Your Money, Your Wealth

A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tuesdays

Tuesdays

Categories:

Business

500 Episodes

  1. Rules for Inheritances and Making Roth Contributions for Others - 504

    Published: 11/19/2024

  2. When to Pay Off Your Home, Retire, and Do Roth Conversions - 503

    Published: 11/12/2024

  3. Spitballing Early Retirement for the One Percenters - 502

    Published: 11/5/2024

  4. How to Reduce the Widow’s Tax Penalty - 501

    Published: 10/29/2024

  5. Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500

    Published: 10/22/2024

  6. How to Get Into Real Estate Investing, Spitballing Retirement - 499

    Published: 10/15/2024

  7. Spend RMDs, or Reduce Reduce Distributions and Taxes With Roth Conversions? - 498

    Published: 10/8/2024

  8. Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497

    Published: 10/1/2024

  9. Age Plus 20 Rule for Retirement Contributions - 496

    Published: 9/24/2024

  10. 3 Strategies to Pay Roth Conversion Taxes - 495

    Published: 9/17/2024

  11. How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494

    Published: 9/10/2024

  12. How Much Money Do You Need to Retire ASAP? - 493

    Published: 9/3/2024

  13. Exchange Funds Explained, Roth Conversion Timing - 492

    Published: 8/27/2024

  14. Alternative Investments, Annuities, and Real Estate Syndications - 491

    Published: 8/20/2024

  15. Can You Retire? Here’s How to Calculate How Much You Need - 490

    Published: 8/13/2024

  16. Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA - 489

    Published: 8/6/2024

  17. Market Timing Retirement Withdrawals and Roth Conversions - 488

    Published: 7/30/2024

  18. Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487

    Published: 7/23/2024

  19. How to Pay Less Tax and Invest for Retirement - 486

    Published: 7/16/2024

  20. Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6

    Published: 7/9/2024

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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