Ever wondered how to create a financial plan that weathers any storm?

Daniel Paikin, Robert Schlesinger, and the Tempus Financial Group team deep dive into time-tested financial, retirement, and tax strategies. This episode welcomes Kevin Kulak, our director of investments, to complete our series on foundational financial principles designed for business owners and families seeking solidity and growth in their financial plans.

Daniel, Robert and Kevin discuss: 

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• The core fundamentals of investing and their critical role in every strategy
  
• Why is diversification important, and how does the concept of “not putting all your eggs in one basket” apply to sound investment advice
  
• How can investors navigate taxes and fees to minimize costs and maximize returns in their investment portfolios
  
• What is the impact of investor psychology on financial decisions, and how can one maintain discipline in volatile markets
  
• And more
  

Connect with Tempus Financial Group:

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• Tempus Financial Group
  
• LinkedIn: Daniel Paikin, RICP®
  
• LinkedIn: Robert Schlesinger
  
• LinkedIn: Tempus Financial Group
  
• tempusinfo@tempus-financial.com
  
• 516-672-0784
  

Connect with Kevin Kulak: 

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• LinkedIn: Kevin Kulak
  

About our Guest: 

Kevin has worked in the financial services industry since 2014, having spent most of his career as a wholesaler, where he educated financial advisors on various investment vehicles, the markets, and behavioral finance. As Tempus’ Director of Investments, Kevin is responsible for developing and implementing customized investment strategies and management for the firm’s clients.