Blog

David Homan unpacks the art of “orchestrated connecting,” showing how long-term trust, gratitude, and integrity quietly power life-changing opportunities.

Purpose-Driven Leadership: Building Company Culture That Lasts With Warren Quinn

Leonard Raskin, MSFS, CFP®, ChFC®, CLU®, CASL, CAP®, AEP

Monday, August 17, 2026

Some of the most important lessons in leadership do not come from a management book or a five-year strategic plan. They come from experience, mistakes, difficult transitions, and the realization that leading people requires more than...

If you can’t take a real vacation without your phone blowing up, this conversation explores the systems, mindset shifts, and succession planning strategies needed to finally step back from your business.

Financial Planning Clarity: Simplifying Complex Money Decisions With Jesse Cramer

Leonard Raskin, MSFS, CFP®, ChFC®, CLU®, CASL, CAP®, AEP

Monday, August 10, 2026

Financial planning can get complicated in a hurry. Social Security can affect taxes. Taxes can affect retirement cash flow. Spending affects savings. Investment risk affects how comfortably you can respond when markets move. Insurance...

Most companies chase 'more' and end up with burnout, disengagement, and failure. This conversation dives into how vision, values, and self‑aware leadership can transform culture and financial results.

401(k) Fiduciary Duties: What Business Owners Need to Know With Eric Dyson

Leonard Raskin, MSFS, CFP®, ChFC®, CLU®, CASL, CAP®, AEP

Monday, August 3, 2026

Running a business means wearing more hats than most people ever see. You may be the CEO, head of human resources, chief problem-solver, motivator, and sometimes even the unofficial therapist. But when your company sponsors a...

Is college really worth six figures or more? In this episode, you’ll learn how to treat college like a business decision, protect your retirement, and still help your student land at a great-fit school.

Is college really worth six figures or more? In this episode, you’ll learn how to treat college like a business decision, protect your retirement, and still help your student land at a great-fit school.

Real Estate Dual Agency: What Home Sellers Need to Know With Michael Bell

Leonard Raskin, MSFS, CFP®, ChFC®, CLU®, CASL, CAP®, AEP

Monday, July 27, 2026

Dual Agency in Real Estate: What Home Sellers Need to Know With Michael Bell Selling a home may be one of the largest financial transactions a family completes. Yet many homeowners spend more time comparing paint colors and staging...

Perfectionism can look like a strength from the outside. It can make you careful, conscientious, hardworking, and committed to doing right by the people who depend on you.

Most people only discover their insurance mistakes when it’s too late. This conversation breaks down how to avoid common rip-offs, spot misaligned incentives, and make transparent, fact-based protection decisions for your family and...

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.

From $20 lawns as a teenager to a national tech platform, this episode dives into the unfiltered realities of building, scaling, and selling businesses in the real world, not the classroom.

Jonathan Blau: Beating Investor Bias and Winning the Long Game with Equities Behavioral biases quietly destroy more wealth than market volatility ever will. In this episode, you’ll hear how a fiduciary advisor helps successful...

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...

Discover why most expert content falls flat and how a simple PLAN framework can turn everyday stories into client-magnet messages. Tom Ruwitch is a business advisor, storytelling standout, and content marketing pioneer...

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.

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.

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...

Wendy S. Meadows is a seasoned family law attorney, former litigator, certified life Coach and mediator.

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.

Dr. Douglas Strouse is a seasoned executive consultant, organizational psychologist, author, and leadership catalyst in the Mid-Atlantic business community.

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...

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.

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.

Patrick Donohue is the founder and CEO of Hill Capital Corporation, where he leads growth capital investments in entrepreneurial companies across the United States.

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.

Dennis Harhalakis is a Certified Money Coach (CMC)®, Money Coach Trainer, and the founder of Cambridge Money Coaching.

John Kailunas is a first-generation immigrant and visionary leader in financial services with a career spanning more than three decades.

Georgiene “Gina” Alsdorf is a nationally recognized ERISA attorney, regulatory strategist, and shareholder at Carlton Fields.

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.

Karen Falkler, Founder and CEO of Falkler Advisory, is an internationally recognized executive coach, advisor, and keynote speaker.

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...

Brian Herriot is an author, speaker, financial advisor, and entrepreneurship coach.

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.

Ian Chen is the CEO and Co-Founder of Discotech, the nightlife and music festival discovery app used by over 1.8 million people, boasting a 4.9/5 rating on the iOS App Store.

Fritz Gilbert is the founder of The Retirement Manifesto, an award-winning blog dedicated to “Helping People Achieve a Great Retirement.”

Paul Sippil is a forensic retirement consultant who has been exposing hidden fees and conflicts of interest in the 401(k) industry since 2009.

Camille Scott Wiles is a retired ICU RN, licensed retirement strategist, and founder of Emerald Diamond Advisors.

Jet Vertz is a retired aviation executive, US Navy veteran, author, and lifelong educator who embodies the American dream.

