

Rob Luna
Wealth and business strategist, CEO of Valtrion and founder of the Rob Luna Wealth Academy, recognized for decades of experience in wealth management and tax and business planning for entrepreneurs and high-net-worth clients.
Top 3 podcasts with Rob Luna
Ranked by the Snipd community

65 snips
Jan 20, 2025 • 1h 19min
#161 Rob Luna - 2025's Million-Dollar Question: Where to Invest & Will DOGE Trim the Fat?
Rob Luna, a leading wealth strategist and best-selling author, shares insights on investment strategies as we approach 2025. He discusses the shifting landscape for cryptocurrencies, particularly DOGE, and the pros and cons of homeownership versus entrepreneurship. Luna highlights the influence of institutional investors on the housing market and anticipates emerging sectors like technology and psychedelics. He underscores the importance of financial education, urges listeners to embrace entrepreneurship, and emphasizes smart diversification in today's economic climate.

52 snips
Jan 1, 2026 • 1h 57min
#267 Rob Luna - 50-Year Mortgages, Government Band-Aids, AI Job Cuts and the Middle Class
Rob Luna, a wealth strategist and CEO of Valtrion, discusses the intricacies of long-term financial planning. He highlights the dangers of reactive tax strategies and emphasizes the need for proactive planning to preserve wealth. Luna warns that AI will disrupt the job market, favoring specialized workers over the average middle class. He critiques temporary policies like 50-year mortgages, arguing they undermine long-term responsibility. Luna also shares insights on investing in precious metals and the importance of early child savings for financial growth.

4 snips
Dec 12, 2022 • 2h 44min
#42 Rob Luna - Wealth Strategist on the Recession and Inflation
Rob Luna, a wealth strategist and Ivy League alumnus, shares his impressive journey from a tough childhood to advising the affluent. He discusses the current economic climate, emphasizing strategies to protect finances amid inflation and market fluctuations. Luna offers insights on navigating bear markets, the significance of diversification in investment, and the impact of rising interest rates. The importance of personal branding and self-investment for entrepreneurs also takes center stage, alongside anecdotes that highlight resilience and empowerment.


