FiduciWho

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

Show notes by Podcastologist: Francine Poblete

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

Arias WebsterBerry: From Survival to Scalable Success in Digital Marketing

Tue, 24 Mar 2026 10:00:00 GMT

Arias WebsterBerry is an experienced entrepreneur and digital marketing expert with over a decade of success building revenue-driven brands. As Founder and CEO of WebsterBerry Marketing, he has helped hundreds of clients grow through services like web design, sales funnels, social media, CRM, and branding. He also created Launch Ignition AI, a business accelerator that automates marketing systems, delivering up to 312% lead growth and a 5× revenue increase. In addition to launching ventures like Ignite Funnels and authoring Content Cannon, Arias is a certified Scrum Master and Master Sales Coach who has mentored over 400 professionals and contributed to more than $112 million in client revenue. His leadership extends into cultural initiatives, including producing the Hip Hop 101 Music & Art Festival, recognized by the Los Angeles City Council, and his global experiences inform his ability to build scalable, human-centered growth strategies that empower entrepreneurs to achieve meaningful results.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Wendy Meadows: Navigating Divorce with Clarity, Mediation, and Resilience

Tue, 17 Mar 2026 10:00:00 GMT

Wendy S. Meadows is a seasoned family law attorney, former litigator, certified life Coach and mediator. She is also the author of the best-selling book, Sparkle & GRIT, a framework that helps high-achieving women break free from burnout and live on Purpose.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Todd Langford: Conscious Calculations and the Truth Behind Financial Math

Tue, 10 Mar 2026 10:00:00 GMT

Todd Langford is the founder, CEO, and lead developer of Truth Concepts, a financial modeling and education platform used by thousands of advisors across the United States. For more than 30 years, Todd has been at the forefront of financial software development and professional training and is widely regarded as an industry expert in financial mathematics and modeling. He has trained thousands of financial professionals to use software and analytical tools more effectively in building strategies for their clients. Todd is also the author of the upcoming book Conscious Calculations, which explores the deeper mathematics behind financial decision-making and encourages advisors to think more intentionally about money, risk, and long-term stewardship.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Douglas Strouse: Resilient Leadership in the Face of Adversity

Tue, 03 Mar 2026 11:00:00 GMT

Dr. Douglas Strouse is a seasoned executive consultant, organizational psychologist, author, and leadership catalyst in the Mid-Atlantic business community. He is President of the CEO Club of Baltimore, a nonprofit forum where CEOs collaborate, exchange insights, and grow through peer advisory councils. As Managing Partner of Wexley Consulting, Doug brings decades of experience in leadership development, organizational change, performance management systems, executive coaching, and psychological assessment for companies ranging from small local firms to Fortune 500 organizations. He holds a Ph.D. in organizational management and psychology and is the co-author of The Secrets of Resilient Leadership and Stronger: Develop the Resilience You Need to Succeed. Doug has also authored more than 110 professional articles focused on helping leaders build resilience, culture, and high-performing teams.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Michael DeLon: Turning Expertise into Authority with Credibility Marketing

Tue, 24 Feb 2026 11:00:00 GMT

Michael DeLon creates credibility by helping business owners Create a Book Without Writing a Word™. As The Credibility Coach™ and President of Paperback Expert, he helps entrepreneurs clarify their message, position themselves as authorities, and capture more clients through their Amazon Best-Selling book using his proprietary Credibility Marketing System, designed to generate referrals and grow revenue. Michael is the author of On Marketing, a #1 Amazon Best-Selling Author, and the creator of The Credibility Game Plan, and since 2013 has worked with business owners across the United States and internationally to establish and strategically market their credibility. He is the husband of one and father of four, a committed follower of Jesus Christ who is deeply involved in his church, and someone who can often be found investing time with his family, reading a great book, or facilitating growth in the lives of those around him.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Dalmo Cirne: The Four Streams of Leadership in a World of AI and Change

Tue, 17 Feb 2026 11:00:00 GMT

Dalmo Cirne is the author of The 4 Streams of Leadership and a seasoned leader with over three decades of experience spanning leadership, management, technology, and mathematics. A Mathematics graduate of SUNY, Dalmo has built and launched highly successful products, led organizations through significant growth, and participated in an IPO—bringing a rare blend of technical rigor and real-world leadership insight. Known domestically and internationally for his business and technical acumen, he is a respected speaker, writer, and educator whose work focuses on equipping the next generation of leaders with practical frameworks grounded in the why, what, when, and how of effective leadership. A Fortune 500 leader, entrepreneur, author, and father, Dalmo actively contributes to the leadership space through articles, media appearances, and workshops while continuing work on The 4 Streams of Leadership.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Jason Duncan: Escaping the Hero Syndrome and Creating True Business Freedom

