Your Money, Your Wealth
A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tuesdays
505 Episodes
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Are These Three Investment Products Too Good To Be True? - 315
Published: 3/2/2021 -
Is the Backdoor Roth IRA a Good Strategy For You? - 314
Published: 2/23/2021 -
Are You Financially Ready for Retirement? - 313
Published: 2/16/2021 -
"Super Roth": Should You Overfund Supplemental Executive Retirement Plan Insurance? -312
Published: 2/9/2021 -
Social Security, Medicare, HSA and Roth Conversions - 311
Published: 2/2/2021 -
[SPECIAL] GameStop: Stocks Gone Wild! Should You Join the Day Trading Craze? - 310a
Published: 1/29/2021 -
What's the Best Way to Take Retirement Distributions? - 310
Published: 1/26/2021 -
Retirement Plan Spitball Analyses for Side Hustles, Clergy & Grandkids - 309
Published: 1/19/2021 -
How to Do the Mega Backdoor Roth IRA - 308
Published: 1/12/2021 -
How to Choose Your Pension Options and Retirement Withdrawal Strategy - 307
Published: 1/5/2021 -
Social Security, Medicare and Real Estate - 306
Published: 12/29/2020 -
What’s the Best Retirement Withdrawal Strategy? - 305
Published: 12/22/2020 -
5 Last Minute Ways to Cut Your 2020 Taxes - 304
Published: 12/15/2020 -
How to Use Tax Diversification in Your Retirement Portfolio - 303
Published: 12/8/2020 -
Should You Pay Off the Mortgage? First Consider Your Tax Strategy - 302
Published: 12/1/2020 -
Borrow Money to Pay Tax on a Roth IRA Conversion? - 301
Published: 11/24/2020 -
Top Funniest Moments From the Your Money Your Wealth Podcast - 300
Published: 11/17/2020 -
Rental Real Estate Property: How to Calculate Cap Rates and Depreciation - 299
Published: 11/10/2020 -
Retirement Portfolio Strategies and Making Sense of Fees - 298
Published: 11/3/2020 -
The Barn Door, Garage Door, Mega Backdoor Roth IRA Conversion - 297
Published: 10/27/2020
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