Management Award. He has appeared twice on InvestmentNews’ “Hot List” of top U.S. financial advisors and is widely respected as a coach, mentor, and industry builder.

John’s philosophy centers on independence, integrity, and innovation, along with creating aligned, ethical, and mutually profitable relationships that last.

In this episode, Leonard and John discuss:

• How Regal Financial Group grew into a national multi-entity platform serving independent advisors
• Why independence, integrity, and innovation anchor every decision John makes
• What John learned from a difficult SEC experience and how it reshaped compliance
• Why retirement shouldn’t mean “disengagement,” and how purpose drives longevity
• The importance of alignment, ethics, and relationships in financial leadership

Key Takeaways: 

• Values drive growth. Independence, integrity, and innovation aren’t slogans; they shape culture, decisions, and advisor relationships.
• Advisors often struggle most with prospecting early and scaling later; both require clear processes and support systems.
• Regulatory friction is real, but resilience and better systems can turn painful experiences into stronger firms.
• Retirement without purpose leads to disengagement; meaningful mission, relationships, and activity are essential to quality of life.
• Great leadership means building platforms where advisors can thrive without sacrificing independence or ethics.

“If you spend time with five ding dongs, you're going to be the sixth. If you spend five millionaires, you'll be the sixth. You know who you surround yourself with is really important.”

- John Kailunas

Connect with John Kailunas:

Website: https://www.catalyst4growth.org/ 

LinkedIn: https://www.linkedin.com/in/john-kailunas-ii-966b5a7/ 

Book: https://www.amazon.com/Mission-Retirement-Provoking-Purposeful-Fulfilling/dp/B0DWGSHKF9?source=ps-sl-shoppingads-lpcontext&ref_=fplfs&psc=1&smid=ATVPDKIKX0DER  

Email: info@catalyst4growth.org 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Georgiene discuss:

• How Georgiene’s experience as a regulator, in-house counsel, and advisor gives her a unique industry perspective
• What fiduciary roles really mean and why most plan sponsors shouldn’t go it alone
• Why annuities, guarantees, and risk pooling matter more than most people realize
• How AI and blockchain are quietly reshaping financial services
• Common mistakes firms make when launching new financial products

Key Takeaways: 

• Employers aren’t meant to be retirement experts; the right advisors, TPAs, and fiduciary structures exist to remove unnecessary burden.
• Blockchain and AI aren’t buzzwords; they’re already powering real-world financial applications, especially in insurance and payments.
• Innovation fails most often because firms underestimate cost, timelines, and the complexity of regulation.
• Fiduciary rules aren’t barriers; they’re frameworks that create discipline, transparency, and trust.
• Careers grow when you find important work others avoid and do it exceptionally well.

“As much as people don't like change, things are changing so rapidly right now that you have to be able to, you know, keep, keep an open mind to do things.”

- Georgiene Alsdorf

Connect with Georgiene Alsdorf:

LinkedIn: https://www.linkedin.com/in/gina-alsdorf/ 

X: https://x.com/benefitsgirl 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Barry discuss:

• Why America’s retirement system ranks among the worst in developed nations
• The flaws of the 401(k) model and the risks behind Wall Street’s dominance
• The importance of guaranteed products like annuities and life insurance
• The hidden practices of major financial institutions versus what they sell to the public
• How Barry’s “Five Fs” guides his philosophy in life and finance

Key Takeaways:

• Retirement planning is not just about piling up assets; it’s about creating a reliable income and steady cash flow that lasts throughout life.
• While consumers are encouraged to take risks, large financial institutions quietly secure guarantees for themselves, revealing a troubling double standard.
• The 401(k) system has proven to be a dangerous experiment, leaving millions of Americans without real protection or dependable retirement outcomes.
• Products with guarantees, such as annuities and permanent life insurance, provide security and peace of mind when markets become volatile and unpredictable.
• By keeping faith, family, friends, fitness, and finance at the center, people can build not only financial resilience but also a strong foundation for life’s challenges.

“A new toaster from Walmart has more guarantees than a 401(k).”

- Barry Dyke

Connect with Barry Dyke:

Websites: https://www.camnh.com/ , https://www.barryjamesdyke.com/ 

LinkedIn: https://www.linkedin.com/in/barryjamesdyke/ 

Books: https://www.barryjamesdyke.com/store 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Karen discuss:

• How physical therapy shaped her holistic approach to leadership
• The PMCT model (Physical, Mental, Communication, Time) for leaders
• The impact of posture, movement, and habits on leadership presence
• Speaking at the Vatican and earning international recognition
• The role of communication, relationships, and resilience in success

Key Takeaways:

• Physical wellness forms the foundation of leadership. When the body is strong and healthy, it fuels mindset, resilience, and presence.
• Communication and relationships are true markers of wellness. Even small acts of connection can reshape both professional and personal outcomes.
• Retirement should be seen as a continuation, not an end. Living fully requires financial security paired with physical vitality.
• Fear and hesitation can paralyze progress. Strength is discovered in facing challenges across work, health, and relationships.
• Leadership wellness is far from “soft.” Building strength, confidence, and resilience determines whether leaders merely survive or truly thrive.

“If you are strong and secure, physically and financially, and you have the people. There's nothing you can't do. And when you are strong, and you have your health, you can do anything as long as there is breath, there is hope.”

- Karen Falkler

Connect with Karen Falkler:

Website: https://falkleradvisory.com/ 

LinkedIn: https://www.linkedin.com/in/karenfalkler/ 

Instagram: https://www.instagram.com/falkleradvisory/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Victor discuss:

• Victor’s pivotal shift from hedge funds to index investing
• Dynamic Index Investing®: blending passive and active
• Surprising lessons from investor psychology experiments
• Why generational wealth often disappears (The Missing Billionaires)
• Smarter ways to cut taxes, fees, and emotional mistakes

Key Takeaways:

• Victor’s turning point came when he recognized the heavy tax burdens and complexity of alternative investments. That realization pushed him toward a simpler, more efficient path with index funds.
• There is no such thing as a fully passive approach. Asset allocation must adapt dynamically to market conditions and each investor’s unique tolerance for risk.
• Even seasoned finance professionals often choose low-cost, diversified portfolios for their personal savings. For them, simplicity and sustainability outweigh the chase for alpha.
• Generational wealth rarely lasts forever. Concentrated bets, rigid spending habits, and small compounding mistakes over decades are usually what erode fortunes.
• Expanding financial education and clearer communication can save investors from avoidable errors. Demystifying personal investing makes it more approachable for everyone.

“The best investment strategy is the one you're going to stick with, I think there's a lot of depth in that, because ultimately, if you're going to stick with something over a long time, it has to be sensible. So, you might choose a strategy that you think you're going to stick with, but if you don't stick with it, then it wasn't the right thing.”

- Victor Haghani

Connect with Victor Haghani:

Websites: https://elmwealth.com/ , https://www.elmfunds.com/ 

LinkedIn: https://www.linkedin.com/in/victorhaghani/ 

YouTube: https://www.youtube.com/@elmwealth 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

offers a new and different take on wealth-building, lifestyle design, and retirement,

building customized, comprehensive Time Freedom Forecasts for his clients in just one

day. Brian is working toward a world where everyone has the time and support to define

what success means to them, and focus on building character over building resumes. 

In this episode, Leonard and Brian Herriot discuss:

• Why time freedom may be more meaningful than traditional financial independence
• How entrepreneurs can restructure their businesses to gain control over their schedules
• The mindset shift required to stop delaying life until retirement
• Practical strategies for creating “seasonal schedules” and reclaiming time
• How financial planning and investment strategies must adapt to support earlier lifestyle freedom

Key Takeaways: 

• Time freedom flips the traditional retirement model by prioritizing control over time today instead of waiting decades for financial independence. By structuring work intentionally, individuals can experience many of the benefits of freedom long before retirement age.
• Entrepreneurs often pursue business ownership for flexibility, yet many end up creating demanding jobs for themselves. Reorganizing responsibilities, delegating tasks, and adjusting work structures can help reclaim the freedom they originally sought.
• Small changes to a schedule, such as taking regular extended weekends or structured time off, can gradually build toward significant lifestyle freedom. Over time, these incremental adjustments can result in months of reclaimed time each year.
• Financial planning for time freedom requires thinking differently about liquidity and access to money. If individuals plan to use their time earlier in life, they must balance investments that grow wealth with funds that remain accessible.
• Taking extended breaks from daily work can improve creativity and strategic thinking. Stepping away from day-to-day often gives entrepreneurs the perspective needed to grow their businesses more effectively.