Tue, 10 Feb 2026 11:00:00 GMT

Jason Duncan, known as “America’s Exit Coach,” is the bestselling author of Exit Without Exiting and the creator of the proprietary XOS™ Method, which helps entrepreneurs build businesses that thrive without owner dependence. After losing his teaching job in 2010, Jason built a multimillion-dollar company only to discover it was unsellable—an experience that became the catalyst for his life’s work of helping founders transition from Owner-Operators to Owner-Investors. A TEDx speaker and host of The Root of All Success podcast, his companies have been recognized on the Inc. 5000 and Entrepreneur 360 lists, and his insights have been featured in Inc. and Entrepreneur. Based in Nashville, Jason lives the #ExitLifestyle he teaches, enjoying true freedom with his family while his businesses run and grow without him.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Patrick Donohue: Breakout Valuation and the Power of Vision-Driven Businesses

Tue, 03 Feb 2026 11:00:00 GMT

Patrick Donohue is the founder and CEO of Hill Capital Corporation, where he leads growth capital investments in entrepreneurial companies across the United States. With more than twenty years of capital markets experience, his expertise spans investing, corporate development, financial modeling, investment research, and investment banking, allowing him to bring a disciplined yet forward-looking approach to value creation. Patrick grew up in St. Paul, Minnesota, and currently lives in Eden Prairie with his wife, Anne, and their three children.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Kia Arian: Breaking Through the Noise in a Commoditized Market

Tue, 27 Jan 2026 11:00:00 GMT

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.

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:

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

Show notes by Podcastologist: Francine Poblete

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

Dennis Harhalakis: Understanding the Emotional Side of Money

Tue, 20 Jan 2026 11:00:00 GMT

Dennis Harhalakis is a Certified Money Coach (CMC)®, Money Coach Trainer, and the founder of Cambridge Money Coaching. He spent 30 years in financial services before training as a Money Coach, then launched Cambridge Money Coaching to help people better understand and manage the money in their lives.

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:

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

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

Show notes by Podcastologist: Francine Poblete

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

John Kailunas: Independence, Integrity, and Innovation in Financial Advice

Tue, 13 Jan 2026 11:00:00 GMT

John Kailunas is a first-generation immigrant and visionary leader in financial services with a career spanning more than three decades. Since starting in 1988, he has built a multi-billion-dollar ecosystem that includes Regal Financial Group, Regal Investment Advisors, Regulus Financial Group, LionShare, and Catalyst for Growth, a professional development platform for advisors.

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/

Email: info@catalyst4growth.org

Connect with Leonard Raskin:

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

Show notes by Podcastologist: Francine Poblete

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

Georgiene Alsdorf: ERISA, Innovation, and the Future of Retirement Plans

Tue, 06 Jan 2026 11:00:00 GMT

Georgiene “Gina” Alsdorf is a nationally recognized ERISA attorney, regulatory strategist, and shareholder at Carlton Fields. With more than two decades in the financial services industry, she has served as a former Department of Labor investigator, in-house counsel for major financial institutions, and advisor to retirement plan providers, insurers, and fintech innovators. Known for translating dense fiduciary rules into practical guidance, Georgiene works at the intersection of law, business, and emerging technology such as AI and blockchain, and has built a career around her tagline: “Making ERISA fun since 2001.”

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:

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

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.

Barry Dyke: Breaking the Retirement Ruse

Tue, 30 Dec 2025 11:00:00 GMT

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.

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:

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

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.

Karen Falkler: Stronger Leaders with the PMCT Wellness Model

Tue, 09 Dec 2025 11:00:00 GMT

Karen Falkler, Founder and CEO of Falkler Advisory, is an internationally recognized executive coach, advisor, and keynote speaker. With a unique background blending executive development and physiology, she helps leaders and high performers worldwide accelerate growth, break through limitations, and engage in impactful conversations that drive meaningful change. Karen’s influence has earned her global recognition twice in under four years, and she continues to collaborate with leading experts across industries. As an Adjunct Professor at the University of Maryland, Baltimore County, she equips graduate students with practical leadership and communication tools. Passionate about wellness as a cornerstone of leadership, Karen’s mission is to spark systemic change by starting with one leader at a time.

