Avsnitt
-
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 strategyThe most overlooked yet critical element of retirement successWhy many retirees struggle with identity and purpose post-careerThe story behind Fritz and his wife founding the nonprofit “Freedom for Fido”The essential difference between “retirement” and “refirement”Key Takeaways:
A fulfilling retirement doesn’t come from savings alone—it requires thoughtful planning around identity, structure, and a renewed sense of purpose. Without this preparation, many retirees find themselves unfulfilled despite being financially secure.Starting the mental and emotional preparation for retirement at least two to three years before leaving the workforce significantly increases the chances of a smooth and meaningful transition. It’s not just about the money—it’s about mindset.Think of retirement not as a finish line, but as the beginning of a new chapter filled with passion projects, adventure, and personal reinvention. It's the opportunity to finally do what lights you up—on your own terms.When you contribute your time and energy to causes that matter, like volunteering, you often discover deeper relationships and a renewed sense of connection. Giving back adds purpose that money simply can’t buy.Following your curiosity can unlock unexpected joys in retirement. For Fritz, that curiosity led to founding a nonprofit that builds fences for dogs—proof that passion often starts with a single step.“The number one key to a successful retirement is to start planning early—ideally two years out, one year at minimum. And don’t just focus on the financials. That’s a common mistake. You’ve got to expand your thinking into the non-financial areas as well.” - Fritz Gilbert
About Fritz Gilbert: He is the founder of The Retirement Manifesto, an award-winning blog dedicated to “Helping People Achieve a Great Retirement.” He’s also the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. After a 33-year career in Corporate America, Fritz retired in 2018 at age 55 and now shares practical lessons to help others navigate their own retirement journey. He and his wife live in the Appalachian Mountains of Blue Ridge, Georgia, with their three dogs, where they also run Freedom for Fido, a 501(c)(3) nonprofit that builds free dog fences for low-income families with chained pets.
Connect with Fritz Gilbert:
Websites: https://www.theretirementmanifesto.com/ , https://freedomforfido.com/
LinkedIn: https://www.linkedin.com/in/fritzgilbert/
Facebook: https://www.facebook.com/TheRetirementManifesto
Fritz’s Book: https://www.amazon.com/Keys-Successful-Retirement-Staying-Productive/dp/164611339X
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 estateZoning, entitlements, and asset-class agnostic developmentNavigating fear, market cycles, and investor psychologyMisconceptions about “passive income” and DIY real estate investingInvestor alignment, accessibility, and co-investment with institutionsKey Takeaways:
Effective real estate investing starts with obsessing over how you could lose money and building structures to manage, not eliminate, that risk.Being asset-class agnostic and focusing on zoning and entitlements can unlock hidden value long before a shovel ever hits the ground.The most attractive deals often emerge during periods of fear, volatility, and negative headlines, precisely when most investors are the most reactive and hesitant.So‑called “passive income” in real estate usually demands intense, around-the-clock active management, making professional oversight far more valuable than many high performers assume.Long-term success in investing and business requires psychological endurance: the willingness to endure cycles, confront hard conversations, and continuously learn from failure.“Private equity in real estate, in particular, real estate is about counter-punching, and it's about knowing when to, when others are scared, when others are selling, when things are going whatever, knowing when to be aggressive and buy things at a discount, and that's exactly what this time is right now.” - Ari Rastegar
About Ari Rastegar: Ari Rastegar is the Founder and CEO of Rastegar Capital, a vertically integrated real estate investment firm based in Austin, Texas. Known as one of America’s most forward-thinking real estate investors, Ari has built a diverse national portfolio spanning multifamily, industrial, self-storage, and mixed-use assets. A first-generation Iranian-American and author of the acclaimed book The Gift of Failure, Ari’s journey from modest beginnings to building a billion-dollar enterprise embodies his core belief: failure isn’t final — it’s fuel. His philosophy of turning adversity into opportunity has made him a sought-after voice on leadership, resilience, and the future of American growth markets. Ari has been featured on Fox News, CNBC, Forbes, Bloomberg, and Business Insider, where he speaks on the intersection of real estate, economics, and mindset — offering sharp insights into why people and capital flow where they’re treated best.
