『The Tempus Podcast』のカバーアート

The Tempus Podcast

The Tempus Podcast

著者: Tempus Financial Group
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概要

Your financial plan will be tested time after time. You need a plan you know will withstand the test of time. Welcome to The Tempus Podcast with Daniel Paikin, Robert Schlesinger and the rest of the team from Tempus Financial Group. In this podcast we help business owners and families create a financial plan rooted in fundamental financial principles. Join us for this journey where we explore time tested financial, retirement and tax strategies built to protect, save and grow through a lifelong relationship.Copyright © 2023 The Tempus Podcast 経済学
エピソード
  • Health Span Meets Wealth Planning with Jill Villa (Ep. 22)
    2026/03/18

    What if your financial plan outlives your health? What would change if you treated your body like your most valuable asset?

    In this episode, Dan Paikin and Robert Schlesinger sit down with Jill Villa, Longevity Expert and Founder of Goldhaus Wellness, to explore the connection between health span and financial planning. They discuss concierge longevity care, advanced lab testing, peptides, GLP-1 medications, and daily habits that shape long-term vitality.

    Jill shares how personalized medicine, consistent monitoring, and small daily decisions can transform how we age and how we experience our wealth.

    Jill shares key insights:

    • Why personalized monitoring matters more than quick prescriptions
    • How lab ranges differ from optimal performance targets
    • The role of peptides, GLP-1s, and careful medical oversight
    • When IV infusions, creatine, and saunas may support vitality
    • Why daily habits shape longevity more than one big decision
    • And more!

    Connect with Tempus Financial Group:

    • Tempus Financial Group
    • LinkedIn: Daniel Paikin, RICP®
    • LinkedIn: Robert Schlesinger
    • LinkedIn: Tempus Financial Group
    • tempusinfo@tempus-financial.com
    • 516-672-0784

    Connect with Jill Villa:

    • LinkedIn: Jill Villa
    • Website: Goldhaus Wellness

    About our Guest:

    Jill Ketner Villa is a Physician Associate with more than 15 years of clinical experience and a passion for redefining modern healthcare. A graduate of Weill Cornell Medical College, where her master’s thesis focused on integrative medicine, Jill began her career in surgical and inpatient medicine before turning her focus to longevity care.

    For the past six years, she has specialized in advanced longevity medicine, guiding patients with evidence-based therapies that optimize healthspan, resilience, and vitality. Jill’s multidisciplinary background allows her to bridge conventional medicine with cutting-edge science, delivering highly personalized care that helps patients thrive at every stage of life. She has also published scholarly articles in the field, further contributing to the advancement of evidence-based longevity and precision medicine.

    She lives in New York with her husband and their twin daughters, where she continues to balance her expertise in medicine with her commitment to family, wellness, and innovation.

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    31 分
  • Rethinking Retirement: Cash Flow, Longevity, and Creating Your Own Pension (Ep. 20)
    2025/12/05

    Many people spend decades focused on growing their wealth, but few stop considering how that wealth will sustain their lifestyle once the paychecks stop.

    In this episode of The Tempus Podcast, hosts Robert Schlesinger and Daniel Paikin discuss transitioning from accumulating assets to generating dependable retirement income. They explain why cash flow matters more than net worth, how to plan for longer lifespans, and how to build guaranteed income streams that create financial peace of mind.

    Key Takeaways:

    • The mindset shift from building net worth to managing cash flow in retirement
    • How longevity magnifies every other financial risk
    • Why living off interest alone can create tax inefficiencies and uncertainty
    • The concept of “buffer assets” to manage market volatility during retirement
    • How to create your own pension using Social Security, annuities, and guaranteed income strategies
    • And more!

    Connect with Tempus Financial Group:

    • Tempus Financial Group
    • LinkedIn: Daniel Paikin, RICP®
    • LinkedIn: Robert Schlesinger
    • LinkedIn: Tempus Financial Group
    • tempusinfo@tempus-financial.com
    • 516-672-0784
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    33 分
  • College Planning That Balances Flexibility and Growth (Ep. 19)
    2025/09/16

    Rising tuition costs leave many families searching for the “perfect” savings vehicle, but there isn’t one. The key is balancing tax benefits, penalties, and optionality while keeping long-term growth in mind.

    Join Dan Paikin and Robert Schlesinger as they explore the importance of saving consistently, weighing the pros and cons of 529 plans, and keeping accounts flexible for real-life outcomes.

    Discover how various savings tools affect financial aid, when options like taxable accounts or life insurance loans may be smarter choices, and why scholarships and vocational paths should remain key considerations in any plan.

    Key takeaways include:

    • Why savings habits matter more than timing markets or chasing returns
    • The benefits and limitations of 529 plans, including the Roth rollover provision and penalties
    • Alternative strategies such as taxable accounts, life insurance borrowing, and HELOCs
    • How account ownership (529, Coverdell, UTMA/UGMA) impacts financial aid formulas
    • The role of scholarships, vocational programs, and children contributing to their own education
    • And more!

    Connect with Tempus Financial Group:

    • Tempus Financial Group
    • LinkedIn: Daniel Paikin, RICP®
    • LinkedIn: Robert Schlesinger
    • LinkedIn: Tempus Financial Group
    • tempusinfo@tempus-financial.com
    • 516-672-0784
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    42 分
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