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:

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

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.

Victor Haghani: Smarter Decisions with Dynamic Index Investing

Tue, 25 Nov 2025 11:00:00 GMT

Victor Haghani is the Founder and CIO of Elm Wealth, which he launched in 2011 to help families manage and preserve wealth through his pioneering Dynamic Index Investing® approach. He co-authored The Missing Billionaires: A Guide to Better Financial Decisions, named one of The Economist’s Best Books of 2023, and has contributed widely to academic and mainstream publications, including a TEDx talk on lifetime investing. Earlier, Victor was a co-founding partner of Long-Term Capital Management and began his career at Salomon Brothers, becoming a managing director on the bond arbitrage desk. A graduate of the London School of Economics, he recently introduced the Elm Market Navigator ETF (NYSE: ELM) to bring Dynamic Index Investing® to all investors.

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:

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

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.

Brian Herriot: Why Time Freedom Matters More Than Financial Freedom

Tue, 04 Nov 2025 11:00:00 GMT

Brian Herriot is an author, speaker, financial advisor, and entrepreneurship coach. He

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:

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

Show notes by Podcastologist: Francine Poblete

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

Stevyn Guinnip: From Wealth to Wellthy

Tue, 28 Oct 2025 10:00:00 GMT

Stevyn Guinnip, MS, CWC, 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.

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:

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

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.

Ian Chen: Save Money. Party Smarter. The Discotech Story

Tue, 21 Oct 2025 10:00:00 GMT

Ian Chen is the CEO and Co-Founder of Discotech, the nightlife and music festival discovery app used by over 1.8 million people, boasting a 4.9/5 rating on the iOS App Store. A UC Berkeley grad, Ian began his career at Bain & Company before moving into private equity at The Gores Group. In 2013, he launched Discotech to eliminate the friction of booking tables through human promoters. Today, the platform offers tickets, VIP access, and free guest list options at 1,400+ venues worldwide. Guided by the motto “Save Money, Party Smarter,” Ian’s mission is to make nightlife more accessible, efficient, and enjoyable for everyone.

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:

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

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.

Fritz Gilbert: Living The Retirement Manifesto

Tue, 14 Oct 2025 10:00:00 GMT

Fritz Gilbert 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.

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:

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

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.

Paul Sippil: The 401(k) Industry’s Dirty Little Secret

Tue, 07 Oct 2025 10:00:00 GMT

Paul Sippil is a forensic retirement consultant who has been exposing hidden fees and conflicts of interest in the 401(k) industry since 2009. Specializing in plans with 300 or fewer participants, Paul helps sponsors and participants make smarter financial decisions through detailed analysis of cost, services, and technology. He’s reviewed thousands of 5500 forms and built a proprietary database tracking excessive fees across the Chicago area, giving him unique insight into what fair compensation truly looks like. From plan design to budgeting and tax strategy, Paul acts as a true fiduciary—committed to transparency, value, and a retirement system that puts people first.

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:

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

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.

Camille Scott Wiles: From ICU Nurse to Financial Visionary

Tue, 30 Sep 2025 10:00:00 GMT

Camille Scott Wiles is a retired ICU RN, licensed retirement strategist, and founder of Emerald Diamond Advisors. With over 14 years of commodities investing experience and licenses in 17+ states, she empowers nurses and professionals to overcome financial fear and retire early. Camille is the author of The Umbrella Collection, The Manifestation Collection, and The FIRE Series, blending economic strategy with spiritual alignment. A self-described quantum poet and wealth architect, she’s helped thousands protect and grow their wealth through books, courses, and her Precious Metals Masterclass. Camille’s mission is to guide others in manifesting calm, clarity, and financial sovereignty—turning chaos into peace and purpose.

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:

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

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.

Jet Vertz: Perseverance, Purpose, and the True American Dream

Tue, 23 Sep 2025 10:00:00 GMT

Jet Vertz is a retired aviation executive, US Navy veteran, author, and lifelong educator who embodies the American dream. Immigrating from Korea as a young boy with limited English, Jet rose through perseverance to become Vice President at Pratt & Whitney Aircraft, a global leader in aerospace engineering. A Vietnam War-era Navy officer, he later earned degrees in Aerospace Engineering, Computer Science, and an MBA. Now based in Rhode Island, Jet teaches at the University of Rhode Island’s Osher Lifelong Learning Institute, where he leads the popular “Purpose Driven Retirement” workshop.

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:

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

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.