Connect with Ari Rastegar:
Website: http://www.rastegarcapital.com
LinkedIn: https://www.linkedin.com/in/arirastegar
X: https://twitter.com/AriRastegar
Instagram: https://www.instagram.com/arirastegar
YouTube: https://www.youtube.com/@Ari_Rastegar
Book: The Gift of Failure – https://www.amazon.com/Gift-Failure-Turn-Missteps-Success/dp/1544523211/ref=asc_df_1544523211/?tag=hyprod-20&linkCode=df0&hvadid=598354936952&hvpos=&hvnetw=g&hvrand=12557661389217729104&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9028310&hvtargid=pla-1678938210209&psc=1
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
Saknas det avsnitt?
-
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 educatorWhy understanding your real spending habits is critical to retirement planningHow the engineering mindset helps break down complex financial systemsThe most common financial mistakes people make—and how to prevent themHow podcasting and financial education can empower individuals at all life stagesKey Takeaways:
Many individuals drastically underestimate their actual monthly spending, leading to flawed financial plans that feel solid—until the numbers don't add up.Financial planning mirrors a spider web: every financial decision pulls on another thread, revealing an intricate system where nothing exists in isolation.While investments often take center stage, the true value lies in holistic planning—blending tax strategies, risk protection, and long-term income coordination.Clarity begins with humility: assuming no prior knowledge, effective educators break down complex topics to their first principles, avoiding industry jargon.When people truly understand both their risk exposure and spending habits, they gain the confidence to make intentional, informed financial choices."It's the idea that I don't want to say investing is table stakes in our industry, because it's probably not, but I think investing can be the easier part of our job... I just like learning all the cool stuff in the planning world that I didn't know before.” - Jesse Cramer
About Jesse Cramer: He 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 advisors every month. With a background in mechanical and aerospace engineering, Jesse has a gift for making complex financial topics surprisingly simple. Today, he brings that same clarity and precision to his work as a fiduciary, fee-only advisor at a wealth management firm in Rochester, New York.
Connect with Jesse Cramer:
Website: https://bestinterest.blog/
LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/
Podcast: https://podcasts.apple.com/us/podcast/personal-finance-for-long-term-investors-the-best-interest/id1553180943
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 lessonsWhy information-only content fails to attract clientsThe PLAN framework: Promise, Lesson, Anecdote, Next StepStories as a repeatable system for content creationImplementum: combining strategy, technology, and team support to help business owners execute consistentlyKey Takeaways:
Information alone rarely moves prospects; pairing a meaningful promise with a clear lesson is what makes content matter.Story-driven content keeps people engaged for years, so that when the timing is right, they’re already primed to buy.A simple framework, Promise, Lesson, Anecdote, Next Step, turns content creation from a creative struggle into a repeatable assembly process.Great marketing isn’t just about better tools; without strong content and consistent implementation, even the fanciest tech underperforms.Business owners often become their own bottleneck, and freeing them from tech and execution work lets them focus on serving clients and closing sales.“The difference between content that is blah and boring and prospect repelling and content that is captivating and entertaining and client attracting is that framework promise lesson anecdote next step.” - Tom Ruwitch
About Tom Ruwitch: Tom Ruwitch is a business advisor, storytelling standout, and content marketing pioneer who helps business leaders create, deliver, and track client-attracting content and cure tech headaches.
In 2001, Tom founded the email marketing software and services company MarketVolt. This was before most business people had even heard of email marketing, much less tried it. MarketVolt licensed its groundbreaking software to businesses around the globe, and it operated as a full-service agency – helping businesses of all sizes attract prospects and land clients with online and offline marketing strategies and tactics.
After selling MarketVolt in 2019, Tom founded Story Power Marketing. Authors, coaches, and other experts hire Tom to transform their content from boring to brilliant – without writer’s block – so prospects tune in, turn on, and buy.
In 2021, Tom launched Implementum -- an all-in-one marketing, operations, and analytics platform that includes customized, done-for-you campaigns, strategy, and hands-on training. Implementum helps business leaders build automated marketing machines so they can grow and profit without tech headaches.
Connect with Tom Ruwitch:
Website: https://storypowermarketing.com
LinkedIn: https://linkedin.com/in/tomruwitch
Facebook: https://facebook.com/tomruwitch
YouTube: https://youtube.com/@tom-ruwitch
Book: https://storypowerbook.com
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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:
● Transition from finance and hospitality into construction and development
● ADUs, affordable housing, and Florida’s evolving regulations
● Disaster renovation, floodplains, and long-term real estate plays
● Leadership, hiring, and building an executive team for growth
● Community impact, networking strategy, and the Building Success Summit
Key Takeaways:
● Career pivots often start in crisis: unemployment during the Great Recession led to thousands of renovation projects and ultimately a thriving construction firm.
