Taking Control of Your Financial Life https://americanasset.com/ en Copyright 2022 Julian Rubinstein Looking for a trusted resource to help you understand the current financial markets? Instead of being met with confusing and complex terminology, the Taking Control of your Financial Life podcast was designed to simplify and address the questions you need answers to set you on the correct path to financial freedom. Julian Rubinstein not only talks the talk but he’s been walking the walk for over two decades, advising companies and individuals on the right way to invest. Julian has started and sold businesses, and worked in mergers and acquisitions, and private equity. His experience, lessons learn and attention to detail will come through on this podcast — giving you the confidence needed to make the important financial decisions along your path in life. Regardless of your age, financial position, or net worth this podcast will strike the right financial chord for you. If you are searching for a well-rounded podcast about retirement, asset planning, current market conditions, and investing, you have found your home.  https://megaphone.imgix.net/podcasts/1de43dcc-7be3-11ed-831a-c7c6ac7e8272/image/Julian_Rubinstein_Podcast_Art.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Taking Control of Your Financial Life https://americanasset.com/ no episodic Julian Rubinstein Looking for a trusted resource to help you understand the current financial markets? Instead of being met with confusing and complex terminology, the Taking Control of your Financial Life podcast was designed to simplify and address the questions you need answers to set you on the correct path to financial freedom. Julian Rubinstein not only talks the talk but he’s been walking the walk for over two decades, advising companies and individuals on the right way to invest. Julian has started and sold businesses, and worked in mergers and acquisitions, and private equity. His experience, lessons learn and attention to detail will come through on this podcast — giving you the confidence needed to make the important financial decisions along your path in life. Regardless of your age, financial position, or net worth this podcast will strike the right financial chord for you. If you are searching for a well-rounded podcast about retirement, asset planning, current market conditions, and investing, you have found your home.  Looking for a trusted resource to help you understand the current financial markets? Instead of being met with confusing and complex terminology, the Taking Control of your Financial Life podcast was designed to simplify and address the questions you need answers to set you on the correct path to financial freedom.

Julian Rubinstein not only talks the talk but he’s been walking the walk for over two decades, advising companies and individuals on the right way to invest. Julian has started and sold businesses, and worked in mergers and acquisitions, and private equity. His experience, lessons learn and attention to detail will come through on this podcast — giving you the confidence needed to make the important financial decisions along your path in life. Regardless of your age, financial position, or net worth this podcast will strike the right financial chord for you.

If you are searching for a well-rounded podcast about retirement, asset planning, current market conditions, and investing, you have found your home. 

]]> Julian Rubinstein martisse@marketdominationllc.com Ep 024: Keeping up with the Times and Technology Matthew E. Kohen is a Partner and Chair of the firm’s Business Transactions Practice Group. He focuses his practice on the representation of companies, investors, and funds in complex capital raising, merger, acquisition, and investment transactions. His corporate, investor, and investment fund clients operate in a wide variety of industries, including technology, financial services, and supply chain and logistics.   Listen to this informative Taking Control of Your Financial Life episode with Matthew Kohen about cryptocurrency. Here is what to expect on this week’s show: Matthew explains the importance of having your clients and your expectations aligned before going forward. Matthew and Julian agree that investing in crypro-currency is something you should not do on your own; find a specialist to assist. Matthew says that before you get into investing, slow down and think!   Connect with Matthew Kohen: https://www.linkedin.com/in/mattkohen/ www.linkedin.com/company/zeberskypayneshawlewenz https://www.instagram.com/zpllp/ https://www.facebook.com/zeberskypayne Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Jul 2023 04:00:00 -0000 Keeping up with the Times and Technology full 24 Julian Rubinstein with Matthew Kohen Matthew E. Kohen is a Partner and Chair of the firm’s Business Transactions Practice Group. He focuses his practice on the representation of companies, investors, and funds in complex capital raising, merger, acquisition, and investment transactions. His corporate, investor, and investment fund clients operate in a wide variety of industries, including technology, financial services, and supply chain and logistics.   Listen to this informative Taking Control of Your Financial Life episode with Matthew Kohen about cryptocurrency. Here is what to expect on this week’s show: Matthew explains the importance of having your clients and your expectations aligned before going forward. Matthew and Julian agree that investing in crypro-currency is something you should not do on your own; find a specialist to assist. Matthew says that before you get into investing, slow down and think!   Connect with Matthew Kohen: https://www.linkedin.com/in/mattkohen/ www.linkedin.com/company/zeberskypayneshawlewenz https://www.instagram.com/zpllp/ https://www.facebook.com/zeberskypayne Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Matthew E. Kohen is a Partner and Chair of the firm’s Business Transactions Practice Group. He focuses his practice on the representation of companies, investors, and funds in complex capital raising, merger, acquisition, and investment transactions. His corporate, investor, and investment fund clients operate in a wide variety of industries, including technology, financial services, and supply chain and logistics.

 

Listen to this informative Taking Control of Your Financial Life episode with Matthew Kohen about cryptocurrency.


Here is what to expect on this week’s show:

  • Matthew explains the importance of having your clients and your expectations aligned before going forward.
  • Matthew and Julian agree that investing in crypro-currency is something you should not do on your own; find a specialist to assist.
  • Matthew says that before you get into investing, slow down and think!


 

Connect with Matthew Kohen:

https://www.linkedin.com/in/mattkohen/

www.linkedin.com/company/zeberskypayneshawlewenz

https://www.instagram.com/zpllp/

https://www.facebook.com/zeberskypayne


Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1528 Ep 023: An Interview with Your Host Julian Rubinstein Julian Rubinstein, Founder, and President of American Asset Management, Inc., is an Investment Advisor Representative with over 20 years of business and investment management experience. Mr. Rubinstein’s career includes the founding of the largest manufacturer of shower stalls and laundry/utility sinks in the United States and then selling the company to Masco Corporation, a Fortune 500 company, five years of executive management and mergers and acquisitions work with MASCO and participation as the operational partner at Sun Capital Partners, one of the largest private equity firms in the United States. Mr. Rubinstein has been advising individuals and corporations on their investments and 401(k) plans since 1998.   Listen to this exciting Taking Control of Your Financial Life episode with Julian Rubinstein.   Here is what to expect on this week’s show: Julian discusses what made him want to help people manage and grow their wealth: He couldn’t find someone to manage his money the way he wanted. Julian explains his specialty: low-volatile portfolios. Julian tells Bruce the stock market is basically legalized gambling. Julian explains what he’s working on now: mutual funds and structured notes.     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Jul 2023 04:00:00 -0000 An Interview with Your Host Julian Rubinstein full 23 Julian Rubinstein Julian Rubinstein, Founder, and President of American Asset Management, Inc., is an Investment Advisor Representative with over 20 years of business and investment management experience. Mr. Rubinstein’s career includes the founding of the largest manufacturer of shower stalls and laundry/utility sinks in the United States and then selling the company to Masco Corporation, a Fortune 500 company, five years of executive management and mergers and acquisitions work with MASCO and participation as the operational partner at Sun Capital Partners, one of the largest private equity firms in the United States. Mr. Rubinstein has been advising individuals and corporations on their investments and 401(k) plans since 1998.   Listen to this exciting Taking Control of Your Financial Life episode with Julian Rubinstein.   Here is what to expect on this week’s show: Julian discusses what made him want to help people manage and grow their wealth: He couldn’t find someone to manage his money the way he wanted. Julian explains his specialty: low-volatile portfolios. Julian tells Bruce the stock market is basically legalized gambling. Julian explains what he’s working on now: mutual funds and structured notes.     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Julian Rubinstein, Founder, and President of American Asset Management, Inc., is an Investment Advisor Representative with over 20 years of business and investment management experience.

Mr. Rubinstein’s career includes the founding of the largest manufacturer of shower stalls and laundry/utility sinks in the United States and then selling the company to Masco Corporation, a Fortune 500 company, five years of executive management and mergers and acquisitions work with MASCO and participation as the operational partner at Sun Capital Partners, one of the largest private equity firms in the United States.

Mr. Rubinstein has been advising individuals and corporations on their investments and 401(k) plans since 1998.

 

Listen to this exciting Taking Control of Your Financial Life episode with Julian Rubinstein.

 

Here is what to expect on this week’s show:

  • Julian discusses what made him want to help people manage and grow their wealth: He couldn’t find someone to manage his money the way he wanted.
  • Julian explains his specialty: low-volatile portfolios.
  • Julian tells Bruce the stock market is basically legalized gambling.
  • Julian explains what he’s working on now: mutual funds and structured notes.

