505 Episodes

  1. Your SECURE Act Retirement Questions Answered - 256

    Published: 1/14/2020
  2. Breaking Down the Confusing 5-Year Roth Clock Rules - 255

    Published: 1/7/2020
  3. Roth Conversions from a Thrift Savings Plan TSP? - 254

    Published: 12/31/2019
  4. Rules for Your Retirement Savings and Distributions Are Changing - 253

    Published: 12/24/2019
  5. Strategies for Social Security, Annuities, and Inherited Assets - 252

    Published: 12/17/2019
  6. Should You Convert to Roth IRA All at Once or Over Time? - 251

    Published: 12/10/2019
  7. Tanja Hester on the Flexibility of Financial Independence - 250

    Published: 12/3/2019
  8. What’s the Break-Even on a Retirement Roth IRA Conversion? - 249

    Published: 11/26/2019
  9. Is a Roth Conversion Affected By Social Security? - 248

    Published: 11/19/2019
  10. How to Talk to Mom & Dad About Their Money - 247

    Published: 11/12/2019
  11. Why This Life Insurance Is for the Most Part a Scam - 246

    Published: 11/5/2019
  12. Is It Time to Fire Your Financial Advisor? - 245

    Published: 10/29/2019
  13. 5 Unique Social Security Questions Answered - 244

    Published: 10/22/2019
  14. The Truth About Indexed Universal Life Insurance - 243

    Published: 10/15/2019
  15. Investing the Money from a Real Estate Sale - 242

    Published: 10/8/2019
  16. Answers to Your Top Roth Conversion Questions - 241

    Published: 10/1/2019
  17. How to Choose Your Own Financial Independence Adventure - 240

    Published: 9/24/2019
  18. How Should You Invest? As Always, It Depends - 239

    Published: 9/17/2019
  19. Roth Conversions, Life Insurance & More: Email Round-Up - 238

    Published: 9/10/2019
  20. Mad at the Roller Coaster? Then You Don't Understand the Ride - 237

    Published: 9/3/2019

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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