Building Financial Foundations: Leonard Cohen's Guide for Healthcare Practitioners
Release Date: 03/10/2025
How to Keep Your Med Spa in Good Standing with New York Law
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the booming med spa industry and the important legal considerations that come with operating one, especially in New York. In this episode, we discuss: How med spa owners can mitigate risk by ensuring proper physician involvement, verifying product integrity, maintaining sanitary conditions, and tightening internal protocols. What New York law requires for procedures that break the skin barrier, including the need for a licensed physician to perform or supervise services that...
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Employer Essentials: What to Update for 2026 Success
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New Sick Leave Rules for NYC: What Changes on February 22nd
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a significant update affecting New York City employers and employees: the expansion of safe and sick leave. In this episode, we discuss: How New York City’s new safe and sick time law expands existing paid sick leave by adding 32 hours of unpaid safe and sick time for eligible employees. What types of workers are covered by the new requirement, including full‑time and part‑time W‑2 employees, and which categories (such as independent contractors) are...
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Demystifying Business Valuation: Jennifer Cohen’s Advice for Healthcare Practice Owners
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This week, Stephanie Rodin chats with her guest, Jennifer Cohen. The two chat about the journey to partnership in the financial advisory industry, the essential steps and challenges involved in valuing healthcare practices, and the distinction between business and personal goodwill. In this episode, we discuss: How valuation professionals analyze a medical or healthcare practice as a cash‑generating business, focusing on patient revenue, margins, systems, and fair market value rather than just simple “rules of thumb.” What distinguishes business goodwill from personal...
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Balancing Creativity and Compliance in Modern Law Firm Marketing
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This week, Stephanie Rodin talks with her guest, Lauren Lynch. They discuss the evolution of marketing in the legal world, the challenges of balancing creativity with compliance, and the importance of cultivating a strong organizational culture. In this episode, we discuss: How internal compliance and technology safeguards work together, Lauren details protocols for automatic disclaimers on firm websites and educational outreach to ensure all attorneys understand and meet ever-changing regulatory requirements. What sets legal marketing apart from other industries, including strict...
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Smart Hiring in the Age of AI: Insightful Tools and Techniques for Employers
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I address the growing impact of artificial intelligence on the modern workplace and on hiring practices. As AI is increasingly used to draft written work, refine application materials, and support other aspects of the job search, employers are confronting new challenges and opportunities in evaluating candidates and assessing the authenticity of their qualifications. In this episode, we discuss: How artificial intelligence is increasingly being used in the hiring process, including resume enhancement and...
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Building Strong Financial Foundations for Private Practices: Strategies and Stories from Sarah Webb
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This week, Stephanie Rodin talks with her guest, Sarah Webb. They discuss real-world financial challenges faced by private medical practices, best practices for accounting and cash flow management, and strategies to prevent and detect both internal and external fraud. In this episode, we discuss: Sarah's team assists with fraud prevention and cyber risk mitigation, outlining best practices for internal controls, detection of cybercrime, and real-world examples of risk management in professional settings. What common financial challenges arise for physicians and practice owners, including...
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Understanding Noncompete Updates: New Trends and Enforcement in 2025
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about non-compete clauses in your contracts. In this episode, we discuss: How the Federal Trade Commission (FTC) has dropped its appeal on the full ban of a nationwide non-compete, but they are now challenging non-compete agreements against larger companies and sending warning letters to major healthcare facilities and staffing firms. The change in non-compete enforcement involves the FTC shifting from supporting a broad nationwide ban to focusing on particular companies that use...
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Avoiding Disaster: How Cyber Insurance Protects Against Financial and Legal Risks
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This week, Stephanie Rodin talks with her guest, Sean O’Rourke. They discuss the evolution of cyber insurance from basic coverage to advanced policies, highlighting risks like ransomware, data privacy, and social engineering. They also cover claim denials and AI's growing role in cyber risk, providing a concise overview. In this episode, we discuss: Cyber insurance is a business policy designed to help companies recover from technology and data risks, such as ransomware, data privacy breaches, wire fraud, and other cyber threats. The growing use of technology and AI, combined with the rise...
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Building Trust Online: Properly Handling Feedback and Negative Reviews
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about online reviews. In this episode, we discuss: You can handle negative reviews by recognizing each platform’s guidelines (Google, Yelp, Facebook, etc.) and asking for their removal if a review breaks those rules. Not all negative reviews are harmful; some may represent genuine feedback, and having a few isn't necessarily bad—it's a sign of authenticity. As a healthcare practice, responding to reviews must be in a HIPAA-compliant manner and reaching out privately for...
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In this episode, we discuss:
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How Leonard became a financial advisor
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The importance of financial planning starting from the end of medical school or early residency.
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When clients should start planning
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Why Leonard believes financial education is lacking
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The importance of having both partners involved in financial discussions.
Leonard Cohen, MBA, is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to helping his clients build, accumulate, and preserve wealth as they plan for a secure future. He specializes in disability insurance and retirement planning. Len truly cares about benefiting his clients and takes pride in his ability to develop long lasting relationships based on trust and integrity. He is always striving to provide the same level of ethical service that he would expect for himself and goes the extra mile to provide his clients with extraordinary service and follow-up on their behalf.
Len graduated in 1980 from the State University of New York at Stony Brook with a Bachelor of Science degree in Chemistry. In 1986, he achieved his MBA in Marketing Management from Pace University and began a twenty-five-year career in the pharmaceutical industry specializing in oncology as an office representative, hospital representative, research liaison and product manager. While collaborating with medical professionals, Len held numerous resident and fellow oriented financial seminars at area hospitals. It is Len’s firsthand experience with a wide range of business situations that enabled him to develop a keen insight into the needs of others, both individually and professionally. He realized how important it is to make a lifelong impact on people’s lives, and he now brings his unique abilities to the financial services industry and to FHFG.
Len resides with his wife Jill in Bellmore, NY and they have two daughters, Melissa, and Brittany. They are proud to share that Melissa is a certified pediatric RN at Cohen’s Children’s Hospital and Brittany works as a PA in the Bellevue stroke unit.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0H54352. 2024-167874 Exp 1/26.