 

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1390 Ep 022: Asset Protection for the Middle Class   – Taking Control of Your Financial Life with Julian Rubinstein Episode with Jason Neufeld Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC. Jason both teaches other elder law attorneys about Medicaid Planning as well as regularly presents in front of community organizations (live or virtually).   Listen to this informative Taking Control of Your Financial Life episode with Jason Neufeld about Medicaid planning. Here is what to expect on this week’s show: Jason explains what an ‘irrevocable trust’ is and why you may need one. Jason tells Julian the importance of planning NOW to avoid needing Medicaid. Jason discusses long term care insurance.   Connect with Jason Neufeld: Website: www.elderneedslaw.com YouTube: https://www.youtube.com/@elderneedslaw Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Jun 2023 04:00:00 -0000 Asset Protection for the Middle Class full 22 Julian Rubinstein with Jason Neufeld   – Taking Control of Your Financial Life with Julian Rubinstein Episode with Jason Neufeld Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC. Jason both teaches other elder law attorneys about Medicaid Planning as well as regularly presents in front of community organizations (live or virtually).   Listen to this informative Taking Control of Your Financial Life episode with Jason Neufeld about Medicaid planning. Here is what to expect on this week’s show: Jason explains what an ‘irrevocable trust’ is and why you may need one. Jason tells Julian the importance of planning NOW to avoid needing Medicaid. Jason discusses long term care insurance.   Connect with Jason Neufeld: Website: www.elderneedslaw.com YouTube: https://www.youtube.com/@elderneedslaw Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices  

– Taking Control of Your Financial Life with Julian Rubinstein Episode with Jason Neufeld

Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC. Jason both teaches other elder law attorneys about Medicaid Planning as well as regularly presents in front of community organizations (live or virtually).

 

Listen to this informative Taking Control of Your Financial Life episode with Jason Neufeld about Medicaid planning.


Here is what to expect on this week’s show:

  • Jason explains what an ‘irrevocable trust’ is and why you may need one.
  • Jason tells Julian the importance of planning NOW to avoid needing Medicaid.
  • Jason discusses long term care insurance.

 

Connect with Jason Neufeld:

Website: www.elderneedslaw.com

YouTube: https://www.youtube.com/@elderneedslaw



Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1802 Ep 021: Qualifying for College Financial Aid When You Think You Make Too Much Seth Greene is the founder of how to find money for college.com, a nationally recognized college financial aid firm that cuts tuition costs an average of $19,077 per year per child.   Listen to this informative Taking Control of Your Financial Life episode with Seth Greene about college and financial aid. Here is what to expect on this week’s show: Seth tells Julian how he created a job/degree based on his financial struggles with college. Seth discusses when parents should start speaking to a college admissions finance specialist. Seth explains about changing laws and how people can fall into scholarship scams.   Connect with Seth Greene: https://Howtofindmoneyforcollege.com/training   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Jun 2023 04:00:00 -0000 Qualifying for College Financial Aid When You Think You Make Too Much full 18 Julian Rubinstein with Seth Greene Seth Greene is the founder of how to find money for college.com, a nationally recognized college financial aid firm that cuts tuition costs an average of $19,077 per year per child.   Listen to this informative Taking Control of Your Financial Life episode with Seth Greene about college and financial aid. Here is what to expect on this week’s show: Seth tells Julian how he created a job/degree based on his financial struggles with college. Seth discusses when parents should start speaking to a college admissions finance specialist. Seth explains about changing laws and how people can fall into scholarship scams.   Connect with Seth Greene: https://Howtofindmoneyforcollege.com/training   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Seth Greene is the founder of how to find money for college.com, a nationally recognized college financial aid firm that cuts tuition costs an average of $19,077 per year per child.

 

Listen to this informative Taking Control of Your Financial Life episode with Seth Greene about college and financial aid.


Here is what to expect on this week’s show:

  • Seth tells Julian how he created a job/degree based on his financial struggles with college.
  • Seth discusses when parents should start speaking to a college admissions finance specialist.
  • Seth explains about changing laws and how people can fall into scholarship scams.

 

Connect with Seth Greene:

https://Howtofindmoneyforcollege.com/training

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1107 Ep 020: The Shred Method Adam Carroll has spent the past decade studying human behavior, particularly as it relates to personal leadership and personal finance. He is an internationally recognized financial literacy expert and leadership workshop facilitator.    Listen to this informative Taking Control of Your Financial Life episode with Adam Carroll about optimizing the equity in your home. Here is what to expect on this week’s show: Adam explains the Australian mortgage and sweep account. Adam and Julian discuss the shred method and what it is. Adam talks about his love for speaking engagements and education.   Connect with Adam: Websites:  www.TheShredMethod.com www.AdamCarroll.info   Socials: twitter.com/adamcarroll instagram.com/adam.carroll   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Jun 2023 04:00:00 -0000 The Shred Method full 20 Julian Rubinstein with Adam Carroll Adam Carroll has spent the past decade studying human behavior, particularly as it relates to personal leadership and personal finance. He is an internationally recognized financial literacy expert and leadership workshop facilitator.    Listen to this informative Taking Control of Your Financial Life episode with Adam Carroll about optimizing the equity in your home. Here is what to expect on this week’s show: Adam explains the Australian mortgage and sweep account. Adam and Julian discuss the shred method and what it is. Adam talks about his love for speaking engagements and education.   Connect with Adam: Websites:  www.TheShredMethod.com www.AdamCarroll.info   Socials: twitter.com/adamcarroll instagram.com/adam.carroll   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Adam Carroll has spent the past decade studying human behavior, particularly as it relates to personal leadership and personal finance. He is an internationally recognized financial literacy expert and leadership workshop facilitator. 

 

Listen to this informative Taking Control of Your Financial Life episode with Adam Carroll about optimizing the equity in your home.


Here is what to expect on this week’s show:

  • Adam explains the Australian mortgage and sweep account.
  • Adam and Julian discuss the shred method and what it is.
  • Adam talks about his love for speaking engagements and education.

 

Connect with Adam:

Websites: 

www.TheShredMethod.com

www.AdamCarroll.info

 

Socials:

twitter.com/adamcarroll

instagram.com/adam.carroll

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1083 Ep 019: Life After Debt After surviving the mean streets of the inner suburbs in the Great State of Texas, Marcus Garrett obtained a Bachelor of Arts in Business Administration and work experience as a Certified Internal Auditor, Financial and Data Analyst. As a Senior Millennial, his inflated self-esteem was amplified with participation trophies given to him without merit during his most impressionable years. Somehow he overcame these personal roadblocks to become an award-winning freelance writer on topics ranging from love and relationships to debt and personal finances.   Listen to this inspirational Taking Control of Your Financial Life episode with Marcus Garrett about life after debt. Here is what to expect on this week’s show: Marcus explains his 4 part system for overcoming debt: D – Define the problem E – Establish a plan B – Build a budget T – Trust the process  Marcus discusses how participation trophies are building a generation of just ‘showing up’ Marcus and Julian talk about the fact that investing and finances are not part of a high school curriculum and how important it is to learn about investing at a young age.   Connect with Marcus: Website: TheMarcusGarrett.com Twitter: https://twitter.com/TheMarcusGarret Instagram: https://www.instagram.com/TheMarcusGarrett/ Facebook: https://www.facebook.com/TheMarcusGarrett/ LinkedIn: https://www.linkedin.com/in/marcus-garrett-cia-161a7548/ YouTube: https://www.youtube.com/channel/UCNPNmvnU4JTHyPMHXMu7itQ     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 May 2023 04:00:00 -0000 Life After Debt full 19 Julian Rubinstein with Marcus Garrett After surviving the mean streets of the inner suburbs in the Great State of Texas, Marcus Garrett obtained a Bachelor of Arts in Business Administration and work experience as a Certified Internal Auditor, Financial and Data Analyst. As a Senior Millennial, his inflated self-esteem was amplified with participation trophies given to him without merit during his most impressionable years. Somehow he overcame these personal roadblocks to become an award-winning freelance writer on topics ranging from love and relationships to debt and personal finances.   Listen to this inspirational Taking Control of Your Financial Life episode with Marcus Garrett about life after debt. Here is what to expect on this week’s show: Marcus explains his 4 part system for overcoming debt: D – Define the problem E – Establish a plan B – Build a budget T – Trust the process  Marcus discusses how participation trophies are building a generation of just ‘showing up’ Marcus and Julian talk about the fact that investing and finances are not part of a high school curriculum and how important it is to learn about investing at a young age.   Connect with Marcus: Website: TheMarcusGarrett.com Twitter: https://twitter.com/TheMarcusGarret Instagram: https://www.instagram.com/TheMarcusGarrett/ Facebook: https://www.facebook.com/TheMarcusGarrett/ LinkedIn: https://www.linkedin.com/in/marcus-garrett-cia-161a7548/ YouTube: https://www.youtube.com/channel/UCNPNmvnU4JTHyPMHXMu7itQ     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices After surviving the mean streets of the inner suburbs in the Great State of Texas, Marcus Garrett obtained a Bachelor of Arts in Business Administration and work experience as a Certified Internal Auditor, Financial and Data Analyst. As a Senior Millennial, his inflated self-esteem was amplified with participation trophies given to him without merit during his most impressionable years. Somehow he overcame these personal roadblocks to become an award-winning freelance writer on topics ranging from love and relationships to debt and personal finances.

