FiduciWho

About FiduciWho

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.

Publisher

Leonard Raskin

Category

business · business

Language

en

Explicit

No

First episode

17 May 2024

Latest episode

6 Oct 2026

Latest episodes

82 episodes in the feed.

1. 

   6 Oct 2026

   Brad Warren: Reinvention, Purpose, and a Second Act of Service

   What does it take to reinvent yourself after a 40-year career? Brad Warren shares how he moved from business coaching to land banking and found a new calling in Red Cross service. In this episode, Leonard and Brad Warren discuss: Goal-setting, planning, and maintaining focus in business Brad’s transition from business coaching to land banking Patience, long-term investing, and land ownership Retirement, volunteering, and finding meaningful ways to spend your time Brad’s work with the Red Cross and his perspective on purpose and fulfillment Key Takeaways: Set specific goals, then create a written action plan to turn them into manageable steps. Stay focused and give a strategy enough time to produce results instead of constantly jumping to the next idea. Land banking requires patience and involves uncertainty, making it a long-term approach that may not suit every investor. Retirement can open the door to new interests, relationships, travel, and opportunities to serve others. Finding ways to make a difference and give back can contribute to a happier, more fulfilled life. “You have to have patience... If most people don't, this is not an investment for everybody. This is money that you can set aside and not think about and not worry about, and just wait.” - Brad Warren About Brad Warren: Brad was a national and international speaker, trainer, and business coach for over 40 years. He's spoken in front of 60,000+ people, coached 500+ business owners, was the 2014 Bay East Association of Realtors Affiliate of the Year, and is the author of Just Sold! The Real Estate Professional's Guide to Selling More in Less Time, and he’s spoken at the National Association of Realtors 2016 and 2017 Annual Conventions. Brad transitioned to a new career as a land banking specialist in 2018, helping patient investors build generational wealth by investing in land. Now retired, he volunteers with the American Red Cross as a speaker, teaching 4 different classes that the Red Cross offers. He also installs home fire alarms and does education on home fire safety with the Sound The Alarm program. Connect with Brad Warren: LinkedIn: https://www.linkedin.com/in/bradleykwarren/ (https://www.linkedin.com/in/bradleykwarren/) Email: brad@bradwarren.com (mailto:brad@bradwarren.com) Connect with Leonard Raskin: Website: https://www.raskinglobal.com/ (https://www.raskinglobal.com/) LinkedIn: https://www.linkedin.com/in/leonardraskin/ (https://www.linkedin.com/in/leonardraskin/) Facebook: https://www.facebook.com/RaskinGlobal (https://www.facebook.com/RaskinGlobal) Email: lraskin@raskinglobal.com (mailto:lraskin@raskinglobal.com) Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. (https://t.sidekickopen77.com/s1t/c/5/f18dQhb0S7lM8dDMPbW2n0x6l2B9nMJN7t5XWPdSD1CW2zq9rs4Y8_jsTmtwR3JwfC-103?te=W3R5hFj4cm2zwW4mKLS-4fPf-FW3XWJt643Pr3GF4cQb1fmLXp1&si=8000000000242417&pi=a234d7d8-f11b-4fd4-feb6-16232278dc85)You're the expert. Your podcast will prove it.

2. 

   29 Sept 2026

   Brad Gornto: The Tax Strategy Few Advisors Know About

   Sold a business, converted a Roth, or had a monster bonus year? There's a nook in the tax code fewer than 5% of advisors have ever heard of, and it can potentially create a significant current-year tax deduction for charitable giving you were already planning to make. In this episode, Leonard and Brad Gornto discuss: Reversionary charitable lead annuity trusts (iCLATs) Ideal client profile and liquidity-event triggers Present-value deduction math and AGI limits iCLAT vs. donor-advised funds and irrevocable estate trusts Guardrails, costs, and retained control Key Takeaways: The deduction isn't based on what you transfer; it's based on the present value of your charitable promise, which means a $500,000 pledge over ten years can generate roughly $375,000 of current deduction. The best proposals don't ask clients to change anything. Someone already tithing $20,000 a year can commit to 25 more years of the same and capture a $281,000 deduction, worth roughly $150,000 in tax savings in a high-tax state. Unlike a donor-advised fund, where every dollar of growth belongs to the charity forever, growth above the promised payments reverts to the client at the end of the term. Some charitable strategies need to be arranged before a transaction closes; Brad explains how an iCLAT can potentially be implemented after an income event, even late in the calendar year. Control is the whole point. It's a grantor trust, the client is trustee, and the existing advisor manages it like any other account, but the guardrails are real: no margin, no personal guarantees, no personal-use assets, no self-dealing. As estate-tax exemptions have increased, Brad explains why some clients may place greater emphasis on current income-tax savings than estate-tax savings. “The charitable deduction is not based on what you transfer to the ICLAT, which is extremely bizarre. It's based on the present value of the charitable promise over a period of time.” - Brad Gornto About Brad Gornto: Brad Gornto has practiced law throughout Florida for 26 years in the areas of complex estate planning, income tax, charitable planning, probate, trust administration, and business law. An attorney, tax strategist, and charitable planning specialist based in Ormond Beach, Florida, he specializes in helping individuals and families navigate sophisticated tax and charitable planning strategies. Since discovering the iCLAT strategy early in his career in 2003, Brad has focused on its application as a reversionary charitable lead annuity trust designed to provide a current income tax deduction while supporting charitable giving and potentially returning the remaining assets to the donor. He holds degrees from Florida State University and the University of Florida College of Law, as well as a master's degree in tax law from the University of Miami. Brad is also a devoted father of four: Bryce, Owen, Joel, and Daisy. Connect with Brad Gornto: Website: http://www.iclat.net (http://www.iclat.net) LinkedIn: https://www.linkedin.com/in/bradgornto/ (https://www.linkedin.com/in/bradgornto/) Connect with Leonard Raskin: Website: https://www.raskinglobal.com/ (https://www.raskinglobal.com/) LinkedIn: https://www.linkedin.com/in/leonardraskin/ (https://www.linkedin.com/in/leonardraskin/) Facebook: https://www.facebook.com/RaskinGlobal (https://www.facebook.com/RaskinGlobal) Email: lraskin@raskinglobal.com (mailto:lraskin@raskinglobal.com) Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. (https://t.sidekickopen77.com/s1t/c/5/f18dQhb0S7lM8dDMPbW2n0x6l2B9nMJN7t5XWPdSD1CW2zq9rs4Y8_jsTmtwR3JwfC-103?te=W3R5hFj4cm2zwW4mKLS-4fPf-FW3XWJt643Pr3GF4cQb1fmLXp1&si=8000000000242417&pi=a234d7d8-f11b-4fd4-feb6-16232278dc85)You're the expert. Your podcast will prove it.

