Life unfolds in stages, each with unique challenges and joys. 

Understanding and embracing these transitions can deepen your appreciation for family, career, and finances.

How do our priorities shift as we grow? What lessons shape the way we approach the future? 

In this episode, Dan Paikin and Robert Schlesinger discuss life’s phases with Michael Silverman, reflecting on family, parenting, and financial wisdom across generations. Their candid insights reveal timeless truths about personal growth and planning.

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About our Guest: 

Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk.

Feeling overwhelmed by retirement planning? You’re not alone. Many people struggle with the complexity and uncertainty of making their savings last.

Daniel Paikin and Rob Schlesinger are joined by seasoned financial advisor Marty Nachemson, a financial advisor at Prosperian Wealth Management, to delve into the intricacies of retirement planning. With over 17 years of experience and a wealth of knowledge, Marty shares invaluable insights on preparing for the long-term financial landscape, addressing common misconceptions, and adapting to unforeseen life changes.

Daniel, Robert and Marty discuss: 

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About our Guest: 

Marty Nachemson is a partner at Prosperian Wealth Management. Marty brings a specialty in holistic financial engineering to his clientele. He utilizes a variety of skills, financial acumen and a diverse portfolio of products and services in order to provide clients with true financial independence. Thorough and innovative, Marty produces measurable returns through a unique macro-economic coordination process, with the goal in mind to increase efficiency of dollars, develop tax saving strategies, along with risk management and control over your finances.

For over three decades, Marty’s communication skills, grasp of economic strategy and desire to serve has brought him a diverse and prolific clientele as well as many industry awards and recognition. Marty is a volunteer for the FISH Organization which is responsible for getting community members to health care professionals they would otherwise not be able to access. The Nachemson family has been a host family for A Better Chance (ABC) program. ABC enables academically gifted children, who live in areas where education is scarce or even dangerous: get a quality education outside of their own communities.

Whole life insurance is old and expensive… or is it?

Robert Schlesinger and Daniel Paken discuss the importance of whole life insurance as a foundational asset in financial planning. They explain the history and mechanics of whole life insurance, highlighting its contractual guarantees and long-standing track record. The hosts emphasize that whole life insurance provides peace of mind and serves as a volatility buffer in retirement, allowing individuals to spend other assets differently. 

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Are you prepared for the financial challenges that come with expanding your family?

Robert Schlesinger and Daniel Paikin are joined by guest Natalie Diaz, a twin parenting expert and bestselling author, to discuss essential financial and legal preparations for expecting parents. They explore the significance of having a comprehensive financial plan, the importance of legal documents like wills and health proxies, and the choices surrounding childcare.

Daniel, Robert and Natalie discuss: 

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About our Guest: 

Nat has been the Pied Piper of twin families around the globe since 2009 and fills her days making sure that no parent feels isolated, unsure, or not ready for their journey ahead. As founder of Twiniversity — the world’s leading resource and support network for multiple birth families — Nat’s become a global influencer for this small niche community. Natalie is the world’s #1 twin parenting and twin gear expert, serving as a twin consultant for top brands and worldwide recognized foundations. Natalie is a Certified Lactation Consultant and a Child Passenger Safety Technician. After Nat had her twins in 2004, she was shocked by the lack of resources available to families of multiples. So proudly, in the fall of 2009, Natalie got on a soapbox and started a twin parenting revolution called Twiniversity. She wanted to make ONE website that parents of multiples could turn to for information and community. With the mission of connecting, educating, and making parents see the comical side of having twins, Twiniversity succeeds tenfold.

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.

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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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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.

Ever wondered how you could tackle your debt smartly while planning for a secure financial future? Do you feel like you’re scaling a mountain of debt without a peak in sight?

Listen in as Daniel Paikin and Robert Schlesinger speak with Steven Esses, Senior Loan Officer at FM Home Loans LLC, and George Walters, Senior Vice President of Business Development at GradFin. Together they discuss actionable insights to help you navigate through the fog of debt with confidence.

