Rob Leiphart, CERTIFIED FINANCIAL PLANNER tm

Rob Leiphart, CERTIFIED FINANCIAL PLANNER tm Independent CFP® professional focused on simplifying the complexities of financial decision making.

Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our goal is to maximize your return while limiting your risk by developing diversified and personalized portfolios
* SEC-Registered Investment Adviser
* More than $900 million^ in firm Assets Under Management (AUM)
* A track record of minimizi

ng risk and enhancing returns with proprietary investment strategies
* Firm-wide client-centric service culture; high client retention and multi-generational relationships
* Fair and transparent fees

^ as of December 31, 2025

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/02/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
05/31/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
05/30/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/28/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Learn how to maximize your Qualified Charitable Distributions!
05/27/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Childhood attitudes and habits can determine your child's health in his or her adult years.
05/26/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

10 tips that can head-off marriage money problems.
05/24/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
05/23/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

05/22/2026

You may not have to choose between full-time work and full retirement.

Many professionals in their 50s and 60s feel stuck between two options: keep working at the same pace or retire completely.

But there may be a better transition.
With the right financial planning, a 4-day workweek could become a serious conversation, not a reckless leap.

That is the idea behind Hybrid Retirement: using the wealth you have built to explore more time freedom before traditional retirement.

I explain this in my documentary on YouTube.

Watch the full documentary here:
https://www.youtube.com/watch?v=NESoipWm3pk

What would one protected weekday change for you?

What if you tested freedom before you retired?Most people treat retirement like opening night.One day, the curtain rises...
05/21/2026

What if you tested freedom before you retired?

Most people treat retirement like opening night.
One day, the curtain rises, the career slows down, and suddenly life is supposed to feel different.

But major transitions usually work better with a rehearsal.
For professionals in their 50s and 60s, a 4-day workweek can become that rehearsal.

Not because you are done contributing.
Not because you are stepping away from responsibility.
But because you may be ready to test what life looks like when five full workdays no longer consume your time.

The problem is that many people wait until full retirement to discover whether they have built the life they actually want.
The solution is to plan earlier while you still have income, relevance, influence, and options.

That is the idea behind Hybrid Retirement.
I created a documentary that shows how financial planning can help professionals explore a 4-day workweek without making reckless decisions.

Watch it on YouTube:
https://www.youtube.com/watch?v=NESoipWm3pk

Address

4 Corporate Drive, Suite 482
Shelton, CT
06484

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

https://myhybridretirement.com/

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