Your Money, Your Wealth

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

Tuesdays

Categories:

Business

500 Episodes

  1. HSA to Roth, RMD Investing, and Social Security Strategies - 429

    Published: 5/16/2023

  2. What to Do With Inheritance Money? - 428

    Published: 5/9/2023

  3. Trust Issues, Death & Taxes: Estate Plan Spitball - 427

    Published: 5/2/2023

  4. Spitballing Retirement Real Estate and Tax Strategies - 426

    Published: 4/25/2023

  5. Annuity? CD? Money Market? Where to Invest for Safety - 425

    Published: 4/18/2023

  6. Investments vs. Retirement Withdrawal Strategy, FDIC Insurance - 424

    Published: 4/11/2023

  7. What to Do When There’s Too Much Money in Your Traditional IRA - 423

    Published: 4/4/2023

  8. How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422

    Published: 3/28/2023

  9. Roth Conversions & Retirement Spitball Analysis - 421

    Published: 3/21/2023

  10. Mutual Funds vs. ETFs, SECURE 2.0 & Capital Gains Strategies - 420

    Published: 3/14/2023

  11. How to Start Planning for Retirement - 419

    Published: 3/7/2023

  12. “Will I Ever Be Able to Retire?” - 418

    Published: 2/28/2023

  13. What to Do When You Get a Huge Pay Increase - 417

    Published: 2/21/2023

  14. Set-and-Forget Investing, Real Estate vs. Bonds, Pension, Social Security and Medicare - 416

    Published: 2/14/2023

  15. SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415

    Published: 2/7/2023

  16. Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414

    Published: 1/31/2023

  17. Spitballing Diversified Portfolios for Retirement - 413

    Published: 1/24/2023

  18. SECURE Act 2.0 & Retirement Rich, Cash Poor - 412

    Published: 1/17/2023

  19. Bear Market Survival & the 5W1H of Roth Conversions: YMYW Best of 2022 - 411

    Published: 1/10/2023

  20. Retirement Planning, Investing, and Tax Reduction Made Fun: YMYW Trailer

    Published: 1/3/2023

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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