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 shares his unconventional financial insights, emphasizing the importance of balancing saving for the future with enjoying life today. He encourages listeners to spend money on meaningful experiences and memories with loved ones while ensuring financial stability by saving at least 15% of their gross income. He explores the disconnect between financial reality and perceived wealth in the digital age and discusses the significance of maintaining social connections, especially through work and business, for a fulfilling retirement. Additionally, he highlights the role of charity and giving in wealth management, sharing inspiring stories of how individuals can support causes they care about and experience the fulfillment that comes with helping others.

In this episode Leonard discuss:

• Embrace the balance of using your wealth to fully experience life today while also securing a joyful retirement through wise saving and investing over time
• Understand the crucial role of saving at least 15% of your gross income and gradually increasing that percentage
• Explore the concept of wealth management as a means to improve quality of life throughout one's lifetime
• Recognize the gap between financial reality and the perception of wealth in today's digital world
• Realize that true wealth lies not just in what you accumulate, but in what you give back to others

Connect with Leonard Raskin:

Website: https://www.raskinglobal.com/ 

LinkedIn: https://www.linkedin.com/in/leonardraskin/ 

Facebook: https://www.facebook.com/RaskinGlobal 

Email: [email protected]  

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.