Taking Control of Your Financial Life

By: Julian Rubinstein
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  • Summary

  • 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. 
    Copyright 2022 Julian Rubinstein
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Economics Personal Finance
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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

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