『FiduciWho』のカバーアート

FiduciWho

FiduciWho

著者： Leonard Raskin
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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.

 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Bryan Clayton: From $20 Lawns to GreenPal — Grit, Growth, and the Real Education of an Entrepreneur

    Bryan Clayton: From $20 Lawns to GreenPal — Grit, Growth, and the Real Education of an Entrepreneur
    2026/07/14
    From $20 lawns as a teenager to a national tech platform, this episode dives into the unfiltered realities of building, scaling, and selling businesses in the real world, not the classroom.In this episode, Leonard and Bryan Clayton discuss:Early days mowing lawns and organic business growthOperator vs. owner mindset and the E-Myth frameworkPreparing a lifestyle business for eventual saleOrigin story and validation journey of GreenPalUsing technology, data, and AI to empower small service businessesKey Takeaways: A simple service business can teach most of the fundamentals of entrepreneurship, often faster and more effectively than formal business school.Moving from self-employed to true business owner requires intentional time working on the business: building processes, systems, and people that can operate without you.If there’s even a chance you might sell your company one day, you must build it to be sellable from the start, with clean systems, numbers, and an org chart that a buyer can understand.The real value of a marketplace platform lies not just in consumer convenience but in helping small operators win: getting customers, managing reviews, handling payments, and growing their income.Successful founders practice “constructive dissatisfaction”; they’re constantly, productively unhappy with the current state of the business and use that tension to drive continuous improvement. “I think you can learn more in a weekend starting and launching a business and getting three customers than you can in a year of business school.” - Bryan ClaytonAbout Bryan Clayton: Bryan Clayton started mowing lawns as a teenager with a push mower. Twenty years later, he’s the CEO of GreenPal — the app Entrepreneur Magazine calls *the Uber for lawn care. Before GreenPal, Bryan built one of Tennessee’s largest landscaping companies, growing it to over $10 million a year before selling it. Now he’s doing it again — this time with technology. GreenPal connects 300,000 homeowners with reliable lawn pros, handling thousands of jobs every day all over the US. Bryan’s on a mission to bring AI into one of the oldest industries out there — helping small lawn care businesses use data and automation to compete like big companies. From pushing a mower to building a $30 million tech platform, Bryan’s story is all about grit, adaptation, and how old-school hard work can thrive in a high-tech world.Connect with Bryan Clayton:Website: https://www.yourgreenpal.com LinkedIn: https://www.linkedin.com/in/bryan-clayton-a96b33214 Instagram: https://instagram.com/bryanmclayton X: https://x.com/bryanMclayton YouTube: https://www.youtube.com/@BryanClayton1 Other Resource: https://en.m.wikipedia.org/wiki/Bryan_M._Clayton Connect with Leonard Raskin:Website: https://www.raskinglobal.com/ LinkedIn: https://www.linkedin.com/in/leonardraskin/ Facebook: https://www.facebook.com/RaskinGlobal Email: lraskin@raskinglobal.comShow notes by Podcastologist: Francine PobleteAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    39 分
  • Classic Rewind - Eric Dyson: The 401(k) Wake-Up Call

    Classic Rewind - Eric Dyson: The 401(k) Wake-Up Call
    2026/07/10

    A 401(k) plan isn’t just an employee benefit; it’s a fiduciary responsibility. Eric Dyson explains how hidden fees, vague oversight, and too many investment choices can quietly put plan sponsors at risk.


    In this episode, Leonard and Eric discuss:

    • The four core fiduciary duties under ERISA and why they matter
    • The risks of overlooking retirement plan fees and transparency
    • How small businesses can start retirement plans the right way
    • Why more investment options aren't always better for 401(k) participants
    • Real-world lessons from ERISA class action lawsuits


    Key Takeaways:

    • Crafting a strong retirement plan begins not with paperwork, but with intentional goals and a trusted advisor who can align the structure with the business's unique vision.
    • Beneath the surface of fiduciary compliance lies a common oversight—many plan sponsors are unaware that failure to ensure fee transparency and act solely in employees’ best interests may place them on shaky legal ground.
    • Rather than offering a buffet of investment choices, the conversation challenges the “more is better” mindset, advocating instead for simplicity and structure that empower—not overwhelm—plan participants.
    • In a world where assumptions can be costly, the message is clear: fiduciaries must demand precise, itemized cost breakdowns to uphold their duty—vague approximations no longer suffice.
    • Wrapped in a legal framework but rooted in ethics, transparency isn't just a smart move—it’s a non-negotiable pillar of responsible plan management under ERISA.


