2022 was the worst year for a 60/40 portfolio since the 1930s. Will it make a comeback in 2023 or is it time to look at something else?

Will your 60/40 mix of stocks-to-bonds make a come back?

If 2023 brings a recession, what does that mean if you want to retire? Last year, the 60/40 portfolio tanked. What about this year? If you don’t have a plan for taxes in retirement, Uncle Sam is happy to step in. You won’t believe who lost almost 100 million dollars in the FTX scam.

Full Show 1/28/23

When there is one social security and not two. When there is one 401(k) and not two. How do you overcome that lack of income and still enjoy retirement?

Facing Retirement Alone: The Challenges of Being Single, Divorced or Widowed

Inflation may stay high for 2 to 3 years. What adjustments can be made to your plan to produce more income? Facing retirement alone: The challenges of being single, divorced or widowed. All the economic news looks bad. How can I forget about all that and retire with confidence?

Full Show 1/21/23

Wall Street is always looking 6 to 12 months ahead. They believe the Fed will start cutting interest rates soon. Are they off track?

Wall Street is optimistic. Should they be?

Is Wall Street looking for the Fed to do something that isn’t going to happen? Will you be that person that says, “I should have come in sooner”? Are there an tax moves you can do between now and April 18th? How does Massachusetts stack up as a place to retire? What to expect from Rubino and Liang Wealth Partners for on-going service into retirement.

Full Show 1/14/23

The market was down, inflation is still soaring, and interest rates have changed significantly. Should you be changing your retirement holdings and strategy to keep up?

How will you react to the financial changes in 2022?

A look back at 2022. A look forward to 2023. Is it time for a change in your retirement plan? While you were away on holiday break congress changed some of the rules of retirement.

Full Show 1/7/23

Market timing seldom works, so how do we prepare for what’s next? This has been the worst year for bonds since the 1940s. Are there other options?Are you ready to retire? Is your money ready? 5 Questions to ask to check your retirement readiness.

Best Of Show 12/31/22

You’ve probably spent your career in something other than financial services and you probably have a lot of questions about how your retirement will work. Bring ALL your questions. The idea is for you to walk into retirement with confidence.

There are no dumb questions

Can your portfolio sustain the possibility of slower market growth over the next 10 years? Is there a better option?How much cash should you have on the sidelines?Four couples saved a lot of retirement, but only one couple felt confident. What did they have that the others didn’t?After “Will I run out of money?”, what is the next biggest concern of those approaching retirement? What is tax loss harvesting? How your employer may be more open to a phased retirement.

Best Of Show 12/24/22

There is a difference between short-term money moves and a long-term strategy for risk. Are you ready for whatever comes our way in 2023?

Is your risk level set for 2023?

Full Show 12/17/22

Mom said, “Don’t put all your eggs in one basket.” How many different stocks, bonds, and Mutual Funds do we need to truly be diversified?

How many holdings should you have to be diversified?

There are so many different kinds of financial professionals. Where does Rubino and Liang fit in and what is our specialty? Some say we are in a recession; some say it’s coming next year; some say we are moving out of it and headed for a great 2023. Who should you believe? How often should you expect to meet with your financial advisor? How many holdings should you have to be truly diversified?

Full Show 12/10/22

10 years ago, your employer may have wanted to get rid of the high-salary, 60-year-old worker. Today that is changing. The idea of phased retirement is much more accepted. How can you work this to your advantage?

Are employers now more open to stepping slowly into retirement?

How do you figure out your needs and the paycheck to cover those needs in retirement? The traditional Roth vs the Roth 401(k). After “Will I run out of money?”, what is the next biggest concern of those approaching retirement? What is tax loss harvesting? How your employer may be more open to a phased retirement.

Full Show 12/3/22

Getting a call from the IRS for an audit is never a good thing. Sam has the story of why we all need to have a tax strategy as we get into retirement.

A Hollywood celebrity gets good and bad news from the IRS

The headlines are full of stories about recession and politics. Should you consider these things when making decisions about your money? Can you tune out the noise and focus on YOUR economy and not what’s happening on Wall Street?

Full Show 11/19/22

Are you ready to retire? Is your money ready? 5 Questions to ask to check your retirement readiness.

The 365 Retirement Radio Show Podcast

The 365 Retirement Radio Show Podcast

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