FiduciWho

Leonard Raskin
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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.

  1. 3 dgn geleden

    Classic Rewind - Stevyn Guinnip: From Wealth to Wellthy

    What good is a full bank account if your health account is empty? Stevyn Guinnip reveals why true retirement readiness means building “wellth” by treating health like your most valuable long-term asset. In this episode, Leonard and Stevyn discuss: How a near-death health crisis reshaped Stevyn’s view of wealth and wellnessThe concept of “health debt” and its parallels to financial debtWhy advisors need to view health as an asset and integrate it into financial planningThe WellthPLAN™ framework and how financial principles like diversification and compounding apply to healthPractical first steps advisors and clients can take to measure and improve their health Key Takeaways: Retirement readiness isn’t just about accumulating money—it’s equally about protecting and growing your health assets so you can enjoy the wealth you’ve built.Think of stress management and quality sleep as daily bills you must pay; if left unpaid, the “interest” compounds in ways that harm your long-term health.Health debt doesn’t happen overnight; it builds gradually from poor habits and, if ignored, can quietly sabotage your retirement plans.Movement isn’t a quick trade-off for indulgence—it’s an investment that produces compounding returns in strength, energy, and longevity.By framing health through the same lens as financial planning, advisors can apply familiar strategies like diversification, metrics, and compounding to create sustainable well-being. “A lot of people come into their adult life and their career with really great health, and by the end of their career, it's completely swapped. They've got a full bank account and an empty health account. I call it the big swap, and we do not want to do this, because your retirement without your health will not be super fantastic.” - Stevyn Guinnip About Stevyn Guinnip MS, CWC: She is the Founder & CEO of Grow Wellthy™, where she empowers financial professionals—and their clients—to treat their health like their greatest asset. As a financial advisor’s daughter turned exercise physiologist and certified wellness coach, she blends decades of scientific expertise with real‑world experience to help advisors retire “wellthy.” After a life‑altering health crisis in Australia, Stevyn repurposed core financial principles—like diversification, tracking metrics, and long‑term thinking—into her signature WellthPLAN™ and WellthCLUB™ programs. An award‑winning speaker and recognized by WealthManagement.com as a “Ten to Watch in 2023,” she continues to inspire advisors to reclaim their health and enjoy the wealth they’ve built. Connect with Stevyn Guinnip: Website: https://www.growwellthy.com/  LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/  Email: stevyn@growwellthy.com  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com   Show notes by Podcastologist: Angelo Paul Tagama Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Classic Rewind - Stevyn Guinnip: From Wealth to Wellthy

  2. 6 dgn geleden

    Wallis Tsai: Avoiding Insurance Pitfalls and Matching Policies to Real-Life Needs

    Most people only discover their insurance mistakes when it’s too late. This conversation breaks down how to avoid common rip-offs, spot misaligned incentives, and make transparent, fact-based protection decisions for your family and business. In this episode, Leonard and Wallis Tsai discuss: Career shift from Goldman Sachs to consumer-focused insurance advisoryIncentives, ignorance, and misaligned advice in the insurance industryHow to think about term vs. permanent life insuranceEntrepreneurs, protection gaps, and “non-urgent” risk planningUsing institutional-grade analysis and AI to evaluate insurance policies Key Takeaways:  Insurance can be a powerful tool when it is treated as “the right tool for the right job,” not simply the product that pays the highest compensation.Misaligned incentives and lack of deep product knowledge often lead professionals to recommend suboptimal policies, even without malicious intent.Protection planning rarely feels urgent until it is, but decisions about life, disability, and long-term care insurance must be made before health events occur.Term and permanent life insurance both have valid roles; any advice that universally dismisses one or glorifies the other is oversimplifying a nuanced decision.High-quality insurance recommendations rely on owning the details, running the math, and being willing to update conclusions when new facts (like underwriting results) emerge.  “Insurance can do a lot of good when the right tool is used for the right job, and customers are matched with the policy that truly is the best tool for the job they have at hand.” - Wallis Tsai About Wallis Tsai: Have you ever wondered if you're getting the full story on insurance? Wallis Tsai is here to set the record straight. A former Goldman Sachs investment banker and hedge fund investor, Wallis founded AboveBoard Financial to bring transparency to an industry riddled with bad advice and conflicts of interest. She helps affluent professionals, high-net-worth families, and fiduciary advisors make smarter, data-driven decisions about life, disability, and long-term care insurance—without the sales fluff. Get ready to cut through the noise and rethink what you know about insurance! Connect with Wallis Tsai: Promo Link: https://www.aboveboardfinancial.com/fiduciwho  Website: https://www.aboveboardfinancial.com/  LinkedIn: https://www.linkedin.com/in/wallis-tsai-31622a1/  Phone Number: (917) 509-2537 More information: https://app-na1.hubspotdocuments.com/documents/6016032/view/1706515036?accessId=5269a0  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Wallis Tsai: Avoiding Insurance Pitfalls and Matching Policies to Real-Life Needs

