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.
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,...
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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
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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....
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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, ...
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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
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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 c...
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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
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Welcome to Taking Control of Your Financial Life with Julian Rubinstein.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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