FiduciWho

Leonard Raskin
  • 4.0 (4)
  • Investing
  • Weekly

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. 1d ago

    Classic Rewind - Malcolm Peace: Growing Legacies, The Tsetserra Way

    What happens to a thriving business when the owner is ready to retire but the family isn’t ready to take over? Malcolm Peace shares how he acquires Texas blue-collar and industrial businesses with a long-term focus on growth, employees, and legacy. In this episode, Leonard and Malcolm discuss: Malcolm’s team guides retiring owners through legacy-focused business transitionsThe “top-down P&L” approach to identifying growth opportunities within a businessWhy operational excellence and team retention are at the heart of Malcolm’s buy-and-grow strategyHow Tsetserra works differently from private equity or ESOPs when acquiring businessesKey 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 About Malcolm Peace: 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. Connect with Malcolm Peace: Website: https://tsetserra.com/  LinkedIn: https://www.linkedin.com/in/malcolmpeace/  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com   Show notes by Podcastologist: Angelo Paul Tagama Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Classic Rewind - Malcolm Peace: Growing Legacies, The Tsetserra Way

  2. Oct 27

    Classic Rewind - Dr. William Cowan: Serving People, Not Just Profits

    ‘Never give up’ is more than a slogan for Dr. William Cowan. He joins Leonard Raskin to discuss buying a practice, owning productive real estate, planning for the next generation, and staying committed when business gets challenging. In this episode, Leonard and Dr. William discuss: Career transitions from finance to chiropractic and establishing a practiceImportance of financial literacy for business successStrategic benefits of purchasing an established dental practiceCost-saving advantages of co-owning real estate with a family doctorExpanding 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 About William Cowan: 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. Connect with William Cowan: Website: https://www.cowanchiro.com/  Email: askdrc@cowanchiro.com  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com   Show notes by Podcastologist: Angelo Paul Tagama Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Classic Rewind - Dr. William Cowan: Serving People, Not Just Profits

  3. Oct 20

    Classic Rewind - Angus Nelson: Evolving Beyond Limits

    What if you don’t need to feel confident before you move forward? Leadership coach Angus Nelson explains how small, courageous steps can help you break through fear and create a more fulfilling life and business. In this episode, Leonard and Angus discuss: Overcome adversity to transform pain into a coaching careerConfront internal barriers to break free from unproductive cyclesBuild confidence through incremental steps and self-trustDetach from corporate identity to embrace personal growth and freedomAlign 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 About Angus Nelson: 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.  Connect with Angus Nelson: Websites: https://www.evolveleadership.org/ , https://www.angusnelson.com/  LinkedIn: https://www.linkedin.com/in/angusnelson/  Podcast: https://podcasts.apple.com/us/podcast/evolve-leadership/id1040543696  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com   Show notes by Podcastologist: Angelo Paul Tagama Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    Classic Rewind - Angus Nelson: Evolving Beyond Limits

  4. Oct 13

    Derek Fredrickson: Build a Business That Runs Without You

    Is your business growing, or just demanding more of you? Learn how to build the systems, accountability, and leadership that let a company run without its founder at the center.  In this episode, Leonard and Derek Fredrickson discuss: Founders as operational bottlenecksBuilding simple, founder-independent systemsCOO leadership and team accountabilityChoosing the right second-in-commandReclaiming time through delegation, client delivery, business development, and better meetings Key Takeaways:  Delegating tasks without delegating outcomes can leave the founder at the center of every decision.Simple, repeatable processes make it easier for a business to grow without relying on one person.Start testing independence in manageable steps: reclaim nights and weekends first, then work toward a short unplugged vacation.Clarify roles, expectations, and KPIs before deciding that a team member is the problem.Founders can reclaim time by systematizing client delivery, sharing business development, and auditing recurring meetings.  “You can't scale a business that's built on complexity. You can scale a business that's built on simplicity.” - Derek Fredrickson About Derek Fredrickson: Derek Fredrickson is the CEO and founder of The COO Solution, a fractional COO firm that works hands-on with 7- and 8-figure founders and CEOs to build the operational foundation their businesses need to scale. With over 16 years as a Chief Operating Officer and second-in-command, he relocated his family to Paris over a decade ago, built The COO Solution from the ground up, and now leads a team of fractional COOs embedded inside growing businesses across industries. He also hosts The COO Solution Podcast. Connect with Derek Fredrickson: Website: https://thecoosolution.com  LinkedIn: https://www.linkedin.com/in/derekfredrickson/  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.

