Your Money, Your Wealth
A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Marți
505 Episoade
-
Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414
Publicat: 31.01.2023 -
Spitballing Diversified Portfolios for Retirement - 413
Publicat: 24.01.2023 -
SECURE Act 2.0 & Retirement Rich, Cash Poor - 412
Publicat: 17.01.2023 -
Bear Market Survival & the 5W1H of Roth Conversions: YMYW Best of 2022 - 411
Publicat: 10.01.2023 -
Retirement Planning, Investing, and Tax Reduction Made Fun: YMYW Trailer
Publicat: 03.01.2023 -
Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410
Publicat: 27.12.2022 -
Who to Trust? Second Opinion Retirement Spitball - 409
Publicat: 20.12.2022 -
Where to Save for Early Retirement? - 408
Publicat: 13.12.2022 -
Fixed Indexed Annuities, RMDs, and Early Social Security - 407
Publicat: 06.12.2022 -
How to Forecast Your Expenses in Retirement - 406
Publicat: 29.11.2022 -
Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405
Publicat: 22.11.2022 -
Roth IRA 5-Year Rules: How to Withdraw Money With No Taxes or Penalties - 404
Publicat: 15.11.2022 -
Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403
Publicat: 08.11.2022 -
Will Your Retirement Savings Last Until You're 90 Years Old? - 402
Publicat: 01.11.2022 -
Should Young People Save for Retirement? - 401
Publicat: 25.10.2022 -
Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400
Publicat: 18.10.2022 -
Survivor Social Security and Lowering Taxes in Retirement - 399
Publicat: 11.10.2022 -
How to Manage Financial Market Stress? With the Help of a Caddie - 398
Publicat: 04.10.2022 -
Spitballing Retirement Planning in Your 40's & 50's - 397
Publicat: 27.09.2022 -
Backdoor Roth, Investing, and Taxes - 396
Publicat: 20.09.2022
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
