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Just Don't Lose The Money Podcast - Podcast

Just Don't Lose The Money Podcast

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

Business How To News Education Investing
Update frequency
every 9 days
Average duration
12 minutes
Episodes
29
Years Active
2024 - 2025
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Rolling Over Your 401k: Avoiding Costly Mistakes

Rolling Over Your 401k: Avoiding Costly Mistakes

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…

00:16:00  |   Tue 20 May 2025
Creating Your Own Paycheck in Retirement

Creating Your Own Paycheck in Retirement

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 …

00:22:45  |   Tue 01 Apr 2025
3 biggest worries going into retirement

3 biggest worries going into retirement

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…

00:20:35  |   Tue 25 Mar 2025
Being Proactive with Tax Planning

Being Proactive with Tax Planning

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…

00:14:07  |   Tue 17 Dec 2024
Alleviating Retirement Fears

Alleviating Retirement Fears

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…

00:11:54  |   Tue 10 Dec 2024
Navigating Retirement: The Income Plan You Need

Navigating Retirement: The Income Plan You Need

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…

00:13:10  |   Tue 03 Dec 2024
How to Beat Lifestyle Inflation and Boost Retirement Savings

How to Beat Lifestyle Inflation and Boost Retirement Savings

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…

00:11:03  |   Tue 19 Nov 2024
No Pension? Here’s How to Create Your Own Retirement Income

No Pension? Here’s How to Create Your Own Retirement Income

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…

00:11:21  |   Tue 12 Nov 2024
Avoiding Tax Pitfalls in Retirement

Avoiding Tax Pitfalls in Retirement

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…

00:09:42  |   Tue 29 Oct 2024
The Importance of an Adjustable Financial Plan

The Importance of an Adjustable Financial Plan

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…

00:11:03  |   Tue 22 Oct 2024
Getting on the Right Path to Retirement

Getting on the Right Path to Retirement

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…

00:10:52  |   Tue 15 Oct 2024
Year-End Financial Planning Essentials

Year-End Financial Planning Essentials

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…

00:14:28  |   Tue 08 Oct 2024
A Retirement Lesson from Moneyball

A Retirement Lesson from Moneyball

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…

00:10:36  |   Tue 17 Sep 2024
Preparing for a Possible Recession

Preparing for a Possible Recession

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…

00:12:11  |   Tue 27 Aug 2024
Can I retire early?

Can I retire early?

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 …

00:11:02  |   Tue 13 Aug 2024
Market down 1000! What happened?

Market down 1000! What happened?

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…

00:12:28  |   Wed 07 Aug 2024
Avoiding This Costly Tax Mistake in Retirement

Avoiding This Costly Tax Mistake in Retirement

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…

00:09:39  |   Tue 23 Jul 2024
Preparing for Longevity in Retirement

Preparing for Longevity in Retirement

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…

00:16:03  |   Tue 02 Jul 2024
Are you cancelling your retirement plans?

Are you cancelling your retirement plans?

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…

00:09:36  |   Wed 26 Jun 2024
Giving Yourself Permission to Spend in Retirement

Giving Yourself Permission to Spend in Retirement

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…

00:11:35  |   Wed 19 Jun 2024
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