3. 

   22 Sept 2026

   Nicole Earle: You Can't Build Your Way Out of the Affordable Housing Crisis

   She's shepherded over $1 billion in real estate and hasn't taken a paycheck since 2022. Nicole Earle explains why building housing alone will never fix a neighborhood. In this episode, Leonard and Nicole Earle discuss: Immigrant roots and early real estate influences Tax credit finance and the affordable housing capital stack Preventing displacement and over-gentrification The "housing-plus" service-enriched model Economic development, community land trusts, and operational funding gaps Key Takeaways: Affordable housing is often more expensive to build than market-rate; layers of government oversight, specialized financing, and a small army of consultants all carry fees that land in the capital stack. You can't build your way out of a housing shortage. Without job training, financial literacy, and small business support, new units land in neighborhoods that still can't sustain them. Honoring a community means the people who stayed through disinvestment get a meaningful say and a place to stay when revitalization finally arrives. Bricks and sticks are the beginning, not the end. Put a property manager in the building and walk away, and you've built a structure, not a community. Capital funding exists. Operating funding doesn't, which is why mission-driven organizations run on volunteer labor and can't hire the talent the work demands. “I'm doing it for the love of the people, love of community. And you know, it's unfortunately sometimes the people like, like you're like Jesus, sometimes the people you're called to don't accept you, but you, he came to them anyway.” - Nicole Earle About Nicole Earle: Nicole Earle is a dedicated real estate development and financial services executive with nearly 30 years of experience serving the private and public sectors. She provides expert guidance in all phases of real estate development, financing, and project management, with a strong focus on revitalizing low- to moderate-income communities. Known for her diligence, problem-solving abilities, and results-driven approach, Nicole has successfully managed and closed real estate deals nearing $1 billion in volume. As the visionary leader behind Dominion Real Estate, LLC, and Dominion Community Development Corporation, Baltimore-based impact investment enterprises, Nicole channels her expertise into projects that foster economic empowerment and community growth. Her goal is to close the wealth gap through residential and mixed-use developments that uplift underserved areas. She is a trusted advisor to non-profits, churches, and early-stage developers, adding capacity and ensuring smooth, equitable, and beneficial transactions for all parties involved. Connect with Nicole Earle: Website: https://www.dominioncommunitydc.org/ (https://www.dominioncommunitydc.org/) LinkedIn: https://www.linkedin.com/in/nicole-earle/ (https://www.linkedin.com/in/nicole-earle/) Facebook: https://www.facebook.com/people/Dominion-Community-Development-Corporation/61566572306835/ (https://www.facebook.com/people/Dominion-Community-Development-Corporation/61566572306835/) Email: nicole@dominionrealestate.co (mailto:nicole@dominionrealestate.co) Phone: 410-212-1857 Connect with Leonard Raskin: Website: https://www.raskinglobal.com/ (https://www.raskinglobal.com/) LinkedIn: https://www.linkedin.com/in/leonardraskin/ (https://www.linkedin.com/in/leonardraskin/) Facebook: https://www.facebook.com/RaskinGlobal (https://www.facebook.com/RaskinGlobal) Email: lraskin@raskinglobal.com (mailto:lraskin@raskinglobal.com) Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. (https://t.sidekickopen77.com/s1t/c/5/f18dQhb0S7lM8dDMPbW2n0x6l2B9nMJN7t5XWPdSD1CW2zq9rs4Y8_jsTmtwR3JwfC-103?te=W3R5hFj4cm2zwW4mKLS-4fPf-FW3XWJt643Pr3GF4cQb1fmLXp1&si=8000000000242417&pi=a234d7d8-f11b-4fd4-feb6-16232278dc85)You're the expert. Your podcast will prove it.

Who has been a guest on FiduciWho

Names identified in recent episode analyses. Showing up to five guests.

• Eric Dyson
• Michael Bell
• Greg Chasson
• Dominic Hodgson

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.0 / 5

4 ratings

Podcast Authority Score: 34 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

55

Social presence

0

YouTube

0

Engagement

32

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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