“Instead of doing financial freedom and then time freedom, just do time freedom and let the financial freedom work in the background.”

- Brian Herriot

Connect with Brian Herriot:

Website: www.herriotfinancial.com 

LinkedIn: https://www.linkedin.com/in/brianherriot/ 

Email: brian@herriotconsulting.com 

Time Freedom Calculator: www.timefreedomcalculator.com 

Book: https://timefreedom.life/book/ 

Podcast: https://podcasts.apple.com/us/podcast/the-time-freedom-podcast/id1676158930 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com

Show notes by Podcastologist: Francine Poblete

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Stevyn discuss:

• How a near-death health crisis reshaped Stevyn’s view of wealth and wellness
• The concept of “health debt” and its parallels to financial debt
• Why advisors need to view health as an asset and integrate it into financial planning
• The WellthPLAN™ framework and how financial principles like diversification and compounding apply to health
• Practical first steps advisors and clients can take to measure and improve their health

Key Takeaways:

• Retirement readiness isn’t just about accumulating money—it’s equally about protecting and growing your health assets so you can enjoy the wealth you’ve built.
• Think of stress management and quality sleep as daily bills you must pay; if left unpaid, the “interest” compounds in ways that harm your long-term health.
• Health debt doesn’t happen overnight; it builds gradually from poor habits and, if ignored, can quietly sabotage your retirement plans.
• Movement isn’t a quick trade-off for indulgence—it’s an investment that produces compounding returns in strength, energy, and longevity.
• By framing health through the same lens as financial planning, advisors can apply familiar strategies like diversification, metrics, and compounding to create sustainable well-being.

“A lot of people come into their adult life and their career with really great health, and by the end of their career, it's completely swapped. They've got a full bank account and an empty health account. I call it the big swap, and we do not want to do this, because your retirement without your health will not be super fantastic.”

- Stevyn Guinnip

Connect with Stevyn Guinnip:

Website: https://www.growwellthy.com/ 

LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/ 

Email: stevyn@growwellthy.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Ian discuss:

• How Ian went from private equity to creating the ultimate nightlife app, Discotech
• Building a two-sided marketplace in the club and festival scene
• The power of freemium models and user referrals for growth
• Surviving the pandemic as a nightlife-focused business
• The future of Discotech: AI, personalization, and expanding beyond clubs

Key Takeaways:

• Some of the best startup ideas are born from frustration — for Ian Chen, it was a ruined night in Vegas due to an unreliable promoter that sparked the vision for Discotech.
• Launching a mobile-first app in 2013 came with high costs and technical challenges, but being among the first in the nightlife tech space gave Discotech a valuable head start.
• Growth skyrocketed after the team expanded beyond bottle service to include free guest lists and discounted tickets, making the platform accessible to a much broader audience.
• The COVID-19 pandemic devastated the nightlife industry and nearly wiped out the company, but it also forced Ian and his team to operate leaner and more efficiently — ultimately strengthening their foundation.
• Discotech built loyalty by doing two things exceptionally well: helping users find events with ease and offering ways to party without breaking the bank — a combo that’s tough to beat.

“Save money. Party smarter.”

- Ian Chen

Connect with Ian Chen:

Website: https://discotech.me/ 

LinkedIn: https://www.linkedin.com/in/jeffreyianchen/ 

Instagram: https://www.instagram.com/jeffianchen/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Fritz discuss:

• How Fritz launched The Retirement Manifesto blog and wrote 440+ articles on retirement strategy
• The most overlooked yet critical element of retirement success
• Why many retirees struggle with identity and purpose post-career
• The story behind Fritz and his wife founding the nonprofit “Freedom for Fido”
• The essential difference between “retirement” and “refirement”

Key Takeaways:

• A fulfilling retirement doesn’t come from savings alone—it requires thoughtful planning around identity, structure, and a renewed sense of purpose. Without this preparation, many retirees find themselves unfulfilled despite being financially secure.
• Starting the mental and emotional preparation for retirement at least two to three years before leaving the workforce significantly increases the chances of a smooth and meaningful transition. It’s not just about the money—it’s about mindset.
• Think of retirement not as a finish line, but as the beginning of a new chapter filled with passion projects, adventure, and personal reinvention. It's the opportunity to finally do what lights you up—on your own terms.
• When you contribute your time and energy to causes that matter, like volunteering, you often discover deeper relationships and a renewed sense of connection. Giving back adds purpose that money simply can’t buy.
• Following your curiosity can unlock unexpected joys in retirement. For Fritz, that curiosity led to founding a nonprofit that builds fences for dogs—proof that passion often starts with a single step.

“The number one key to a successful retirement is to start planning early—ideally two years out, one year at minimum. And don’t just focus on the financials. That’s a common mistake. You’ve got to expand your thinking into the non-financial areas as well.”

- Fritz Gilbert

Connect with Fritz Gilbert:

Websites: https://www.theretirementmanifesto.com/ , https://freedomforfido.com/ 

LinkedIn: https://www.linkedin.com/in/fritzgilbert/ 

Facebook: https://www.facebook.com/TheRetirementManifesto 

Fritz’s Book: https://www.amazon.com/Keys-Successful-Retirement-Staying-Productive/dp/164611339X 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Paul discuss:

• Why small retirement plans are the most vulnerable to excessive fees
• How hidden costs in 401(k)s go unnoticed by both employers and employees
• The difference between true fiduciary service and the industry status quo
• Why flat-fee, transparent consulting beats asset-based pricing
• How Paul’s passion for food transparency connects to financial transparency

Key Takeaways:

• Most small businesses unknowingly overpay for their 401(k) plans, simply because the fees are hidden in complex structures and rarely itemized in plain sight. This lack of visibility keeps employers from questioning or negotiating costs.
• A significant portion of advisor compensation comes from asset-based fees that don’t reflect the level of service provided. This creates a misalignment between what’s paid and the value delivered.
• One of the most effective ways to reduce risk and enhance transparency is for employers to directly cover administrative costs. Doing so shifts accountability and encourages more scrutiny of service provider fees.
• Regular touchpoints between advisors and employees—along with accessible planning tools like retirement calculators—empower participants to make better financial decisions. It’s not just about access; it’s about understanding and engagement.
• Fiduciary duty should go beyond checking boxes and complying with regulations. At its core, it means putting people first, ensuring that every decision made supports the financial well-being of plan participants.

“If you're overpaying the service providers with the participants' money, that's actually putting you at greater risk of potential liability than you would have if you had no advisor at all.”

- Paul Sippil

Connect with Paul Sippil:

Website: https://www.paulsippil.com/ 

LinkedIn: https://www.linkedin.com/in/paul-sippil-5141a47/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Camille discuss:

• Camille’s journey from Manhattan real estate to ICU nursing to financial strategy
• The pivotal impact of losing both parents and becoming the family matriarch
• How precious metals and IULs create secure, tax-free retirement strategies
• The emotional and financial fears nurses face—and how to overcome them
• Why financial education and community are the foundations of true wealth

Key Takeaways:

• Camille’s journey through real estate, nursing, and finance revealed how adaptability and resilience are essential when navigating personal and economic upheaval. Each chapter of her career taught her to prepare for the unexpected.
• Investing in precious metals like gold and silver isn't just about profit—it’s a strategy rooted in preserving peace of mind and guarding against inflation and systemic risk.
• Employer pensions and hospital retirement plans aren't enough. Camille urges professionals, especially nurses, to take proactive steps in building personal safety nets through income protection tools.
• By combining her lived experiences with strategies like IULs, annuities, and private trusts, Camille helps families build generational wealth while shielding assets from taxes, lawsuits, and probate.
• True financial empowerment doesn’t start with money—it begins with education, intentional relationships, and the courage to break free from dependency on failing systems.

