Your Money, Your Wealth

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

Tuesdays

Categories:

Business

500 Episodes

  1. Spitballing the Sequence of Retirement Savings - 350

    Published: 11/2/2021

  2. How to Pay the Tax on a Roth Conversion - 349

    Published: 10/26/2021

  3. Medicare, Social Security, and FIRE Early Retirement - 348

    Published: 10/19/2021

  4. What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

    Published: 10/12/2021

  5. Buying and Selling Your House or Real Estate - 346

    Published: 10/5/2021

  6. Working or Retiring Abroad and Early Retirement Spitball - 345

    Published: 9/28/2021

  7. It Could Be Over for the Mega Backdoor Roth IRA - 344

    Published: 9/21/2021

  8. HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343

    Published: 9/14/2021

  9. Roth 401(k), Conversions, RMDs, and Cap Gains - 342

    Published: 9/7/2021

  10. Early Retirement Spitball Analysis - 341

    Published: 8/31/2021

  11. Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340

    Published: 8/24/2021

  12. Should We Do a Roth Conversion? - 339

    Published: 8/17/2021

  13. What to Do When You Own Too Much of One Stock - 338

    Published: 8/10/2021

  14. Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337

    Published: 8/3/2021

  15. How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336

    Published: 7/27/2021

  16. Which States Are the Most Tax-Friendly in Retirement? - 335

    Published: 7/20/2021

  17. Are We On Track for Retirement? Financial Plan Spitball Analysis - 334

    Published: 7/13/2021

  18. Are Financial Advisors Really Worth the Money? - 333

    Published: 7/6/2021

  19. Roth Conversions, Medicare, and Required Minimum Distributions - 332

    Published: 6/29/2021

  20. What is the Best Age to Retire, Financially Speaking? - 331

    Published: 6/22/2021

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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