Taking Control of Your Financial Life

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 [https://zpllp.com/service/business-law-and-general-counsel/]. 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/ [https://www.linkedin.com/in/mattkohen/] www.linkedin.com/company/zeberskypayneshawlewenz [http://www.linkedin.com/company/zeberskypayneshawlewenz] https://www.instagram.com/zpllp/ [https://www.instagram.com/zpllp/] https://www.facebook.com/zeberskypayne [https://www.facebook.com/zeberskypayne] Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ [https://www.facebook.com/americanassetmgmt/] LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 [https://www.linkedin.com/in/julian-rubinstein-125b6312] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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/ [https://www.facebook.com/americanassetmgmt/] LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 [https://www.linkedin.com/in/julian-rubinstein-125b6312] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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 [http://www.elderneedslaw.com/] YouTube: https://www.youtube.com/@elderneedslaw [https://www.youtube.com/@elderneedslaw] Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ [https://www.facebook.com/americanassetmgmt/] LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 [https://www.linkedin.com/in/julian-rubinstein-125b6312] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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 [https://howtofindmoneyforcollege.com/training]   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ [https://www.facebook.com/americanassetmgmt/] LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 [https://www.linkedin.com/in/julian-rubinstein-125b6312] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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 [http://www.theshredmethod.com/] www.AdamCarroll.info [http://www.adamcarroll.info/]   Socials: twitter.com/adamcarroll [http://twitter.com/adamcarroll] instagram.com/adam.carroll [http://instagram.com/adam.carroll]   Connect with Julian: Facebook: https://www.facebook.com/americanassetmgmt/ [https://www.facebook.com/americanassetmgmt/] LinkedIn: https://www.linkedin.com/in/julian-rubinstein-125b6312 [https://www.linkedin.com/in/julian-rubinstein-125b6312] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]