Emma Hall: Where Integrity Meets Financial Clarity

Tue, 16 Sep 2025 10:00:00 GMT

Emma Hall is a Chartered Financial Planner and Trust and Estate Practitioner with 19 years of experience helping individuals and businesses navigate retirement planning, investments, and succession strategies. As Director and Shareholder at 75point3 Ltd, she’s leading the firm’s expansion into Bristol and the Southwest, building strategic partnerships to deliver fully integrated financial planning. Voted Chartered Financial Planner of the Year (2023/24), Emma is known for her clear, client-focused approach using advanced cash flow modelling. Passionate about financial literacy and gender diversity, she speaks regularly at schools, universities, and industry events. She also co-hosts the Wealth and Women Podcast, empowering women through smart conversations on money and leadership.

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:

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

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.

Steven Zeiger: The Prudent Guide to Life Insurance Strategy

Tue, 09 Sep 2025 10:00:00 GMT

Steven Zeiger is the Managing Director of Wealth Management at KB Financial and a nationally recognized authority on applying prudent investor guidelines to life insurance selection and portfolio management. Grounded in established asset management doctrines, Steven helps fiduciaries, attorneys, and ultra-high-net-worth families make compliant, data-driven decisions. Before joining KB Financial, he led marketing for a Texas-based firm specializing in Private Placement Life Insurance. Steven earned his BS in Business Administration with a Finance concentration from SUNY Albany and later received his advanced insurance degree from the Wharton School of Business—his mission: to bring transparency, research, and fiduciary discipline to life insurance.

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:

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

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.

Doug C. Brown: Follow-Up, Trust, and Sales That Scale

Tue, 02 Sep 2025 10:00:00 GMT

Doug C. Brown is the CEO of CEO Sales Strategies and a Sales, Revenue, and Profit Growth Expert. As the creator of the Double Your Sales Methodology, Doug helps businesses and independent sellers dramatically increase sales through a reliable, predictable, math-based system. He has raised close rates by 157% and boosted sales by 4,150% for clients including Tony Robbins and Chet Holmes. Over his career, Doug has founded more than 35 businesses and generated over $900 million in sales. His latest venture, Vibitno, enhances follow-up efficiency and client retention to help sellers double their sales.

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:

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

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.

Dr. Vonnya Pettigrew: Media That Makes a Difference

Tue, 19 Aug 2025 10:00:00 GMT

Dr. Vonnya Pettigrew, HonD, is the CEO and founder of the Root Branch empire, which includes the award-winning Root Branch Media Group and multiple ventures spanning media, education, and community development. With 27 years of experience as a filmmaker, writer, producer, and director, she has created content for networks like Discovery and TV One, and served clients across government and corporate sectors. A University of Maryland alumna and 2023 Baltimore Leadership Class graduate, she holds an honorary doctorate in Business Philosophy. Dr. Pettigrew is a board member for the Red Cross of Central Maryland and a respected member of the National Association of Black Journalists, National Association of Women Business Owners, and other national organizations. She was named a 2023 Top 100 Woman in Maryland.

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:

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

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.

Brian Feroldi: Demystifying the Stock Market — Start Today!

Tue, 05 Aug 2025 10:00:00 GMT

Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college. He started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically as his experience and knowledge about the stock market grew. Brian’s career mission statement is “to demystify the stock market.” He loves to help other people do better with their investments. He has written over 3,000 articles on stocks, investing, and personal finance for the Motley Fool. In 2022, Brian’s best-selling book, Why Does The Stock Market Go Up?, was published. It was written to explain how the stock market works in plain English.

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:

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

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.

Warren Quinn: The Universal Why Behind Thriving Workplaces

Tue, 22 Jul 2025 10:00:00 GMT

Warren Quinn is the CEO of HUMANS AT WORK and a leading voice in purpose-driven leadership and culture. He believes every organization should operate from a core “Universal Why”—the personal and professional growth of every individual. Warren helps owners and executives become their best selves and cascade that growth through a culture of fulfillment, driving loyalty, productivity, and profitability. He is also the Executive Director of the ASA of Baltimore, a CultureWise™ Licensed Consultant, and a Certified Practitioner of The Leadership Circle 360 Profile™. In exit planning, Warren supports business owners in developing the mindset and skills needed for their next chapter. As a speaker, he champions positive, loving professional relationships as the key to lasting success.

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:

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

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

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.

Jesse Cramer: Smart Planning Beats Smart Investing

Tue, 08 Jul 2025 10:00:00 GMT

Jesse Cramer 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.

