117 episodes

Sam Liang and his team have been in business together for over 25 years. The solutions they use to solve your retirement problems, and to help you achieve your goals, come from years of hands on experience with their clients. With their unique team approach and fiduciary responsibility, you can be confident that your best interest always comes first.

The 365 Retirement Radio Show Podcast Rubino & Liang Wealth Partners

    • Business
    • 4.9 • 8 Ratings

Sam Liang and his team have been in business together for over 25 years. The solutions they use to solve your retirement problems, and to help you achieve your goals, come from years of hands on experience with their clients. With their unique team approach and fiduciary responsibility, you can be confident that your best interest always comes first.

    A Financial Lesson from Bill Belichick

    A Financial Lesson from Bill Belichick

    Players and coaches retire; people move on. What happens when your financial advisor moves on? When is a 5% return not really 5%? It’s been four years since Congress changed some of the rules about your 401(k), but we still aren’t seeing the results. Why not?

    • 28 min
    Do those who predict doom and gloom for the market in 2024 have a point? | Can you get a mulligan on your Social Security? | Tax laws may change dramatically in two years

    Do those who predict doom and gloom for the market in 2024 have a point? | Can you get a mulligan on your Social Security? | Tax laws may change dramatically in two years

    How serious should you take the financial news predictions? If you feel you made a mistake, can you start and then stop Social Security? The Trump Tax Laws expire in 2026. How could this affect you?

    • 28 min
    How will the financial stories of 2023 unfold in 2024?

    How will the financial stories of 2023 unfold in 2024?

    We look at interest rates, the Fed, markets, regional banks, The Magnificent 7, and more.

    • 28 min
    The Common Mistakes We See as People Approach Retirement

    The Common Mistakes We See as People Approach Retirement

    Whether it’s too much risk in your 401(K), too much exposure to one stock, or missing the elements of tax and estate planning, there are a lot of boxes to check off before retirement. This podcast points out some of the mistakes we see and how to fix them.

    • 53 min
    Big Social Security news | The passing of a financial giant | Producing Income vs Spending Down Your Money | Is “running out of money” a real concern?

    Big Social Security news | The passing of a financial giant | Producing Income vs Spending Down Your Money | Is “running out of money” a real concern?

    There’s a Senate proposal to cut back the taxes you would pay on Social Security. Warren Buffet’s right-hand man has passed away. How do you make your retirement money produce income? The biggest fear of retirees’ is running out of money. Is it real or is it a message we have bought into?

    • 28 min
    Your “5 year before retirement” checklist | Has Dave Ramsey gone crazy? | The tax brackets are changing. How will it affect you? | Developing multiple paychecks in retirement | Having a plan for your time and your money

    Your “5 year before retirement” checklist | Has Dave Ramsey gone crazy? | The tax brackets are changing. How will it affect you? | Developing multiple paychecks in retirement | Having a plan for your time and your money

    If you are a list maker, we have your to-do list before retirement. Dave Ramsey set the financial world on fire with a very controversial statement. 2024 will bring new tax brackets. Will it help or harm you? Social Security and savings may not be enough. Developing more than two paychecks in retirement.

    • 52 min

Customer Reviews

4.9 out of 5
8 Ratings

8 Ratings

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