 

Listen to this inspirational Taking Control of Your Financial Life episode with Marcus Garrett about life after debt.


Here is what to expect on this week’s show:

  • Marcus explains his 4 part system for overcoming debt:

D – Define the problem

E – Establish a plan

B – Build a budget

T – Trust the process

  •  Marcus discusses how participation trophies are building a generation of just ‘showing up’
  • Marcus and Julian talk about the fact that investing and finances are not part of a high school curriculum and how important it is to learn about investing at a young age.

 

Connect with Marcus:

Website: TheMarcusGarrett.com


Twitter: https://twitter.com/TheMarcusGarret

Instagram: https://www.instagram.com/TheMarcusGarrett/

Facebook: https://www.facebook.com/TheMarcusGarrett/

LinkedIn: https://www.linkedin.com/in/marcus-garrett-cia-161a7548/

YouTube: https://www.youtube.com/channel/UCNPNmvnU4JTHyPMHXMu7itQ

 


 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 828 Ep 018: Marrying The Science of Engineering and The Principles of Accounting After receiving her BA from Farmingdale University in New York, Cindy Blumenfeld went on to build a strong foundation in finance and real estate which compliments her role as Sales Director for Engineered Tax Services, a company that specializes in providing a wide spectrum of engineered accounting solutions. Cindy is devoted to the conservation of resources and Green Building Environment, and works closely with the dedicated team of ETS professionals skilled in engineering, architecture, and accounting to deliver cost segregation studies, energy tax credits, Green Building, and LEED building engineering services nationally.   Listen to this informative Taking Control of Your Financial Life episode with Cindy Blumenfeld about combining engineering and accounting, Here is what to expect on this week’s show: Cindy tells Julian about ETS’s blend of talent with engineers, architects, and CPAs to bring more tools to owners and developers. Cindy explains how ETS focuses on tax credit studies for federal tax deduction and credits. Cindy says she defines success by her clients and their success.   Connect with Cindy: Website: https://engineeredtaxservices.com LinkedIn: https://www.linkedin.com/in/cindyblumenfeld/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 May 2023 04:00:00 -0000 Marrying The Science of Engineering and The Principles of Accounting full 17 Julian Rubinstein with Cindy Blumenfeld After receiving her BA from Farmingdale University in New York, Cindy Blumenfeld went on to build a strong foundation in finance and real estate which compliments her role as Sales Director for Engineered Tax Services, a company that specializes in providing a wide spectrum of engineered accounting solutions. Cindy is devoted to the conservation of resources and Green Building Environment, and works closely with the dedicated team of ETS professionals skilled in engineering, architecture, and accounting to deliver cost segregation studies, energy tax credits, Green Building, and LEED building engineering services nationally.   Listen to this informative Taking Control of Your Financial Life episode with Cindy Blumenfeld about combining engineering and accounting, Here is what to expect on this week’s show: Cindy tells Julian about ETS’s blend of talent with engineers, architects, and CPAs to bring more tools to owners and developers. Cindy explains how ETS focuses on tax credit studies for federal tax deduction and credits. Cindy says she defines success by her clients and their success.   Connect with Cindy: Website: https://engineeredtaxservices.com LinkedIn: https://www.linkedin.com/in/cindyblumenfeld/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices After receiving her BA from Farmingdale University in New York, Cindy Blumenfeld went on to build a strong foundation in finance and real estate which compliments her role as Sales Director for Engineered Tax Services, a company that specializes in providing a wide spectrum of engineered accounting solutions. Cindy is devoted to the conservation of resources and Green Building Environment, and works closely with the dedicated team of ETS professionals skilled in engineering, architecture, and accounting to deliver cost segregation studies, energy tax credits, Green Building, and LEED building engineering services nationally.

 

Listen to this informative Taking Control of Your Financial Life episode with Cindy Blumenfeld about combining engineering and accounting,


Here is what to expect on this week’s show:

  • Cindy tells Julian about ETS’s blend of talent with engineers, architects, and CPAs to bring more tools to owners and developers.
  • Cindy explains how ETS focuses on tax credit studies for federal tax deduction and credits.
  • Cindy says she defines success by her clients and their success.

 

Connect with Cindy:

Website: https://engineeredtaxservices.com

LinkedIn: https://www.linkedin.com/in/cindyblumenfeld/

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1045 Ep 017: Finding the ‘Perfect Fit’ Franchise Marty Greenbaum, CFE is a 30+ year franchise industry professional, Certified Franchise Executive (CFE) and founder of Smart Franchise Investing. Marty was fortunate to grow up in an entrepreneurial family. The foundation of Marty’s business experience comes from his personal involvement in opening 500 stores, serving as Director of Operations and ultimately as Vice President of Marketing.   Listen to this informative Taking Control of Your Financial Life episode with Marty Greenbaum about franchising. Here is what to expect on this week’s show: Marty explains what drives people to franchising, and how they draw from their own experiences. Marty discusses how he determines what is the best franchise fit for his clients. Marty tells Julian that 80% of business owner fail in the first five years, while franchising has a success rate 3 times higher.   Connect with Marty: Website: www.smartfranchiseinvesting.com LinkedIn: www.linkedin.com/in/greenbaum   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 May 2023 04:00:00 -0000 Finding the ‘Perfect Fit’ Franchise full 15 Julian Rubinstein with Marty Greenbaum Marty Greenbaum, CFE is a 30+ year franchise industry professional, Certified Franchise Executive (CFE) and founder of Smart Franchise Investing. Marty was fortunate to grow up in an entrepreneurial family. The foundation of Marty’s business experience comes from his personal involvement in opening 500 stores, serving as Director of Operations and ultimately as Vice President of Marketing.   Listen to this informative Taking Control of Your Financial Life episode with Marty Greenbaum about franchising. Here is what to expect on this week’s show: Marty explains what drives people to franchising, and how they draw from their own experiences. Marty discusses how he determines what is the best franchise fit for his clients. Marty tells Julian that 80% of business owner fail in the first five years, while franchising has a success rate 3 times higher.   Connect with Marty: Website: www.smartfranchiseinvesting.com LinkedIn: www.linkedin.com/in/greenbaum   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Marty Greenbaum, CFE is a 30+ year franchise industry professional, Certified Franchise Executive (CFE) and founder of Smart Franchise Investing. Marty was fortunate to grow up in an entrepreneurial family. The foundation of Marty’s business experience comes from his personal involvement in opening 500 stores, serving as Director of Operations and

ultimately as Vice President of Marketing.

 

Listen to this informative Taking Control of Your Financial Life episode with Marty Greenbaum about franchising.


Here is what to expect on this week’s show:

  • Marty explains what drives people to franchising, and how they draw from their own experiences.
  • Marty discusses how he determines what is the best franchise fit for his clients.
  • Marty tells Julian that 80% of business owner fail in the first five years, while franchising has a success rate 3 times higher.

 

Connect with Marty:

Website: www.smartfranchiseinvesting.com

LinkedIn: www.linkedin.com/in/greenbaum

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1387 Ep 016: Helping Clients Grow Their Business Jared is an experienced corporate attorney and graduate of Georgetown Law. He formed Stark & Company to help entrepreneurs and growing businesses get instant access to well drafted legal documents. Jared lives in Delray Beach, Florida with his wife, two kids, and two very crazy dogs.    Listen to this informative Taking Control of Your Financial Life episode with Jared Stark. Here is what to expect on this week’s show: Jared tells Julian about his latest project, which provides people with legal forms and document templates created by his team. Jared explains how his ‘flat fee’ basis is good for budgeting, especially for start- ups and small businesses. Jared defines success as a healthy work/life balance and creating memories with your kids.   Connect with Jared: LinkedIn: https://www.linkedin.com/in/jaredastark/ Website:  StarkCoLegal.com   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 May 2023 04:00:00 -0000 Helping Clients Grow Their Business full 16 Julian Rubinstein with Jared Stark Jared is an experienced corporate attorney and graduate of Georgetown Law. He formed Stark & Company to help entrepreneurs and growing businesses get instant access to well drafted legal documents. Jared lives in Delray Beach, Florida with his wife, two kids, and two very crazy dogs.    Listen to this informative Taking Control of Your Financial Life episode with Jared Stark. Here is what to expect on this week’s show: Jared tells Julian about his latest project, which provides people with legal forms and document templates created by his team. Jared explains how his ‘flat fee’ basis is good for budgeting, especially for start- ups and small businesses. Jared defines success as a healthy work/life balance and creating memories with your kids.   Connect with Jared: LinkedIn: https://www.linkedin.com/in/jaredastark/ Website:  StarkCoLegal.com   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Jared is an experienced corporate attorney and graduate of Georgetown Law. He formed Stark & Company to help entrepreneurs and growing businesses get instant access to well drafted legal documents. Jared lives in Delray Beach, Florida with his wife, two kids, and two very crazy dogs. 