“Please become financially educated—and really watch your inner circle. Surround yourself with people who know more than you, who walk the walk and talk the talk. In the end, it’s all about community. Your community is only as strong as you are, and you are only as strong as your community.”

- Camille Scott Wiles

Connect with Camille Scott Wiles:

Website: https://preciousmetalsmasterclass.com/ 

LinkedIn: https://www.linkedin.com/in/camillewiles/ 

Camille’s Books: https://payhip.com/PreciousMetalsMasterclass/collection/all 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Jet discuss:

• Choosing education over enlistment and returning to aerospace after Navy service
• Visionary leadership and risk-taking in engineering and beyond
• Today’s youth face tougher paths to achieving the American Dream
• Retirement success requires purpose, not just financial readiness
• Jet’s workshop helps retirees rediscover meaning and direction

Key Takeaways:

• Perseverance, a clear vision, and the courage to take calculated risks form the foundation of impactful leadership. These traits propelled Jet from humble beginnings to the executive boardroom.
• While the American Dream is still within reach, it now demands more resilience and creativity—especially for younger generations navigating rising costs and shifting opportunities.
• Retirement shouldn’t signal the end of ambition. Instead, it offers a unique opportunity to channel energy and experience into something deeply meaningful.
• Jet proves that finding purpose after retirement can be more challenging—and more rewarding—than navigating a career in aerospace. Helping others uncover that purpose has become his greatest mission.
• Financial preparation alone won’t lead to fulfillment. Without a strong sense of purpose, even the most comfortable retirement can feel directionless.

“Make sure you are financially stable, so you don’t have to worry about money—then you can focus on doing three things: something for yourself, something for your family, and something for your community.”

- Jet Vertz

Connect with Jet Vertz:

LinkedIn: https://www.linkedin.com/in/jetvertzprofile/ 

Email: jet.vertz@gmail.com 

Jet’s Book: https://www.amazon.com/American-Dream-Jet-Vertz/dp/B0B4PDC7WM 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Emma discuss:

• How cash flow modelling empowers confident financial decisions
• Why emotional intelligence is critical in financial planning
• The importance of succession strategies and legacy planning
• Increasing financial literacy and gender diversity in finance
• The grit and integrity it takes to build a successful advisory career

Key Takeaways:

• Cash flow modelling isn’t just numbers—it gives clients a clear, visual roadmap of their future, helping them make confident decisions like choosing the right time to retire.
• Emma’s approach proves that technical skill is only half the job; it’s empathy and emotional intelligence that truly build lasting trust with clients.
• True legacy planning means more than passing down wealth—it’s about empowering the next generation with knowledge to preserve, grow, and understand its value.
• Despite progress, financial services still lack visible female representation; to change this, firms must proactively educate and support young women entering the field.
• Grit, persistence, and a client-first mindset are what separate lasting careers from fleeting ones—success comes to those who stay consistent and act with integrity.

"I’ve always treated my clients the way I’d treat my own family. I’ve never been pressured to recommend anything that wasn’t right for them—when you do the right thing, trust follows, and the momentum builds.”

- Emma Hall

Connect with Emma Hall:

Website: https://75point3.co.uk/ 

LinkedIn: https://www.linkedin.com/in/emma-hall-276a6284/ 

Email: emmahall@75point3.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Steven discuss:

• Why life insurance is often misunderstood and mismanaged, even by fiduciaries
• How to use independent research and benchmarks to compare insurance policies
• The risks of single-carrier policies and the importance of diversification
• How regulatory frameworks like the Uniform Prudent Investor Act apply to insurance
• Real-life examples of clients overpaying millions due to a lack of transparency and oversight

Key Takeaways:

• Too often, life insurance policies are purchased and forgotten—unlike investment portfolios that are reviewed regularly. Ongoing monitoring is essential to avoid costly mistakes and ensure alignment with evolving goals.
• It’s not just about what you pay in premiums; what really matters is the hidden internal cost structure of the policy. These expenses can dramatically affect both cash value growth and long-term performance.
• Putting all your life insurance with one carrier is a high-stakes gamble. Just like in investing, spreading risk across multiple strong insurers is a smart and necessary strategy.
• Regulatory bodies like FINRA and New York’s Regulation 187 make it clear: fiduciaries must act with care, diligence, and a foundation of unbiased, data-driven evaluation when recommending life insurance products.
• Third-party analysis from firms like Veralytic and Morningstar can uncover massive differences in policy costs—sometimes saving clients millions. These tools empower advisors to make truly informed decisions.

“A $50 billion company will always have the upper hand—unless someone’s standing between them and the consumer. That’s why you need people like me and Leonard. We’re here to protect clients from decisions they don’t even know are risky.”

- Steven Zeiger

Connect with Steven Zeiger:

Website: https://www.kbfinancialcompanies.com/ 

LinkedIn: https://www.linkedin.com/in/stevenzeiger/ 

Email: steven.zeiger@onedigital.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Doug discuss:

• The ethical foundation of high-performance sales strategies
• Why most entrepreneurs don’t know their business numbers—and why it matters
• How Doug’s $125,000 loss led to the creation of Vibitno, a follow-up automation platform
• The importance of identifying your true goal in business growth
• How client acquisition and communication are often the biggest gaps for growing companies

Key Takeaways:

• Ethical, client-focused sales strategies aren't just feel-good ideas—they offer a powerful, repeatable framework for scaling your business with integrity. Long-term success thrives on trust and value delivery.
• Entrepreneurs often excel at creating products but hit a ceiling when it comes to scaling. What’s missing isn’t passion—it’s operational clarity and financial discipline.
• Vibitno was born from a painful $125K loss due to a missed follow-up, proving how critical consistent, personalized communication is to closing deals. The platform now automates this process to eliminate lost opportunities.
• If your business earns under $1M annually, your number one priority should be acquiring clients—relentlessly and strategically. Most growth issues stem from a lack of consistent lead flow, not service quality.
• Before scaling, ask yourself what you truly want. Success can turn into a trap if the business you're building doesn’t align with your life goals.

"Every business, no matter the industry, is in the business of client acquisition. If you're under a million dollars in revenue, that should be your sole obsession—acquire, serve, deepen the relationship, and repeat.”

- Doug C. Brown

Connect with Doug C. Brown:

Websites: https://ceosalesstrategies.com/ , https://vibitno.com/ 

LinkedIn: https://www.linkedin.com/in/dougbrown123/ 

Email: doug@ceosalesstrategies.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Vonnya discuss:

• How Root Branch Media Group grew from a vision to a full Baltimore city block
• Using media to close learning gaps during the pandemic
• Scaling a mission-driven business from 3 to 40+ employees
• The power of storytelling in small business marketing and youth education
• Redefining legacy without children, through entrepreneurship and impact

Key Takeaways:

• Root Branch didn’t just start as a business—it began with a family road in rural South Carolina and evolved into a thriving, intentional ecosystem spanning media, education, and real estate. It’s a living tribute to heritage, purpose, and generational growth.
• When schools shut down during the pandemic, Dr. Pettigrew responded with innovation—adapting Root Branch’s media arts education for virtual learning and maintaining opportunities for both students and displaced teaching artists.
• For Dr. Pettigrew, media isn’t merely a product—it’s a powerful tool for shifting narratives, building economic access, and preserving legacies within marginalized communities.
• Purchasing an entire city block wasn’t just a real estate move—it marked a historic milestone. Dr. Pettigrew became the first Black woman to own a full block along Baltimore’s waterfront, anchoring Black-owned innovation in the heart of the city.
• Her success didn’t happen in isolation. Surrounding herself with seasoned professionals, seeking mentorship, and staying connected to collaborative peer networks gave her the insight and courage to scale boldly and sustainably.