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/

Connect with Leonard Raskin:

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

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.

Eric Dyson: The 401(k) Wake-Up Call

Tue, 24 Jun 2025 10:00:00 GMT

Eric Dyson 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.

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:

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

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.

Michael Bell: Why Real Estate Is All About Relationships

Tue, 10 Jun 2025 10:00:00 GMT

Michael Bell 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.

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:

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

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.

Greg Chasson: Flawed and the Trap of Perfectionism

Tue, 27 May 2025 10:00:00 GMT

Greg Chasson, PhD, ABPP, is an international keynote speaker, esteemed psychologist, board-certified cognitive-behavioral therapist, researcher, and educator. He is an Associate Professor in the Department of Psychiatry and Behavioral Neuroscience at the University of Chicago, where he also serves as Director of Behavioral Interventions at the Obsessive-Compulsive & Related Disorders Clinic. Dr. Chasson is the author of Flawed: Why Perfectionism is a Challenge for Management and the Founder and Director of the Balanced Executive Lab.

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:

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

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.

Malcolm Peace: Growing Legacies, The Tsetserra Way

Tue, 13 May 2025 10:00:00 GMT

Malcolm Peace is making Texas feel smaller through his outstanding work with small to midsize businesses across the state. His company, Tsetserra Growth Partners, partners with well-established businesses whose owners are approaching retirement but want to ensure their companies continue to thrive. Malcolm and his team help rewrite the operating playbook while preserving the owner’s culture and implementing a strong succession plan. With a focus on operational excellence and deep experience, they aim to double the company’s revenue in just two years. The work is intensive, but Malcolm and his team equip each business with the tools needed to give the owner peace of mind that their legacy will continue to grow for years to come.

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:

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

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.

Suzanne Campi: Own Your Limbo, Find the True You

Tue, 29 Apr 2025 10:00:00 GMT

Suzanne Campi is a certified professional, co-active coach passionate about helping individuals thrive, especially during the powerful life transition of retirement. While many focus solely on finances, Suzanne guides clients through the equally vital psychosocial aspects of this next chapter: Purpose, Growth, Health, Relationships, Play, Spirituality, Adventure, and Legacy. With a background in psychology and a career spanning real estate sales, gym ownership, and high-tech recruiting, she brings a well-rounded, deeply human approach to coaching. Suzanne meets people exactly where they are, empowering them with insight and encouragement to design a retirement and life filled with vitality, meaning, and joy. For Suzanne, retirement isn’t an ending—it’s your next great adventure.

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:

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

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.

John Ensley: Bank on Yourself and Build True Wealth

Tue, 15 Apr 2025 10:00:00 GMT

John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John is president of J-Ensley Financial, a registered investment adviser firm in Washington State. He holds a Chartered Financial Consultant® and National Social Security Advisor designations and is one of an elite group of highly trained Bank On Yourself® Professionals. John is passionate about helping individuals, families, and small businesses succeed financially without taking on unnecessary risk.

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:

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

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.

Nathaniel Hovsepian: Thriving with Fit Fatherhood

Tue, 01 Apr 2025 10:00:00 GMT

Nathaniel Hovsepian is on a mission to help dads reclaim control over their health, time, and financial future. A former U.S. Marine Corps tank mechanic turned full-time real estate investor, he is the founder of Fit Fatherhood, a thriving community dedicated to helping busy dads strengthen family bonds, prioritize well-being, and excel in their careers without feeling overwhelmed. As the owner of Expert Home Buyers, he has built a successful real estate investment firm, proving that financial freedom and personal fulfillment can go hand in hand. Drawing from his military discipline and entrepreneurial success, Nathaniel provides coaching, resources, and actionable strategies to help fathers build healthier, more balanced lives. Through his online community, he empowers dads to take charge and thrive in every aspect of life.

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:

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

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.

Angus Nelson: Evolving Beyond Limits

Tue, 18 Mar 2025 10:00:00 GMT

Angus Nelson is a leadership coach, strategist, and keynote speaker who helps high-performing entrepreneurs and executives break through plateaus and achieve extraordinary success. As the founder of Evolve Leadership, he combines psychology, emotional intelligence, and proven frameworks to guide clients in overcoming limiting beliefs, aligning purpose with profit, and driving personal growth. He has worked with leaders from FedEx, Cisco, and Bridgestone and delivered keynotes at Walmart, Coca-Cola, BMW, and Disney. Angus is the author of Confidence Comes Later and hosts the Evolve Leadership podcast, where he empowers listeners to cultivate clarity, wealth, and freedom while becoming bold, aligned, and unstoppable.

