Your Money, Your Wealth
A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tuesdays
505 Episodes
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Pre-Tax or Roth Contributions for Retirement Savings? - 276
Published: 6/2/2020 -
Social Security WEP, GPO & Roth IRA Conversion Strategies - 275
Published: 5/26/2020 -
CARES Act: Distributions, RMDs & Dependents - 274
Published: 5/19/2020 -
Real Estate, Roth Conversions & Annuities - 273
Published: 5/12/2020 -
Asset Location: Where Should You Hold Retirement Investments? - 272
Published: 5/5/2020 -
4 Financial Strategies from the Stimulus Package - 271
Published: 4/28/2020 -
In Market Volatility, Beware of Annuity Pitches - 270
Published: 4/21/2020 -
Revisiting Roth IRA Conversion Strategies - 269
Published: 4/14/2020 -
CARES Act: What's in the Coronavirus Stimulus Package - 268
Published: 4/7/2020 -
Analyzing 5 Investing Strategies for Volatile Markets - 267
Published: 3/31/2020 -
Tax Brackets Explained: How Much Are You Really Paying in Taxes? - 266
Published: 3/24/2020 -
Bear Market Investing Strategies and Revisiting the 5-Year Roth IRA Withdrawal Rules - 265
Published: 3/17/2020 -
How Much of Your Net Worth Should Be in Cash? - 264
Published: 3/10/2020 -
7 Roth Conversion Strategies - 263
Published: 3/3/2020 -
What's the Right Retirement Asset Allocation for You? - 262
Published: 2/25/2020 -
Real Estate Investing: How to Find Bread & Butter Rental Properties - 261
Published: 2/18/2020 -
When is the Tax Deadline for a Roth Conversion? - 260
Published: 2/11/2020 -
"Collect Social Security at Age 70" is Common Advice. Why? - 259
Published: 2/4/2020 -
International Funds, Safe Investments, 1031 Exchange: Email Round-Up - 258
Published: 1/28/2020 -
Why Not Just Go All in On VTSAX, Vanguard’s Total Stock Market Index Fund? - 257
Published: 1/21/2020
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