    "Picture it as the foundation to your house, ladies and gentlemen; we don't need to be talking about what color the sconce is and whether it's silver or brass, or what the color of the throw pillows are on the bed before we have a foundation, and those investments in your ERISA plan should be foundational and nothing more.” - Eric Dyson


    About Eric Dyson: He is a U.S. Naval Academy graduate and former nuclear-trained submarine officer with over 30 years of experience in the financial services industry. A seasoned ERISA advisor, he has worked as both a 3(21) and 3(38) fiduciary on defined contribution and benefit plans. Eric is the Executive Director of 90 North Consulting, where he specializes in conducting ERISA advisor RFPs, fiduciary training, best practices audits, and serving as an expert witness. His expertise has been trusted by both plaintiffs and defendants, the U.S. Department of Labor, and the CFP Board.


    Connect with Eric Dyson:

    Website: https://90northllc.com/

    LinkedIn: https://www.linkedin.com/in/401kguy/


    Connect with Leonard Raskin:

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

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

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

    Email: lraskin@raskinglobal.com


    Show notes by Podcastologist: Angelo Paul Tagama


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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    38 分
  • Jonathan Blau: Beating Investor Bias and Winning the Long Game with Equities

    Jonathan Blau: Beating Investor Bias and Winning the Long Game with Equities
    2026/07/07
    Behavioral biases quietly destroy more wealth than market volatility ever will. In this episode, you’ll hear how a fiduciary advisor helps successful investors avoid their own worst instincts and stay wealthy for the long run.In this episode, Leonard and Jonathan Blau discuss:Common behavioral biases of wealthy investorsOverconfidence, loss aversion, regret, and status quo biasHow Wall Street sales culture differs from true fiduciary adviceIndex funds, “sevens vs. threes,” and inflation as the real riskMedia noise, market timing, and the value of a qualified advisorKey Takeaways: The wealthiest investors are often the most vulnerable to behavioral mistakes because their confidence from business success doesn’t translate into skill with markets.Powerful biases such as loss aversion, regret aversion, and status quo bias can lead investors to avoid stocks altogether, inadvertently exposing them to long-term inflation risk.Many parts of the advisory industry still revolve around sales, timing, and selection stories, even though persistent outperformance is rare and often tax-inefficient.Volatility is temporary and often overemphasized compared to inflation, which permanently erodes purchasing power; owning more equities (“sevens”) than bonds (“threes”) is critical for long retirements.One of the best investments most people can make is in a truly qualified financial advisor who focuses on behavior, planning, costs, and taxes rather than chasing “hot” ideas or timing calls. “If you're going to survive a 30-year retirement marked by 3 to 5% inflation, you better have a lot more sevens than threes.” - Jonathan BlauAbout Jonathan Blau: Jonathan Blau is the founder and CEO of Fusion Family Wealth, a fee-only registered investment advisory firm in Long Island that focuses on helping investors recognize and overcome behavioral biases that can lead to poor financial decisions. His career began with a summer internship at Lehman Brothers, where he noticed the need for objective, planning-based advisory services for wealthy investors. He later earned advanced degrees in taxation and accounting, worked in tax and family wealth planning, and gained extensive experience at firms such as Sanford C. Bernstein, Morgan Stanley, Smith Barney, and UBS. These experiences shaped his belief that investor behavior is often more important than investment products.As a behavioral finance thought leader, Jonathan helps clients make rational financial decisions, especially during periods of uncertainty. He emphasizes that true wealth risk comes not from temporary market fluctuations, but from the permanent loss of purchasing power caused by inflation. Through his advisory work and the “Crazy Wealthy Podcast,” he shares practical insights on improving money behavior and avoiding common investment mistakes. Fusion Family Wealth’s recognition among Forbes’ Top 250 Registered Investment Advisory Firms reflects its commitment to integrity, client focus, and meaningful financial guidance.Connect with Jonathan Blau:Website: https://www.fusionfamilywealth.com/ LinkedIn: http://www.linkedin.com/in/jonathanblau1 Instagram: https://www.instagram.com/moneeeementor/ Podcast - Crazy Wealthy Podcast: https://crazywealthypodcast.fusionfamilywealth.com/ Connect with Leonard Raskin:Website: https://www.raskinglobal.com/ LinkedIn: https://www.linkedin.com/in/leonardraskin/ Facebook: https://www.facebook.com/RaskinGlobal Email: lraskin@raskinglobal.comShow notes by Podcastologist: Francine PobleteAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    45 分
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