“I believe that this whole ordeal has been a blessing, and that I was chosen for a purpose, and a part of fulfilling that purpose is to share it and to help others on a path to gain just as much success.”

- Dr. Vonnya Pettigrew

Connect with Dr. Vonnya Pettigrew:

Website: https://rootbranchmediagroup.com/home 

LinkedIn: https://www.linkedin.com/in/dr-vonnya-pettigrew-hond-75161664/ 

Instagram: https://www.instagram.com/rootbranchmg/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Brian discuss:

• How Brian went from financial illiteracy to becoming a leading investing educator
• The inspiration and insights behind his best-selling book, Why Does the Stock Market Go Up?
• Why reading financial statements is essential for investors and business owners alike
• The dangers of investing without understanding, and how most people still do it
• How beginners can start investing today with minimal money and zero excuses

Key Takeaways:

• The stock market isn’t some mysterious force—it rises over time for reasons rooted in business growth, profits, and innovation. Once you understand the underlying mechanics, it becomes far less intimidating and much more empowering.
• You don’t need a degree in finance to become a successful investor. What truly matters is your willingness to stay curious, keep learning, and put in the effort to build your financial literacy.
• Surprisingly, many people—including seasoned professionals—can’t read a basic financial statement. This lack of understanding leads to poor decisions and missed opportunities in both investing and business.
• Trying to time the market is overrated—what matters more is simply starting. Even small, consistent investments made early on can compound into significant wealth over time.
• If the thought of analyzing individual stocks feels overwhelming, don’t force it. Opting for a low-cost, broad-based index fund is not only smarter for most people—it’s also more sustainable.

“ There are quite literally zero excuses—not having money, education, or experience doesn't matter. The only thing you need to get started investing is the interest in doing so.”

- Brian Feroldi

Connect with Brian Feroldi:

Website: https://www.brianferoldi.com/ , https://www.longtermmindset.co/ 

LinkedIn: https://www.linkedin.com/in/brianferoldi/ 

Instagram: https://www.instagram.com/brianferoldi/ 

YouTube: https://www.youtube.com/brianferoldiYT 

Brian’s Book: https://www.brianferoldi.com/book/ 

Stock Simplifier: https://www.stocksimplifier.com/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Warren discuss:

• Emotional intelligence and personal growth drive lasting leadership transformation
• The “universal why” links fulfillment to a deeper, purpose-driven culture
• Tools like The Leadership Circle and CultureWise help leaders build self-aware teams
• Great leaders move beyond outdated, command-and-control leadership models
• Succession planning is an emotional journey, not just a business decision

Key Takeaways:

• Leadership isn’t defined by control or authority—it begins with the courage to ask for help. Warren emphasizes that vulnerability, often seen as weakness, is a sign of strength in effective leaders.
• Culture will always outperform strategy when it’s deliberately built on shared values and clear behaviors. Without intentional effort, even the best strategies will falter.
• Transformation happens when owners stop tying their worth to a job title. Recognizing that identity extends beyond being “the boss” opens the door to real growth.
• Planning for an exit isn’t just a financial exercise—it’s deeply emotional and personal. Owners must come to terms with letting go of their role and embracing life beyond the business.
• Profitability follows when leaders prioritize people and purpose over numbers. A heart-led business inspires loyalty, joy, and sustainable success.

“ The people we need in our organizations... are people who want to contribute, they want to achieve, they want to feel loved. They want to feel like they belong to something bigger than themselves.”

- Warren Quinn

Connect with Warren Quinn:

Website: https://humansatworkpro.com/ 

LinkedIn: https://www.linkedin.com/in/warrenquinn1/ 

Phone: 410-382-5569

Email: warren@humansatworkpro.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Jesse discuss:

• Journey from aerospace engineer to personal finance educator
• Why understanding your real spending habits is critical to retirement planning
• How the engineering mindset helps break down complex financial systems
• The most common financial mistakes people make—and how to prevent them
• How podcasting and financial education can empower individuals at all life stages

Key Takeaways:

• Many individuals drastically underestimate their actual monthly spending, leading to flawed financial plans that feel solid—until the numbers don't add up.
• Financial planning mirrors a spider web: every financial decision pulls on another thread, revealing an intricate system where nothing exists in isolation.
• While investments often take center stage, the true value lies in holistic planning—blending tax strategies, risk protection, and long-term income coordination.
• Clarity begins with humility: assuming no prior knowledge, effective educators break down complex topics to their first principles, avoiding industry jargon.
• When people truly understand both their risk exposure and spending habits, they gain the confidence to make intentional, informed financial choices.

“ It's the idea that I don't want to say investing is table stakes in our industry, because it's probably not, but I think investing can be the easier part of our job... I just like learning all the cool stuff in the planning world that I didn't know before.”

- Jesse Cramer

Connect with Jesse Cramer:

Website: https://bestinterest.blog/ 

LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/ 

Podcast: https://podcasts.apple.com/us/podcast/personal-finance-for-long-term-investors-the-best-interest/id1553180943 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Eric discuss:

• The four core fiduciary duties under ERISA and why they matter
• The risks of overlooking retirement plan fees and transparency
• How can small businesses start retirement plans the right way
• Why more investment options aren't always better for 401(k) participants
• Real-world lessons from ERISA class action lawsuits

Key Takeaways:

• Crafting a strong retirement plan begins not with paperwork, but with intentional goals and a trusted advisor who can align the structure with the business's unique vision.
• Beneath the surface of fiduciary compliance lies a common oversight—many plan sponsors are unaware that failure to ensure fee transparency and act solely in employees’ best interests may place them on shaky legal ground.
• Rather than offering a buffet of investment choices, the conversation challenges the “more is better” mindset, advocating instead for simplicity and structure that empower—not overwhelm—plan participants.
• In a world where assumptions can be costly, the message is clear: fiduciaries must demand precise, itemized cost breakdowns to uphold their duty—vague approximations no longer suffice.
• Wrapped in a legal framework but rooted in ethics, transparency isn't just a smart move—it’s a non-negotiable pillar of responsible plan management under ERISA.

"Picture it as the foundation to your house, ladies and gentlemen, we don't need to be talking about what color the sconce is and whether it's silver or brass, or what the color of the throw pillows are on the bed before we have a foundation, and those investments in your ERISA plan should be foundational and nothing more.”

- Eric Dyson

Connect with Eric Dyson:

Website: https://90northllc.com/ 

LinkedIn: https://www.linkedin.com/in/401kguy/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Michael discuss:

• Effective real estate practices and the importance of single-party seller representation
• High turnover rates among real estate agents within five years
• Limitations of open houses and the value of data-driven strategies
• Common mistakes sellers make, including underpricing and mishandling bidding wars
• Unique challenges of working with ultra-wealthy clients and the value of referrals over outreach

Key Takeaways:

• Prioritizing single-party seller representation is essential to avoid conflicts of interest and maximize the seller's return through fair competition and strategic pricing.
• Real estate demands sustained skill development as a staggering number of agents exit the industry within five years, reflecting the challenging nature of successful home sales.
• Data-driven strategies and accurate pricing prove far more effective than traditional marketing methods like open houses, which often fail to deliver optimal results.
• Costly mistakes, including underpricing and poor agent selection, can significantly hinder a seller's success, emphasizing the importance of experienced and reliable representation.
• Cultivating genuine relationships and fostering a referral-driven business model hold more long-term value than impersonal outreach, especially when working with affluent clients who value trust and expertise.

"Real estate is just a relationship business. Pick up the phone. Be a human being.”