    Derek Fredrickson: Build a Business That Runs Without You

  5. Oct 6

    Brad Warren: Reinvention, Purpose, and a Second Act of Service

    What does it take to reinvent yourself after a 40-year career? Brad Warren shares how he moved from business coaching to land banking and found a new calling in Red Cross service. In this episode, Leonard and Brad Warren discuss: Goal-setting, planning, and maintaining focus in businessBrad’s transition from business coaching to land bankingPatience, long-term investing, and land ownershipRetirement, volunteering, and finding meaningful ways to spend your timeBrad’s work with the Red Cross and his perspective on purpose and fulfillment Key Takeaways:  Set specific goals, then create a written action plan to turn them into manageable steps.Stay focused and give a strategy enough time to produce results instead of constantly jumping to the next idea.Land banking requires patience and involves uncertainty, making it a long-term approach that may not suit every investor.Retirement can open the door to new interests, relationships, travel, and opportunities to serve others.Finding ways to make a difference and give back can contribute to a happier, more fulfilled life.  “You have to have patience... If most people don't, this is not an investment for everybody. This is money that you can set aside and not think about and not worry about, and just wait.” - Brad Warren About Brad Warren: Brad was a national and international speaker, trainer, and business coach for over 40 years.  He's spoken in front of 60,000+ people, coached 500+ business owners, was the 2014 Bay East Association of Realtors Affiliate of the Year, and is the author of Just Sold! The Real Estate Professional's Guide to Selling More in Less Time, and he’s spoken at the National Association of Realtors 2016 and 2017 Annual Conventions.  Brad transitioned to a new career as a land banking specialist in 2018, helping patient investors build generational wealth by investing in land.  Now retired, he volunteers with the American Red Cross as a speaker, teaching 4 different classes that the Red Cross offers.  He also installs home fire alarms and does education on home fire safety with the Sound The Alarm program. Connect with Brad Warren: LinkedIn: https://www.linkedin.com/in/bradleykwarren/  Email: brad@bradwarren.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.

    Brad Warren: Reinvention, Purpose, and a Second Act of Service

  6. Sep 29

    Brad Gornto: The Tax Strategy Few Advisors Know About

    Sold a business, converted a Roth, or had a monster bonus year? There's a nook in the tax code fewer than 5% of advisors have ever heard of, and it can potentially create a significant current-year tax deduction for charitable giving you were already planning to make.  In this episode, Leonard and Brad Gornto discuss: Reversionary charitable lead annuity trusts (iCLATs)Ideal client profile and liquidity-event triggersPresent-value deduction math and AGI limitsiCLAT vs. donor-advised funds and irrevocable estate trustsGuardrails, costs, and retained control Key Takeaways:  The deduction isn't based on what you transfer; it's based on the present value of your charitable promise, which means a $500,000 pledge over ten years can generate roughly $375,000 of current deduction.The best proposals don't ask clients to change anything. Someone already tithing $20,000 a year can commit to 25 more years of the same and capture a $281,000 deduction, worth roughly $150,000 in tax savings in a high-tax state.Unlike a donor-advised fund, where every dollar of growth belongs to the charity forever, growth above the promised payments reverts to the client at the end of the term.Some charitable strategies need to be arranged before a transaction closes; Brad explains how an iCLAT can potentially be implemented after an income event, even late in the calendar year.Control is the whole point. It's a grantor trust, the client is trustee, and the existing advisor manages it like any other account, but the guardrails are real: no margin, no personal guarantees, no personal-use assets, no self-dealing.As estate-tax exemptions have increased, Brad explains why some clients may place greater emphasis on current income-tax savings than estate-tax savings.  “The charitable deduction is not based on what you transfer to the ICLAT, which is extremely bizarre. It's based on the present value of the charitable promise over a period of time.” - Brad Gornto About Brad Gornto: Brad Gornto has practiced law throughout Florida for 26 years in the areas of complex estate planning, income tax, charitable planning, probate, trust administration, and business law. An attorney, tax strategist, and charitable planning specialist based in Ormond Beach, Florida, he specializes in helping individuals and families navigate sophisticated tax and charitable planning strategies. Since discovering the iCLAT strategy early in his career in 2003, Brad has focused on its application as a reversionary charitable lead annuity trust designed to provide a current income tax deduction while supporting charitable giving and potentially returning the remaining assets to the donor. He holds degrees from Florida State University and the University of Florida College of Law, as well as a master's degree in tax law from the University of Miami. Brad is also a devoted father of four: Bryce, Owen, Joel, and Daisy. Connect with Brad Gornto: Website: http://www.iclat.net  LinkedIn: https://www.linkedin.com/in/bradgornto/  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.

