Description

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. Leonard is the author of FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth. And in his close to 40 years of experience, he has crafted a unique process to explain the complexities of an always evolving financial marketplace. If you're ready to break through the clutter and get a better understanding of what is truly in your best financial interest, you've come to the right place. Welcome to FiduciWho.

In this episode Leonard discuss:

• His book 'FiduciWho' and his method of helping clients with retirement wealth
• The evolution from book-based episodes to a dedicated podcast series
• Critiques on government regulations impacting fiduciary responsibilities in financial advising
• His unforeseen path to becoming a full-service financial planner and his career growth
• The significance of financial planning for family security and the preservation of legacies

Key Takeaways:

• Understanding the complexity of financial markets is key to protecting retirement wealth. Effectively navigating these markets ensures long-term financial security and growth.
• Embracing the full extent of fiduciary duty is crucial for effective wealth management, ensuring that financial professionals act in their clients' best interests with utmost care and integrity.
• Professional evolution can stem from unplanned beginnings, leading to significant contributions in one's field.
• Entrepreneurial experiences and challenges are vital for building a community of knowledge and mutual support.
• Regular financial planning and consulting contribute to maintaining family well-being and ensuring a lasting legacy.

“So my hope would be that people understand how important what we do is on behalf of them, their businesses, their families, and the legacy they want to have, whether that's while they're alive or after they pass.”

-Leonard Raskin

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.