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Helping People Maximize Wealth Opportunities
Episode 2179th November 2022 • The HERO Show • Richard W Matthews
00:00:00 00:52:23

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Welcome to another episode of The HERO Show. I am your host Richard Matthews (@AKATheAlchemist), and you are listening to episode 217 with Aaron Rubin – Helping people maximize wealth opportunities.

Aaron Rubin is an attorney, a CPA, and a certified financial planner. He runs a wealth management practice and integrates tax financial planning and investing.

With an extensive background in financial services, he advises on some of the most pivotal decisions in his clients' lives. Aaron takes pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages.

Here’s just a taste of what we talked about today:

Superpower in the Wealth Planning & Tax Management Business

Aaron’s superpower is the ability to understand the tax system and being able to manipulate it.  This type of ability is not just done in a way like, “Oh, here's your tax bill”. It's about how they are able to lower that tax bill. What are the different strategies they can take that maybe they don't think about as tax necessarily, but that have tax effects that can help them out?

Maximizing Wealth Opportunities as a Driving Force

Aaron's driving force in his business is for an individual to keep more of their own wealth so that they can make the world a better place however they see fit. 

For many of their clients, that's philanthropy, which they are happy to support. For some, it's taking care of kids and grandkids, or a lot of time, they want to do good in the world.

Other Topics We Covered on the Show:

  • We get to know more about what Aaron does in his business, the people he serves, and the services he offers.
  • Then, Aaron shares his origin story. His father-in-law played a considerable role in helping him get into the financial planning industry.
  • Aaron’s fatal flaw in his business is losing track and letting the balls drop. The way he has gotten over this flaw is by leveraging the use of technology and hiring an assistant.
  • The arch nemesis in Aaron’s business is the IRS and the Department of Treasury. 
  • Aaron’s personal hero in his business is his father-in-law, who has been in the financial planning industry for 40 years and has mentored him along the way.
  • Lastly, Aaron’s guiding principle is, to be honest, and to be yourself at all times.

Recommended Tools: 

Recommended Media:

Aaron mentioned the following book/s on the show.

The HERO Challenge

Today on the show, Aaron Rubin challenged Bryce Emo to be a guest on The HERO Show. Aaron thinks that Bryce is a fantastic person to interview because he just founded a company a few months ago called Side Car Finance. He helps people at pre-IPO companies then find the right partners to sell or otherwise get liquidity for their private shares.

How To Stay Connected with Aaron Rubin

Want to stay connected with Aaron Rubin? Please check out their social profiles below.

With that… let’s go and listen to the full episode…

Transcripts

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