 

Listen to this informative Taking Control of Your Financial Life episode with Jared Stark.


Here is what to expect on this week’s show:

  • Jared tells Julian about his latest project, which provides people with legal forms and document templates created by his team.
  • Jared explains how his ‘flat fee’ basis is good for budgeting, especially for start- ups and small businesses.
  • Jared defines success as a healthy work/life balance and creating memories with your kids.


 

Connect with Jared:

LinkedIn: https://www.linkedin.com/in/jaredastark/

Website:  StarkCoLegal.com

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 982 Ep 015: The Last Gift You Can Give Your Kids Robert Schwartz is both an Attorney and a Certified Public Accountant. He practices in the areas of estate planning and administration, as well as in real estate. By combining his legal and financial knowledge, Mr. Schwartz is able to provide a high quality of service to his clients, and is well suited in matching his clients’ overall goals and objectives with the appropriate planning techniques.   Listen to this informative Taking Control of Your Financial Life episode with Robert Schwartz about estate planning. Here is what to expect on this week’s show: Robert explains that a trust is the last gift you can give your children. Robert and Julian discuss setting up trusts, the importance of beneficiaries, and how to best protect your assets. Robert also talks about how he provides people with peace of mind. If you want to make things easier for your children, Robert can help!   Connect with Robert: https://schwartzpa.com/robert-schwartz/     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 May 2023 04:00:00 -0000 The Last Gift You Can Give Your Kids full 15 Julian Rubinstein with Robert Schwartz Robert Schwartz is both an Attorney and a Certified Public Accountant. He practices in the areas of estate planning and administration, as well as in real estate. By combining his legal and financial knowledge, Mr. Schwartz is able to provide a high quality of service to his clients, and is well suited in matching his clients’ overall goals and objectives with the appropriate planning techniques.   Listen to this informative Taking Control of Your Financial Life episode with Robert Schwartz about estate planning. Here is what to expect on this week’s show: Robert explains that a trust is the last gift you can give your children. Robert and Julian discuss setting up trusts, the importance of beneficiaries, and how to best protect your assets. Robert also talks about how he provides people with peace of mind. If you want to make things easier for your children, Robert can help!   Connect with Robert: https://schwartzpa.com/robert-schwartz/     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Robert Schwartz is both an Attorney and a Certified Public Accountant. He practices in the areas of estate planning and administration, as well as in real estate. By combining his legal and financial knowledge, Mr. Schwartz is able to provide a high quality of service to his clients, and is well suited in matching his clients’ overall goals and objectives with the appropriate planning techniques.

 

Listen to this informative Taking Control of Your Financial Life episode with Robert Schwartz about estate planning.


Here is what to expect on this week’s show:

  • Robert explains that a trust is the last gift you can give your children.
  • Robert and Julian discuss setting up trusts, the importance of beneficiaries, and how to best protect your assets.
  • Robert also talks about how he provides people with peace of mind.
  • If you want to make things easier for your children, Robert can help!

 

Connect with Robert:

https://schwartzpa.com/robert-schwartz/

 

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1018 Ep 014: Own Nothing, but Control Everything Hillel L. Presser represents individuals and businesses in connection with the establishment of comprehensive asset protection plans that incorporate both domestic and international components. Hillel Presser fulfills his mission to educate all generations on the legal strategies available to protect their prosperity by engaging in hundreds of presentations throughout the country. Listen to this informative Taking Control of Your Financial Life episode with Hillel Presser about protective entities. Here is what to expect on this week’s show: Hillel explains how business and law are the perfect combination for asset protection. When you ‘own’ something, it’s yours to lose; own nothing but control everything by transferring assets into ‘protective entities.’ Hillel discusses the differentiation between having something in your name or your business name and using a protective entity and how that can affect you in a lawsuit. The goal in asset protection is to make it difficult for someone to collect against you, so they will not want to sue you; make yourself ‘uncollectable.’   Connect with Hillel:  https://www.assetprotectionattorneys.com   Twitter:  @presserlawfirm Instagram: @presserlawfirm Facebook: @presserlawfirm LinkedIn: @presserlawfirm   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Apr 2023 04:00:00 -0000 Own Nothing, but Control Everything full 14 Julian Rubinstein with Hillel Presser Hillel L. Presser represents individuals and businesses in connection with the establishment of comprehensive asset protection plans that incorporate both domestic and international components. Hillel Presser fulfills his mission to educate all generations on the legal strategies available to protect their prosperity by engaging in hundreds of presentations throughout the country. Listen to this informative Taking Control of Your Financial Life episode with Hillel Presser about protective entities. Here is what to expect on this week’s show: Hillel explains how business and law are the perfect combination for asset protection. When you ‘own’ something, it’s yours to lose; own nothing but control everything by transferring assets into ‘protective entities.’ Hillel discusses the differentiation between having something in your name or your business name and using a protective entity and how that can affect you in a lawsuit. The goal in asset protection is to make it difficult for someone to collect against you, so they will not want to sue you; make yourself ‘uncollectable.’   Connect with Hillel:  https://www.assetprotectionattorneys.com   Twitter:  @presserlawfirm Instagram: @presserlawfirm Facebook: @presserlawfirm LinkedIn: @presserlawfirm   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Hillel L. Presser represents individuals and businesses in connection with the establishment of comprehensive asset protection plans that incorporate both domestic and international components. Hillel Presser fulfills his mission to educate all generations on the legal strategies available to protect their prosperity by engaging in hundreds of presentations throughout the country.


Listen to this informative Taking Control of Your Financial Life episode with Hillel Presser about protective entities.


Here is what to expect on this week’s show:

  • Hillel explains how business and law are the perfect combination for asset protection.
  • When you ‘own’ something, it’s yours to lose; own nothing but control everything by transferring assets into ‘protective entities.’
  • Hillel discusses the differentiation between having something in your name or your business name and using a protective entity and how that can affect you in a lawsuit.
  • The goal in asset protection is to make it difficult for someone to collect against you, so they will not want to sue you; make yourself ‘uncollectable.’


 

Connect with Hillel:

 https://www.assetprotectionattorneys.com

 

Twitter:  @presserlawfirm

Instagram: @presserlawfirm

Facebook: @presserlawfirm

LinkedIn: @presserlawfirm

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1332 Ep 013: Define Where You Are Going Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System. We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!)   Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.   Listen to this informative Taking Control of Your Financial Life episode with Rocky Lalvani about small business and profits. Here is what to expect on this week’s show: Rocky explains an easy way to take a small step into saving. Rocky and Julian discuss the importance of paying attention to the small charges – they add up. Rocky says as a business owner you must know and define where you are going. Rocky believes success is the ability to do what you want when you want and the ability to say ‘no.’ Connect with Rocky: https://www.linkedin.com/in/rocky-lalvani/ https://profitcomesfirst.com/ https://richersoul.com/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Apr 2023 04:00:00 -0000 Define Where You Are Going full 13 Julian Rubinstein with Rocky Lalvani Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System. We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!)   Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.   Listen to this informative Taking Control of Your Financial Life episode with Rocky Lalvani about small business and profits. Here is what to expect on this week’s show: Rocky explains an easy way to take a small step into saving. Rocky and Julian discuss the importance of paying attention to the small charges – they add up. Rocky says as a business owner you must know and define where you are going. Rocky believes success is the ability to do what you want when you want and the ability to say ‘no.’ Connect with Rocky: https://www.linkedin.com/in/rocky-lalvani/ https://profitcomesfirst.com/ https://richersoul.com/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System. We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!)

 

Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.

 

Listen to this informative Taking Control of Your Financial Life episode with Rocky Lalvani about small business and profits.


Here is what to expect on this week’s show:

  • Rocky explains an easy way to take a small step into saving.
  • Rocky and Julian discuss the importance of paying attention to the small charges – they add up.
  • Rocky says as a business owner you must know and define where you are going.
  • Rocky believes success is the ability to do what you want when you want and the ability to say ‘no.’


Connect with Rocky:

https://www.linkedin.com/in/rocky-lalvani/

https://profitcomesfirst.com/

https://richersoul.com/

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1314 Ep 012: Dispute Resolution & Mediation Ana Cristina Maldonado is a mediator and arbitrator with Upchurch Watson White and Max and well as a mediation trainer with the Florida Mediation Training Center. Cristina attended St. Thomas University for law school, has a Master’s in Conflict Resolution from George Mason University, and received her bachelor’s from Amherst College. The product of an Army Brat mother and a Cuban father, she was born in Venezuela and grew up in Puerto Rico, Brazil, Miami, and Chile. Before becoming an attorney, she worked as a program manager on labor law and workplace safety projects throughout Central America. Cristina brings her professional and life experience to her love of dispute resolution in family and commercial cases.    Listen to this informative Taking Control of Your Financial Life episode with Ana Cristina Moldonado about mediation. Here is what to expect on this week’s show: Ana Cristina explains that she’s always been drawn to mediation and started as a peer counselor in 6th Grade. In mediation, both parties need to agree on ‘what they want’, or they run the risk of neither parties getting what they want. Ana Cristina and Julian discuss the effects of COVID on new employees entering the work force. Ana Cristina talks preparedness, and how a lack of preparation and indecisiveness can look like negative intentions. Connect with Ana Cristina: https://www.uww-adr.com/Ana-Cristina-Maldonado https://www.uww-adr.com/Meet-Our-Mediators--Ana-Cristina-Maldonado-1-10370.html https://www.linkedin.com/in/ana-cristina-maldonado/ Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Apr 2023 04:00:00 -0000 Dispute Resolution & Mediation full 12 Julian Rubinstein with Ana Cristina Moldonado Ana Cristina Maldonado is a mediator and arbitrator with Upchurch Watson White and Max and well as a mediation trainer with the Florida Mediation Training Center. Cristina attended St. Thomas University for law school, has a Master’s in Conflict Resolution from George Mason University, and received her bachelor’s from Amherst College. The product of an Army Brat mother and a Cuban father, she was born in Venezuela and grew up in Puerto Rico, Brazil, Miami, and Chile. Before becoming an attorney, she worked as a program manager on labor law and workplace safety projects throughout Central America. Cristina brings her professional and life experience to her love of dispute resolution in family and commercial cases.    Listen to this informative Taking Control of Your Financial Life episode with Ana Cristina Moldonado about mediation. Here is what to expect on this week’s show: Ana Cristina explains that she’s always been drawn to mediation and started as a peer counselor in 6th Grade. In mediation, both parties need to agree on ‘what they want’, or they run the risk of neither parties getting what they want. Ana Cristina and Julian discuss the effects of COVID on new employees entering the work force. Ana Cristina talks preparedness, and how a lack of preparation and indecisiveness can look like negative intentions. Connect with Ana Cristina: https://www.uww-adr.com/Ana-Cristina-Maldonado https://www.uww-adr.com/Meet-Our-Mediators--Ana-Cristina-Maldonado-1-10370.html https://www.linkedin.com/in/ana-cristina-maldonado/ Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Ana Cristina Maldonado is a mediator and arbitrator with Upchurch Watson White and Max and well as a mediation trainer with the Florida Mediation Training Center. Cristina attended St. Thomas University for law school, has a Master’s in Conflict Resolution from George Mason University, and received her bachelor’s from Amherst College. The product of an Army Brat mother and a Cuban father, she was born in Venezuela and grew up in Puerto Rico, Brazil, Miami, and Chile. Before becoming an attorney, she worked as a program manager on labor law and workplace safety projects throughout Central America. Cristina brings her professional and life experience to her love of dispute resolution in family and commercial cases. 

 

Listen to this informative Taking Control of Your Financial Life episode with Ana Cristina Moldonado about mediation.


Here is what to expect on this week’s show:

  • Ana Cristina explains that she’s always been drawn to mediation and started as a peer counselor in 6th Grade.
  • In mediation, both parties need to agree on ‘what they want’, or they run the risk of neither parties getting what they want.
  • Ana Cristina and Julian discuss the effects of COVID on new employees entering the work force.
  • Ana Cristina talks preparedness, and how a lack of preparation and indecisiveness can look like negative intentions.




Connect with Ana Cristina:

https://www.uww-adr.com/Ana-Cristina-Maldonado

https://www.uww-adr.com/Meet-Our-Mediators--Ana-Cristina-Maldonado-1-10370.html

https://www.linkedin.com/in/ana-cristina-maldonado/


Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1487 Ep 011: Dynasty Trust and Protecting Your Assets An Atlanta native, Justin Mooney graduated from Emory University with a B.A. in Linguistics and a Minor in German Language. At the University of Florida Levin College of Law, Justin focused his studies on federal tax and estate planning. After receiving his J.D. and LL.M. in Taxation, Justin moved to the D.C. area to practice tax controversy where he helped clients lower their tax burdens and navigate the complexities of tax audits.   Listen to this informative Taking Control of Your Financial Life episode with Justin Mooney about dynasty trust and protecting your assets. Here is what to expect on this week’s show: Justin explains what a dynasty trust is and how it can protect assets for your children. Justin tells Julian how important it is to name the right PERSON (not people) as a health care surrogate or power of attorney; will your spouse be emotionally available to make the correct decisions? When multiple people are involved, it gets difficult to get things done. Justin discusses how to protect your assets within all different aspects: married, single, children; and when to have your assets in an LLC. Connect with Justin: Website: https://www.hhk.com/attorney/justin-t-mooney/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Apr 2023 04:00:00 -0000 Dynasty Trust and Protecting Your Assets full 11 Julian Rubinstein with Justin Mooney An Atlanta native, Justin Mooney graduated from Emory University with a B.A. in Linguistics and a Minor in German Language. At the University of Florida Levin College of Law, Justin focused his studies on federal tax and estate planning. After receiving his J.D. and LL.M. in Taxation, Justin moved to the D.C. area to practice tax controversy where he helped clients lower their tax burdens and navigate the complexities of tax audits.   Listen to this informative Taking Control of Your Financial Life episode with Justin Mooney about dynasty trust and protecting your assets. Here is what to expect on this week’s show: Justin explains what a dynasty trust is and how it can protect assets for your children. Justin tells Julian how important it is to name the right PERSON (not people) as a health care surrogate or power of attorney; will your spouse be emotionally available to make the correct decisions? When multiple people are involved, it gets difficult to get things done. Justin discusses how to protect your assets within all different aspects: married, single, children; and when to have your assets in an LLC. Connect with Justin: Website: https://www.hhk.com/attorney/justin-t-mooney/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices An Atlanta native, Justin Mooney graduated from Emory University with a B.A. in Linguistics and a Minor in German Language. At the University of Florida Levin College of Law, Justin focused his studies on federal tax and estate planning. After receiving his J.D. and LL.M. in Taxation, Justin moved to the D.C. area to practice tax controversy where he helped clients lower their tax burdens and navigate the complexities of tax audits.

 

Listen to this informative Taking Control of Your Financial Life episode with Justin Mooney about dynasty trust and protecting your assets.


Here is what to expect on this week’s show:

  • Justin explains what a dynasty trust is and how it can protect assets for your children.
  • Justin tells Julian how important it is to name the right PERSON (not people) as a health care surrogate or power of attorney; will your spouse be emotionally available to make the correct decisions? When multiple people are involved, it gets difficult to get things done.
  • Justin discusses how to protect your assets within all different aspects: married, single, children; and when to have your assets in an LLC.


Connect with Justin:

Website: https://www.hhk.com/attorney/justin-t-mooney/

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1290 Ep 010: Immigration and Finance and The Importance of Planning Edsel graduated from the University of Puerto Rico, Rio Piedras Campus, with a bachelor's in Sociology in 2009. Afterwards, attended the Inter American University Law School also in Puerto Rico. After moving to Florida, Edsel started working Immigration Law. Within that he has experience in Defense Removal, Asylum, Business, Employment and Investors visas.   Listen to this informative Taking Control of Your Financial Life episode with Edsel Machado about immigration law. Here is what to expect on this week’s show: ●     Edsel expresses how important it is to understand and manage client expectations with immigration. ●     Edsel explains the investment visa and how it can be the first step in immigration. ●     When dealing with immigration, one cannot compare their case to anyone else’s as each is different.     Connect with Edsel: Instagram: https://www.instagram.com/usaimmigrationconsultants/ LinkedIn: https://www.linkedin.com/in/edsel-machado-guerrero-esq-b008b07b/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Mar 2023 04:00:00 -0000 Immigration and Finance and The Importance of Planning full 10 Julian Rubinstein with Edsel Machado Edsel graduated from the University of Puerto Rico, Rio Piedras Campus, with a bachelor's in Sociology in 2009. Afterwards, attended the Inter American University Law School also in Puerto Rico. After moving to Florida, Edsel started working Immigration Law. Within that he has experience in Defense Removal, Asylum, Business, Employment and Investors visas.   Listen to this informative Taking Control of Your Financial Life episode with Edsel Machado about immigration law. Here is what to expect on this week’s show: ●     Edsel expresses how important it is to understand and manage client expectations with immigration. ●     Edsel explains the investment visa and how it can be the first step in immigration. ●     When dealing with immigration, one cannot compare their case to anyone else’s as each is different.     Connect with Edsel: Instagram: https://www.instagram.com/usaimmigrationconsultants/ LinkedIn: https://www.linkedin.com/in/edsel-machado-guerrero-esq-b008b07b/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Edsel graduated from the University of Puerto Rico, Rio Piedras Campus, with a bachelor's in Sociology in 2009. Afterwards, attended the Inter American University Law School also in Puerto Rico. After moving to Florida, Edsel started working Immigration Law. Within that he has experience in Defense Removal, Asylum, Business, Employment and Investors visas.