-Michael Bell

Connect with Michael Bell:

Website: https://michaelbbell.com/ 

LinkedIn: https://www.linkedin.com/in/linktomichaelbell/ 

Michael’s Book: https://michaelbbell.com/book/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Greg discuss:

• The double-edged sword of perfectionism and why it sabotages performance
• The psychological traps high achievers fall into, including burnout and rigidity
• How self-oriented vs. other-oriented perfectionism affects leadership and teams
• The power of values-based decision-making in combating process paralysis
• How to shift from striving to thriving with practical behavioral strategies

Key Takeaways:

• A nuanced exploration of perfectionism reveals it’s not the enemy—until it's fueled by rigidity and impossible standards, turning a strength into a self-sabotaging force.
• Self-oriented perfectionism doesn’t just exhaust the individual; it radiates outward, quietly eroding trust, morale, and team cohesion in leadership environments.
• The episode challenges rule-based thinking, urging a shift toward values-driven choices as a path to psychological freedom and authentic leadership.
• Not every task deserves a perfectionist's intensity—learning to prioritize effort is portrayed as a strategic act of personal sustainability.
• Contrary to popular belief, burnout isn’t cured by stepping away—it’s resolved by stepping inward, confronting misaligned values, and reclaiming a sense of purpose in the work itself.

"Perfectionism isn’t all bad—but the mistake is thinking you’ll lose your edge if you let it go. You won’t lose your strengths—you’ll finally be free to use them better."

-Greg Chasson

Connect with Greg Chasson:

Website: https://www.gregchasson.com/ 

LinkedIn: https://www.linkedin.com/in/gregchasson/ 

Greg’s Book: https://www.amazon.com/Flawed-Why-Perfectionism-Challenge-Management/dp/B0CY3GVD81/ 

Free Resources: www.gregchasson.com/findbalance

Email: gchasson@gregchasson.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode Leonard and Malcolm discuss:

• Malcolm’s team guides retiring owners through legacy-focused business transitions
• The “top-down P&L” approach to identifying growth opportunities within a business
• Why operational excellence and team retention are at the heart of Malcolm’s buy-and-grow strategy
• How Tsetserra works differently from private equity or ESOPs when acquiring businesses
• Key lessons Malcolm has learned from stepping in as CEO during acquisitions

Key Takeaways:

• The idea that successful business transitions are not about starting over, but about honoring and building upon the existing foundation that made the company great.
• Malcolm reveals that while doubling revenue in two years is a bold target, the true art lies in tailoring strategies to the distinct financial realities of each business.
• Early and consistent trust-building with employees remains the bedrock of a smooth transition and future company growth.
• Many business owners delay succession planning too long, missing the opportunity to secure their legacy before options become limited.
• Rather than focusing solely on the highest offer, Malcolm’s perspective highlights how sellers often prioritize cultural preservation and legacy continuity over pure purchase price during negotiations.

“ We want to create a business that has the ability to scale past what it's currently set up to do, and simultaneously, we want you to feel proud when you walk in five years later and see that the bulk, if not all, of the people are still there.”

-Malcolm Peace

Connect with Malcolm Peace:

Website: https://tsetserra.com/ 

LinkedIn: https://www.linkedin.com/in/malcolmpeace/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Suzanne discuss:

• Why retirement goes beyond finances—it’s also an emotional and identity shift
• Navigating key psychosocial elements like purpose, relationships, and personal growth
• The importance of taking a “gap year” after retiring to rediscover yourself
• Strategies to maintain intergenerational connections and social well-being
• Reimagining legacy, adventure, and self-expression beyond a career title

Key Takeaways:

• Rather than marking an end, retirement is reframed as a personal renaissance—an open canvas for creative reinvention and purposeful living.
• Hidden beneath the surface, many retirees face a startling realization: their sense of self was largely shaped by job titles and external roles now left behind.
• Through gentle exploration without immediate goals, the idea of a “gap year” emerges as a powerful tool for self-discovery and emotional reset.
• In a striking redefinition, legacy transcends wealth—it becomes about meaningful connections, shared wisdom, and the stories others carry forward.
• What begins as an exit from work evolves into an unexpected opportunity to pursue forgotten dreams, proving it’s never too late to shape a bold new identity.

"Retirement is your chance to write a resume about who you are, not what job you had."

-Suzanne Campi

Connect with Suzanne Campi:

Website: https://www.suzannecampi.com/ 

LinkedIn: https://www.linkedin.com/in/suzannecampi/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and John discuss:

• Tailoring retirement plans to individual goals and financial security
• Importance of tax diversification and defining retirement on personal terms
• Unique retirement perspectives of Gen X and the value of financial education
• Complexities of Social Security and cultivating good financial habits early
• The concept of "banking on yourself" through whole life insurance contracts

Key Takeaways:

• A personalized approach to financial planning is crucial, as it aligns with individual goals, risk tolerance, and unique circumstances, rather than adhering to one-size-fits-all strategies.
• Tax diversification emerges as a powerful strategy, leveraging various account types and Roth conversions to optimize tax efficiency and maximize retirement income.
• Retirement is not a fixed concept—Gen Xers, in particular, embrace extended careers for both financial security and personal fulfillment, redefining traditional retirement timelines.
• Navigating Social Security complexities, along with planning for longevity and long-term care, requires proactive strategies and tailored financial tools to mitigate risks.
• The "Bank on Yourself" strategy introduces a fresh perspective on financial independence, using whole life insurance as a funding source, bypassing conventional reliance on banks and credit cards.

"I think you just can't understate the importance of saving, living below your means, and building up a stockpile that turns into wealth over time. It’s a critical lesson to learn, and the right time to learn it is when you're starting out in your career. That’s when you have the time to set habits early that will get you where you want to go."

-John Ensley

Connect with John Ensley:

Website: https://jensley.com/ 

LinkedIn: https://www.linkedin.com/in/johnensley/ 

Retirement Pathways Analysis: https://jensley.com/myprofile/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Nathaniel discuss:

• Transition from U.S. Marine Corps tank mechanic to real estate investor and community leader
• Challenges of balancing fatherhood, entrepreneurship, and personal well-being
• Strategies for busy dads to improve health, family bonds, and career success
• Applying business principles like time tracking and goal-setting to personal life
• Importance of moderation, occasional indulgences, and finding value in what you love

Key Takeaways:

• Small, gradual changes, such as a short daily workout, lay the foundation for sustainable habits, preventing burnout and overcommitment.
• By dedicating even brief, focused time blocks to family, health, and personal goals, individuals can create meaningful balance in their daily lives.
• The power of community is emphasized, encouraging engagement, accountability, and resource-sharing, as seen in groups like Fit Fatherhood.
• Strategic business principles, including goal-setting and time management, prove invaluable when applied to personal growth and work-life harmony.
• True fulfillment stems from purposeful living—prioritizing family, embracing moderation, and making a lasting impact through mentorship and community support.

"Fit Fatherhood isn’t just about fitness—it’s about fitting everything that matters into your life. It’s about being a stronger dad, a better husband, and the best role model you can be.”

-Nathaniel Hovsepian

Connect with Nathaniel Hovsepian:

Website: https://www.nathanielhovsepian.com/ 

LinkedIn: https://www.linkedin.com/in/nathaniel-hovsepian/ 

Facebook: https://www.facebook.com/groups/900251002167663 

Instagram: https://www.instagram.com/nathaniel.hovsepian/ 

YouTube: https://www.youtube.com/@nathaniel.hovsepian 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and Angus discuss:

• Overcome adversity to transform pain into a coaching career
• Confront internal barriers to break free from unproductive cycles
• Build confidence through incremental steps and self-trust
• Detach from corporate identity to embrace personal growth and freedom
• Align internal frameworks with external systems to achieve true liberation

Key Takeaways:

• A shift from profit-driven motives to purpose-driven leadership emerges as essential for personal and professional growth, emphasizing emotional intelligence and authenticity.
• Introspection, openness to external feedback, and confronting harsh realities serve as catalysts for breaking free from unproductive cycles.
• A fresh perspective on confidence-building unfolds, illustrating how small, incremental actions foster self-trust and mitigate the tendency to overthink or create unnecessary pressure.
• A broader view of success takes shape, showing that true freedom comes from detaching from corporate identity, embracing life’s natural flow, and seizing new opportunities with trust.
• The discussion delves into overcoming fear and self-sabotage, revealing how taking the first step, asking for what you want, and persisting through rejection lead to breakthroughs.