● Accessory Dwelling Units are becoming a critical tool for affordability, multi‑generational living, and rental income, but they live and die by local zoning and regulation.
● Reputation is built less by ads and more by visible community contribution, from nonprofit partnerships to hosting high‑value networking events without expecting an immediate return.
● Trying to save money by skipping professionals—accountants, attorneys, permits, inspections—almost always creates bigger, more expensive problems down the road.
● Over‑customizing a property and making emotional renovation decisions can crush resale value; smart owners run the numbers first and design with the next buyer in mind.
“You're your number one fan, and you're your number one obstacle.” - Tommy Whitehead
About Tommy Whitehead: Tommy is the Founder and CEO of TomCo Solutions, a rapidly growing design-build construction firm focused on innovative housing solutions, including custom builds, renovations, and accessory dwelling units (ADUs). A recognized leader in the Tampa Bay business community, Tommy is also the founder of the Building Success Summit and author of the Amazon Best-Selling book Building Success: A Toolbox for Coming Out On Top. With a passion for entrepreneurship, economic empowerment, and community impact, Tommy has built multiple ventures spanning construction, real estate development, and business education. His work blends practical industry expertise with thought leadership, helping others scale their businesses and build lasting success.
Connect with Tommy Whitehead:
Website: https://tommywhitehead.com/
LinkedIn: https://www.linkedin.com/in/tommywhitehead/
Facebook TomCo: https://www.facebook.com/TomCoSolutions
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 Jacob Vanderslice discuss:
Why disciplined investing sometimes means saying no to nearly every deal in the marketHow Van West evaluates self-storage opportunities through supply, rents, and downside riskThe difference between investing directly in real estate versus investing passively with an operatorWhat leverage, interest rates, and lower loan proceeds mean for today’s real estate returnsWhy operator quality can matter as much as the asset itself in private equity investingKey Takeaways:
In a difficult market, discipline is often defined by what you choose not to buy. Van West reviewed more than 900 acquisition opportunities, modeled about 250, and purchased just one.Value-add investing often comes from relentless attention to operational details. Small savings on expenses, taxes, contracts, and inefficiencies can compound into meaningful increases in net operating income and asset value.Passive real estate investing gives investors access to experienced operators, tax benefits, and income potential without the time, capital, and management burden of owning property directly.In today’s market, higher interest rates, lower leverage, and reduced loan proceeds have changed return expectations. Investors and operators must adapt to a more conservative environment.Strong underwriting begins with the downside. Great operators spend less time chasing the story for winning and more time understanding how a deal could go wrong and how to reduce that risk upfront.“Leverage is a wonderful and terrifying thing. Leverage, when used appropriately, can really increase your deal returns, but when used inappropriately, it can exponentially increase your risk profile at the same time.” - Jacob Vanderslice
Connect with Jacob Vanderslice:
Website: https://www.vanwestpartners.com/
LinkedIn: https://www.linkedin.com/in/jacob-vanderslice-02905b16b/
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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, delivering up to 312% lead growth and a 5× revenue increase. In addition to launching ventures like Ignite Funnels and authoring Content Cannon, Arias is a certified Scrum Master and Master Sales Coach who has mentored over 400 professionals and contributed to more than $112 million in client revenue. His leadership extends into cultural initiatives, including producing the Hip Hop 101 Music & Art Festival, recognized by the Los Angeles City Council, and his global experiences inform his ability to build scalable, human-centered growth strategies that empower entrepreneurs to achieve meaningful results.