  3. 17 jul

    Classic Rewind - Jacob Vanderslice: The Discipline Behind Smart Real Estate Investing

    Jacob Vanderslice is a co-founder and Principal at VanWest Partners, a Denver-based real estate investment company specializing in the acquisition, development, and management of self-storage facilities. Under his fundraising leadership, VanWest has strategically deployed over $375 million in capital in value-add self-storage facilities across the United States.  In this episode, Leonard and Jacob Vanderslice discuss: Why disciplined investing sometimes means saying no to nearly every deal in the marketHow Van West evaluates self-storage opportunities through supply, rents, and downside riskThe difference between investing directly in real estate versus investing passively with an operatorWhat leverage, interest rates, and lower loan proceeds mean for today’s real estate returnsWhy operator quality can matter as much as the asset itself in private equity investing Key Takeaways:  In a difficult market, discipline is often defined by what you choose not to buy. Van West reviewed more than 900 acquisition opportunities, modeled about 250, and purchased just one.Value-add investing often comes from relentless attention to operational details. Small savings on expenses, taxes, contracts, and inefficiencies can compound into meaningful increases in net operating income and asset value.Passive real estate investing gives investors access to experienced operators, tax benefits, and income potential without the time, capital, and management burden of owning property directly.In today’s market, higher interest rates, lower leverage, and reduced loan proceeds have changed return expectations. Investors and operators must adapt to a more conservative environment.Strong underwriting begins with the downside. Great operators spend less time chasing the story for winning and more time understanding how a deal could go wrong and how to reduce that risk upfront.  “Leverage is a wonderful and terrifying thing. Leverage, when used appropriately, can really increase your deal returns, but when used inappropriately, it can exponentially increase your risk profile at the same time.” - Jacob Vanderslice Connect with Jacob Vanderslice: Website: https://www.vanwestpartners.com/  LinkedIn: https://www.linkedin.com/in/jacob-vanderslice-02905b16b/  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Classic Rewind - Jacob Vanderslice: The Discipline Behind Smart Real Estate Investing

  4. 14 jul

    Bryan Clayton: From $20 Lawns to GreenPal — Grit, Growth, and the Real Education of an Entrepreneur

    From $20 lawns as a teenager to a national tech platform, this episode dives into the unfiltered realities of building, scaling, and selling businesses in the real world, not the classroom. In this episode, Leonard and Bryan Clayton discuss: Early days mowing lawns and organic business growthOperator vs. owner mindset and the E-Myth frameworkPreparing a lifestyle business for eventual saleOrigin story and validation journey of GreenPalUsing technology, data, and AI to empower small service businesses Key Takeaways:  A simple service business can teach most of the fundamentals of entrepreneurship, often faster and more effectively than formal business school.Moving from self-employed to true business owner requires intentional time working on the business: building processes, systems, and people that can operate without you.If there’s even a chance you might sell your company one day, you must build it to be sellable from the start, with clean systems, numbers, and an org chart that a buyer can understand.The real value of a marketplace platform lies not just in consumer convenience but in helping small operators win: getting customers, managing reviews, handling payments, and growing their income.Successful founders practice “constructive dissatisfaction”; they’re constantly, productively unhappy with the current state of the business and use that tension to drive continuous improvement.  “I think you can learn more in a weekend starting and launching a business and getting three customers than you can in a year of business school.” - Bryan Clayton About Bryan Clayton: Bryan Clayton started mowing lawns as a teenager with a push mower. Twenty years later, he’s the CEO of GreenPal — the app Entrepreneur Magazine calls *the Uber for lawn care. Before GreenPal, Bryan built one of Tennessee’s largest landscaping companies, growing it to over $10 million a year before selling it. Now he’s doing it again — this time with technology. GreenPal connects 300,000 homeowners with reliable lawn pros, handling thousands of jobs every day all over the US. Bryan’s on a mission to bring AI into one of the oldest industries out there — helping small lawn care businesses use data and automation to compete like big companies. From pushing a mower to building a $30 million tech platform, Bryan’s story is all about grit, adaptation, and how old-school hard work can thrive in a high-tech world. Connect with Bryan Clayton: Website: https://www.yourgreenpal.com  LinkedIn: https://www.linkedin.com/in/bryan-clayton-a96b33214  Instagram: https://instagram.com/bryanmclayton  X: https://x.com/bryanMclayton  YouTube: https://www.youtube.com/@BryanClayton1  Other Resource: https://en.m.wikipedia.org/wiki/Bryan_M._Clayton  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Bryan Clayton: From $20 Lawns to GreenPal — Grit, Growth, and the Real Education of an Entrepreneur

