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FiduciWho

FiduciWho

Von: Leonard Raskin
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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.

 Management & Leadership Persönliche Finanzen Ökonomie
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  • Ari Rastegar: Risk, Resilience, and Playing the Long Game in Real Estate

    Ari Rastegar: Risk, Resilience, and Playing the Long Game in Real Estate
    Jun 30 2026
    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 RastegarAbout 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: lraskin@raskinglobal.comShow notes by Podcastologist: Francine PobleteAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    35 Min.
  • Classic Rewind - Jesse Cramer: Smart Planning Beats Smart Investing

    Classic Rewind - Jesse Cramer: Smart Planning Beats Smart Investing
    Jun 26 2026

    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
    • How the engineering mindset helps break down complex financial systems
    • The most common financial mistakes people make—and how to prevent them
    • How podcasting and financial education can empower individuals at all life stages


    Key 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: lraskin@raskinglobal.com


    Show notes by Podcastologist: Angelo Paul Tagama


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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    44 Min.
  • Tom Ruwitch: From Boring to Brilliant with the PLAN Storytelling Framework

    Tom Ruwitch: From Boring to Brilliant with the PLAN Storytelling Framework
    Jun 23 2026
    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 RuwitchAbout 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: lraskin@raskinglobal.comShow notes by Podcastologist: Francine PobleteAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    42 Min.
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