Your Money, Your Wealth
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
Latest Episode
Previous Episodes
- UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
- Roth Conversions vs. 0% Capital Gains Rate: a Retirement Tax Trap? - 556
- Retiring Before Social Security? Consider These Portfolio Changes - 555
- Change of Roth Plans for the New Senior Tax Bonus? Tax-Loss Wins? - 554
- Should You Convert to Roth Before or After You Retire? - 553
- Don't Let Money Anxiety Ruin Your Retirement - 552
- Where Should You Take Retirement Money First If You've Saved $2M? - 551
- Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550
- What Retiring With $6 Million Really Looks Like - 549
- Is Financial Software Giving You False Retirement Confidence? - 548
- Roth Conversions: When to Make 'Em, When to Take 'Em - 547
- How to Accomplish Your Retirement Goals - Even Without a Fat Wallet - 546
- What The New Law Means For Your Roth IRA! - 545
- What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544
- Can You Retire at Age 57 and Spend Big? - 543
- Are You Cutting Retirement Too Close? - 542
- Are These Millennials Saving Enough to Retire Before 60? - 541
- Smart Strategies to Retire Early and Spend More - 540
- Where to Invest for Pre-Retirement and a GO-GO Lifestyle? - 539
- How Much Money Do You Need to Retire in 2026? - 538
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