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Just Don’t Lose the Money, hosted by Rubino & Liang, is the Greater Boston area’s leading radio talk show devoted entirely to the needs and challenges of retirees and those nearing retirement. Each week, we discuss issues and challenges that matter most to those planning for retirement or who are already retired.

Just Don’t Lose the Money, hosted by Rubino & Liang, is the Greater Boston area’s leading radio talk show devoted entirely to the needs and challenges of retirees and those nearing retirement. Each week, we discuss issues and challenges that matter most to those planning for retirement or who are already retired.
More Information

Location:

Boston, MA

Description:

Just Don’t Lose the Money, hosted by Rubino & Liang, is the Greater Boston area’s leading radio talk show devoted entirely to the needs and challenges of retirees and those nearing retirement. Each week, we discuss issues and challenges that matter most to those planning for retirement or who are already retired.

Twitter:

@thetworules

Language:

English

Contact:

877-630-8787


Episodes

4-16-18 Taxes, 365 Retirement Plan, Diversification

4/16/2018
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On this edition of Just Don't Lose the Money Radio Sam and Ryan take a deep five into what diversification really means and how to do it effectively. This year April 17th is tax day, but taxes never stop so Sam and Ryan explain how to do things now to minimize future taxes. Finally, they explain how to cover all the bases - diversification, income planning, taxes, and estate planning. To schedule a complimentary consultation visit: bit.ly/2gMqjJl If you have a question for Sam or Ryan submit...

Duration:00:42:04

4-9-18 A Retirement Plan, Not Just Retirement Accounts

4/9/2018
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Investment Advisors John Conley and Ryan Marston explain the importance of having a retirement plan, not just retirement accounts. First, they explain in detail the steps of the Rubino & Liang 365 Retirement Plan - Fact finding, analysis, recommendation, implementation and monitoring. Later they share strategies for creating sustainable, guaranteed income in retirement. Finally, they explain how using technology such as Blueleaf and Wealthguard can help simplify your financial life. To...

Duration:00:43:15

4-1-18 Preparing for Volatility, Top Concerns, Tax Cheat Sheet

4/2/2018
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In this week's show, we address the top two concerns of retirees: income and long term care. We explain what makes up the Rubino & Liang 365 Retirement Plan all the way from the discovery phase to reviewing your accounts. Later, we walk you through the new tax laws and the 4 major changes to look out for. Finally, we share ideas on new technology for today's retirees. If you have a question for Sam, John or Ryan submit it here: bit.ly/2kTLD3S Reserve your seat at one of our upcoming...

Duration:00:43:17

3-17-18 The Stages of Retirement

3/19/2018
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Listen as Sam and John take you through the different stages for retirement. Your 50's are focused on growth with an emphasis on safety. 60's shift to an emphasis on income, distribution and the best time to take Social Security. 70's are a time to start thinking about required minimum distributions. And finally, your 80's are about protection, and legacy planning. If you have a question for Sam or John submit it here: bit.ly/2kTLD3S Reserve your seat at one of our upcoming workshops:...

Duration:00:43:14

3-4-18 Longevity, Inflation, Health & Long Term Care in Retirement

3/5/2018
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If you are couple in mid 60's and relatively healthy, you can expect to live to your mid 80's and with good genes, maybe 90's. Inflation is ticking up again, and retirees tend to feel the effects of inflation more so than people who are still in the workforce. That means if a retired couple needs $50k today with 3% inflation, they will need $67k in 10 years. Sam and Ryan explain why it is so important to have an INCOME plan. The 2 biggest concerns we see are #1 safety of money and not...

Duration:00:42:01

2-25-18 How to Keep Your Savings Safe Given Recent Pullback

2/26/2018
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The last few weeks have made people pause and ask, "Am I still on the right track? Am I going to be ok in retirement? Is my money going to last my lifetime?" Sam and John discuss why having a professional retirement plan is important to come out well in up or down markets. Later, they talk about how too many people don't have a plan to run on and simply "trust" that they have enough money. They discuss their strategy of assessing what someone currently has, plans on doing, and making...

Duration:00:43:04

2-18-18 Why you can't afford to be indecisive when planning for retirement

2/19/2018
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Sam and Ryan discuss what you can do if you can't afford long-term care insurance. Then, they find our what a former Navy SEAL commander can teach us about retirement. Later, they talk about the importance of being on the same page with your significant other when it comes to the family finances. And finally, special guest Elder Law Attorney Phil Amaru tells you how to protect your assets. If you have a question for Sam or Ryan submit it here: bit.ly/2kTLD3S Reserve your seat at one of our...

