505 Episodes

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

    Published: 1/31/2023

  2. Spitballing Diversified Portfolios for Retirement - 413

    Published: 1/24/2023

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

    Published: 1/17/2023

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

    Published: 1/10/2023

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

    Published: 1/3/2023

  6. Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410

    Published: 12/27/2022

  7. Who to Trust? Second Opinion Retirement Spitball - 409

    Published: 12/20/2022

  8. Where to Save for Early Retirement? - 408

    Published: 12/13/2022

  9. Fixed Indexed Annuities, RMDs, and Early Social Security - 407

    Published: 12/6/2022

  10. How to Forecast Your Expenses in Retirement - 406

    Published: 11/29/2022

  11. Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405

    Published: 11/22/2022

  12. Roth IRA 5-Year Rules: How to Withdraw Money With No Taxes or Penalties - 404

    Published: 11/15/2022

  13. Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

    Published: 11/8/2022

  14. Will Your Retirement Savings Last Until You're 90 Years Old? - 402

    Published: 11/1/2022

  15. Should Young People Save for Retirement? - 401

    Published: 10/25/2022

  16. Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400

    Published: 10/18/2022

  17. Survivor Social Security and Lowering Taxes in Retirement - 399

    Published: 10/11/2022

  18. How to Manage Financial Market Stress? With the Help of a Caddie - 398

    Published: 10/4/2022

  19. Spitballing Retirement Planning in Your 40's & 50's - 397

    Published: 9/27/2022

  20. Backdoor Roth, Investing, and Taxes - 396

    Published: 9/20/2022

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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