Taking Control of Your Financial Life

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

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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

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– 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

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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

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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

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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

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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

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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

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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

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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

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