Welcome to The Just Don't Lose The Money podcast, powered by Rubino & Liang Wealth Partners. The financial advisors of Rubino & Liang are devoted entirely to the financial needs and challenges of retirees and those nearing retirement. Tune in weekly for actionable insights on personal finance, retirement planning, tax strategies, and much more!
Learn more about how Rubino & Liang Wealth Partners can help you reach your retirement goals at https://justdontlosethemoney.com
Navigating retirement can be complex, particularly when it comes to managing your 401k. This episode of "Just Don't Lose the Money" delves into the pros and cons of leaving your money in a former emp…
In this episode, Sam Lang discusses the critical aspects of retirement planning, focusing on the importance of creating a reliable income stream, understanding withdrawal strategies, and the role of …
In this episode Sam Lang discusses the multifaceted aspects of retirement planning, emphasizing the importance of both financial and emotional preparation. He explores common fears associated with re…
In this episode of the 365 Retirement Podcast, Ryan discusses the importance of tax planning in retirement, focusing on Roth conversions and their benefits. He explains how individuals can strategica…
In this episode of the 365 Retirement Podcast, Randy Cook and Ryan Marston discuss the essential aspects of retirement planning. They explore the common concerns individuals face as they approach ret…
In this episode of the 365 Retirement Podcast, Ryan Marston discusses the critical aspects of retirement planning, focusing on the necessity of having a solid income plan. He highlights the challenge…
Sam Liang of Rubino and Liang Wealth Partners discusses the concept of lifestyle inflation, emphasizing the importance of saving and investing wisely as one approaches retirement. Sam highlights stra…
Sam Liang of Rubino & Liang Wealth Partners discusses the critical aspects of retirement planning, emphasizing the importance of preparing for a long retirement and ensuring a steady income stream. S…
John Conley of Rubino & Liang Wealth Partners discusses the common concerns individuals face as they approach retirement, particularly focusing on the implications of 401(k) and IRA accounts. He del…
Recently, Tupperware had to file for bankruptcy because they didn't evolve their business model. Similarly, if your retirement plan doesn't adapt to Market changes or personal life events, you run th…
John Conley of Rubino & Liang Wealth Partners discusses essential aspects of retirement planning, including the average retirement age, key factors for retiring early, understanding retirement expens…
Ryan Marston discusses the importance of year-end financial planning, emphasizing the need for individuals to meet with their financial advisors to review their financial situation, particularly as t…
Sam Liang discusses the importance of using data in retirement planning instead of relying on gut feelings and emotions, drawing parallels to the movie Moneyball, where data-driven decisions led to s…
Sam Liang of Rubino & Liang Wealth Partners discusses the possibility of a recession and 5 key steps you can take to prepare for it.
To learn more about how Sam and his team can help you craft your ow…
People who use financial advisors tend to retire earlier than those who go it alone. What does a financial advisor bring that gives people the confidence to walk away from that employer paycheck and …
The stock market has had some wild swings recently. John Conley breaks it down. Why is this happening? Should it worry you? Are there financial moves you should be making with your retirement money?
T…
Ryan Marston discusses the importance of tax and estate planning in retirement. He highlights a case where a man made a tax mistake by giving his daughter an IRA and the Salvation Army a brokerage ac…
Sam Liang discusses the importance of planning for a long retirement and the various factors to consider. He highlights the need to prioritize health and wellness, including eating well and staying f…
Sam Liang of Rubino and Liang Wealth Partners discusses the importance of preparing for retirement and the concerns that people have about this phase of life. He emphasizes the need to have a compreh…
Many retirees are afraid to spend their savings and feel like they don't have permission to do so. Studies show that only 52% of people feel like they can spend their money. It's important for retire…