In this episode, Leonard and Arias WebsterBerry discuss:
How Arias turned adversity and instability into entrepreneurial driveThe real role of AI in modern business growth and automationWhy most entrepreneurs struggle to adopt new technology and how to overcome itThe biggest marketing mistakes business owners make todayHow to build authority instead of chasing attentionKey Takeaways:
Entrepreneurship often begins as a necessity, but long-term success comes from systems, persistence, and continuous learning.AI is not optional; it’s a competitive advantage for those willing to adopt it early and experiment through the learning curve.Many business owners overcomplicate marketing; starting with a simple landing page and lead capture system can create immediate momentum.Building a personal brand is no longer optional; people connect with people, not logos.Perfection slows growth; authenticity and consistency build stronger trust with the audience than polished content.“If I wanted stability and control over my future, I was going to have to build it myself.” - Arias WebsterBerry
Connect with Arias WebsterBerry:
Website: https://www.websterberrymarketing.com/
Ignite Funnels: https://www.ignitefunnels.com/
LinkedIn: https://www.linkedin.com/in/ariasweb/
Instagram: https://www.instagram.com/ariasweb/
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 mindset to help them reboot their habits, re-ignite their purpose, and build lives that actually fit. She also works closely with lawyers— especially those ready to go solo or restructure their practices—offering strategic coaching, systems consulting, and speaking engagements for law firms looking to prevent burnout, increase retention, and foster sustainable success.
In this episode, Leonard and Wendy Meadows discuss:
Mediation can often produce similar outcomes to litigation, but with less cost, stress, and timeThe most common financial mistakes people make when dividing assets during divorceWhy financial advisors are essential in showing whether a divorce settlement is actually sustainableHow identity loss and emotional stress impact professionals during major life transitionsThe warning signs of burnout and practical ways to recover from itKey Takeaways:
Divorce is often the largest financial transaction a person will experience in their lifetime. Without careful planning and professional guidance, simple decisions about assets, retirement accounts, or housing can create long-term financial consequences.Many couples believe they can save money by managing the divorce process themselves. In reality, DIY financial decisions, such as improperly liquidating retirement accounts, can trigger unnecessary taxes or penalties.Mediation can help couples resolve disputes faster and with less cost and friction than traditional litigation, even when the final buckets of division may look similar.Financial advisors play an essential role in helping divorcing clients understand long-term outcomes. Detailed projections and planning tools can reveal whether a settlement is truly sustainable for both parties.Burnout is a normal part of high-pressure careers, but recognizing the warning signs early makes recovery easier. Simple practices like journaling, movement, and structured daily planning can restore clarity and momentum.“I have a baseline belief that everyone will be okay and everyone has the tools to be okay.” - Wendy Meadows
Connect with Wendy Meadows:
Website: https://www.sparkleandgrit.com/ & https://wendysmeadows.com/
LinkedIn: https://www.linkedin.com/in/wendy-sare-meadows-ba80285/
Facebook: https://www.facebook.com/profile.php?id=100072318214998
Instagram: https://www.instagram.com/wendy_s_meadows/
Grab Wendy’s free sparkle & GRIT Playbook: https://www.sparkleandgrit.com/playbook
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 financial professionals to use software and analytical tools more effectively in building strategies for their clients. Todd is also the author of the upcoming book Conscious Calculations, which explores the deeper mathematics behind financial decision-making and encourages advisors to think more intentionally about money, risk, and long-term stewardship.
In this episode, Leonard and Todd Langford discuss:
Why financial planning requires more than simply chasing higher rates of returnThe importance of understanding the time value of money in financial decisionsHow opportunity cost shapes long-term wealth outcomesWhy access to cash and liquidity can protect against financial shocksThe difference between “black swan” and “gray swan” events and how to prepare for themKey Takeaways:
Financial math is essential, but it cannot be the only factor guiding decisions. Advisors must combine accurate calculations with real-world context, risk management, and a deep understanding of client goals.Opportunity cost is one of the most overlooked forces in personal finance. Every dollar spent or redirected represents future compounded growth that may never materialize.Liquidity provides flexibility during uncertain times. Having access to cash can allow individuals to weather downturns, avoid forced selling, and even capitalize on opportunities when markets decline.Financial planning must consider both sides of the mountain. Advisors often focus on accumulation, but the real goal is sustainable income and cash flow during retirement.Technology can calculate outcomes, but it cannot understand people. Advisors must interpret financial math through the lens of client goals, risk tolerance, and life circumstances.“The ability to save is way more important than chasing a rate of return.”
- Todd Langford
Connect with Todd Langford:
Website: http://www.truthconcepts.com
LinkedIn: https://www.linkedin.com/in/truthconceptssoftware/
Facebook: https://www.facebook.com/todd.langford.58/
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 development, organizational change, performance management systems, executive coaching, and psychological assessment for companies ranging from small local firms to Fortune 500 organizations. He holds a Ph.D. in organizational management and psychology and is the co-author of The Secrets of Resilient Leadership and Stronger: Develop the Resilience You Need to Succeed. Doug has also authored more than 110 professional articles focused on helping leaders build resilience, culture, and high-performing teams.
