The Tempus Podcast

Tempus Financial Group

Your financial plan will be tested time after time. You need a plan you know will withstand the test of time. Welcome to The Tempus Podcast with Daniel Paikin, Robert Schlesinger and the rest of the team from Tempus Financial Group. In this podcast we help business owners and families create a financial plan rooted in fundamental financial principles. Join us for this journey where we explore time tested financial, retirement and tax strategies built to protect, save and grow through a lifelong relationship.

  1. APR 9

    What the Rockefellers Got Right About Legacy, Trusts, and Long-Term Planning (Ep. 21)

    Lasting wealth is rarely accidental. It is shaped by intention, structure, and a clear sense of purpose that extends beyond one lifetime. In this episode of The Tempus Podcast, Daniel Paikin and Robert Schlesinger explore what set the Rockefeller family apart and why their wealth and values continue generations later. They contrast that approach with families whose fortunes faded due to a lack of structure and foresight. The conversation breaks down family constitutions, trusts, liquidity planning, and the role permanent life insurance played in keeping assets unified.  Throughout the episode, they connect these ideas to practical steps families can apply today, regardless of net worth, to define purpose, protect assets, and create continuity across generations. Key takeaways: Why long-term planning creates ripple effects that support charities, families, and communities for generations How family constitutions help prevent fragmentation of wealth and guide responsible stewardship The role of trusts in protecting assets from taxes, creditors, and probate delays Why permanent life insurance became a core liquidity tool for multigenerational planning How everyday families can adapt Rockefeller principles without extraordinary wealth And more! Resources: Book: What Would the Rockefellers Do? by Garrett Gunderson Connect with Tempus Financial Group: Tempus Financial Group LinkedIn: Daniel Paikin, RICP® LinkedIn: Robert Schlesinger LinkedIn: Tempus Financial Group tempusinfo@tempus-financial.com 516-672-0784

    37 min
  2. MAR 18

    Health Span Meets Wealth Planning with Jill Villa (Ep. 22)

    What if your financial plan outlives your health? What would change if you treated your body like your most valuable asset? In this episode, Dan Paikin and Robert Schlesinger sit down with Jill Villa, Longevity Expert and Founder of Goldhaus Wellness, to explore the connection between health span and financial planning. They discuss concierge longevity care, advanced lab testing, peptides, GLP-1 medications, and daily habits that shape long-term vitality.  Jill shares how personalized medicine, consistent monitoring, and small daily decisions can transform how we age and how we experience our wealth. Jill shares key insights: Why personalized monitoring matters more than quick prescriptions How lab ranges differ from optimal performance targets The role of peptides, GLP-1s, and careful medical oversight When IV infusions, creatine, and saunas may support vitality Why daily habits shape longevity more than one big decision And more!   Connect with Tempus Financial Group: Tempus Financial Group LinkedIn: Daniel Paikin, RICP® LinkedIn: Robert Schlesinger LinkedIn: Tempus Financial Group tempusinfo@tempus-financial.com 516-672-0784   Connect with Jill Villa:  LinkedIn: Jill Villa Website: Goldhaus Wellness   About our Guest:  Jill Ketner Villa is a Physician Associate with more than 15 years of clinical experience and a passion for redefining modern healthcare. A graduate of Weill Cornell Medical College, where her master’s thesis focused on integrative medicine, Jill began her career in surgical and inpatient medicine before turning her focus to longevity care. For the past six years, she has specialized in advanced longevity medicine, guiding patients with evidence-based therapies that optimize healthspan, resilience, and vitality. Jill’s multidisciplinary background allows her to bridge conventional medicine with cutting-edge science, delivering highly personalized care that helps patients thrive at every stage of life. She has also published scholarly articles in the field, further contributing to the advancement of evidence-based longevity and precision medicine. She lives in New York with her husband and their twin daughters, where she continues to balance her expertise in medicine with her commitment to family, wellness, and innovation.