  5. 10 jul

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

    A 401(k) plan isn’t just an employee benefit; it’s a fiduciary responsibility. Eric Dyson explains how hidden fees, vague oversight, and too many investment choices can quietly put plan sponsors at risk. In this episode, Leonard and Eric discuss: The four core fiduciary duties under ERISA and why they matterThe risks of overlooking retirement plan fees and transparencyHow small businesses can start retirement plans the right wayWhy more investment options aren't always better for 401(k) participantsReal-world lessons from ERISA class action lawsuits Key Takeaways: Crafting a strong retirement plan begins not with paperwork, but with intentional goals and a trusted advisor who can align the structure with the business's unique vision.Beneath the surface of fiduciary compliance lies a common oversight—many plan sponsors are unaware that failure to ensure fee transparency and act solely in employees’ best interests may place them on shaky legal ground.Rather than offering a buffet of investment choices, the conversation challenges the “more is better” mindset, advocating instead for simplicity and structure that empower—not overwhelm—plan participants.In a world where assumptions can be costly, the message is clear: fiduciaries must demand precise, itemized cost breakdowns to uphold their duty—vague approximations no longer suffice.Wrapped in a legal framework but rooted in ethics, transparency isn't just a smart move—it’s a non-negotiable pillar of responsible plan management under ERISA. "Picture it as the foundation to your house, ladies and gentlemen; we don't need to be talking about what color the sconce is and whether it's silver or brass, or what the color of the throw pillows are on the bed before we have a foundation, and those investments in your ERISA plan should be foundational and nothing more.” - Eric Dyson About Eric Dyson: He is a U.S. Naval Academy graduate and former nuclear-trained submarine officer with over 30 years of experience in the financial services industry. A seasoned ERISA advisor, he has worked as both a 3(21) and 3(38) fiduciary on defined contribution and benefit plans. Eric is the Executive Director of 90 North Consulting, where he specializes in conducting ERISA advisor RFPs, fiduciary training, best practices audits, and serving as an expert witness. His expertise has been trusted by both plaintiffs and defendants, the U.S. Department of Labor, and the CFP Board.  Connect with Eric Dyson: Website: https://90northllc.com/  LinkedIn: https://www.linkedin.com/in/401kguy/  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com   Show notes by Podcastologist: Angelo Paul Tagama Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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