    Brad Gornto: The Tax Strategy Few Advisors Know About

  7. Sep 22

    Nicole Earle: You Can't Build Your Way Out of the Affordable Housing Crisis

    She's shepherded over $1 billion in real estate and hasn't taken a paycheck since 2022. Nicole Earle explains why building housing alone will never fix a neighborhood.  In this episode, Leonard and Nicole Earle discuss: Immigrant roots and early real estate influencesTax credit finance and the affordable housing capital stackPreventing displacement and over-gentrificationThe "housing-plus" service-enriched modelEconomic development, community land trusts, and operational funding gaps Key Takeaways:  Affordable housing is often more expensive to build than market-rate; layers of government oversight, specialized financing, and a small army of consultants all carry fees that land in the capital stack.You can't build your way out of a housing shortage. Without job training, financial literacy, and small business support, new units land in neighborhoods that still can't sustain them.Honoring a community means the people who stayed through disinvestment get a meaningful say and a place to stay when revitalization finally arrives.Bricks and sticks are the beginning, not the end. Put a property manager in the building and walk away, and you've built a structure, not a community.Capital funding exists. Operating funding doesn't, which is why mission-driven organizations run on volunteer labor and can't hire the talent the work demands.  “I'm doing it for the love of the people, love of community. And you know, it's unfortunately sometimes the people like, like you're like Jesus, sometimes the people you're called to don't accept you, but you, he came to them anyway.” - Nicole Earle About Nicole Earle: Nicole Earle is a dedicated real estate development and financial services executive with nearly 30 years of experience serving the private and public sectors. She provides expert guidance in all phases of real estate development, financing, and project management, with a strong focus on revitalizing low- to moderate-income communities. Known for her diligence, problem-solving abilities, and results-driven approach, Nicole has successfully managed and closed real estate deals nearing $1 billion in volume. As the visionary leader behind Dominion Real Estate, LLC, and Dominion Community Development Corporation, Baltimore-based impact investment enterprises, Nicole channels her expertise into projects that foster economic empowerment and community growth. Her goal is to close the wealth gap through residential and mixed-use developments that uplift underserved areas. She is a trusted advisor to non-profits, churches, and early-stage developers, adding capacity and ensuring smooth, equitable, and beneficial transactions for all parties involved. Connect with Nicole Earle: Website: https://www.dominioncommunitydc.org/  LinkedIn: https://www.linkedin.com/in/nicole-earle/   Facebook: https://www.facebook.com/people/Dominion-Community-Development-Corporation/61566572306835/  Email: nicole@dominionrealestate.co  Phone: 410-212-1857 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.

    Nicole Earle: You Can't Build Your Way Out of the Affordable Housing Crisis

  8. Sep 15

    Andrew Bartlow: Why Clarity Beats “Culture” in Scaling a Business

    When investors want a 3–4X return in five years, vague goals won’t cut it. Andrew Bartlow explains how clarity, alignment, and the right systems help founder-led businesses navigate growth, complexity, and professionalization. In this episode, Leonard and Andrew Bartlow discuss: Transition from reactive HR to business-focused people strategyMyth of “people are our most important asset” vs. real decision-makingGrowth, complexity, and the need for structure and systemsPrivate equity, professionalizing founder/family-led businesses, and 3-4X value creationClarity, alignment, and practical use of tools like AI in real work Key Takeaways:  Focusing people practices on helping the organization meet its goals is the most powerful contribution any function can make.Saying “people are our most important asset” often doesn’t match how decisions are made when trade-offs and missed targets appear.As organizations grow, complexity increases and demands more structure, systems, and formal communication, even when that feels uncomfortable to founders.In investor-backed environments, many leaders are in the biggest jobs of their lives and must learn what 3–4X growth really looks like and requires.Clarity and alignment on goals, roles, and trade-offs are the foundation for building effective processes, structures, and teams at any size.  “If you help the organization meet its goals, that's the highest and best thing that you can do in any function, whether it's sales, marketing, engineering, or HR.” - Andrew Bartlow About Andrew Bartlow: Andrew Bartlow is a veteran HR executive, author, advisor, and educator with more than 30 years of experience helping high-growth companies scale their people and organizations. A former HR leader at PepsiCo and General Electric, he has led organizations through major growth, IPOs, M&A, and restructuring, including helping scale Invitation Homes from $500 million to $25 billion. He is the Founder and Faculty Member of People Leader Accelerator, an intensive development program for senior HR leaders at growth-stage companies, and serves as a private equity operating partner and venture advisor, executive coach, and strategic HR consultant. Andrew is also the co-author of *Scaling for Success: People Priorities for High-Growth Organizations* and has taught and mentored HR leaders through his work as a university faculty member, advisor, and mentor. Connect with Andrew Bartlow: Website: https://www.peopleleaderaccelerator.com/  LinkedIn: https://www.linkedin.com/in/bartlow/  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.

    Andrew Bartlow: Why Clarity Beats “Culture” in Scaling a Business
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About

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.

Information

  • Creator
    Leonard Raskin
  • Years Active
    2024 - 2026
  • Episodes
    86
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 | All Rights Reserved | Leonard Raskin
  • Show Website
    FiduciWho

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