505 Episodes

  1. Roth Conversion Retirement Spitball Analysis - 375

    Published: 4/26/2022

  2. Annuities, Social Security, and Real Estate Taxes - 374

    Published: 4/19/2022

  3. Can We Retire Early? Investing and Retirement “Rothification” - 373

    Published: 4/12/2022

  4. Retirement Spitball: Social Security, Pension, and Self-Employed - 372

    Published: 4/5/2022

  5. When Must You Pay Roth Conversion Taxes? - 371

    Published: 3/29/2022

  6. Taxes and Real Estate Investing Explained - 370

    Published: 3/22/2022

  7. Should You Claim Social Security Early? - 369

    Published: 3/15/2022

  8. Why Is It So Difficult to Time the Market? - 368

    Published: 3/8/2022

  9. Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367

    Published: 3/1/2022

  10. Roth Conversions vs. Roth Contributions - 366

    Published: 2/22/2022

  11. Real Estate Investing: What Are Cash-on-Cash and Cap Rate? - 365

    Published: 2/15/2022

  12. Covered Call Investing Strategies Explained, RMDs, and Social Security Taxation - 364

    Published: 2/8/2022

  13. Stock Acquisition, HSA, AMT, TSP, RSU, and Trust as Retirement Beneficiary - 363

    Published: 2/1/2022

  14. Early Retirement, Roth Conversion Tax: YMYW Best of 2021 - 362

    Published: 1/25/2022

  15. Financially Able But Afraid to Retire - 361

    Published: 1/18/2022

  16. Should You Invest in the Stock Market or Buy Real Estate? - 360

    Published: 1/11/2022

  17. Social Security Benefits for Spouses, Ex-Spouses, and Survivors - 359

    Published: 1/4/2022

  18. Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358

    Published: 12/28/2021

  19. Does the 5 Year Rule Apply to Each Roth Conversion? - 357

    Published: 12/21/2021

  20. Spitballing Retirement and the Build Back Better Tax Proposal - 356

    Published: 12/14/2021

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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