In this episode, Leonard and Douglas Strouse discuss:
Why running a small business can be harder than leading a large corporationThe five core components of resilient leadershipThe concept of “active optimism” and expecting successHow peer advisory councils help CEOs avoid isolation and make better decisionsHow AI will reshape leadership and why leaders must learn to use it strategicallyKey Takeaways:
Resilience is not about avoiding failure; it’s about getting back up repeatedly and learning from setbacks. Leaders who embrace failure grow stronger.Organizational excellence requires clarity. If performance standards and responsibilities are not clearly defined, people cannot achieve excellence.CEOs need community. Peer advisory groups provide perspective, accountability, and practical advice that can save companies significant time and money.Mental health impacts every workplace. Leaders must recognize that personal and professional challenges are interconnected.AI will not replace leaders, but leaders who understand how to leverage AI will outperform those who ignore it.“Only through failure will you become a success.”
- Douglas Strouse
Connect with Douglas Strouse:
Website: http://Ceoclubofbaltimore.com
LinkedIn: https://www.linkedin.com/in/douglas-a-strouse-ph-d-63a17a/
Email: [email protected]
Phone: 410-218-9777
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 revenue. Michael is the author of On Marketing, a #1 Amazon Best-Selling Author, and the creator of The Credibility Game Plan, and since 2013 has worked with business owners across the United States and internationally to establish and strategically market their credibility. He is the husband of one and father of four, a committed follower of Jesus Christ who is deeply involved in his church, and someone who can often be found investing time with his family, reading a great book, or facilitating growth in the lives of those around him.
In this episode, Leonard and Michael DeLon discuss:
Why publishing a book instantly elevates credibility beyond credentials and certificationsWhy AI-generated books fail to build authentic trust and connectionHow books shorten the sales cycle and strengthen prospect relationshipsThe power of audiobooks and podcasting in building emotional connectionHow credibility marketing helps professionals in high-trust industries (financial advisors, attorneys, mortgage lenders, consultants, and more) stand outKey Takeaways:
In high-trust industries, credentials are table stakes, but authorship creates differentiation and authority.AI may generate information, but it cannot replicate personal stories, voice, or emotional connection, the true drivers of trust.An audiobook and podcast extend your platform, allowing prospects to bond with your voice and philosophy before ever meeting you.When prospects read your book before the first appointment, it feels like a second or third meeting, dramatically shortening the sales cycle.Books have a shelf life. Even if someone doesn’t read it immediately, your authority remains visible and accessible long after the initial conversation.“Never write a book. Always speak to write it.”
- Michael DeLon
Connect with Michael DeLon:
Website: https://paperbackexpert.com/
LinkedIn: https://www.linkedin.com/in/michaeldelon/
Free Resource to offer: TheCredibilityCalculator.com
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 leadership insight. Known domestically and internationally for his business and technical acumen, he is a respected speaker, writer, and educator whose work focuses on equipping the next generation of leaders with practical frameworks grounded in the why, what, when, and how of effective leadership. A Fortune 500 leader, entrepreneur, author, and father, Dalmo actively contributes to the leadership space through articles, media appearances, and workshops while continuing work on The 4 Streams of Leadership.
In this episode, Leonard and Dalmo Cirne discuss:
How mathematics and systems thinking shape leadership and product strategyWhy communication of intent matters more than prescribing executionLeadership challenges across startups, mid-sized companies, and enterprisesRisk management, trust, and reproducibility in products and servicesThe role of AI, automation, and data sensitivity in financial and fiduciary environmentsKey Takeaways:
Leadership is not a static role but a constant flow of responsibilities that requires balance, awareness, and adaptability.The most effective leaders focus first on managing themselves before managing teams, operations, or stakeholders.Clear communication of intent empowers teams to innovate, adapt, and reach outcomes without being constrained by rigid instructions.Automation and AI are not inherently dangerous, but overreliance without reassessing assumptions can erode trust and credibility.Sustainable growth depends on knowing when to introduce processes—too early stifles innovation, too late creates chaos and inconsistency.“Leadership is about effectiveness, then efficiency.”