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:

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

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.

Adam Zuckerman: End-of-Life Planning Made Simple

Tue, 04 Mar 2025 11:00:00 GMT

Adam Zuckerman is the Founder of Buried in Work, a company dedicated to simplifying estate planning, end-of-life tasks, and estate transitions for individuals, families, and businesses. An attorney, MBA, and Eisenhower Fellow, Adam brings a diverse background spanning finance, media, consumer packaged goods, and clean energy.

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:

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

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.

Kevin Bupp: Work Smarter, Invest Bigger, Live Freer

Tue, 18 Feb 2025 11:00:00 GMT

Kevin Bupp is a seasoned commercial real estate investor, top podcast host, and author of The Cashflow Investor, with over $1B in real estate transactions. As host of Real Estate Investing for Cash Flow, he shares 20+ years of expertise, guiding millions on profitable commercial real estate investing. Through his private equity firm, Sunrise Capital Investors, Kevin focuses on mobile home parks and parking lots—asset classes he champions for their strong returns. Beyond real estate, he gives back through the 72 Hours to Key West charity bike ride, helping provide meals to families in need.

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:

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

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.

Tina Greenbaum: Pressure-Proof Your Potential

Tue, 04 Feb 2025 11:00:00 GMT

Tina Greenbaum is the founder and CEO of Mastery Under Pressure, LLC, a management coaching program designed for high-performing executives looking to refine and master their interpersonal and interdepartmental skills. Her program not only helps them excel individually but also empowers their teams and associates. Tina is the author of Mastery Under Pressure and works with athletes, artists, speakers, and other high achievers who aim to perform skillfully under pressure.

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:

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

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.

Jenny M. Hendricks: Unveiling the Truth Behind Your Food and Health

Tue, 28 Jan 2025 11:00:00 GMT

Jenny Hendricks is the founder of Hendricks Farm & Hatchery LLC, a sustainable farm born from her personal health journey. After facing serious health issues, Jenny discovered the profound link between diet and well-being, inspiring her to produce high-quality, ethically-raised meat that met her exacting standards. Recognizing that 99% of animal feed consists of GMO soy and corn, which can pose health risks, particularly for women, she dedicated herself to providing clean, nutritious alternatives. At Hendricks Farm & Hatchery, Jenny combines her passion for health and sustainability, offering responsibly raised meat and fostering awareness about the impact of food choices on health and the environment. Through her farm, she empowers others to embrace a healthier, more ethical lifestyle.

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:

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

https://www.petbusinessmarketing.com/enrichu

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.

Dominic Hodgson: The Paw-fect Business Plan

Tue, 14 Jan 2025 11:00:00 GMT

Dom Hodgson, from North East England, is known as “The Pet Biz Wiz,” and is CEO of Pet Business Marketing Ltd. In 2011, he pioneered the launch of the UK's first Dog Adventure company and is also a highly respected dog trainer who has authored nine books. As one of the world’s leading pet business coaches and marketing strategists, Dom has helped over 1,600 frustrated pet business owners to double or triple their revenue so they can work less, have more fun, and create a truly impactful business.

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/

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

Connect with Leonard Raskin:

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

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.

William Cowan: Serving People, Not Just Profits

Tue, 31 Dec 2024 11:00:00 GMT

Dr. William Cowan is a seasoned chiropractor with over 20 years of experience helping people move and feel their best. A graduate of the National College of Chiropractic and a Board-Certified Chiropractic Sports Physician, Dr. Cowan combines deep expertise in physical rehabilitation with a passion for educating others. He’s lectured family practice residents on managing neck and back pain and served as President of the Delaware Board of Chiropractic. When he's not treating patients or speaking on best practices in pain management, he’s advocating for the profession as an active member of the American Chiropractic Association and the Delaware Chiropractic Society.

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:

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

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.

Barton Bollfrass: Transforming First Responder Training with Fathom Tanks

Tue, 17 Dec 2024 11:00:00 GMT

Barton Bollfrass is the visionary founder of Fathom Tanks, a groundbreaking solution born out of the urgent need to train first responders for floods and swift water rescues. With one-third of flood-related deaths involving first responders, and rising sea levels coupled with shifting rain patterns, the stakes are higher than ever. Bollfrass, a former Navy EOD Diver, leveraged over a decade of experience in the entertainment industry to revolutionize water rescue training. By blending the realism of Hollywood movie set design with the rigor of military-style preparation, he created hyper-realistic, safe, and repeatable training environments. His mission is simple yet vital: to save lives by transforming how emergency personnel are trained worldwide.

