Ep 13: Investing Wisely for a Comfortable Retirement
with Julian Rubenstein
Episode 13 of the Success Strategies for Dental Practice Owners podcast, hosted by Stan Kinder, titled "Ep 13: Investing Wisely for a Comfortable Retirement" was published on January 3, 2024 and runs 30 minutes.
January 3, 2024 ·30m · Success Strategies for Dental Practice Owners
Summary
In this podcast episode, host Stan Kinder talks with guest Julian Rubinstein. Julian is a seasoned professional with a strong background in working with dentists as clients. With a firm belief that investing is not legalized gambling, Julian emphasizes the importance of investing wisely for post-sale income generation and retirement planning. His ideal client profile consists of individuals who have sold a practice and are seeking to invest their money wisely for a comfortable retirement. Julian's approach targets an 8% return on investments while keeping volatility low. Not limited by a threshold level of investable cash or assets, Julian is dedicated to helping his clients achieve their financial goals. Additionally, his curiosity about the business development strategies of buyers in the dental industry further enhances his expertise in this field. Julian emphasizes the importance of getting a good advisor, developing a plan, and paying attention to one's financial situation. Julian encourages individuals to set goals early and work towards them, as they will likely attain enough income for retirement through a combination of savings, investments, and Social Security. He also challenges the traditional notion of retirement, suggesting that people should focus on enjoying life and finding ways to continue doing so as they get older, rather than retiring completely. Join Stan Kinder and Julian Rubinstein on this episode of the Success Strategies for Dental Practice Owners podcast to learn more about Julian's unique approach to post-sale income generation and retirement planning. Here is what to expect on this week’s show: • Diversification for consistent returns • Permanent portfolio strategy • Weathering market downturns • Tax implications in retirement planning • The changing dynamics of the dental industry Connect with Julian Rubinstein: Julian | Founder and President | American Asset Management Connect with Stan Kinder: https://www.everythingdso.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices