Your Money, Your Wealth
A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Marți
505 Episoade
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Your SECURE Act Retirement Questions Answered - 256
Publicat: 14.01.2020 -
Breaking Down the Confusing 5-Year Roth Clock Rules - 255
Publicat: 07.01.2020 -
Roth Conversions from a Thrift Savings Plan TSP? - 254
Publicat: 31.12.2019 -
Rules for Your Retirement Savings and Distributions Are Changing - 253
Publicat: 24.12.2019 -
Strategies for Social Security, Annuities, and Inherited Assets - 252
Publicat: 17.12.2019 -
Should You Convert to Roth IRA All at Once or Over Time? - 251
Publicat: 10.12.2019 -
Tanja Hester on the Flexibility of Financial Independence - 250
Publicat: 03.12.2019 -
What’s the Break-Even on a Retirement Roth IRA Conversion? - 249
Publicat: 26.11.2019 -
Is a Roth Conversion Affected By Social Security? - 248
Publicat: 19.11.2019 -
How to Talk to Mom & Dad About Their Money - 247
Publicat: 12.11.2019 -
Why This Life Insurance Is for the Most Part a Scam - 246
Publicat: 05.11.2019 -
Is It Time to Fire Your Financial Advisor? - 245
Publicat: 29.10.2019 -
5 Unique Social Security Questions Answered - 244
Publicat: 22.10.2019 -
The Truth About Indexed Universal Life Insurance - 243
Publicat: 15.10.2019 -
Investing the Money from a Real Estate Sale - 242
Publicat: 08.10.2019 -
Answers to Your Top Roth Conversion Questions - 241
Publicat: 01.10.2019 -
How to Choose Your Own Financial Independence Adventure - 240
Publicat: 24.09.2019 -
How Should You Invest? As Always, It Depends - 239
Publicat: 17.09.2019 -
Roth Conversions, Life Insurance & More: Email Round-Up - 238
Publicat: 10.09.2019 -
Mad at the Roller Coaster? Then You Don't Understand the Ride - 237
Publicat: 03.09.2019
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
