Your Money, Your Wealth
A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tuesdays
Categories:
500 Episodes
-
Working After Retirement and Wealth Gifting Strategies - 390
Published: 8/9/2022 -
Save for a Home or Save for Retirement? - 389
Published: 8/2/2022 -
Pay Tax on This Move Now to Potentially Have More to Spend Later - 388
Published: 7/26/2022 -
A Model Retirement Plan Spitball Analysis - 387
Published: 7/19/2022 -
Should We Hold Off on Retiring Until the Markets Recover? - 386
Published: 7/12/2022 -
Bonds and Series I Bonds, High Inflation, and High Interest Rates - 385
Published: 7/5/2022 -
Can We Retire Soon? Retirement Spitball Analysis - 384
Published: 6/28/2022 -
Where to Find Retirement Income When the Stock Market Freaks Out - 383
Published: 6/21/2022 -
Where Should You Save for Retirement? Where Does Real Estate Fit? - 382
Published: 6/14/2022 -
Don’t Retire Until You Can Answer These Five Practical Questions - 381
Published: 6/7/2022 -
How to Ditch a Bad SIMPLE IRA? What's a Prohibited Transaction? - 380
Published: 5/31/2022 -
6 Money Strategies for Down Markets Depending on Your Goals - 379
Published: 5/24/2022 -
Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378
Published: 5/17/2022 -
Roth IRA, 457, TSP, and Retire Early Spitball - 377
Published: 5/10/2022 -
Self-Employed Retirement, Fixed Index Annuities, and Investment Property - 376
Published: 5/3/2022 -
Roth Conversion Retirement Spitball Analysis - 375
Published: 4/26/2022 -
Annuities, Social Security, and Real Estate Taxes - 374
Published: 4/19/2022 -
Can We Retire Early? Investing and Retirement “Rothification” - 373
Published: 4/12/2022 -
Retirement Spitball: Social Security, Pension, and Self-Employed - 372
Published: 4/5/2022 -
When Must You Pay Roth Conversion Taxes? - 371
Published: 3/29/2022
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