    31 min
  3. 06/27/2025

    The Power of Private Credit and Private Equity with Frank Russomano (Ep. 18)

    Alternative investments like private credit and private equity are no longer reserved for the ultra-wealthy. They’re increasingly accessible and relevant to everyday investors. In this episode, Dan Paikin and Robert Schlesinger are joined by Frank Russomano, Vice President at Blue Owl Capital,  to break down the growing appeal of private placements. The conversation explores how private credit compares to traditional bonds, how private equity fits into a diversified plan, and why more investors are incorporating these options into their portfolios. Frank discusses: What private placements are, including the differences between private credit and private equity Why more companies are choosing to remain private longer and how that shift is driving opportunities for investors The accessibility of private investments today, including what it means to be an accredited investor The risks and benefits of private credit, especially in contrast to public fixed income and equity markets Blue Owl’s approach to direct lending, their structure for individual investors, and what sets them apart from institutional-first competitors And more! Connect with Tempus Financial Group: Tempus Financial Group LinkedIn: Daniel Paikin, RICP® LinkedIn: Robert Schlesinger LinkedIn: Tempus Financial Group tempusinfo@tempus-financial.com 516-672-0784 Connect with Frank Russomano:  LinkedIn: Frank Russomano Website: Blue Owl Capital About Our Guest:  Frank Russomano is a Vice President at Blue Owl Capital, where he focuses on private credit and delivering investment strategies tailored to income generation and downside protection. With a background in alternative investments and a commitment to financial education, Frank works closely with advisors and investors to help integrate institutional-quality solutions into individual portfolios.

    38 min
  4. 04/15/2025

    Replay: Understanding Life Insurance in Financial Planning with Craig Katz (Ep. 17)

    We’re re-sharing one of our most popular episodes! If you missed it the first time, now’s your chance to catch up. Navigating the realm of life insurance can be a daunting challenge – from selecting the most fitting type for your plan to decide whether it’s a necessity at all. However, its role in your financial portfolio is far from insignificant. In a compelling discussion, Daniel Paikin and Robert Schlesinger team up with Craig Katz, their partner at Tempus Financial Group, to unravel the intricacies of life insurance. This insightful conversation delves deep into why life insurance is a pivotal component of your financial puzzle, dissecting various types, including term and permanent policies. Daniel, Robert and Craig discuss:  Why is life insurance important in financial planning How do you calculate the amount of life insurance needed What are the types of life insurance, specifically term insurance and permanent life insurance Why is it important to integrate life insurance into a broader financial plan And more Connect with Tempus Financial Group: Tempus Financial Group LinkedIn: Daniel Paikin, RICP® LinkedIn: Robert Schlesinger LinkedIn: Tempus Financial Group tempusinfo@tempus-financial.com 516-672-0784 Connect with Craig Katz:  LinkedIn: Craig Katz About our Guest:  Craig believes in taking both an offensive and defensive approach to developing and protecting wealth. He helps his clients build maximum wealth potential while simultaneously protecting against major facets of life such as taxes, inflation, lawsuits, death and disability. Craig has been in the financial services industry since 1997, beginning as an analyst with JP Morgan Chase. From there he spent a few years as an equity trader where the lack of intimate and long-standing client relationships led him to move to the personal planning side of finance. He joined Strategies for Wealth, an affiliate of Tempus Financial Group in 2004.

    48 min
  5. 03/11/2025

    Financial Advocacy and Strategy with Jennifer Fox of Finseca (Ep. 16)

    Understanding the mechanics of financial legislation and advocacy can help families and businesses grow. How do advocacy groups influence legislation? What’s the impact of financial policies on individuals and businesses? In this episode of The Tempus Podcast, Dan Paikin and Robert Schlesinger host Jennifer Fox, Vice President of Federal Affairs at Finseca. Jen talks about her work advocating for sound financial policies, explaining her dual role of educating lawmakers and supporting financial professionals, while offering insights into current tax and legislative trends. Jen discusses:  The mission of Finseca in advancing financial security for all through advocacy and policy creation The role of lobbyists in informing and guiding lawmakers on financial topics like taxes and retirement policies The evolving political environment in Washington, including its influence on financial regulations and tax legislation The impact of legislative changes, including estate taxes and business tax deductions, on individuals and businesses The importance of bipartisan cooperation for lasting and effective legislative outcomes And more! Connect with Tempus Financial Group: Tempus Financial Group LinkedIn: Daniel Paikin, RICP® LinkedIn: Robert Schlesinger LinkedIn: Tempus Financial Group tempusinfo@tempus-financial.com 516-672-0784 Connect with Jennifer Fox:  LinkedIn: Jennifer Fox Website: Finseca About Our Guest:  In her role as Vice President of Federal Affairs, Jennifer leads Finseca’s lobbying initiatives, advocating for policies that support the financial security profession. She educates policymakers and their staff on the importance of comprehensive financial planning, encompassing life insurance, retirement planning, and investments, to serve clients effectively. Jen led Finseca’s political advocacy initiatives, which included the Ambassador Program, fly-ins, and political fundraising, including Finseca’s PAC. She is committed to assisting members in becoming politically involved and empowering them to share their stories. Jen has spent time at the White House and Capitol Hill, which has helped shape her knowledge of small business, technology, labor, and tax issues. She also serves as the President of The Advocacy Association. Jen was recognized by The Salute to Association Excellence as a Leading Association Lobbyist, an award that recognizes individuals who have demonstrated exceptional skill, effectiveness, and dedication in advocating on behalf of their organization and its members. An alumna of George Washington University, Jen lives in Washington, D.C., with her husband, Jon, and their Chow-Chow, Coco.

