Your Money, Your Wealth

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

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Business

500 Episodes

  1. Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5

    Published: 7/2/2024

  2. Spousal Social Security, Retirement Expenses and Roth Conversions | YMYW Extra - 4

    Published: 6/25/2024

  3. Happily Ever After in Retirement? | YMYW Extra - 3

    Published: 6/18/2024

  4. Spitballing Retirement During the Expensive Kid Years - 485

    Published: 6/11/2024

  5. Roth Conversions vs. Required Minimum Distributions - 484

    Published: 6/4/2024

  6. Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1

    Published: 5/31/2024

  7. Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483

    Published: 5/28/2024

  8. FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482

    Published: 5/21/2024

  9. Which Account Should Fund Living Expenses in Retirement? - 481

    Published: 5/14/2024

  10. 401(k) vs. Roth: Where to Save for Retirement - 480

    Published: 5/7/2024

  11. Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479

    Published: 4/30/2024

  12. How to Manage Taxes When You Win the Lottery - 478

    Published: 4/23/2024

  13. What’s the Break-Even Point on Roth Conversions? - 477

    Published: 4/16/2024

  14. Which Mortgage for Early Retirement? What is Private Credit? - 476

    Published: 4/9/2024

  15. Is Your Retirement Withdrawal Rate Too High? - 475

    Published: 4/2/2024

  16. How to Take the Uncertainty of Taxes Off the Table - 474

    Published: 3/26/2024

  17. Does Your Financial Advisor Just Want to Collect Fees? - 473

    Published: 3/19/2024

  18. Will Roth Conversions Put You On Track to Retire Early? - 472

    Published: 3/12/2024

  19. How Much Should You Convert to Roth IRA? - 471

    Published: 3/5/2024

  20. Spitballing Retirement for Fat Wallets - 470

    Published: 2/27/2024

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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