Your Money, Your Wealth
539 episodes
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Genre - Investing
Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
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Previous Episodes
- What The New Law Means For Your Roth IRA! - 545 02.09.2025
- What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544 26.08.2025
- Can You Retire at Age 57 and Spend Big? - 543 19.08.2025
- Are You Cutting Retirement Too Close? - 542 12.08.2025
- Are These Millennials Saving Enough to Retire Before 60? - 541 05.08.2025
- Smart Strategies to Retire Early and Spend More - 540 29.07.2025
- Where to Invest for Pre-Retirement and a GO-GO Lifestyle? - 539 22.07.2025
- How Much Money Do You Need to Retire in 2026? - 538 15.07.2025
- Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537 08.07.2025
- Social Security vs. Pension No More - 536 01.07.2025
- When Do Roth Conversions STOP Making Sense? - 535 24.06.2025
- Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retirement Spending Plan - 534 17.06.2025
- Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA - 533 10.06.2025
- "The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532 03.06.2025
- Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531 27.05.2025
- Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530 20.05.2025
- When to HOLD OFF on Doing Roth Conversions - 529 13.05.2025
- Retirement Savings: When to Take Your Foot Off the Gas - 528 06.05.2025
- Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527 29.04.2025
- Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526 22.04.2025
