The Tempus Podcast

The Tempus Podcast


The Fundamentals of Personal Finance (Ep. 10)

July 16, 2024

Are you ready to take control of your financial future?


Daniel Paikin and Robert Schlesinger reflect on their past eight episodes, delving into the fundamental principles of financial planning designed to safeguard your wealth and secure your legacy. They offer insights into creating a robust financial plan that covers everything from liability and income protection to wills, trusts, and investment strategies.


Daniel and Robert discuss: 



  • Review of eight fundamental areas of personal finance
  • Insights from trusted guests like Michael Silverman on liability protection and Kevin Gian on estate planning
  • Explanation of crucial financial strategies such as saving rates and investment diversification
  • Discussion on staying updated with changing economic environments and financial commitments
  • And more

 


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