“ People think that you have to arrive at something, and the truth is, you never do. You're always evolving. You're always growing. You're always either maturing or developing new skill sets or becoming something. And that's the point. That's the whole thing. It isn't about getting to a milestone. It isn't about getting to a goal. It's about becoming and staying in that teachable and powerful state.”

-Angus Nelson

Connect with Angus Nelson:

Websites: https://www.evolveleadership.org/ , https://www.angusnelson.com/ 

LinkedIn: https://www.linkedin.com/in/angusnelson/ 

Podcast: https://podcasts.apple.com/us/podcast/evolve-leadership/id1040543696 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Buried in Work is widely regarded as the most comprehensive end-of-life resource available, offering 40+ information hubs, 2,000+ articles, 100+ checklists, guides, and templates, as well as a podcast, 20 directories, and specialized products to support every aspect of estate planning.

In this episode Leonard and Adam discuss:

• Importance of properly managing beneficiary designations and digital account access
• Challenges widows face when transitioning household finances and advisors
• Role of the "Ask Three Questions" framework in estate planning
• Necessity of revisiting estate plans during major life events
• Strategies for simplifying wills, trusts, and funeral arrangements

Key Takeaways:

• A crucial insight emerges on how properly managing beneficiary designations and account access can prevent unnecessary complications for loved ones after death.
• The "Ask Three Questions" framework stands out as a practical tool, offering a structured approach to navigating end-of-life planning and estate management.
• A surprising revelation highlights how provisions for pets, often overlooked in estate planning, require careful consideration, including pet trusts, designated caretakers, and detailed care instructions.
• Estate planning misconceptions, including fears of mortality and assumptions about wealth requirements, frequently deter people from preparing, leaving their heirs vulnerable to financial and legal difficulties.
• In the emotional transition following a spouse’s passing, widows often prioritize working with advisors they trust, with empathy playing a pivotal role in ensuring a smoother financial shift.

“ The biggest mistake people are making right now—whether you have a will, don’t have a will, have a trust, or don’t have a trust—is failing to simply write down where you stand today. If something happens to you, your family needs to know what to do. We created a 30-minute process called the Executor Summary Report to help you do just that. Once you complete it, you'll quickly spot the gaps you need to fill in and update over time. Don’t send your family on a scavenger hunt—leave them the gift of organization.”

-Adam Zuckerman

Connect with Adam Zuckerman:

Website: https://buriedinwork.com/ , https://buriedinwork.com/info-hubs/ 

LinkedIn: https://www.linkedin.com/in/adamzuckerman/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and Kevin discuss:

• Early entrepreneurial journey from small jobs to real estate investing
• Expansion from single-family and multi-family properties to commercial assets
• Discovery of mobile home parks and parking garages as investment opportunities
• Raising outside investor capital and scaling Sunrise Capital Investors
• Balancing business success with life priorities and charitable initiatives

Key Takeaways:

• A deep commitment to one real estate investing path emerges as a crucial strategy, emphasizing focus, continuous learning, and surrounding oneself with experienced individuals in the chosen niche.
• A strategic decision to avoid real estate licensing surfaces, highlighting the potential liability risks and its redundancy for investors who do not engage in traditional buyer-seller transactions.
• Wealth preservation and steady cash flow take precedence over short-term capital gains, underscoring a long-term investment approach designed for legacy planning and financial stability.
• The transition from self-funded investments to raising equity capital through Sunrise Capital Investors illustrates the power of proving a concept before scaling with external investors.
• Life balance is not sacrificed for success, as strategic time management and charitable efforts, including a 280-mile bike ride raising nearly $1 million, reveal a commitment to both family and philanthropy.

“ We all have wasted time in our day, no matter how disciplined we are. But if you're strategic with it, you can create balance—even when you're grinding to build something. If you're intentional, balance can be had at any stage of your journey.”

-Kevin Bupp 

Connect with Kevin Bupp:

Websites: https://sunrisecapitalinvestors.com/ , https://kevinbupp.com/ 

LinkedIn: https://www.linkedin.com/in/kevinbupp/ 

Facebook: https://www.facebook.com/RealKevinBupp 

Instagram: https://www.instagram.com/buppkevin/ 

Kevin’s Book: https://kevinbupp.com/the-cash-flow-investor/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and Tina discuss:

• Dysfunctional leadership communication and its effects on trust, morale, and innovation
• Five de-stressing keys to improve executive communication under pressure
• Techniques for managing pressure in leadership, sports, and the arts
• Lessons on leadership, resilience, and goal-setting from a mentor
• Shifting mindset from revenue to impact and legacy wealth for entrepreneurs

Key Takeaways:

• Dysfunctional leadership communication erodes trust, productivity, and morale, ultimately stifling innovation and progress within organizations.
• Executives can enhance their interpersonal and team empowerment skills through the five de-stressing keys, fostering impactful communication under pressure.
• Effective leadership under pressure relies on mastering self-awareness, active listening, cautious speech, and respectful feedback, demonstrating how communication style shapes outcomes.
• Entrepreneurs are reminded that personal growth is inseparable from business growth, requiring a shift in mindset from revenue-focused goals to creating legacy wealth and meaningful impact.
• Techniques like mindfulness, visualization, and self-awareness inspire leaders to replace limiting beliefs with core values, unlocking their full potential.

"One thing I’ve learned is that it’s not about being the smartest person in the room—it’s about surrounding yourself with people who are smarter than you, both in areas you lack expertise and even in areas you know well. Because let’s face it, we all have blind spots."

-Tina Greenbaum

Connect with Tina Greenbaum:

Website: https://masteryunderpressure.com/ 

LinkedIn: https://www.linkedin.com/in/tinagreenbaum/ 

Email: tina@masteryunderpressure.com 

Tina’s Book: https://www.amazon.com/Mastery-Under-Pressure-stands-between-ebook/dp/B07NJLGP8L/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and Jenny discuss:

• Transitioning to sustainable and ethical food production for health benefits
• Corporate exploitation through addictive processed foods and health impact
• Junk food consumption cycle and its link to obesity and chronic illnesses
• Hidden costs of healthy foods and the need for a holistic approach to well-being
• Industrial animal farming practices and the importance of ethical sourcing

Key Takeaways:

• The deliberate engineering of addictive processed foods by corporations highlights a cycle of overconsumption, health issues, and profit-making, both from the cause and treatment of related diseases.
• Processed foods create cravings and chronic illnesses, trapping consumers in a cycle that fuels corporate profits at the expense of public health.
• While healthy foods may seem costly, their value lies in offsetting medical expenses and offering peace of mind through clean, chemical-free sourcing.
• Industrial animal farming's inhumane practices prioritize profits by using antibiotics and hormones, raising concerns about ethics and long-term health impacts.
• Despite challenges like poverty and ingrained habits, transitioning to healthier, locally-sourced food demonstrates the possibility of breaking unhealthy cycles for lasting well-being.

“As a business, I think the hardest part of it is changing people's perception that a chicken is just a chicken. People are so unaware of how their food is raised and what actually goes into it. They think, 'I'm not sick now,' but they don't realize it's only a matter of time before that unhealthy food catches up with them.”

-Jenny Hendricks

Connect with Jenny Hendricks:

Website: https://hendricksfarmhatchery.com/ 

Phone: 706-871-7637

Jenny’s Book: https://www.amazon.co.uk/stores/Jenny-M.-Hendricks/author/B0DNTX8GDB/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

His superpower is helping ambitious, heart-centered petpreneurs to stand out, systemize and scale up their existing business, and find the “hidden money” by exploiting new business opportunities. 