Duration:00:43:25

2-11-18 The Confusing Aspect of Saving for Retirement & Common Misconceptions About Estate Planning

2/12/2018
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We listen to what Warren Buffet has to say about one of the more confusing aspects of saving for retirement, explain the measurement of investor fear called "The Vix" and share some of the most common misconceptions about estate planning. If you have a question for Sam or Ryan submit it here: bit.ly/2kTLD3S Reserve your seat at one of our upcoming workshops: bit.ly/2okimNe If you would like to schedule a free consultation, call 877-630-8787 or visit: bit.ly/2gMqjJl

Duration:00:41:44

2-4-18 4 Things To Do This Year To Be Well Positioned For Retirement

2/5/2018
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Sam, John and Rich tell you exactly how to talk to your family about your estate plan. Then, they share our year-end review process and some of the key strategies that you can utilize today. Later, they talk about how creating a “game plan” is like creating a retirement strategy and use some comparisons from Patriots’ coach Bill Belichick. Finally, they share the 4 things you need to do this year to help make sure you are well positioned for retirement. If you have a question for Sam or...

Duration:00:42:39

1-28-18 Market Stability, Diversification & Estate Planning

1/30/2018
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Sam, Rich and John talked about how stable the market is going into 2018 and if it can continue. Then they shared the answer to the most frequently asked question at our workshops, and 3 ways to diversify your retirement income. They discussed the differences between having a will a trust and the importance of estate planning. Finally they share real-life examples of what NOT to do when planning your retirement in our new segment, “Retirement Fails". Download our show giveaway, the R&L...

Duration:00:41:55

1 -21-18 New Year's Resolutions, Tax Planning & Maximizing Social Security

1/23/2018
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Sam, Rich and Ryan share 5 New Year's resolutions pre-retirees should make this year to get ready for retirement. Then they explained what a “tax bomb” is, whether you might be hit with one when you retire, and what you can do to reduce your tax burden. They talk about the differences between having a will and an estate plan. And finally, how annuities can help reduce that worry of running out of money in retirement. You can get our show giveaway, the R&L Budget Planner at:...

Duration:00:43:03

1-14-18 Legacy Planning, Early Retirement Packages & Which Parts of the New Tax Law Will Affect You

1/15/2018
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This week Sam, Rich and John talk about what parts of the new tax law will affect you. Then, they discuss importance of getting sound financial advice and reasons why people are sometimes reluctant to take the first step. They cover what to consider before saying “yes” or “no” to an early retirement package from your employer. And finally, the importance legacy planning, with personal stories from our families and clients. You can get our show giveaway, the R&L Budget Planner at:...

Duration:00:42:43

01-07-18 The 6 Changes Taxpayers Need to Know About the New Tax Bill

1/8/2018
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It turns out the new tax law is anything but simple for many Americans, who are now inundating their accountants for advice. We help break it down in this episode with the 6 changes you should pay attention to. If you have a question for Sam or Ryan submit it here: bit.ly/2kTLD3S If you would like to schedule a free consultation, call 877-630-8787 or visit: bit.ly/2gMqjJl Register for our upcoming workshops here: http://bit.ly/2okimNe

Duration:00:42:06

12-24-17 Bitcoin IRAs, Wills vs. Estate Plans & The Best Time to Rebalance Your Portfolio

12/27/2017
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Sam, John and Rich talk about the bitcoin craze, explain what it is, and where it may or may not fit into your retirement plan. Then, they explained the difference between having a will and an estate plan. They give advice on converting and IRA to a Roth. And finally, they talk about the best time to rebalance your portfolio and strategies to enhance returns. If you have a question for Sam John or Rich submit it here: bit.ly/2kTLD3S If you would like to schedule a free consultation, call...

Duration:00:42:58

12-17-17 The Importance of Well-Defined Goals, Year-End Tax Moves & How to Maximize Social Security

12/27/2017
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On this show week's show, Sam, Rich and Ryan talk about the importance of having well defined goals for retirement and assessing them at least once a year. Then they explained how the amount of money you save before retirement is not as important as the amount of monthly income you receive after retirement. They discuss the five tax moves that retirees should get done as soon as possible as end of the year approaches. And finally, share a little-known social security strategy that allows...

Duration:00:42:52

12-10-17 Pension Cuts, Longevity Planning & Year-End Tips For Getting Organized

12/11/2017
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Sam, Rich and John share year-end retirement planning tips. First, they tell you how to get financially organized before the end of the year. Then, they talk about how your retirement strategy should be based on planning to live, not planning to die and how you can put that concept into action. Later, they talk about how it’s been a good year for stocks which is good for our retirement accounts but that also means that it will cost us in the form of higher taxes and what moves you may be...

Duration:00:42:49

12-03-17 4 Things You Can Do To Maximize Your Retirement

12/4/2017
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Sam, John and Ryan explain the 4 things you need to know in order to maximize your success in retirement. First, how to determine your retirement income needs to make sure they will last your entire life. Then, they share strategies to safely grow your money and create your own pension on your terms. They talk about options for healthcare costs in retirement and how to protect your assets in the event of a nursing home. And finally, they explain the importance of having a coach in...

Duration:00:42:35

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