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:

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

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.

Geoff Suval: Guide to Becoming Bankable in Business

Tue, 03 Dec 2024 11:00:00 GMT

Geoff Suval is a seasoned financial advisor and consultant with nearly 30 years of experience helping people, businesses, and causes achieve their goals. As President and Managing Director of Xceleran Business Funding Solutions Inc. (XBizFunding), he empowers business owners to become "bankable" through a proven process that builds business credit and reduces personal financial risk. With a mission to level the playing field for small businesses, he helps clients secure credit and capital at better rates and terms, fueling their growth and success.

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:

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

https://metropolisresort.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.

Brian Hahn: Family Ties in the World of Business

Tue, 19 Nov 2024 11:00:00 GMT

Brian Hahn is a seasoned entrepreneur with over 40 years in hospitality, retail, and digital marketing. Growing up in a family business, he first experienced retail in grocery stores. Alongside his sister, Brian co-owns eight Dairy Queen Grill & Chills and has been involved with the family-owned Metropolis Resort in Eau Claire, WI, since 2005, where he leverages social media to engage guests. With nine years of experience owning a digital marketing agency, he’s helped countless businesses thrive. Brian authored Fixing Facebook: Turning Your Fans and Followers Into Paying Customers and developed Smart Facebook Marketing, a program empowering business owners to profit from Facebook marketing.

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/

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

Email: brian@brianhahn.co

Connect with Leonard Raskin:

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

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.

Bryan Durkin: Scaling Success with Remote Teams and Client Connections

Tue, 05 Nov 2024 11:00:00 GMT

Bryan Durkin, founder and CEO of MVP Inner Circle and MVP Team Pro, is a seasoned expert in driving sales velocity for B2B businesses by leveraging the power of virtual teams. As the host of the Driveway Marketing Podcast, he shares insights from over 20 years of experience building, scaling, and managing remote teams. Bryan helps executives and high-ticket service providers streamline their sales processes and create predictable, repeatable systems for growth. Through his proprietary CRM, PowerLi, and an in-depth understanding of psychology, human nature, and technology, he enables businesses to take control of lead generation and resource management. Having managed teams of up to 225 members, Bryan understands the challenges executives face in finding time and resources to drive sales. Known for his direct approach, he specializes in working with B2B business owners, CEOs, and top producers who rely on business referrals, offering them actionable strategies to scale effectively.

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:

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

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.

Vance Morris: Disnifying Your Business - Bringing Extraordinary Customer Experiences

Tue, 22 Oct 2024 10:00:00 GMT

Vance Morris is the Founder of Deliver Service Now, where he helps business owners attract, serve, and retain clients for life by crafting memorable experiences and implementing response-driven marketing. From his unique journey as a former birth control factory security guard, Disney leader, bankrupt executive, to successful entrepreneur, Vance brings a wealth of experience and insight. His story of reinvention, from cleaning carpets to building a thriving business, inspires others to find success by working smarter, not harder.

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:

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

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 Yelland: Secrets to Multigenerational Enterprise

Tue, 13 Aug 2024 10:00:00 GMT

Steve Yelland comes from a long line of entrepreneurs, with a family history in business spanning five generations. It all began with J.F. Rohrbaugh (JFR) crafted custom wood molding in 1888. His parents took over JFR in 1960, transitioning it to pallet manufacturing. On his maternal side, Harry Warehime founded Hanover Foods, with his heirs later acquiring Snyder’s of Hanover, which merged with Lance and was sold to Campbell’s in 2018.

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:

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

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.

Matt Hampton: Creative Evolution – Merging Technology and Experience in Professional Design

Tue, 30 Jul 2024 10:00:00 GMT

Matt Hampton is the Director of Client Management with a diverse background. His journey includes roots in figure drawing, owning a digital strategy and development company for over 20 years, competing in Ironman triathlons and marathons, and reporting on crazy health trends on a new podcast. With a genuine interest in stories, he and his team help strategize clients' objectives, execute those strategies, track success, and support ongoing business driver needs. If it ends up on a laptop, tablet, or phone, Matt and his team can handle it. He looks forward to connecting with you!

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:

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

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.

