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Mastering Financial Planning with Robert Schlesinger
Manage episode 428999820 series 3294026
Вміст надано Stephanie Rodin and Rodin Legal P.C.. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Stephanie Rodin and Rodin Legal P.C. або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
This week Stephanie Rodin chats with her guest, Robert Schlesinger. The two chat about the intricacies of financial planning, Tempus Financial’s department dedicated specifically to MD’s, and risk management tools that can best prepare you for the future.
In this episode, we discuss:
What got him into finance, and drew him to the financial planning niche
Why Tempus Financial has a whole department dedicated to MD’s
Why early saving and planning is so imperative to healthcare practitioners
Robert’s advice on handling student loans
What risk management tools can protect you for the future
Why we should all be having financial conversations with the future version of ourselves
Originally from Long Island NY, Rob graduated from the University of Florida with a Bachelor's degree in Finance and a Master's degree in International Business. Rob’s mission is to guide his clients and alleviate the financial pressures that emerge when starting and growing a family. Rob also works with small and medium sized businesses, providing creative solutions to minimize taxes and maximize savings.
He currently resides in Brooklyn with his family. He enjoys running, building magnatile houses with his kids, playing fetch at Prospect Park with his dog, and exploring new restaurants and travel destinations with his wife.
Website: tempus-financial.com
Podcast: The Tempus Podcast
Disclosures: stay tuned
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