In this episode Leonard and Dominic discuss:

• Dominic's transition from dog walker to pet business consultant and coach
• Premium pricing strategies for niche services like dog adventures
• Untapped opportunities to increase profits for existing clients
• Transition of Dominic's UK-based business to serve the US pet care market
• Overcoming pricing fears and focusing on profitability over revenue growth

Key Takeaways:

• A focus on offering premium, enriching experiences for pet’s positions businesses to attract affluent clients who value quality over cost.
• Strategic upselling and incremental price increases create opportunities to enhance profitability without overburdening workloads or alienating clients.
• Existing clients hold untapped potential, where higher-priced services, targeted solutions, and upsell opportunities address their unique challenges while boosting revenue.
• Reengaging lapsed clients and analyzing top-performing customers refine marketing efforts and drive sustained business growth.
• Pet owners prioritize spending on their pets even during financial constraints, offering significant opportunities for profitable pet-related businesses.

“Increase your prices. Come up with a better offer for your clients. Whatever you're selling right now, at least 20% of your clients will pay for a better, bigger, faster, shinier, more expensive version of it. If you're not offering that, you're leaving a lot of money on the table. Just take what you do now, make it better, make it stronger, and charge more for it.”

-Dominic Hodgson

Connect with Dominic Hodgson:

Websites: https://www.petbusinessmarketing.com/ 

                https://www.petbusinessmarketing.com/enrichu 

Instagram: https://www.instagram.com/thepetbizwiz/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and William discuss:

• Career transitions from finance to chiropractic and establishing a practice
• Importance of financial literacy for business success
• Strategic benefits of purchasing an established dental practice
• Cost-saving advantages of co-owning real estate with a family doctor
• Expanding patient services with bilingual staff and referral partnerships

Key Takeaways:

• Strategic business decisions, like acquiring established practices and expanding services, can accelerate growth and enhance patient care.
• Financial literacy, even in healthcare fields, is essential for ensuring long-term stability and business success.
• Real estate ownership offers cost control, rental income potential, and wealth-building opportunities for practitioners.
• Family support and open communication about money foster financial awareness, work-life balance, and generational wealth.
• Success is driven by passion, early career starts, perseverance, and a commitment to helping others while securing financial well-being.

“I've always wanted to be a complete provider. I enjoy what I do; I love what I do. I like helping people. I mean, making money is great, but so is helping people.”

-William Cowan

Connect with William Cowan:

Website: https://www.cowanchiro.com/ 

Email: askdrc@cowanchiro.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Leonard and Barton discuss:

• Journey into founding Fathom Tanks and its mission
• Revolutionizing flood rescue training for first responders
• Simulating realistic flood scenarios indoors with advanced technology
• Addressing vehicle-related drownings during floods
• Life-saving impact and potential global influence of Fathom Tanks

Key Takeaways:

• Fathom Tanks revolutionizes flood rescue training by offering first responders’ indoor simulations of realistic flood scenarios, enhancing their preparedness for life-saving operations.
• Portable and transportable swift water tanks provide a safe, customizable environment for first responder training while addressing the critical issue of drowning prevention during flood rescues.
• These multi-purpose water simulation tanks are tailored for various applications, including training, entertainment, and commercial purposes, demonstrating their versatility and revenue potential.
• Partnerships with philanthropists open opportunities to fund essential training facilities and equipment, fostering greater community support for emergency responders.
• State representatives play a crucial role in securing federal funding for movable water tank facilities, ensuring enhanced emergency training infrastructure nationwide.

“When you start to change things, people will laugh at you. When you actually begin to change them, they'll hate you. But once you've finally changed things, they'll love you. That’s what we’re experiencing now—those who thought we were crazy are now endorsing us, and that’s what truly matters. We also need to start thinking just as much about preparing as we do about repairing. We've got a plan; we’ve got to plan ahead. We can't just be reactionary.”

-Barton Bollfrass

Connect with Barton Bollfrass:

Website: https://fathomtanks.com/ 

Email: info@fathomtanks.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

A sought-after speaker on business credit optimization and fundability, Geoff guides entrepreneurs in accessing the funds they need to scale while safeguarding their personal finances. A Cornell University graduate, he holds numerous financial licenses and designations, including LUTCF®, ChFC®, AIF® and CHSA®. Geoff’s leadership extends beyond business as Past President of NAIFA Baltimore and the Greater Chesapeake Foundation.

In this episode Leonard and Geoff discuss:

• Build a solid business credit profile separate from personal credit
• Explain the significance of business credit scores and their impact on credibility
• Guide businesses through a 4–6-month process to improve creditworthiness
• Provide access to funds without stringent requirements or personal guarantees
• Bridge financing gaps with lenders for immediate and long-term capital needs

Key Takeaways:

• Separate business credit scores empower entrepreneurs to build their company’s financial credibility independently from personal credit, creating a clear distinction between personal and business financial obligations.
• Business credit scores, ranging from 0-100, heavily influence terms with banks and vendors, with early payments boosting scores into the 80s and ensuring better financial credibility.
• Loan approvals hinge on multiple factors, including high credit scores, consistent bank balances, and demonstrated ability to service debt, reflecting overall financial health.
• Businesses undergo assessments to pinpoint improvement areas, secure temporary funding, and receive coaching to become "bankable," setting them up for favorable long-term financing options.
• Beyond credit-building, XBizFunding provides digital marketing services, business management tools, and financial support, offering a comprehensive solution to help clients achieve growth and financial stability.

“Ultimately, our responsibility is to ensure our clients get offers and have the ability to choose what makes the most sense for them. Some offers might have lower interest rates but require personal guarantees, while others may have higher rates with no guarantees. It’s their decision to make with their advisors—but our job is to get them to that point where they have those choices.”

-Geoff Suval

Connect with Geoff Suval:

Website: https://member.xbizfunding.com/ 

LinkedIn: https://www.linkedin.com/in/geoffsuval/ 

Email: gsuval@xbizfunding.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and Brian discuss:

• Transitioning from a family grocery business to owning multiple Dairy Queen franchises
• Cultivating a strong workforce through leadership, employee loyalty, and company values
• Marketing strategies: utilizing digital platforms, email, Pinterest ads, and direct mail
• Personal and family dynamics: balancing business, travel, and generational involvement
• Challenges of generational wealth transfer, education, and philanthropic engagement

Key Takeaways:

• A journey from business owner to entrepreneur emerges, where evolving a company means both diversification and building strong leadership teams.
• Mixing fun with work is highlighted, creating a work environment that fosters a deeper sense of purpose and fulfillment for employees beyond just financial rewards.
• Practical marketing strategies are explored, emphasizing the use of digital channels like social media, email, and ads as essential tools for modern business growth.
• The value of staying focused on impactful, larger projects is a central theme, cautioning against the distractions of smaller opportunities.
• Family values, legacy, and generational transfer are celebrated, instilling entrepreneurial values and a philanthropic spirit in the next generation for a vision that lasts beyond profits.

“Ownership has its privileges. If I don't like something, I can change it. So unless it's something that only I can do, I ain't doing it anymore.”

-Brian Hahn

Connect with Brian Hahn:

Websites: https://mixingfamilyandbusiness.com/ 

                https://metropolisresort.com/ 

LinkedIn: https://www.linkedin.com/in/brianthahn/ 

Email: brian@brianhahn.co 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode Leonard and Bryan discuss:

• Transition from document management to marketing and sales
• AI automation boosting cold-to-appointment conversions
• Remote teams and outsourcing in cost-effective markets
• Family business challenges and son's MLB umpire career
• AI's role in targeted marketing and message-market fit

Key Takeaways:

• Leveraging remote teams in India for outsourcing repetitive tasks enables businesses to take on more projects profitably, highlighting the cost-effectiveness of strategic outsourcing.
• The key to an effective marketing funnel lies in reaching the right prospects affordably, offering strong value, and following up consistently for conversions.
• By focusing on low-volume, targeted funnels aimed at the right audience, businesses can outperform generic mass-market strategies in lead conversion.
• Bryan’s company achieves an impressive 5% cold-to-appointment conversion rate, showcasing their superior approach compared to typical industry benchmarks.
• The rise of outsourcing hubs like the Philippines and Eastern Europe, coupled with AI integration, revolutionizes business operations, delivering cost-efficient and high-performance solutions across sectors.