 

Listen to this informative Taking Control of Your Financial Life episode with Edsel Machado about immigration law.


Here is what to expect on this week’s show:

●     Edsel expresses how important it is to understand and manage client expectations with immigration.

●     Edsel explains the investment visa and how it can be the first step in immigration.

●     When dealing with immigration, one cannot compare their case to anyone else’s as each is different.

 

 

Connect with Edsel:

Instagram: https://www.instagram.com/usaimmigrationconsultants/

LinkedIn: https://www.linkedin.com/in/edsel-machado-guerrero-esq-b008b07b/

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 679 Ep 009: Family Inclusion in Wealth Planning and Management Evan serves as the point man to his client’s wealth. He advises successful entrepreneurs, family offices, and affluent families on ways to reduce their tax liability while protecting and growing their wealth.   Listen to this informative Taking Control of Your Financial Life episode with Evan W. Turk about family wealth management. Here is what to expect on this week’s show: Evan discusses the most valuable piece of information when dealing with clients is understanding the family structure and dynamic. Not having a pre-nuptial agreement is a mistake. When done properly, pre-nups protect both parties. The best strategy is one the client understands; mistakes are most common during the implementation of a plan/strategy.     Connect with Evan: www.EWTURK.com https://www.theamericanreporter.com/an-interview-with-evan-turk/     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Mar 2023 04:00:00 -0000 Family Inclusion in Wealth Planning and Management full 9 Julian Rubinstein with EW Turk Evan serves as the point man to his client’s wealth. He advises successful entrepreneurs, family offices, and affluent families on ways to reduce their tax liability while protecting and growing their wealth.   Listen to this informative Taking Control of Your Financial Life episode with Evan W. Turk about family wealth management. Here is what to expect on this week’s show: Evan discusses the most valuable piece of information when dealing with clients is understanding the family structure and dynamic. Not having a pre-nuptial agreement is a mistake. When done properly, pre-nups protect both parties. The best strategy is one the client understands; mistakes are most common during the implementation of a plan/strategy.     Connect with Evan: www.EWTURK.com https://www.theamericanreporter.com/an-interview-with-evan-turk/     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Evan serves as the point man to his client’s wealth. He advises successful entrepreneurs, family offices, and affluent families on ways to reduce their tax liability while protecting and growing their wealth.

 

Listen to this informative Taking Control of Your Financial Life episode with Evan W. Turk about family wealth management.


Here is what to expect on this week’s show:

  • Evan discusses the most valuable piece of information when dealing with clients is understanding the family structure and dynamic.
  • Not having a pre-nuptial agreement is a mistake. When done properly, pre-nups protect both parties.
  • The best strategy is one the client understands; mistakes are most common during the implementation of a plan/strategy.

 

 

Connect with Evan:

www.EWTURK.com

https://www.theamericanreporter.com/an-interview-with-evan-turk/

 

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1242 Ep 008: Finding PEACE in Divorce with Collaborative Law Jeff Wasserman began practicing law 50 years ago and is proud to be an Accredited Collaborative Professional with the Florida Academy of Collaborative Professionals (FACP). He is currently Of Counsel to Shapiro, Blasi, Wasserman & Hermann, P.A. practicing collaborative law with the firm’s Family Law Group. Mr. Wasserman is a peacemaker, keeping his family law clients out of court in resolving their divorces. Jeff is also a veteran of the Vietnam War, honorably discharged in 1970. He is a pro bono volunteer for the Veteran’s Project in Broward County.     Listen to this informative Taking Control of Your Financial Life episode with Jeff Wasserman about collaborative divorce. Here is what to expect on this week’s show: Jeff talks about the collaborative law process. Focusing on PEACE during a divorce: Parenting, Equitable distribution, Alimony, Children’s issues, Everything else During a divorce, the focus should be on what is most beneficial for the children; there should be no harm for the children. Connect with Jeff: Facebook: https://www.facebook.com/jpwasserman/ LinkedIn: https://www.linkedin.com/in/jeffrey-wasserman-collaborative-family-lawyer-a6a9b8161/ Website: https://sbwh.law     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Mar 2023 00:00:00 -0000 Finding PEACE in Divorce with Collaborative Law full 8 Julian Rubinstein with Jeff Wasserman Jeff Wasserman began practicing law 50 years ago and is proud to be an Accredited Collaborative Professional with the Florida Academy of Collaborative Professionals (FACP). He is currently Of Counsel to Shapiro, Blasi, Wasserman & Hermann, P.A. practicing collaborative law with the firm’s Family Law Group. Mr. Wasserman is a peacemaker, keeping his family law clients out of court in resolving their divorces. Jeff is also a veteran of the Vietnam War, honorably discharged in 1970. He is a pro bono volunteer for the Veteran’s Project in Broward County.     Listen to this informative Taking Control of Your Financial Life episode with Jeff Wasserman about collaborative divorce. Here is what to expect on this week’s show: Jeff talks about the collaborative law process. Focusing on PEACE during a divorce: Parenting, Equitable distribution, Alimony, Children’s issues, Everything else During a divorce, the focus should be on what is most beneficial for the children; there should be no harm for the children. Connect with Jeff: Facebook: https://www.facebook.com/jpwasserman/ LinkedIn: https://www.linkedin.com/in/jeffrey-wasserman-collaborative-family-lawyer-a6a9b8161/ Website: https://sbwh.law     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Jeff Wasserman began practicing law 50 years ago and is proud to be an Accredited Collaborative Professional with the Florida Academy of Collaborative Professionals (FACP). He is currently Of Counsel to Shapiro, Blasi, Wasserman & Hermann, P.A. practicing collaborative law with the firm’s Family Law Group. Mr. Wasserman is a peacemaker, keeping his family law clients out of court in resolving their divorces.

Jeff is also a veteran of the Vietnam War, honorably discharged in 1970. He is a pro bono volunteer for the Veteran’s Project in Broward County.

 

 

Listen to this informative Taking Control of Your Financial Life episode with Jeff Wasserman about collaborative divorce.


Here is what to expect on this week’s show:

  • Jeff talks about the collaborative law process.
  • Focusing on PEACE during a divorce: Parenting, Equitable distribution, Alimony, Children’s issues, Everything else
  • During a divorce, the focus should be on what is most beneficial for the children; there should be no harm for the children.



Connect with Jeff:

Facebook: https://www.facebook.com/jpwasserman/

LinkedIn: https://www.linkedin.com/in/jeffrey-wasserman-collaborative-family-lawyer-a6a9b8161/

Website: https://sbwh.law

 

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2030 Ep 007: Due Diligence when Looking for an Attorney Erika Deutsch Rotbart is an employment and labor lawyer and a Principal in the law firm of Deutsch Rotbart & Associates. Erika specializes in plantiff’s employment, civil rights, and discrimination. For more than 28 years, Erika has spent her career litigating and paving the way for employees in both federal and state courts in Florida.   Listen to this informative Taking Control of Your Financial Life episode with Erika Deutsch Rotbart about choosing and attorney and payouts.   Here is what to expect on this week’s show: When choosing and attorney, employment or other, be sure to do your research; know their specialty, education, expertise, and get a good consultation. The differences between taxable and non-taxable payouts. Understanding a non-compete contract.   Connect with Erika: Links Mentioned: Website:  www.dralawfirm.com LinkedIn: https://www.linkedin.com/in/erika-deutsch-rotbart-09058969/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Mar 2023 05:00:00 -0000 Due Diligence when Looking for an Attorney full 7 Julian Rubinstein with Erika Deutsch Rotbart Erika Deutsch Rotbart is an employment and labor lawyer and a Principal in the law firm of Deutsch Rotbart & Associates. Erika specializes in plantiff’s employment, civil rights, and discrimination. For more than 28 years, Erika has spent her career litigating and paving the way for employees in both federal and state courts in Florida.   Listen to this informative Taking Control of Your Financial Life episode with Erika Deutsch Rotbart about choosing and attorney and payouts.   Here is what to expect on this week’s show: When choosing and attorney, employment or other, be sure to do your research; know their specialty, education, expertise, and get a good consultation. The differences between taxable and non-taxable payouts. Understanding a non-compete contract.   Connect with Erika: Links Mentioned: Website:  www.dralawfirm.com LinkedIn: https://www.linkedin.com/in/erika-deutsch-rotbart-09058969/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Erika Deutsch Rotbart is an employment and labor lawyer and a Principal in the law firm of Deutsch Rotbart & Associates. Erika specializes in plantiff’s employment, civil rights, and discrimination. For more than 28 years, Erika has spent her career litigating and paving the way for employees in both federal and state courts in Florida.