  6. 7 jul

    Jonathan Blau: Beating Investor Bias and Winning the Long Game with Equities

    Behavioral biases quietly destroy more wealth than market volatility ever will. In this episode, you’ll hear how a fiduciary advisor helps successful investors avoid their own worst instincts and stay wealthy for the long run. In this episode, Leonard and Jonathan Blau discuss: Common behavioral biases of wealthy investorsOverconfidence, loss aversion, regret, and status quo biasHow Wall Street sales culture differs from true fiduciary adviceIndex funds, “sevens vs. threes,” and inflation as the real riskMedia noise, market timing, and the value of a qualified advisor Key Takeaways:  The wealthiest investors are often the most vulnerable to behavioral mistakes because their confidence from business success doesn’t translate into skill with markets.Powerful biases such as loss aversion, regret aversion, and status quo bias can lead investors to avoid stocks altogether, inadvertently exposing them to long-term inflation risk.Many parts of the advisory industry still revolve around sales, timing, and selection stories, even though persistent outperformance is rare and often tax-inefficient.Volatility is temporary and often overemphasized compared to inflation, which permanently erodes purchasing power; owning more equities (“sevens”) than bonds (“threes”) is critical for long retirements.One of the best investments most people can make is in a truly qualified financial advisor who focuses on behavior, planning, costs, and taxes rather than chasing “hot” ideas or timing calls.  “If you're going to survive a 30-year retirement marked by 3 to 5% inflation, you better have a lot more sevens than threes.” - Jonathan Blau About Jonathan Blau: Jonathan Blau is the founder and CEO of Fusion Family Wealth, a fee-only registered investment advisory firm in Long Island that focuses on helping investors recognize and overcome behavioral biases that can lead to poor financial decisions. His career began with a summer internship at Lehman Brothers, where he noticed the need for objective, planning-based advisory services for wealthy investors. He later earned advanced degrees in taxation and accounting, worked in tax and family wealth planning, and gained extensive experience at firms such as Sanford C. Bernstein, Morgan Stanley, Smith Barney, and UBS. These experiences shaped his belief that investor behavior is often more important than investment products. As a behavioral finance thought leader, Jonathan helps clients make rational financial decisions, especially during periods of uncertainty. He emphasizes that true wealth risk comes not from temporary market fluctuations, but from the permanent loss of purchasing power caused by inflation. Through his advisory work and the “Crazy Wealthy Podcast,” he shares practical insights on improving money behavior and avoiding common investment mistakes. Fusion Family Wealth’s recognition among Forbes’ Top 250 Registered Investment Advisory Firms reflects its commitment to integrity, client focus, and meaningful financial guidance. Connect with Jonathan Blau: Website: https://www.fusionfamilywealth.com/    LinkedIn: http://www.linkedin.com/in/jonathanblau1  Instagram: https://www.instagram.com/moneeeementor/   Podcast - Crazy Wealthy Podcast: https://crazywealthypodcast.fusionfamilywealth.com/  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Jonathan Blau: Beating Investor Bias and Winning the Long Game with Equities

  7. 3 jul

    Classic Rewind - Fritz Gilbert: Living The Retirement Manifesto

    Retirement isn’t just a money milestone. Fritz Gilbert shares why identity, purpose, and “refirement” may matter just as much as your portfolio. In this episode, Leonard and Fritz discuss: How Fritz launched The Retirement Manifesto blog and wrote 440+ articles on retirement strategyThe most overlooked yet critical element of retirement successWhy many retirees struggle with identity and purpose post-careerThe story behind Fritz and his wife founding the nonprofit “Freedom for Fido”The essential difference between “retirement” and “refirement” Key Takeaways: A fulfilling retirement doesn’t come from savings alone—it requires thoughtful planning around identity, structure, and a renewed sense of purpose. Without this preparation, many retirees find themselves unfulfilled despite being financially secure.Starting the mental and emotional preparation for retirement at least two to three years before leaving the workforce significantly increases the chances of a smooth and meaningful transition. It’s not just about the money—it’s about mindset.Think of retirement not as a finish line, but as the beginning of a new chapter filled with passion projects, adventure, and personal reinvention. It's the opportunity to finally do what lights you up—on your own terms.When you contribute your time and energy to causes that matter, like volunteering, you often discover deeper relationships and a renewed sense of connection. Giving back adds purpose that money simply can’t buy.Following your curiosity can unlock unexpected joys in retirement. For Fritz, that curiosity led to founding a nonprofit that builds fences for dogs—proof that passion often starts with a single step. “The number one key to a successful retirement is to start planning early—ideally two years out, one year at minimum. And don’t just focus on the financials. That’s a common mistake. You’ve got to expand your thinking into the non-financial areas as well.” - Fritz Gilbert About Fritz Gilbert: He is the founder of The Retirement Manifesto, an award-winning blog dedicated to “Helping People Achieve a Great Retirement.” He’s also the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. After a 33-year career in Corporate America, Fritz retired in 2018 at age 55 and now shares practical lessons to help others navigate their own retirement journey. He and his wife live in the Appalachian Mountains of Blue Ridge, Georgia, with their three dogs, where they also run Freedom for Fido, a 501(c)(3) nonprofit that builds free dog fences for low-income families with chained pets. Connect with Fritz Gilbert: Websites: https://www.theretirementmanifesto.com/ , https://freedomforfido.com/  LinkedIn: https://www.linkedin.com/in/fritzgilbert/  Facebook: https://www.facebook.com/TheRetirementManifesto  Fritz’s Book: https://www.amazon.com/Keys-Successful-Retirement-Staying-Productive/dp/164611339X  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com   Show notes by Podcastologist: Angelo Paul Tagama Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Classic Rewind - Fritz Gilbert: Living The Retirement Manifesto