- Dalmo Cirne
Connect with Dalmo Cirne:
Website: https://dalmocirne.com
LinkedIn: https://www.linkedin.com/in/dalmocirne/
Substack: https://dalmocirne.substack.com/
X: https://x.com/dalmocirne
Book - The Four Streams of Leadership: https://the4streamsofleadership.com
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 of helping founders transition from Owner-Operators to Owner-Investors. A TEDx speaker and host of The Root of All Success podcast, his companies have been recognized on the Inc. 5000 and Entrepreneur 360 lists, and his insights have been featured in Inc. and Entrepreneur. Based in Nashville, Jason lives the #ExitLifestyle he teaches, enjoying true freedom with his family while his businesses run and grow without him.
In this episode, Leonard and Jason Duncan discuss:
Why owner-dependent businesses destroy freedom, value, and exit optionsThe “hero syndrome” and how it keeps entrepreneurs trapped inside their companiesWhy delegation, trust, and discipline are the real barriers to growthThe XOS Method and the seven stages of exiting without exitingIdentity, purpose, and mindset challenges business owners face after stepping awayKey Takeaways:
Starting a freedom business often leads to the opposite outcome when the owner becomes the system instead of building one.Any part of a business that relies on the owner automatically reduces its value in the eyes of buyers, lenders, and investors.Delegation fails not because people are incapable, but because leaders are unwilling to let others learn through failure.Viewing your company through a buyer’s lens changes how you hire, operate, scale, and plan for the future.True wealth isn’t about selling a business. It’s about having the choice to sell, stay, or step away entirely.“Any system in a business that relies on the owner will devalue the company.” - Jason Duncan
Connect with Jason Duncan:
Website: https://www.therealjasonduncan.com/
LinkedIn: https://www.linkedin.com/in/therealjasonduncan/
Instagram: https://www.instagram.com/therealjasonduncan
YouTube: https://www.youtube.com/@TheRealJasonDuncan
Free Webinar: https://exiter.club/
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 approach to value creation. Patrick grew up in St. Paul, Minnesota, and currently lives in Eden Prairie with his wife, Anne, and their three children.
In this episode, Leonard and Patrick discuss:
How Patrick’s early fascination with pricing and value shaped his career in valuation and investingWhy future vision, not historical performance, is the biggest driver of business valueHow Hill Capital fills the “capital gap” between bank financing and venture capitalWhy community, advisors, and peer networks are critical to entrepreneurial successHow advisors can help business owners unlock underrecognized levers of long-term valueKey Takeaways:
Business value is created by what a company can become, not simply by what it has already done.Vision-driven entrepreneurs unlock greater valuation by clearly articulating where their product or service fits in the future market.Capital is not just about cost; it’s about structure, expectations, and alignment with long-term goals.Predatory lending options can quietly destroy businesses through hidden fees and cash-flow strain.Strong advisory communities and peer networks often make the difference during a company’s most difficult moments.“The breakout is the opportunity for someone to get paid of what's going to happen in the future versus what has happened in the past.”
- Patrick Donohue
Connect with Patrick Donohue:
Website: https://www.hillcapitalcorp.com/
LinkedIn: https://www.linkedin.com/in/patrickedonohue/
Additional Resource: https://www.breakoutvaluation.com/
Book: Breakout Valuation
Email: [email protected]
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 lasting client relationships. By blending timeless strategy with soulful storytelling, her agency creates printed campaigns that feel like a gift, while delivering meaningful, measurable results.
In this episode, Leonard and Kia discuss:
Why marketing in trust-based industries has become commoditized and how professionals can truly stand outThe strategic power of print marketing in a digital-first, overcrowded landscapeHow storytelling and personal brand create trust without violating compliance rulesWhy do most professionals underprice their work by selling process instead of outcomesHow advisors and attorneys can increase retention and referrals by going deeper with existing clientsKey Takeaways:
In highly competitive, trust-based industries, shouting louder online is no longer effective; differentiation comes from clarity, presence, and personal story.Print marketing works precisely because fewer professionals are willing to use it, making it less crowded and more impactful.Professionals don’t need better tactics; they need better positioning rooted in outcomes, not processes.Personal story is not unprofessional. It is the most powerful trust-building asset a fiduciary or attorney has.Raising fees becomes possible when clients buy transformation and clarity, not documents or transactions.“Your story is the most powerful asset you have.”
