Retirement Redefined

Achieve Financial Freedom and

A Better Work/Life Balance

Here's what I can offer :

  • Clarity:

    A clear path to financial freedom tailored for you.

  • Work/life balance strategies:

    Create more time for family, travel, and personal passions.

  • Confidence:

    The tools to make informed financial decisions with ease.

  • Efficiency:

    Simplified, actionable steps to build wealth without unnecessary complexity.

  • Freedom:

    A roadmap to design a life aligned with your goals and values.

On-demand Learning

Educational webcasts that inspire smarter choices.

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Masterclasses

Strategies to preserve wealth, navigate taxes, and retire on your terms.

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

Think investing success comes from stock picking or market timing? Think again. Discover why a personalized asset allocation strategy is the true driver of lasting wealth — and how to start yours with... ...more

Hybrid Retirement

October 21, 20256 min read

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

Think investing success comes from stock picking or market timing? Think again. Discover why a personalized asset allocation strategy is the true driver of lasting wealth — and how to start yours with... ...more

Hybrid Retirement

October 21, 20256 min read

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

The Silent Heist: How Smart Professionals Can Stop Financial Scams Before They Strike

Financial scams are evolving faster than ever—and even successful professionals are getting caught in the trap. Learn how to recognize the warning signs, stay one step ahead, and protect your money be... ...more

Hybrid Retirement

October 13, 20257 min read

The Silent Heist: How Smart Professionals Can Stop Financial Scams Before They Strike

How to Make Budgeting Work for Busy Professionals

Think budgeting is about sacrifice? Think again. Learn how busy professionals can finally make budgeting work with 3 simple shifts—no spreadsheets required. ...more

Hybrid Retirement

October 06, 20255 min read

How to Make Budgeting Work for Busy Professionals
Work Less, Live More: Discovering the Path to a Work-Optional Lifestyle

Work Less, Live More: Discovering the Path to a Work-Optional Lifestyle

Feeling burned out from the grind? Discover how business professionals can create a work-optional lifestyle without losing financial security. Learn the traps to avoid, the four key pillars, and the s... ...more

4 Day Workweek

September 01, 20255 min read

The 4-Day Workweek Trap: How to Work Less Without Losing Your Future

The 4-Day Workweek Trap: How to Work Less Without Losing Your Future

Thinking of moving to a 4-day workweek? Here’s how to avoid the hidden tax, benefits, and retirement pitfalls that can cost business professionals thousands—and discover how to work less, earn smart, ... ...more

Hybrid Retirement ,4 Day Workweek

August 18, 20253 min read

Can a 4-Day Workweek Help You Retire Earlier? Here's What Most Professionals Miss

Can a 4-Day Workweek Help You Retire Earlier? Here's What Most Professionals Miss

Discover how adopting a 4-day workweek might just be your unexpected shortcut to early retirement. Learn the financial and personal benefits, explore the trade-offs, and find out if this strategy coul... ...more

4 Day Workweek

August 11, 20256 min read

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

Think investing success comes from stock picking or market timing? Think again. Discover why a personalized asset allocation strategy is the true driver of lasting wealth — and how to start yours with... ...more

Hybrid Retirement

October 21, 20256 min read

The Silent Heist: How Smart Professionals Can Stop Financial Scams Before They Strike

The Silent Heist: How Smart Professionals Can Stop Financial Scams Before They Strike

Financial scams are evolving faster than ever—and even successful professionals are getting caught in the trap. Learn how to recognize the warning signs, stay one step ahead, and protect your money be... ...more

Hybrid Retirement

October 13, 20257 min read

How to Make Budgeting Work for Busy Professionals

How to Make Budgeting Work for Busy Professionals

Think budgeting is about sacrifice? Think again. Learn how busy professionals can finally make budgeting work with 3 simple shifts—no spreadsheets required. ...more

Hybrid Retirement

October 06, 20255 min read

Connect with me today!

4 Corporate Drive, Suite 482 Shelton, CT 06484

Contact Me

+1 203-220-6474

Monday - Friday | 8:30AM - 5:00 PM

Blog

Access expert guidance, comprehensive analysis, and actionable steps to safeguard your wealth.

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

Stop Chasing Returns: How Smart Asset Allocation Builds Calm, Consistent Wealth

Think investing success comes from stock picking or market timing? Think again. Discover why a personalized asset allocation strategy is the true driver of lasting wealth — and how to start yours with... ...more

Hybrid Retirement

October 21, 20256 min read

The Silent Heist: How Smart Professionals Can Stop Financial Scams Before They Strike

The Silent Heist: How Smart Professionals Can Stop Financial Scams Before They Strike

Financial scams are evolving faster than ever—and even successful professionals are getting caught in the trap. Learn how to recognize the warning signs, stay one step ahead, and protect your money be... ...more

Hybrid Retirement

October 13, 20257 min read

How to Make Budgeting Work for Busy Professionals

How to Make Budgeting Work for Busy Professionals

Think budgeting is about sacrifice? Think again. Learn how busy professionals can finally make budgeting work with 3 simple shifts—no spreadsheets required. ...more

Hybrid Retirement

October 06, 20255 min read

My Weekly Broadcasts

Your go-to for expert strategies on maximizing retirement income and minimizing tax burdens.

DISCLAIMER:


The content is developed from sources believed to be providing accurate information. This material is not intended as investment, tax, or legal advice, it is for educational and informational purposes only. Please consult legal, investment, or tax professionals for specific information regarding your individual situation. Please visit rbcapitalmanagement.com for all information and disclosures relating to investment advisory services. Investment advice is not offered or solicited through this website. This material was developed and produced by Rob Leiphart, CFP® to provide information and education on topics that may be of interest to you.