Rubino & Liang Wealth Partners

JDLTM: What To Consider For Your Retirement in 2021


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In this episode of Just Don’t Lose The Money Radio, Randy and Ryan discuss:
– What did people do with their money during the pandemic?
– Should the Dow’s new record highs have you reconsider where your money is?
– Why business owners need to be aware of how they file taxes this year (especially PPP recipients)
– Why you should keep your estate plan (will) up-to-date
– At what age should you consider meeting with a financial advisor?
– How are your retirement funds allocated, and is that right for your situation?
– Is it all about “the number” in your retirement account, or are there other things that could give you confidence to retire?
– What you need to know about Required Minimum Distributions in 2021
– Why Social Security income in retirement may not be enough to keep up with rising inflation (especially in New England)


Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

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