    36 min
  6. 02/07/2025

    Redefining Legacy with Ron Rosbruch: Leadership, Impact, and Purpose (Ep. 15)

    What legacy are you leaving behind? Join Robert Schlesinger and Dan Paikin on this insightful edition of The Tempus Podcast as they dive into the concept of legacy with special guest Ronald S. Rosbruch, CLU®, ChFC®. Ron shares his journey from teaching in Brooklyn to building a successful financial planning firm and reflects on the lasting impact one can have through their actions and values. In this episode, Ron talks about: The powerful “Seven Times Why” exercise Shifting from teacher to financial expert Defining what it means to be a “class act” Ron’s influence on future generations through mentorship And more! Connect with Tempus Financial Group: Tempus Financial Group LinkedIn: Daniel Paikin, RICP® LinkedIn: Robert Schlesinger LinkedIn: Tempus Financial Group tempusinfo@tempus-financial.com 516-672-0784 About our Guest:  Ronald S. Rosbruch, CLU®, ChFC® is Partner Emeritus of Strategies for Wealth. Strategies for Wealth, a leading agency of the Guardian Life Insurance Company of America, represents a unique approach to financial services with an emphasis on wealth creation and protection for families and businesses. As President of the 81-year-old firm, Ron and more than 180 associates have helped thousands of clients significantly increase their wealth, control their assets and maximize their ability to enjoy their life. Under Ron’s leadership, the Firm has led Guardian in core product sales for the last 12+ years. The Firm has won the President’s Cup Award for the best overall performance in production, recruiting, agent development, training and persistence sixteen times and has been the recipient of the Medallion Platinum Award in 2005, 2006, 2008, and 2009. In addition, the Firm has been one of Guardian’s Platinum Agencies since 1998 and has won the National Life Insurance Award since 2000. The Firm has also received the Guardian Quality Agency Award thirteen times (1985, 1988, 1996, 1998-2002, 2004-2006, 2008 and 2009) and the Productive Growth Award (since its inception) in 2009. The firm’s retention rate is over 70%. Ron and his firm are proud supporters of several charities in the tri-state area. The firm hosts an Annual Golf Outing that has raised over $1 million over the past 12 years for the Children’s Hospital at Westchester Medical Center. The Firm also supports Melanoma Research at the NYU Cancer Institute. They are also involved in New York Cares Day Winter Adaptive Games for New York City Children with Disabilities and in Connecticut’s Special Olympics Golf Tournament. Ron has been honored by CAPP (The Child Abuse Prevention Program), an organization active in protecting the lives and rights of children. He also served as Chairman of the Board for CAPP. He has been a supporter of the life insurance division of UJA & Israel Bonds, the Jewish Federation of Greater Middlesex County and served on the Board of Directors of the East Brunswick Jewish Center. Ron has been honored by UJA and with ADL’s Torch of Liberty Award. Ron was raised in Brooklyn, New York and earned his Bachelor of Arts from Brooklyn College. He has two daughters, three grandsons and one granddaughter!

    46 min

Ratings & Reviews

5
out of 5
2 Ratings

About

Your financial plan will be tested time after time. You need a plan you know will withstand the test of time. Welcome to The Tempus Podcast with Daniel Paikin, Robert Schlesinger and the rest of the team from Tempus Financial Group. In this podcast we help business owners and families create a financial plan rooted in fundamental financial principles. Join us for this journey where we explore time tested financial, retirement and tax strategies built to protect, save and grow through a lifelong relationship.