Episodes

What do entrepreneurs and business owners do when the traditional path stops working? Sometimes a “no” isn’t the end of an idea. It’s information that helps you find a different way forward. In this episode, Dan Paikin and Robert Schlesinger sit down with filmmaker, writer, director, and producer Jeremy Garelick. Jeremy shares how childhood comedy obsessions became a filmmaking career, why rejection helped shape American High, and how taking his son to Rolling Loud inspired his latest movie. He ...

Business owners often spend years growing revenue, hiring teams, and building value, but what happens if a partner dies, becomes disabled, or wants out? In this episode, Robert Schlesinger and Dan Paikin speak with Howard Koh, Partner at Meister Seelig & Schuster, about why operating agreements, buy-sell planning, key person coverage, and clear valuation rules matter before problems appear. Howard explains how written agreements can reduce costly disputes, how funding can protect continuity, and...

Strong communication shapes how people trust you, understand you, and decide whether to move closer or pull away. What helps someone connect in a room, calm their nerves, and speak in a way people actually remember? In this episode, Dan Paikin and Robert Schlesinger speak with Rachel Hanfling, Communications Coach, about how better communication can improve public speaking, interviews, sales conversations, and client relationships. They explore why communication is a trainable skill, how to meet...

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 planni...

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, c...

Many people spend decades focused on growing their wealth, but few stop considering how that wealth will sustain their lifestyle once the paychecks stop. In this episode of The Tempus Podcast, hosts Robert Schlesinger and Daniel Paikin discuss transitioning from accumulating assets to generating dependable retirement income. They explain why cash flow matters more than net worth, how to plan for longer lifespans, and how to build guaranteed income streams that create financial peace of mind. Key...

Rising tuition costs leave many families searching for the “perfect” savings vehicle, but there isn’t one. The key is balancing tax benefits, penalties, and optionality while keeping long-term growth in mind. Join Dan Paikin and Robert Schlesinger as they explore the importance of saving consistently, weighing the pros and cons of 529 plans, and keeping accounts flexible for real-life outcomes. Discover how various savings tools affect financial aid, when options like taxable accounts or life in...

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 a...

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 int...

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 p...

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 fina...

Life unfolds in stages, each with unique challenges and joys. Understanding and embracing these transitions can deepen your appreciation for family, career, and finances. How do our priorities shift as we grow? What lessons shape the way we approach the future? In this episode, Dan Paikin and Robert Schlesinger discuss life’s phases with Michael Silverman, reflecting on family, parenting, and financial wisdom across generations. Their candid insights reveal timeless truths about personal growth ...

Feeling overwhelmed by retirement planning? You’re not alone. Many people struggle with the complexity and uncertainty of making their savings last. Daniel Paikin and Rob Schlesinger are joined by seasoned financial advisor Marty Nachemson, a financial advisor at Prosperian Wealth Management, to delve into the intricacies of retirement planning. With over 17 years of experience and a wealth of knowledge, Marty shares invaluable insights on preparing for the long-term financial landscape, address...

Whole life insurance is old and expensive… or is it? Robert Schlesinger and Daniel Paken discuss the importance of whole life insurance as a foundational asset in financial planning. They explain the history and mechanics of whole life insurance, highlighting its contractual guarantees and long-standing track record. The hosts emphasize that whole life insurance provides peace of mind and serves as a volatility buffer in retirement, allowing individuals to spend other assets differently. Daniel ...

Are you prepared for the financial challenges that come with expanding your family? Robert Schlesinger and Daniel Paikin are joined by guest Natalie Diaz, a twin parenting expert and bestselling author, to discuss essential financial and legal preparations for expecting parents. They explore the significance of having a comprehensive financial plan, the importance of legal documents like wills and health proxies, and the choices surrounding childcare. Daniel, Robert and Natalie discuss: The une...

Are you ready to take control of your financial future? Daniel Paikin and Robert Schlesinger reflect on their past eight episodes, delving into the fundamental principles of financial planning designed to safeguard your wealth and secure your legacy. They offer insights into creating a robust financial plan that covers everything from liability and income protection to wills, trusts, and investment strategies. Daniel and Robert discuss: Review of eight fundamental areas of personal finance Insi...

Ever wondered how to create a financial plan that weathers any storm? Daniel Paikin, Robert Schlesinger, and the Tempus Financial Group team deep dive into time-tested financial, retirement, and tax strategies. This episode welcomes Kevin Kulak, our director of investments, to complete our series on foundational financial principles designed for business owners and families seeking solidity and growth in their financial plans. Daniel, Robert and Kevin discuss: The core fundamentals of investing...

Ever wondered how you could tackle your debt smartly while planning for a secure financial future? Do you feel like you’re scaling a mountain of debt without a peak in sight? Listen in as Daniel Paikin and Robert Schlesinger speak with Steven Esses, Senior Loan Officer at FM Home Loans LLC, and George Walters, Senior Vice President of Business Development at GradFin. Together they discuss actionable insights to help you navigate through the fog of debt with confidence. Daniel, Robert, Steven and...

As you reflect on your own financial planning, do you have a clear strategy for managing liquidity in your assets? Have you considered the balance between illiquid, semi-liquid, and fully liquid investments to ensure you are prepared for various financial scenarios? Join Daniel Paikin and Robert Schlesinger as they speak with Ryan Bohn, a senior associate with Tempus Financial Group, on the role of liquidity in setting up a successful financial plan. They explore the significance of balancing di...

Is your savings strategy protected for the long term? Are you using savings accounts effectively? Join Daniel Paikin and Robert Schlesinger along with their coworkers at Tempus Financial Group, Tim Sachs and Greg Breitman, in discussing the landscape of effective savings strategies. They emphasize the critical nature of adopting a disciplined and systematic approach to saving money. They advocate for establishing dedicated savings accounts specifically aimed at wealth accumulation, highlighting ...

Navigating the realm of life insurance can be a daunting challenge—from selecting the most fitting type for your plan to deciding 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...

Do you already have an estate plan in place? If not, the judicial system could be the one deciding who gets what in your family. With young children, it is especially important to designate a guardian in estate plans. Listen in as Daniel Paikin and Robert Schlesinger speak with Kevin Ghassomian, a partner at Venable LLP, on estate planning and why it’s so important. They cover things like having a will, power of attorney, health care proxy, and living will declaration. Daniel, Robert and Kevin d...

Does your disability insurance plan cover your needs? How would it provide for you if something happens? In this episode, Daniel Paikin and Robert Schlesinger speak with Pete Heckman and Chris Weber of Tempus MD. Together they explore the nuances between short-term and long-term disability, debunk common misconceptions, and grasp the significance of individual coverage. They delve into the limitations of employer-provided group insurance and stress the need for individual policies for better cov...

Ever wondered about the importance of liability protection? What confuses you the most about insurance premiums and liability protection? Make sure you have insurance to protect your financial interests. In this episode, Daniel Paikin and Robert Schlesinger are joined by Michael Silverman, CEO of Silver Lining Insurance, in exploring the importance of liability protection in insurance and the need for an umbrella liability policy. Michael dives into the need for proactive planning and the role o...