Daniel, Robert, Steven and George touch on: 

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About our Guest: 

George Walters’ leadership skills and experience in sales and management add tremendous value to the GradFin team. George has worked with thousands of Financial Advisors across the country to help their clients determine optimal repayment strategies to their student loans. His knowledge of all repayment and refinancing options in the market today help put money back into the hands of the Advisor to leverage their clients’ financial goals. George individually consults with borrowers to educate, analyze, and simplify the complexities of student loans.

Steven Esses, Vice President at FM Home Loans,  thrives on the individuality of each customer and the neverending thrill of successfuly closing a loan. With years of experience in the residential mortgage industry, he provides superior customer service and expert industry knowledge for his clients. Steven began his career being trained by one the top rated LO’s in the country. That training has been invaluable as Steven mastered the art of transforming a challenging deal into a smooth transaction.

As you reflect on your own financial planning, do you have a clear strategy for managing liquidity in your assets? Have you considered the balance between illiquid, semi-liquid, and fully liquid investments to ensure you are prepared for various financial scenarios?

Join Daniel Paikin and Robert Schlesinger as they speak with Ryan Bohn, a senior associate with Tempus Financial Group, on the role of liquidity in setting up a successful financial plan.  They explore the significance of balancing different types of assets to ensure optimal financial planning and preparedness for emergencies and opportunities that may arise. 

Daniel, Robert and Ryan discuss: 

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About our Guest: 

Ryan has over 20 years’ of experience in the Financial Services industry. After nearly a decade as a corporate bond broker in NYC, Ryan joined Tempus to help families—like his own—better understand their overall financial situation. Ryan is passionate about helping his clients accomplish their personal and financial goals by implementing unique strategies that instill confidence and clarity which eliminates risk and allows them to maximize their wealth through organization, savings, protection and growth strategies.

Is your savings strategy protected for the long term? Are you using savings accounts effectively?

Join Daniel Paikin and Robert Schlesinger along with their coworkers at Tempus Financial Group, Tim Sachs and Greg Breitman, in discussing the landscape of effective savings strategies. They emphasize the critical nature of adopting a disciplined and systematic approach to saving money. They advocate for establishing dedicated savings accounts specifically aimed at wealth accumulation, highlighting the benefits of such focused financial planning.

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About our Guests: 

Tim began his career in the financial services industry in 2015 at T. Rowe Price and joined Tempus Financial Group in 2017. Tim is fueled by providing value to his clients on an ongoing basis. His primary goal is to educate his clients on what it means to be optimal in the vital areas of financial planning so that they can achieve maximum success. Tim enjoys creating long-lasting relationships with his clients based on trust, service, and support. 

Greg joined the financial services industry after graduating from the University of Miami in 2012. His mission was, and still is, to help individuals and families get in a better position both personally, professionally, and financially. With over 10 years in the business, Greg specializes in having uncommon conversations with his clients to help provide financial peace of mind to everyone he meets. With a specific focus on cash flow management, savings strategies, wealth accumulation and asset allocation, his clients have begun to plan for the future and have greater opportunities to achieve financial success.

Navigating the realm of life insurance can be a daunting challenge—from selecting the most fitting type for your plan to deciding whether it’s a necessity at all. However, its role in your financial portfolio is far from insignificant.

In a compelling discussion, Daniel Paikin and Robert Schlesinger team up with Craig Katz, their partner at Tempus Financial Group, to unravel the intricacies of life insurance. This insightful conversation delves deep into why life insurance is a pivotal component of your financial puzzle, dissecting various types, including term and permanent policies.

Daniel, Robert and Craig discuss: 

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About our Guest: 

Craig believes in taking both an offensive and defensive approach to developing and protecting wealth. He helps his clients build maximum wealth potential while simultaneously protecting against major facets of life such as taxes, inflation, lawsuits, death and disability.

Craig has been in the financial services industry since 1997, beginning as an analyst with JP Morgan Chase. From there he spent a few years as an equity trader where the lack of intimate and long-standing client relationships led him to move to the personal planning side of finance. He joined Strategies for Wealth, an affiliate of Tempus Financial Group in 2004.