Lasting wealth is rarely accidental. It is shaped by intention, structure, and a clear sense of purpose that extends beyond one lifetime.

In this episode of The Tempus Podcast, Daniel Paikin and Robert Schlesinger explore what set the Rockefeller family apart and why their wealth and values continue generations later. They contrast that approach with families whose fortunes faded due to a lack of structure and foresight. The conversation breaks down family constitutions, trusts, liquidity planning, and the role permanent life insurance played in keeping assets unified.

Throughout the episode, they connect these ideas to practical steps families can apply today, regardless of net worth, to define purpose, protect assets, and create continuity across generations.

Key takeaways:

• Why long-term planning creates ripple effects that support charities, families, and communities for generations
• How family constitutions help prevent fragmentation of wealth and guide responsible stewardship
• The role of trusts in protecting assets from taxes, creditors, and probate delays
• Why permanent life insurance became a core liquidity tool for multigenerational planning
• How everyday families can adapt Rockefeller principles without extraordinary wealth
• And more!

Resources:

• Book: What Would the Rockefellers Do? by Garrett Gunderson

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

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.

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