“Stay in front of every client you've ever had. Whether it’s a newsletter, an email, or, heaven forbid, a phone call—make it about them, not you, and you’re going to win.”

-Bryan Durkin

Connect with Bryan Durkin:

Website: https://mvpteampro.com/ 

LinkedIn: https://www.linkedin.com/in/bryandurkin/ 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Leonard and Vance discuss:

• Transitioning from Disney executive to entrepreneur
• Applying Disney’s systems to deliver world-class customer service
• Building a memorable brand through experiential marketing
• Creating customer loyalty by delivering value beyond core offerings
• Productivity hacks for managing workflow in a home office

Key Takeaways:

• Creating a memorable customer experience is essential for standing out from competitors and building lasting loyalty, making every interaction count.
• Going beyond the core service offering elevates your business beyond a commodity, fostering deeper customer connections.
• Systematizing procedures ensures consistency in delivering excellent service, allowing you to replicate success at every touchpoint.
• Entrepreneurs focus on constant growth and innovation, while business owners typically manage what's already in place, highlighting the importance of always expanding.
• Experiential marketing tailored to your audience breaks through the noise of traditional advertising, making your brand unforgettable.

“Our mission was greater than the jobs we were doing, and that's the model I took from Disney. The mission there is to make people happy and create memories. We also created experiences. That's kind of what the word 'Disnify' means. You find all the boring, mundane things you have to do in your business day in and day out to keep the business up and running, but Disney has figured out a way to create experiences out of all that."

-Vance Morris

Connect with Vance Morris:

Website: https://yes.deliverservicenow.com/deliver-service-now 

LinkedIn: https://www.linkedin.com/in/vancemorris/ 

YouTube: https://www.youtube.com/@Deliverservicenow 

Email: vance@deliverprofitsnow.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Steve joined JFR in 1990, overseeing pallets and crates. Under his leadership, a strategic plan was developed to modernize the company. In 2014, JFR acquired West Side Wood Products, and in 2015, JFR Holdings was established. By 2017, Bruce Jones Contractors, specializing in wall panels and turn-key framing, was also acquired. Balancing the legacy and future of the family business, he is responsible for its vision and strategic direction.

In this episode Leonard and Steve discuss:

• The evolution and strategic growth of Steve’s family lumber business, including pivotal changes and acquisitions
• Structural consolidation of JFR Holdings for operational efficiency and liability protection
• The business's eco-friendly practices and how seasonal demand affects operations
• Transitioning from COO to a broader strategic role, management investments, and succession planning
• The balance between maintaining a healthy family dynamic and the complexities of a multigenerational business structure

Key Takeaways:

• Effective business growth can be achieved through strategic acquisitions and sound management structure.
• Consolidating business entities under one umbrella can provide both liability protection and operational efficiencies.
• Sustainable and eco-friendly practices are not just ethical but necessary for long-term success, despite their own unique set of challenges.
• Succession planning and delegating daily operational roles are critical for business continuity and personal work-life balance.
• The importance of a supportive family environment, the formulation of a family charter, and strategic planning are key to the longevity and success of a family-conducted business.

“Find a peer group, get involved, and invest in it as much as you take from it. This will start to change your mindset. Open yourself up to the vast resources and networks available that you might not even know exist. There are numerous family business outlets that connect you with others in similar positions. These connections facilitate discussions not just about business and ownership, but also about broader family dynamics and multi-generational considerations."

-Steve Yelland

Connect with Steve Yelland:

Website: https://jfrohrbaugh.com/pallet-industry/ 

LinkedIn: https://www.linkedin.com/in/steveyelland/ 

Facebook: https://www.facebook.com/profile.php?id=100009211390987 

Email: syelland@jfrohrbaugh.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard and Matt discuss:

• Strategies for wealth management and retirement planning
• Achieving life balance and integrating personal growth experiences
• Entrepreneurial journeys and the evolution of sustainable business practices
• Adapting businesses to remote work and the global marketplace
• Innovating within the constraints of strict industries like web design and cannabis accessories

Key Takeaways:

• A tailored approach to finances can lead to a clearer understanding and better wealth management for retirement.
• Personal growth through diverse experiences is crucial for professional development and life satisfaction.
• Embracing technology is key to enhancing user experience and meeting client needs in various industries.
• The importance of flexibility and strategic thinking in business, including the shift to remote workforces.
• Encouraging creative, non-binary decision-making in technology and art can lead to more innovative solutions.

"Emulating something is much more powerful than simply telling them."

-Matt Hampton

Connect with Matt Hampton:

Website: https://envoydesign.com/ , https://www.headshop.com/ 

Instagram: https://www.instagram.com/_headshop?igsh=MTMxdXpkaHliNzJ2dg== 

Linkedin: https://www.linkedin.com/company/envoy-design 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelica Rayco

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

As a key figure at Petrie Construction, a family-owned business, Adam upholds core values of quality construction, on-time delivery, and cost-effective budgeting. The company offers General Contracting, Construction Management, and self-perform services across the continental United States.

Petrie Construction handles a range of projects, from ground-up developments to small service tasks, specializing in sectors like entertainment, hospitality, retail, places of worship, grocery, multi-family residential, and restaurants. Known for their expertise in fast-tracked construction for nationwide clients, the company excels in single location, nationwide program, and multi-site rollout projects. 

In this episode Leonard and Adam discuss:

• The operations and growth aspirations of Petrie Construction, a thriving business in the commercial construction sector
• The complexities of managing a business during the challenges brought by COVID-19, interest rate fluctuations, and material costs
• The crucial distinction between business owners and entrepreneurs, and the mindset needed for success
• The personal growth that comes from facing business challenges, making mistakes, and garnering experience over time
• Strategies for aspiring entrepreneurs to foster belief in themselves, take risks, work hard, and cultivate self-reliance for business achievements

Key Takeaways:

• Successfully growing a business involves not only managing revenue and geographic expansion but also continuously developing staff and finding the right team.
• In times of crisis, proactive and thorough communication is key for effective short-term and long-term business planning.
• The mindset distinguishing a business owner from an entrepreneur can greatly impact one's ability to overcome challenges and drive business success.
• Introducing younger generations to the family business early on can cultivate valuable skills and support their future career choices.
• Embracing self-belief, tenacity, and the willingness to learn from mistakes are fundamental for anyone aspiring to succeed as an entrepreneur.

“In my humble opinion, the largest stress point in any business is also its greatest asset: people. While managing people can be challenging, they are truly the cornerstone of any organization. Onboarding, managing, growing, and developing employees are crucial tasks that significantly impact a company's success. I spend a large part of my day focused on developing our team, recognizing that their growth is integral to our overall progress.”

-Adam Petrie

Connect with Adam Petrie:

Website: https://petrieconstruction.com/ 

Phone: 410-777-9476

Email: adam@petrieconstruction.com 

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: lraskin@raskinglobal.com  

Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode Leonard discuss:

• His book 'FiduciWho' and his method of helping clients with retirement wealth
• The evolution from book-based episodes to a dedicated podcast series
• Critiques on government regulations impacting fiduciary responsibilities in financial advising
• His unforeseen path to becoming a full-service financial planner and his career growth
• The significance of financial planning for family security and the preservation of legacies

Key Takeaways:

• Understanding the complexity of financial markets is key to protecting retirement wealth. Effectively navigating these markets ensures long-term financial security and growth.
• Embracing the full extent of fiduciary duty is crucial for effective wealth management, ensuring that financial professionals act in their clients' best interests with utmost care and integrity.
• Professional evolution can stem from unplanned beginnings, leading to significant contributions in one's field.
• Entrepreneurial experiences and challenges are vital for building a community of knowledge and mutual support.
• Regular financial planning and consulting contribute to maintaining family well-being and ensuring a lasting legacy.

“So my hope would be that people understand how important what we do is on behalf of them, their businesses, their families, and the legacy they want to have, whether that's while they're alive or after they pass.”

-Leonard Raskin