- Kia Arian
Connect with Kia Arian:
Website: www.zinemarketing.com
LinkedIn: https://www.linkedin.com/in/kiaarian/
Facebook: https://www.facebook.com/kiaarian
Instagram: https://www.instagram.com/karia_baby/
Podcast: The Results-Driven Life by Design
Other Resources: https://www.zinemarketing.com/practice_areas/brand.cfm, https://www.zinemarketing.com/reports/the-zine-newsletter-package.cfm, https://www.zinemarketing.com/practice_areas/books-and-guides.cfm
Email: [email protected]
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 around money. Through building awareness in these areas, Dennis helps individuals and couples make better financial decisions, reduce anxiety and negative emotions, and communicate more openly and healthily about money.
Drawing on his experience as a Money Coach Trainer, Dennis runs workshops and training programs for financial professionals, helping them understand client money behaviour, engage in more open money conversations, and build deeper trust and connection.
He also delivers Financial Wellbeing webinars for employers seeking to support employees’ financial lives, and created “Money Coaching for Parents,” a unique program that helps parents teach their children how to develop a healthy relationship with money.
In this episode, Leonard and Dennis discuss:
Why financial advice often fails when it ignores emotions and behaviorHow early childhood experiences shape lifelong money beliefsThe difference between money and finance and why it mattersWhy many families avoid conversations about money (and the cost of silence)The role of advisors in helping clients feel seen, heard, and understoodKey Takeaways:
Money is rarely just about numbers. For most people, it represents safety, trust, control, belonging, or freedom.Advisors who talk only to “the money” (spreadsheets, plans, projections) miss the deeper issues driving client decisions.Our money behaviors are often rooted in childhood experiences, long before logic or financial education enters the picture.Open, honest conversations about money, free from shame and judgment, create healthier families and stronger financial outcomes.Compassion is critical: growth begins when people realize there’s nothing “wrong” with them for struggling with money.“Money isn't finance. That's finances. Money is security, or freedom, or safety, or power, or belonging, all of those things.”
- Dennis Harhalakis
Connect with Dennis Harhalakis:
Website: https://cambridgemoneycoaching.uk/
LinkedIn: https://www.linkedin.com/in/dennis-harhalakis/
Email: dennis@cambridgemoneycoaching.uk
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 leadership, Regal has received national recognition, including being named a finalist for the EY Entrepreneur of the Year and winning WealthManagement.com’s Outstanding Practice Management Award. He has appeared twice on InvestmentNews’ “Hot List” of top U.S. financial advisors and is widely respected as a coach, mentor, and industry builder.
John’s philosophy centers on independence, integrity, and innovation, along with creating aligned, ethical, and mutually profitable relationships that last.
In this episode, Leonard and John discuss:
How Regal Financial Group grew into a national multi-entity platform serving independent advisorsWhy independence, integrity, and innovation anchor every decision John makesWhat John learned from a difficult SEC experience and how it reshaped complianceWhy retirement shouldn’t mean “disengagement,” and how purpose drives longevityThe importance of alignment, ethics, and relationships in financial leadershipKey Takeaways:
Values drive growth. Independence, integrity, and innovation aren’t slogans; they shape culture, decisions, and advisor relationships.Advisors often struggle most with prospecting early and scaling later; both require clear processes and support systems.Regulatory friction is real, but resilience and better systems can turn painful experiences into stronger firms.Retirement without purpose leads to disengagement; meaningful mission, relationships, and activity are essential to quality of life.Great leadership means building platforms where advisors can thrive without sacrificing independence or ethics.“If you spend time with five ding dongs, you're going to be the sixth. If you spend five millionaires, you'll be the sixth. You know who you surround yourself with is really important.”
- John Kailunas
Connect with John Kailunas:
Website: https://www.catalyst4growth.org/
LinkedIn: https://www.linkedin.com/in/john-kailunas-ii-966b5a7/
Book: https://www.amazon.com/Mission-Retirement-Provoking-Purposeful-Fulfilling/dp/B0DWGSHKF9?source=ps-sl-shoppingads-lpcontext&ref_=fplfs&psc=1&smid=ATVPDKIKX0DER
Email: [email protected]
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 dense fiduciary rules into practical guidance, Georgiene works at the intersection of law, business, and emerging technology such as AI and blockchain, and has built a career around her tagline: “Making ERISA fun since 2001.”
