FiduciWho

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 matter The risks of overlooking retirement plan fees and transparency How small businesses can st...

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 investors Overconfidence, loss aversion, regret, and status quo bias How Wall Street...

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 strategy The most overlooked yet critical element of retirement success Why many retirees struggle with identity and purpose...

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 estate Zoning, entitlements, and asset-class ag...

What if the smartest retirement move isn’t picking better investments, but understanding how your whole financial life actually works? Jesse Cramer joins Leonard to explain why smart planning beats smart investing. In this episode, Leonard and Jesse discuss: Journey from aerospace engineer to personal finance educator Why understanding your real spending habits is critical to retirement planning H...

Discover why most expert content falls flat and how a simple PLAN framework can turn everyday stories into client-magnet messages. In this episode, Leonard and Tom Ruwitch discuss: Early days of email marketing and media industry lessons Why information-only content fails to attract clients The PLAN framework: Promise, Lesson, Anecdote, Next Step Stories as a repeatable system for content creation...

A layoff in the Great Recession pushed him out of hospitality and into thousands of renovation projects—now he’s building homes, communities, and entrepreneurs across Tampa Bay. In this episode, discover how he uses construction, strategic networking, and large‑scale events to create lasting impact and opportunity.   In this episode, Leonard and Tommy Whitehead discuss: ●   &nb...

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...

Arias WebsterBerry is an experienced entrepreneur and digital marketing expert with over a decade of success building revenue-driven brands. As Founder and CEO of WebsterBerry Marketing, he has helped hundreds of clients grow through services like web design, sales funnels, social media, CRM, and branding. He also created Launch Ignition AI, a business accelerator that automates marketing systems,...

Wendy S. Meadows is a seasoned family law attorney, former litigator, certified life Coach and mediator. She is also the author of the best-selling book, Sparkle & GRIT, a framework that helps high-achieving women break free from burnout and live on Purpose.  Today, Wendy helps women who’ve “checked all the boxes” but still feel stuck. She blends practical strategies with a compassionate...

Todd Langford is the founder, CEO, and lead developer of Truth Concepts, a financial modeling and education platform used by thousands of advisors across the United States. For more than 30 years, Todd has been at the forefront of financial software development and professional training and is widely regarded as an industry expert in financial mathematics and modeling. He has trained thousands of...

Dr. Douglas Strouse is a seasoned executive consultant, organizational psychologist, author, and leadership catalyst in the Mid-Atlantic business community. He is President of the CEO Club of Baltimore, a nonprofit forum where CEOs collaborate, exchange insights, and grow through peer advisory councils. As Managing Partner of Wexley Consulting, Doug brings decades of experience in leadership devel...

Michael DeLon creates credibility by helping business owners Create a Book Without Writing a Word™. As The Credibility Coach™ and President of Paperback Expert, he helps entrepreneurs clarify their message, position themselves as authorities, and capture more clients through their Amazon Best-Selling book using his proprietary Credibility Marketing System, designed to generate referrals and grow r...

Dalmo Cirne is the author of The 4 Streams of Leadership and a seasoned leader with over three decades of experience spanning leadership, management, technology, and mathematics. A Mathematics graduate of SUNY, Dalmo has built and launched highly successful products, led organizations through significant growth, and participated in an IPO—bringing a rare blend of technical rigor and real-world lea...

Jason Duncan, known as “America’s Exit Coach,” is the bestselling author of Exit Without Exiting and the creator of the proprietary XOS™ Method, which helps entrepreneurs build businesses that thrive without owner dependence. After losing his teaching job in 2010, Jason built a multimillion-dollar company only to discover it was unsellable—an experience that became the catalyst for his life’s work...

Patrick Donohue is the founder and CEO of Hill Capital Corporation, where he leads growth capital investments in entrepreneurial companies across the United States. With more than twenty years of capital markets experience, his expertise spans investing, corporate development, financial modeling, investment research, and investment banking, allowing him to bring a disciplined yet forward-looking a...

Kia Arian is the creative force behind Zine, a boutique marketing agency that helps attorneys, entrepreneurs, and service-based professionals turn leads into loyal fans through high-touch, high-trust, human marketing. Since 2005, Kia has championed the power of tangible marketing, newsletters, postcards, books, magazines, and “shock and awe” packages to break through digital noise and build lastin...

Dennis Harhalakis is a Certified Money Coach (CMC)®, Money Coach Trainer, and the founder of Cambridge Money Coaching . He spent 30 years in financial services before training as a Money Coach, then launched Cambridge Money Coaching to help people better understand and manage the money in their lives. Money Coaching provides a framework for understanding our patterns, behaviours, and emotions arou...

John Kailunas is a first-generation immigrant and visionary leader in financial services with a career spanning more than three decades. Since starting in 1988, he has built a multi-billion-dollar ecosystem that includes Regal Financial Group, Regal Investment Advisors, Regulus Financial Group, LionShare, and Catalyst for Growth, a professional development platform for advisors. Under John’s leade...

Georgiene “Gina” Alsdorf is a nationally recognized ERISA attorney, regulatory strategist, and shareholder at Carlton Fields. With more than two decades in the financial services industry, she has served as a former Department of Labor investigator, in-house counsel for major financial institutions, and advisor to retirement plan providers, insurers, and fintech innovators. Known for translating d...

Barry James Dyke is the founder of Castle Asset Management and the best-selling author of the Pirates of Manhattan series , a cult classic among financial professionals worldwide. With nearly four decades in financial services, Barry has owned a pension consulting firm, a third-party benefits administration firm, and, since 2001, his registered investment advisory practice. He’s sold over 34,000 b...

Karen Falkler, Founder and CEO of Falkler Advisory , is an internationally recognized executive coach, advisor, and keynote speaker. With a unique background blending executive development and physiology, she helps leaders and high performers worldwide accelerate growth, break through limitations, and engage in impactful conversations that drive meaningful change. Karen’s influence has earned her...

Victor Haghani is the Founder and CIO of Elm Wealth , which he launched in 2011 to help families manage and preserve wealth through his pioneering Dynamic Index Investing® approach. He co-authored The Missing Billionaires: A Guide to Better Financial Decisions , named one of The Economist’s Best Books of 2023, and has contributed widely to academic and mainstream publications, including a TEDx tal...

Brian Herriot is an author, speaker, financial advisor, and entrepreneurship coach. He offers a new and different take on wealth-building, lifestyle design, and retirement, building customized, comprehensive Time Freedom Forecasts for his clients in just one day. Brian is working toward a world where everyone has the time and support to define what success means to them, and focus on building char...

Stevyn Guinnip, MS, CWC, 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...