Emma Hall is a Chartered Financial Planner and Trust and Estate Practitioner with 19 years of experience helping individuals and businesses navigate retirement planning, investments, and succession strategies.

Steven Zeiger is the Managing Director of Wealth Management at KB Financial and a nationally recognized authority on applying prudent investor guidelines to life insurance selection and portfolio management.

Doug C. Brown is the CEO of CEO Sales Strategies and a Sales, Revenue, and Profit Growth Expert.

Dr. Vonnya Pettigrew, HonD, is the CEO and founder of the Root Branch empire, which includes the award-winning Root Branch Media Group and multiple ventures spanning media, education, and community development.

Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college.

Warren Quinn is the CEO of HUMANS AT WORK and a leading voice in purpose-driven leadership and culture.

Jesse Cramer: Smart Planning Beats Smart Investing Jesse Cramer is the founder and voice behind The Best Interest Blog and the Personal Finance for Long-Term Investors Podcast, where he educates over 25,000 DIY investors and financial...

Eric Dyson is a U.S. Naval Academy graduate and former nuclear-trained submarine officer with over 30 years of experience in the financial services industry...

Michael Bell is a top-ranked real estate broker with over 30 years of experience, specializing in single-party seller representation.

Greg Chasson: Flawed and the Trap of Perfectionism Greg Chasson, PhD, ABPP, is an international keynote speaker, esteemed psychologist, board-certified cognitive-behavioral therapist, researcher, and educator. He is an Associate...

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...

Suzanne Campi is a certified professional co-active coach passionate about helping individuals thrive—especially during the powerful life transition of retirement.

John Ensley: Bank on Yourself and Build True Wealth. John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan.

Nathaniel Hovsepian is on a mission to help dads reclaim control over their health, time, and financial future.

Angus Nelson: Evolving Beyond Limits 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...

Adam Zuckerman is the Founder of Buried in Work, a company dedicated to simplifying estate planning, end-of-life tasks, and estate transitions for individuals, families, and businesses.

Kevin Bupp is a seasoned commercial real estate investor, top podcast host, and author of The Cashflow Investor, with over $1B in real estate transactions.

Tina Greenbaum is the founder and CEO of Mastery Under Pressure, LLC, a management coaching program designed for high-performing executives looking to refine and master their interpersonal and interdepartmental skills.

Jenny Hendricks is the founder of Hendricks Farm & Hatchery LLC, a sustainable farm born from her personal health journey.

Dom Hodgson, from North East England, is known as “The Pet Biz Wiz,” and is CEO of Pet Business Marketing Ltd.

Dr. William Cowan is a seasoned chiropractor with over 20 years of experience helping people move and feel their best.

Barton Bollfrass is the visionary founder of Fathom Tanks, a groundbreaking solution born out of the urgent need to train first responders for floods and swift water rescues.

Geoff Suval is a seasoned financial advisor and consultant with nearly 30 years of experience helping people, businesses, and causes achieve their goals.

Brian Hahn is a seasoned entrepreneur with over 40 years in hospitality, retail, and digital marketing. Growing up in a family business, he first experienced retail in grocery stores.

Bryan Durkin, founder and CEO of MVP Inner Circle and MVP Team Pro, is a seasoned expert in driving sales velocity for B2B businesses by leveraging the power of virtual teams.

Vance Morris is the Founder of Deliver Service Now, where he helps business owners attract, serve, and retain clients for life by crafting memorable experiences and implementing response-driven marketing.

Steve Yelland comes from a long line of entrepreneurs, with a family history in business spanning five generations. It all began with J.F. Rohrbaugh (JFR) crafted custom wood molding in 1888.

Matt Hampton is the Director of Client Management with a diverse background. His journey includes roots in figure drawing, owning a digital strategy and development company for over 20 years, competing in Ironman triathlons and marathons.

Adam Petrie, born in Syracuse, NY, is a construction management alumni of SUNY ESF and Syracuse University. With over 20 years of experience in commercial and industrial construction, Adam has worked on projects nationwide.

In this episode, Leonard emphasizes the importance of proper estate planning to ensure assets are distributed fairly among family members, avoiding conflicts and potential loss to taxes, fees, or unintended beneficiaries.

In this episode, Leonard shares his unconventional financial insights, emphasizing the importance of balancing saving for the future with enjoying life today.

In this episode, Leonard delves into the intricacies of rising interest rates in 2024 and their impact on the stock and bond markets, emphasizing the importance of comprehensive financial planning.

FiduciWho? Part 1-Protect Your Wealth Listen to author Leonard Raskin discuss part 1 of his book "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth"

Welcome to the FiduciWho Podcast

Leonard Raskin, MSFS, CFP®, ChFC®, CLU®, CASL, CAP®, AEP

Thursday, May 16, 2024

Your dreams matter, and your future is our priority. Leonard Raskin believes your retirement is yours to enjoy, and he wants to show you how.