 

Listen to this informative Taking Control of Your Financial Life episode with Erika Deutsch Rotbart about choosing and attorney and payouts.

 

Here is what to expect on this week’s show:

  • When choosing and attorney, employment or other, be sure to do your research; know their specialty, education, expertise, and get a good consultation.
  • The differences between taxable and non-taxable payouts.
  • Understanding a non-compete contract.

 

Connect with Erika:

Links Mentioned:

Website:  www.dralawfirm.com

LinkedIn: https://www.linkedin.com/in/erika-deutsch-rotbart-09058969/

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1068 Ep 006: Catering to Your Clients Joseph, the Director of Advanced Professional Services, has over 20 years of experience specializing in Professional Liability Insurance, Medical Malpractice Insurance, Lawyers Malpractice Insurance, Workers Compensation, Commercial Insurance, Home and Auto. Our success comes from a knowledgeable team of insurance agents that educate our clients on the best coverage that meet their needs and not over spend on insurance.   Listen to this informative Taking Control of Your Financial Life episode with Joseph Santiago about focusing on client’s needs. Here is what to expect on this week’s show: APS offers strategic partnership for their clients and can handle the whole insurance spectrum. Focusing on customer service helps you cater to client’s needs. The need for making educated decisions, and not just financial, when dealing with insurance.     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Mar 2023 05:00:00 -0000 Catering to Your Clients full 6 Julian Rubinstein with Joseph Santiago Joseph, the Director of Advanced Professional Services, has over 20 years of experience specializing in Professional Liability Insurance, Medical Malpractice Insurance, Lawyers Malpractice Insurance, Workers Compensation, Commercial Insurance, Home and Auto. Our success comes from a knowledgeable team of insurance agents that educate our clients on the best coverage that meet their needs and not over spend on insurance.   Listen to this informative Taking Control of Your Financial Life episode with Joseph Santiago about focusing on client’s needs. Here is what to expect on this week’s show: APS offers strategic partnership for their clients and can handle the whole insurance spectrum. Focusing on customer service helps you cater to client’s needs. The need for making educated decisions, and not just financial, when dealing with insurance.     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Joseph, the Director of Advanced Professional Services, has over 20 years of experience specializing in Professional Liability Insurance, Medical Malpractice Insurance, Lawyers Malpractice Insurance, Workers Compensation, Commercial Insurance, Home and Auto. Our success comes from a knowledgeable team of insurance agents that educate our clients on the best coverage that meet their needs and not over spend on insurance.

 

Listen to this informative Taking Control of Your Financial Life episode with Joseph Santiago about focusing on client’s needs.


Here is what to expect on this week’s show:

  • APS offers strategic partnership for their clients and can handle the whole insurance spectrum.
  • Focusing on customer service helps you cater to client’s needs.
  • The need for making educated decisions, and not just financial, when dealing with insurance.

 

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 639 Ep 005: Merging Business and Law to Achieve Business Goals Kimberly DeCarrera brings together the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served as in-house counsel and CFO for a transportation brokerage company and is now serving clients as outside general counsel and business coach. She has a Masters in Tax and a law degree from Georgia State University and a bachelors of science in business management from Georgia Tech.   Listen to this informative Taking Control of Your Financial Life episode with Kimberly DeCarrerra about merging business and law for the benefit of her clients. Here is what to expect on this week’s show: How Kimberly effectively combines her business experience and law to achieve her client’s business goals. Kimberly expresses the importance of knowing and understanding your clients’ business, and how it can help you minimize risk and maximize profitability. Done is better than perfect.   Connect with Kimberly: Website: https://decarreralaw.com https://law.builders/@decarrera  LinkedIn: https://linkedin.com/in/kdecarrera Twitter: https://twitter.com/decarrera     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Feb 2023 05:00:00 -0000 Merging Business and Law to Achieve Business Goals full 5 Julian Rubinstein with Kimberly DeCarrerra Kimberly DeCarrera brings together the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served as in-house counsel and CFO for a transportation brokerage company and is now serving clients as outside general counsel and business coach. She has a Masters in Tax and a law degree from Georgia State University and a bachelors of science in business management from Georgia Tech.   Listen to this informative Taking Control of Your Financial Life episode with Kimberly DeCarrerra about merging business and law for the benefit of her clients. Here is what to expect on this week’s show: How Kimberly effectively combines her business experience and law to achieve her client’s business goals. Kimberly expresses the importance of knowing and understanding your clients’ business, and how it can help you minimize risk and maximize profitability. Done is better than perfect.   Connect with Kimberly: Website: https://decarreralaw.com https://law.builders/@decarrera  LinkedIn: https://linkedin.com/in/kdecarrera Twitter: https://twitter.com/decarrera     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Kimberly DeCarrera brings together the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served as in-house counsel and CFO for a transportation brokerage company and is now serving clients as outside general counsel and business coach. She has a Masters in Tax and a law degree from Georgia State University and a bachelors of science in business management from Georgia Tech.

 

Listen to this informative Taking Control of Your Financial Life episode with Kimberly DeCarrerra about merging business and law for the benefit of her clients.


Here is what to expect on this week’s show:

  • How Kimberly effectively combines her business experience and law to achieve her client’s business goals.
  • Kimberly expresses the importance of knowing and understanding your clients’ business, and how it can help you minimize risk and maximize profitability.
  • Done is better than perfect.

 

Connect with Kimberly:

Website: https://decarreralaw.com

https://law.builders/@decarrera 

LinkedIn: https://linkedin.com/in/kdecarrera

Twitter: https://twitter.com/decarrera

 

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 698 Ep 004: Accessing Finances for Long Term Care Howard Krooks’ practice is devoted to elder law and trust and estate matters, including representing seniors and people with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts, and health care planning with advance directives.   Listen to this informative Taking Control of Your Financial Life episode with Howard Krooks about Medicaid planning. Here is what to expect on this week’s show: Howard discusses how to protect your assets and still qualify for government benefits through Medicaid. The importance of how to properly title assets in a trust. The differences between trust-based planning and will-based planning and the benefits and drawbacks of each.   Connect with Howard: Cozen website: https://www.cozen.com/ LinkedIn: https://www.linkedin.com/in/howardkrooks/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Feb 2023 05:00:00 -0000 Accessing Finances for Long Term Care full 4 Julian Rubinstein with Howard Krooks Howard Krooks’ practice is devoted to elder law and trust and estate matters, including representing seniors and people with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts, and health care planning with advance directives.   Listen to this informative Taking Control of Your Financial Life episode with Howard Krooks about Medicaid planning. Here is what to expect on this week’s show: Howard discusses how to protect your assets and still qualify for government benefits through Medicaid. The importance of how to properly title assets in a trust. The differences between trust-based planning and will-based planning and the benefits and drawbacks of each.   Connect with Howard: Cozen website: https://www.cozen.com/ LinkedIn: https://www.linkedin.com/in/howardkrooks/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Howard Krooks’ practice is devoted to elder law and trust and estate matters, including representing seniors and people with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts, and health care planning with advance directives.

 

Listen to this informative Taking Control of Your Financial Life episode with Howard Krooks

about Medicaid planning.


Here is what to expect on this week’s show:

  • Howard discusses how to protect your assets and still qualify for government benefits through Medicaid.
  • The importance of how to properly title assets in a trust.
  • The differences between trust-based planning and will-based planning and the benefits and drawbacks of each.