Adam Petrie: Blueprints for Success in Construction Entrepreneurship

Tue, 16 Jul 2024 15:50:00 GMT

Adam Petrie, born in Syracuse, NY, is a construction management alumni of SUNY ESF and Syracuse University. With over 20 years of experience in commercial and industrial construction, Adam has worked on projects nationwide.

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:

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

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.

FiduciWho: Welcome Episode

Tue, 02 Jul 2024 10:00:00 GMT

Your dreams matter, and your future is our priority. Leonard Raskin believes your retirement is yours to enjoy, and he wants to show you how. Leonard is the author of FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth. And in his close to 40 years of experience, he has crafted a unique process to explain the complexities of an always evolving financial marketplace. If you're ready to break through the clutter and get a better understanding of what is truly in your best financial interest, you've come to the right place. Welcome to FiduciWho.

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

Connect with Leonard Raskin:

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

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.

FiduciWho: Transfer Your Wealth

Fri, 24 May 2024 10:02:00 GMT

Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.

In this episode, Leonard emphasizes the importance of proper estate planning to ensure assets are distributed fairly among family members, avoiding conflicts and potential loss to taxes, fees, or unintended beneficiaries. He highlights the need for open communication with loved ones about financial wishes and the regular review and updating of beneficiary designations, wills, and other critical documents. He also provides advice on tax-efficient strategies for leaving money to charities while prioritizing family members in the distribution of other assets.

In this episode Leonard discuss:

Understand the importance of properly planning the transfer of wealth to intended beneficiaries is essential for ensuring assets are distributed fairly among family members through effective estate planning
Recognize the consequences of failing to discuss financial wishes or have a plan in place
Realize the potential hardships caused by not updating beneficiary designations on policies and assets
Grasp the significance of protecting your wealth and regularly reviewing key financial documents
Find out the best way to leave money to charity while ensuring family members receive other assets

Connect with Leonard Raskin:

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

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.

FiduciWho: Enjoy Your Wealth

Fri, 24 May 2024 10:01:00 GMT

In this episode, Leonard shares his unconventional financial insights, emphasizing the importance of balancing saving for the future with enjoying life today. He encourages listeners to spend money on meaningful experiences and memories with loved ones while ensuring financial stability by saving at least 15% of their gross income. He explores the disconnect between financial reality and perceived wealth in the digital age and discusses the significance of maintaining social connections, especially through work and business, for a fulfilling retirement. Additionally, he highlights the role of charity and giving in wealth management, sharing inspiring stories of how individuals can support causes they care about and experience the fulfillment that comes with helping others.

In this episode Leonard discuss:

Embrace the balance of using your wealth to fully experience life today while also securing a joyful retirement through wise saving and investing over time
Understand the crucial role of saving at least 15% of your gross income and gradually increasing that percentage
Explore the concept of wealth management as a means to improve quality of life throughout one's lifetime
Recognize the gap between financial reality and the perception of wealth in today's digital world
Realize that true wealth lies not just in what you accumulate, but in what you give back to others

Connect with Leonard Raskin:

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

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.

FiduciWho: Grow your Wealth

Fri, 24 May 2024 10:00:00 GMT

In this episode, Leonard delves into the intricacies of rising interest rates in 2024 and their impact on the stock and bond markets, emphasizing the importance of comprehensive financial planning. He explains the relationship between bonds, interest rates, and stock market risk, highlighting that as interest rates rise, bond values decrease, and investors often overestimate their risk tolerance. He also explores the current housing market, where low supply is causing prices to increase despite rising mortgage interest rates. He discusses the benefits of higher interest rates for savers and banks, while cautioning that most people lack the knowledge to invest money properly, often engaging in speculation and gambling. He advocates for a more scientific approach to investing, based on Nobel Prize-winning research, which involves global diversification and a mix of assets. Finally, he addresses the detrimental effects of inflation on wealth and emphasizes the importance of investing in exponentially growing assets and working with professionals to overcome poor investor behavior.

In this episode Leonard discuss:

Learn about the complexities of rising interest rates in 2024 and their impact on the stock and bond markets
Understand the relationship between bonds, interest rates, and stock market risk and discover how low housing supply is causing prices to increase despite rising interest rates
Find out how higher interest rates benefit savers while banks profit from the spread between borrowing and lending rates
Unlock the importance of diversifying globally and investing in a mix of assets rather than speculating on individual stocks
Comprehend how inflation erodes wealth over time and how to combat it by investing in assets that grow exponentially

Connect with Leonard Raskin:

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