In this episode, Leonard and Georgiene discuss:
How Georgiene’s experience as a regulator, in-house counsel, and advisor gives her a unique industry perspectiveWhat fiduciary roles really mean and why most plan sponsors shouldn’t go it aloneWhy annuities, guarantees, and risk pooling matter more than most people realizeHow AI and blockchain are quietly reshaping financial servicesCommon mistakes firms make when launching new financial productsKey Takeaways:
Employers aren’t meant to be retirement experts; the right advisors, TPAs, and fiduciary structures exist to remove unnecessary burden.Blockchain and AI aren’t buzzwords; they’re already powering real-world financial applications, especially in insurance and payments.Innovation fails most often because firms underestimate cost, timelines, and the complexity of regulation.Fiduciary rules aren’t barriers; they’re frameworks that create discipline, transparency, and trust.Careers grow when you find important work others avoid and do it exceptionally well.“As much as people don't like change, things are changing so rapidly right now that you have to be able to, you know, keep, keep an open mind to do things.”
- Georgiene Alsdorf
Connect with Georgiene Alsdorf:
LinkedIn: https://www.linkedin.com/in/gina-alsdorf/
X: https://x.com/benefitsgirl
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 books in 23 countries, warning about the dangers of excessive debt and speculation undermining the American dream. A frequent economic speaker, Barry has advised Fortune 500 companies like Northwestern Mutual and Lafayette Life. Grounded in his “Five Fs”—faith, family, friends, fitness, and finance—Barry is known for his conservative philosophy and lifelong client relationships.
In this episode, Leonard and Barry discuss:
Why America’s retirement system ranks among the worst in developed nationsThe flaws of the 401(k) model and the risks behind Wall Street’s dominanceThe importance of guaranteed products like annuities and life insuranceThe hidden practices of major financial institutions versus what they sell to the publicHow Barry’s “Five Fs” guides his philosophy in life and financeKey Takeaways:
Retirement planning is not just about piling up assets; it’s about creating a reliable income and steady cash flow that lasts throughout life.While consumers are encouraged to take risks, large financial institutions quietly secure guarantees for themselves, revealing a troubling double standard.The 401(k) system has proven to be a dangerous experiment, leaving millions of Americans without real protection or dependable retirement outcomes.Products with guarantees, such as annuities and permanent life insurance, provide security and peace of mind when markets become volatile and unpredictable.By keeping faith, family, friends, fitness, and finance at the center, people can build not only financial resilience but also a strong foundation for life’s challenges.“A new toaster from Walmart has more guarantees than a 401(k).”
- Barry Dyke
Connect with Barry Dyke:
Websites: https://www.camnh.com/ , https://www.barryjamesdyke.com/
LinkedIn: https://www.linkedin.com/in/barryjamesdyke/
Books: https://www.barryjamesdyke.com/store
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
-
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 global recognition twice in under four years, and she continues to collaborate with leading experts across industries. As an Adjunct Professor at the University of Maryland, Baltimore County, she equips graduate students with practical leadership and communication tools. Passionate about wellness as a cornerstone of leadership, Karen’s mission is to spark systemic change by starting with one leader at a time.
In this episode, Leonard and Karen discuss:
How physical therapy shaped her holistic approach to leadershipThe PMCT model (Physical, Mental, Communication, Time) for leadersThe impact of posture, movement, and habits on leadership presenceSpeaking at the Vatican and earning international recognitionThe role of communication, relationships, and resilience in successKey Takeaways:
Physical wellness forms the foundation of leadership. When the body is strong and healthy, it fuels mindset, resilience, and presence.Communication and relationships are true markers of wellness. Even small acts of connection can reshape both professional and personal outcomes.Retirement should be seen as a continuation, not an end. Living fully requires financial security paired with physical vitality.Fear and hesitation can paralyze progress. Strength is discovered in facing challenges across work, health, and relationships.Leadership wellness is far from “soft.” Building strength, confidence, and resilience determines whether leaders merely survive or truly thrive.“If you are strong and secure, physically and financially, and you have the people. There's nothing you can't do. And when you are strong, and you have your health, you can do anything as long as there is breath, there is hope.”
- Karen Falkler
Connect with Karen Falkler:
Website: https://falkleradvisory.com/
LinkedIn: https://www.linkedin.com/in/karenfalkler/
Instagram: https://www.instagram.com/falkleradvisory/
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: [email protected]
Leonard’s BOOK: FiduciWho?: What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
- Visa fler
