82 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 • 7 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.

    What is your retirement confidence based on?

    What is your retirement confidence based on?

    Many people come to us and have done a great job saving but don’t have a plan. Your confidence in retirement shouldn’t be based on that big number that you’ve saved. It should be based on a plan for that money to protect it, grow it, and create income that will last your entire life.

    • 8 min
    Have we found the market bottom yet? | The secret to one retirees’ success | Have you won the retirement lottery and you don’t know it? | Health Care and Legacy Planning

    Have we found the market bottom yet? | The secret to one retirees’ success | Have you won the retirement lottery and you don’t know it? | Health Care and Legacy Planning

    This has been a volatile year in the stock market. Are we out of the woods or is there more to come? Four couples saved a lot of retirement, but only one couple felt confident. What did they have that the others didn’t? Why financial planning should include a discussion about legacy planning.

    • 49 min
    Can you eliminate your market worries? What is the biggest threat to your retirement? Having a retirement wake up call.

    Can you eliminate your market worries? What is the biggest threat to your retirement? Having a retirement wake up call.

    The two most important discussions with your advisor: Retirement income and market risk. How much cash should you hold before and in retirement? Is 2022 a bad year to retire? Seven retirement income sources you may not have thought of.

    • 50 min
    Navigating tough markets, risk, and new retirement laws

    Navigating tough markets, risk, and new retirement laws

    The market is down but many people are standing still with their money. Is that a good strategy? Retirement laws may be changing by the end of the year. Are you ready? When net worth doesn’t mean anything anymore. The five biggest retirement risks.

    • 49 min
    Retirement headwinds: Inflation, taxes, developing income, growth, and market protection

    Retirement headwinds: Inflation, taxes, developing income, growth, and market protection

    The three main questions of retirement planning: How do I grow my money while protecting it and developing the income I need so I don’t run out of money. Stop complaining about high taxes! You can do something about it. Why won’t my advisor listen? Have you had “the talk” with your adult children?

    • 50 min
    Should all the recession talk have you changing your retirement plans?

    Should all the recession talk have you changing your retirement plans?

    The financial news can be scary. Should the current economy have you making portfolio adjustments? There’s a new trend in when people take Social Security. Should you consider it? So, you didn’t win the Mega Millions lottery. Can you still have a retirement where you don’t worry about money?

    • 51 min

Customer Reviews

4.9 out of 5
7 Ratings

7 Ratings

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