Mastering Financial Planning with Robert Schlesinger

Speaking with Steph

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