Episodes

  • Ep 024: Keeping up with the Times and Technology

    Ep 024: Keeping up with the Times and Technology
    Jul 26 2023
    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
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    25 mins
  • Ep 023: An Interview with Your Host Julian Rubinstein

    Ep 023: An Interview with Your Host Julian Rubinstein
    Jul 12 2023
    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
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    23 mins
  • Ep 022: Asset Protection for the Middle Class

    Ep 022: Asset Protection for the Middle Class
    Jun 28 2023
      – 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
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    30 mins
  • Ep 021: Qualifying for College Financial Aid When You Think You Make Too Much

    Ep 021: Qualifying for College Financial Aid When You Think You Make Too Much
    Jun 14 2023
    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
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    18 mins
  • Ep 020: The Shred Method

    Ep 020: The Shred Method
    Jun 7 2023
    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
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    18 mins
  • Ep 019: Life After Debt

    Ep 019: Life After Debt
    May 31 2023
    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
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    14 mins
  • Ep 018: Marrying The Science of Engineering and The Principles of Accounting

    Ep 018: Marrying The Science of Engineering and The Principles of Accounting
    May 24 2023
    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
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    17 mins
  • Ep 017: Finding the ‘Perfect Fit’ Franchise

    Ep 017: Finding the ‘Perfect Fit’ Franchise
    May 17 2023
    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
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    23 mins