  8. 30 jun

    Ari Rastegar: Risk, Resilience, and Playing the Long Game in Real Estate

    Real estate “passive income” is anything but passive, especially when markets are volatile and fear is high. In this episode, you’ll hear how disciplined risk management, zoning arbitrage, and psychology-driven investing can create long-term wealth. In this episode, Leonard and Ari Rastegar discuss: Risk management and “risk-adjusted returns” in real estateZoning, entitlements, and asset-class agnostic developmentNavigating fear, market cycles, and investor psychologyMisconceptions about “passive income” and DIY real estate investingInvestor alignment, accessibility, and co-investment with institutions Key Takeaways:  Effective real estate investing starts with obsessing over how you could lose money and building structures to manage, not eliminate, that risk.Being asset-class agnostic and focusing on zoning and entitlements can unlock hidden value long before a shovel ever hits the ground.The most attractive deals often emerge during periods of fear, volatility, and negative headlines, precisely when most investors are the most reactive and hesitant.So‑called “passive income” in real estate usually demands intense, around-the-clock active management, making professional oversight far more valuable than many high performers assume.Long-term success in investing and business requires psychological endurance: the willingness to endure cycles, confront hard conversations, and continuously learn from failure.  “Private equity in real estate, in particular, real estate is about counter-punching, and it's about knowing when to, when others are scared, when others are selling, when things are going whatever, knowing when to be aggressive and buy things at a discount, and that's exactly what this time is right now.” - Ari Rastegar About Ari Rastegar: Ari Rastegar is the Founder and CEO of Rastegar Capital, a vertically integrated real estate investment firm based in Austin, Texas. Known as one of America’s most forward-thinking real estate investors, Ari has built a diverse national portfolio spanning multifamily, industrial, self-storage, and mixed-use assets. A first-generation Iranian-American and author of the acclaimed book The Gift of Failure, Ari’s journey from modest beginnings to building a billion-dollar enterprise embodies his core belief: failure isn’t final — it’s fuel. His philosophy of turning adversity into opportunity has made him a sought-after voice on leadership, resilience, and the future of American growth markets. Ari has been featured on Fox News, CNBC, Forbes, Bloomberg, and Business Insider, where he speaks on the intersection of real estate, economics, and mindset — offering sharp insights into why people and capital flow where they’re treated best. Connect with Ari Rastegar: Website: http://www.rastegarcapital.com  LinkedIn: https://www.linkedin.com/in/arirastegar  X: https://twitter.com/AriRastegar   Instagram: https://www.instagram.com/arirastegar  YouTube: https://www.youtube.com/@Ari_Rastegar   Book: The Gift of Failure – https://www.amazon.com/Gift-Failure-Turn-Missteps-Success/dp/1544523211/ref=asc_df_1544523211/?tag=hyprod-20&linkCode=df0&hvadid=598354936952&hvpos=&hvnetw=g&hvrand=12557661389217729104&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9028310&hvtargid=pla-1678938210209&psc=1   Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Ari Rastegar: Risk, Resilience, and Playing the Long Game in Real Estate
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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.

Informatie

  • Maker
    Leonard Raskin
  • Jaren actief
    2024 - 2026
  • Afleveringen
    68
  • Beoordeling
    Expliciet
  • Website van aflevering
    FiduciWho
  • Provider

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