 

Connect with Howard:

Cozen website: https://www.cozen.com/

LinkedIn: https://www.linkedin.com/in/howardkrooks/

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1276 Ep 003: Finding Your Zone of Genius Paige Papaioannou is the President of virtual accounting firm Books By Paige, LLC and profit firm IncreaseMyBottomLine.com. With a diverse accounting background and an MBA in the field, she leverages her firms to help US businesses get out of debt and grow fiscally healthy, profitable companies.    Listen to this motivating Taking Control of Your Financial Life episode with Paige Papaioannou about success and work/life balance. Here is what to expect on this week’s show: Paige discusses the importance of being the best at what you do. Getting into your ‘Zone of Genius” Having clarity in your goals, will help you accomplish what you want in life.   Connect with Paige: Links Mentioned: www.BooksByPaige.com  www.IncreaseMyBottomLine.com   Instagram: https://www.instagram.com/booksbypaigeaccounting/ Instagram: https://www.instagram.com/increasemybottomline/ Facebook: https://www.facebook.com/booksbypaigeaccounting LinkedIn: https://www.linkedin.com/in/paige-papaioannou/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Feb 2023 05:00:00 -0000 Finding Your Zone of Genius full 3 Julian Rubinstein with Paige Papaioannou Paige Papaioannou is the President of virtual accounting firm Books By Paige, LLC and profit firm IncreaseMyBottomLine.com. With a diverse accounting background and an MBA in the field, she leverages her firms to help US businesses get out of debt and grow fiscally healthy, profitable companies.    Listen to this motivating Taking Control of Your Financial Life episode with Paige Papaioannou about success and work/life balance. Here is what to expect on this week’s show: Paige discusses the importance of being the best at what you do. Getting into your ‘Zone of Genius” Having clarity in your goals, will help you accomplish what you want in life.   Connect with Paige: Links Mentioned: www.BooksByPaige.com  www.IncreaseMyBottomLine.com   Instagram: https://www.instagram.com/booksbypaigeaccounting/ Instagram: https://www.instagram.com/increasemybottomline/ Facebook: https://www.facebook.com/booksbypaigeaccounting LinkedIn: https://www.linkedin.com/in/paige-papaioannou/   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Paige Papaioannou is the President of virtual accounting firm Books By Paige, LLC and profit firm IncreaseMyBottomLine.com. With a diverse accounting background and an MBA in the field, she leverages her firms to help US businesses get out of debt and grow fiscally healthy, profitable companies. 

 

Listen to this motivating Taking Control of Your Financial Life episode with Paige Papaioannou about success and work/life balance.


Here is what to expect on this week’s show:

  • Paige discusses the importance of being the best at what you do.
  • Getting into your ‘Zone of Genius”
  • Having clarity in your goals, will help you accomplish what you want in life.

 

Connect with Paige:

Links Mentioned:

www.BooksByPaige.com 

www.IncreaseMyBottomLine.com

 

Instagram: https://www.instagram.com/booksbypaigeaccounting/

Instagram: https://www.instagram.com/increasemybottomline/

Facebook: https://www.facebook.com/booksbypaigeaccounting

LinkedIn: https://www.linkedin.com/in/paige-papaioannou/


 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 708 Ep 002: Financial Planning and Divorce LLP.  She focuses her practice on appellate law and litigation support for civil, commercial, personal injury, family law and criminal matters. Bresky is admitted to practice in Florida and into the U.S. Court of Appeals for the 11th Circuit, the U.S. District Court, Southern District of Florida, and the U.S. Supreme Court.   Bresky is past president of the National Conference of Women’s Bar Associations, a fellow of the American Bar Association, and since 2001, a member of the Appellate Judges Conference, composed of state and federal appellate judges, appellate staff attorneys and appellate lawyers dedicated to an efficient and independent judiciary.   Listen to this informative Taking Control of Your Financial Life episode with Robin Bresky about proper financial planning throughout each stage of a divorce. Here is what to expect on this week’s show: Understanding the collaborative process for a dissolution of marriage and when it’s an option The issues when emotions are driving your case Why you should be working with a financial planner throughout each step of a divorce   Connect with Robin: Facebook: https://www.facebook.com/SchwartzSladkusReichGreenbergAtlas?ref=br_rs LinkedIn: https://www.linkedin.com/company/9479383/admin/ Twitter: https://twitter.com/ssrgalaw Instagram: https://www.instagram.com/ssrga/     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Feb 2023 05:00:00 -0000 Financial Planning and Divorce full 2 Julian Rubinstein with Robin Bresky LLP.  She focuses her practice on appellate law and litigation support for civil, commercial, personal injury, family law and criminal matters. Bresky is admitted to practice in Florida and into the U.S. Court of Appeals for the 11th Circuit, the U.S. District Court, Southern District of Florida, and the U.S. Supreme Court.   Bresky is past president of the National Conference of Women’s Bar Associations, a fellow of the American Bar Association, and since 2001, a member of the Appellate Judges Conference, composed of state and federal appellate judges, appellate staff attorneys and appellate lawyers dedicated to an efficient and independent judiciary.   Listen to this informative Taking Control of Your Financial Life episode with Robin Bresky about proper financial planning throughout each stage of a divorce. Here is what to expect on this week’s show: Understanding the collaborative process for a dissolution of marriage and when it’s an option The issues when emotions are driving your case Why you should be working with a financial planner throughout each step of a divorce   Connect with Robin: Facebook: https://www.facebook.com/SchwartzSladkusReichGreenbergAtlas?ref=br_rs LinkedIn: https://www.linkedin.com/company/9479383/admin/ Twitter: https://twitter.com/ssrgalaw Instagram: https://www.instagram.com/ssrga/     Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices LLP.  She focuses her practice on appellate law and litigation support for civil, commercial, personal injury, family law and criminal matters. Bresky is admitted to practice in Florida and into the U.S. Court of Appeals for the 11th Circuit, the U.S. District Court, Southern District of Florida, and the U.S. Supreme Court.

 

Bresky is past president of the National Conference of Women’s Bar Associations, a fellow of the American Bar Association, and since 2001, a member of the Appellate Judges Conference, composed of state and federal appellate judges, appellate staff attorneys and appellate lawyers dedicated to an efficient and independent judiciary.

 

Listen to this informative Taking Control of Your Financial Life episode with Robin Bresky about proper financial planning throughout each stage of a divorce.


Here is what to expect on this week’s show:

  • Understanding the collaborative process for a dissolution of marriage and when it’s an option
  • The issues when emotions are driving your case
  • Why you should be working with a financial planner throughout each step of a divorce

 


Connect with Robin:

Facebook: https://www.facebook.com/SchwartzSladkusReichGreenbergAtlas?ref=br_rs

LinkedIn: https://www.linkedin.com/company/9479383/admin/

Twitter: https://twitter.com/ssrgalaw

Instagram: https://www.instagram.com/ssrga/

 

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 720 Ep 001: Helping People Sleep at Night Since 1993, attorney Sussman has operated a solo-practitioner law firm, with a practice focusing on estate planning and probate administration. He brings experience, expertise, sensitivity, and a bit of levity to what can often otherwise be a stressful, trying process. His clients have ranged from centenarians to the not-yet-born; from simple situations to the complex. He has extensive experience working with special needs families.   Listen to this information Taking Control of Your Financial Life episode with Everett Sussman about why NOW is the time Here is what to expect on this week’s show: Everett discusses the importance of listening to what your clients say and understanding what they don’t say. Knowing what to ‘worry’ about when it comes to estate planning. How house calls bring more opportunities and better understanding.   Connect with Everett: LinkedIn : https://www.linkedin.com/in/egsesq/ Facebook: https://www.facebook.com/LawOfficesOfEGSussman   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Jan 2023 05:00:00 -0000 001 Helping People Sleep at Night full 1 Julian Rubinstein with Everett Sussman Since 1993, attorney Sussman has operated a solo-practitioner law firm, with a practice focusing on estate planning and probate administration. He brings experience, expertise, sensitivity, and a bit of levity to what can often otherwise be a stressful, trying process. His clients have ranged from centenarians to the not-yet-born; from simple situations to the complex. He has extensive experience working with special needs families.   Listen to this information Taking Control of Your Financial Life episode with Everett Sussman about why NOW is the time Here is what to expect on this week’s show: Everett discusses the importance of listening to what your clients say and understanding what they don’t say. Knowing what to ‘worry’ about when it comes to estate planning. How house calls bring more opportunities and better understanding.   Connect with Everett: LinkedIn : https://www.linkedin.com/in/egsesq/ Facebook: https://www.facebook.com/LawOfficesOfEGSussman   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 Learn more about your ad choices. Visit megaphone.fm/adchoices Since 1993, attorney Sussman has operated a solo-practitioner law firm, with a practice focusing on estate planning and probate administration. He brings experience, expertise, sensitivity, and a bit of levity to what can often otherwise be a stressful, trying process. His clients have ranged from centenarians to the not-yet-born; from simple situations to the complex. He has extensive experience working with special needs families.

 

Listen to this information Taking Control of Your Financial Life episode with Everett Sussman about why NOW is the time


Here is what to expect on this week’s show:

  • Everett discusses the importance of listening to what your clients say and understanding what they don’t say.
  • Knowing what to ‘worry’ about when it comes to estate planning.
  • How house calls bring more opportunities and better understanding.

 


Connect with Everett:

LinkedIn : https://www.linkedin.com/in/egsesq/

Facebook: https://www.facebook.com/LawOfficesOfEGSussman

 

Connect with Julian:

Facebook: https://www.facebook.com/americanassetmgmt/

LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 630 Trailer Welcome to Taking Control of Your Financial Life with Julian Rubinstein. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Jan 2023 18:29:05 -0000 full Julian Rubinstein Welcome to Taking Control of Your Financial Life with Julian Rubinstein. Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to Taking Control of Your Financial Life with Julian Rubinstein.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 106