Leave Your Mark

Send a textThis week on Leave Your Mark, I sit down with financial strategist and philanthropic visionary Mark Halpern.Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor–Philanthropy with more than 30 years of experience helping successful families and entrepreneurs think differently about wealth.As CEO of WEALTHinsurance.com, he operates at the intersection of estate planning, tax strategy, and charitable giving—helping clients preserve capital, minimize tax, and multiply impact.But this conversation goes deeper than money.Mark was mentored by the late Dr. Paul Goldstein, a Holocaust survivor who earned his PhD at 87. From him, Mark learned a principle that shapes both his life and his work: when you get knocked down, get back up before the count of ten.Now he’s pursuing a bold “Moonshot” goal: generating $1 billion in new charitable donations annually.We talk about legacy.We talk about resilience.We talk about a new model of philanthropy—one that challenges