505 Episodes

  1. Ready to Retire? 5 Retirement Spitball Analyses - 434

    Published: 6/20/2023

  2. Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

    Published: 6/13/2023

  3. Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432

    Published: 6/6/2023

  4. How to Calculate Your Retirement Needs in Future Dollars - 431

    Published: 5/30/2023

  5. How to Consider Your Pension Options for Retirement - 430

    Published: 5/23/2023

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

    Published: 5/16/2023

  7. What to Do With Inheritance Money? - 428

    Published: 5/9/2023

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

    Published: 5/2/2023

  9. Spitballing Retirement Real Estate and Tax Strategies - 426

    Published: 4/25/2023

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

    Published: 4/18/2023

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

    Published: 4/11/2023

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

    Published: 4/4/2023

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

    Published: 3/28/2023

  14. Roth Conversions & Retirement Spitball Analysis - 421

    Published: 3/21/2023

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

    Published: 3/14/2023

  16. How to Start Planning for Retirement - 419

    Published: 3/7/2023

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

    Published: 2/28/2023

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

    Published: 2/21/2023

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

    Published: 2/14/2023

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

    Published: 2/7/2023

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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