Raskin Global

09/02/2026

College is one of the biggest investments a family can make, and too often people write that check without doing the same homework they’d do before making a major financial investment. Where are you going? What are you getting for the money? What does the opportunity really look like on the other side? Those conversations matter.

We’ll spend hours researching where to invest our money, but when it comes to education, sometimes emotion takes over and the numbers get pushed aside. Take the time, ask the hard questions, and make sure the decision fits the life you’re trying to build.

08/31/2026

College is one of the biggest financial decisions a family can make, but too often the first question is, “What’s the best school?” I think a better question is: What are we buying, and is it worth what it’s going to cost us?

On FiduciWho?, Shellee Howard and I talked about looking beyond the name on the sweatshirt. The right school should make sense academically, socially, and financially, and it should help your child move toward the life and career they actually want.

This may be one of the first real adult money conversations you have with your kids. Talk about cost, debt, opportunity, and what comes after graduation.

08/28/2026

Wallis Tsai shared an important point on the podcast:

Permanent life insurance can absolutely have a place in the right financial plan.

But if you’re a young or expectant parent and someone tells you term insurance has no role to play, or that nearly all of your coverage should be permanent, that should at least make you stop and ask more questions.

The goal shouldn’t be to force every person into one type of insurance.

The goal should be to understand your family, your financial situation, your tax picture, and what you’re actually trying to protect.

Good planning starts with the person, not the product.

08/26/2026

Business owners are usually wired to grow.

Grow the company. Grow revenue. Grow value. Build toward the next opportunity, or eventually, an exit.

But here’s what I see all the time: while they’re busy building wealth, they forget to protect what they’ve already built.

Growth matters. But protection has to be part of the plan too.

You wouldn’t spend years building a business and leave the front door unlocked.

Protect first. Then grow.

08/24/2026

This week on “FiduciWho” we dive into the hidden truths behind insurance with special guest Wallis Tsai, CEO of AboveBoard Financial. Ever wondered why insurance feels so confusing, or if you’re really getting the right policy for you? Wallis shares real talk on:

✔️ The biggest mistakes entrepreneurs make with insurance
✔️ How to spot an insurance sales pitch that’s too good to be true
✔️ Why transparency (not just compensation) matters in financial advice

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/03/2026

I had a great conversation with Jonathan Blau of Fusion Family Wealth, and we spent a lot of time talking about something that affects every investor.

Our own behavior.

You can be smart. You can be successful. You can have plenty of money. And you can still make bad financial decisions when fear, regret, overconfidence, or the latest headline takes over.

Jonathan and I dug into a few Wall Street ideas that deserve a closer look:
- Why something labeled “safe” may still carry real risk
- How emotion can push investors away from a sound long-term plan
- Why patience matters, because wealth is usually grown more like a tree than won like a lottery ticket

Give the newest episode of FiduciWho? a listen and let me know what stood out to you.

07/31/2026

When money is cheap and capital is flowing, everybody looks like a genius.

But as Ari Rastegar put it, “A broken clock is right twice a day.”

The real test comes when conditions get difficult. That’s when discipline, conviction, and experience matter most. Professional investing isn’t just about buying something and watching it go up. It’s about enduring losses, learning from them, rebuilding, and staying focused through an entire market cycle.

Anybody can look smart in a rising market. The battle-tested professionals reveal themselves when the punches start coming.

Experience doesn’t eliminate risk, but it can make a meaningful difference in how you respond to it.

07/29/2026

People often assume that earning a lot of money means knowing what to do with it.

It doesn’t.

Years ago, I was asked, “When did you know you had made it?” My answer has changed over time. Early in my career, I couldn’t believe anyone trusted me with their money. Later, I became confident that I knew what I was doing.

Then came the real lesson: People would pay me for guidance, listen carefully…and sometimes do the exact opposite.

Knowing what to do and actually doing it are two very different things. Financial success isn’t just about information. It’s about discipline, accountability, and following through when life gets busy or emotions take over.

07/27/2026

I had a fascinating conversation with Ari Rastegar of Rastegar Capital about real estate, investing, and what it really takes to stay in the game for the long haul.

A lot of people like the idea of “passive income.” But as Ari reminded us, there’s usually nothing truly passive about building, managing, and protecting wealth. Somebody has to do the work, understand the risks, and make the tough decisions when the market turns.

We also talked about:
- Playing the “infinite game” in business instead of chasing one quick win
- Staying disciplined through market swings and difficult cycles
- Understanding the psychology behind investment decisions
- Why experience matters when the easy money disappears

Whether you’re considering a real estate investment or simply trying to become a better long-term thinker, this episode has plenty of honest lessons and a few important reality checks.

🎧 Listen to the latest episode of FiduciWho? with Ari Rastegar wherever you get your podcasts.