Advertise on podcast: The 365 Retirement Radio Show Podcast

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Description

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.

Podcast episodes

Check latest episodes from The 365 Retirement Radio Show Podcast podcast

A Financial Lesson from Bill Belichick

2024/01/23

Players and coaches retire; people move on. What happens when your financial advisor moves on? When is a 5% return not really 5%? It’s been four years since Congress changed some of the rules about your 401(k), but we still aren’t seeing the results. Why not?

Do those who predict doom and gloom for the market in 2024 have a point? | Can you get a mulligan on your Social Security? | Tax laws may change dramatically in two years

2024/01/16

How serious should you take the financial news predictions? If you feel you made a mistake, can you start and then stop Social Security? The Trump Tax Laws expire in 2026. How could this affect you?

How will the financial stories of 2023 unfold in 2024?

2024/01/09

We look at interest rates, the Fed, markets, regional banks, The Magnificent 7, and more.

The Common Mistakes We See as People Approach Retirement

2023/12/19

Whether it’s too much risk in your 401(K), too much exposure to one stock, or missing the elements of tax and estate planning, there are a lot of boxes to check off before retirement. This podcast points out some of the mistakes we see and how to fix them.

Big Social Security news | The passing of a financial giant | Producing Income vs Spending Down Your Money | Is “running out of money” a real concern?

2023/12/12

There’s a Senate proposal to cut back the taxes you would pay on Social Security. Warren Buffet’s right-hand man has passed away. How do you make your retirement money produce income? The biggest fear of retirees’ is running out of money. Is it real or is it a message we have bought into?

Your “5 year before retirement” checklist | Has Dave Ramsey gone crazy? | The tax brackets are changing. How will it affect you? | Developing multiple paychecks in retirement | Having a plan for your time and your money

2023/12/06

If you are a list maker, we have your to-do list before retirement. Dave Ramsey set the financial world on fire with a very controversial statement. 2024 will bring new tax brackets. Will it help or harm you? Social Security and savings may not be enough. Developing more than two paychecks in retirement.

The Importance of Income Planning in Retirement

2023/12/04

Without income, there is no retirement. Social Security, pensions, 401(k)s, CDs, structured notes: There are a variety of tools to help build a successful income plan and replace your work paycheck with a retirement paycheck.

Taking advantage of ALL growth opportunities

2023/11/27

You want to protect your money, but not give up growth. Sam Liang talks about other growth options beyond just the Market.

Protection: One of the pillars every retirement plan should be built on

2023/11/21

When you think of protecting your money in retirement, are you considering more than just the risk of the Stock Market?

Full Show 11/12/23

2023/11/14

The one big area of concern with interest rates. Should you delay your retirement planning because of an election year? Converting money from a 401(k) to a Roth means watching this number. What are the signals that say, “It’s time to see a financial professional about retirement.”

Full Show 11/5/23

2023/11/07

Is the 60/40 portfolio dead? Where do I find bond replacements? What is the most efficient way to tap into my retirement accounts? What are the most common questions when people come in to build a retirement plan?

Full Show 10/29/23

2023/11/03

The pros and cons of higher interest rates. How taking Social Security early while you’re working can lead to a tax problem. Walking away from your paycheck and into retirement is hard no matter how well you’ve saved. The ABCs (and Ds) of Medicare.