505 Episodes

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

    Published: 3/26/2024

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

    Published: 3/19/2024

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

    Published: 3/12/2024

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

    Published: 3/5/2024

  5. Spitballing Retirement for Fat Wallets - 470

    Published: 2/27/2024

  6. 401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469

    Published: 2/20/2024

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

    Published: 2/13/2024

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

    Published: 2/6/2024

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

    Published: 1/30/2024

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

    Published: 1/23/2024

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

    Published: 1/16/2024

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

    Published: 1/9/2024

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

    Published: 1/2/2024

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

    Published: 12/26/2023

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

    Published: 12/19/2023

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

    Published: 12/12/2023

  17. Retirement Spending and Timing Your Mortgage Payoff - 458

    Published: 12/5/2023

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

    Published: 11/28/2023

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

    Published: 11/21/2023

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

    Published: 11/14/2023

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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