Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.
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. He highlights the need for open communication with loved ones about financial wishes and the regular review and updating of beneficiary designations, wills, and other critical documents. He also provides advice on tax-efficient strategies for leaving money to charities while prioritizing family members in the distribution of other assets.
In this episode Leonard discuss:
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: lraskin@raskinglobal.com
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.
