Your Money, Your Wealth

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

Tuesdays

Categories:

Business

500 Episodes

  1. 401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469

    Published: 2/20/2024

  2. How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468

    Published: 2/13/2024

  3. What Does Retirement Look Like for You? - 467

    Published: 2/6/2024

  4. Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466

    Published: 1/30/2024

  5. Personal Finance 101: How to Teach Teens About Money - 465

    Published: 1/23/2024

  6. Tax Strategies, Backdoor Roth, Buy vs. Rent - 464

    Published: 1/16/2024

  7. Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463

    Published: 1/9/2024

  8. Can You Retire Early at Age 50 or 60? - 462

    Published: 1/2/2024

  9. Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461

    Published: 12/26/2023

  10. How to Invest: Bonds, CDs, and Roth Conversions - 460

    Published: 12/19/2023

  11. Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459

    Published: 12/12/2023

  12. Retirement Spending and Timing Your Mortgage Payoff - 458

    Published: 12/5/2023

  13. How to Cut Your Taxes Before Year-End - 457

    Published: 11/28/2023

  14. How to Bridge the Gap to Retirement Income: Pension Spitball - 456

    Published: 11/21/2023

  15. Can High Earners Fund a Roth IRA Without Paying More Tax? - 455

    Published: 11/14/2023

  16. Is Our Retirement Savings Enough to Ever Retire? - 454

    Published: 11/7/2023

  17. No Retirement Advice or Recommendations, Just Spitballing - 453

    Published: 10/31/2023

  18. Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452

    Published: 10/24/2023

  19. Mega Backdoor Roth Conversion 5-Year Rule and Bond Investing - 451

    Published: 10/17/2023

  20. Retirement Withdrawals: What's a Safe Distribution Rate? - 450

    Published: 10/10/2023

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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