Taking Control of Your Financial Life

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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