The Tempus Podcast

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. Ho...

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 conve...

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...

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 m...

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 l...

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. Di...

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 cred...

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, Dan...

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...

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 t...

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 fi...

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...

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 se...

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...

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 investmen...

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 gr...

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 ac...

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 o...

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...

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...

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 ha...

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 limitat...

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...

It’s finally here–it’s finally live! Introducing The Tempus Podcast with Daniel Paikin & Rob Schlesinger! In this inaugural episode of “The Tempus Podcast,” hosts Rob Schlesinger and Daniel Paikin discuss the history of Tempus Financial Group and their motivations for starting the podcast! Together they emphasize the importance of working with an advisor and discuss upcoming episod...