505 Episodes

  1. Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355

    Published: 12/7/2021

  2. Retirement Pension Lump Sum or Monthly Annuity Payment? - 354

    Published: 11/30/2021

  3. Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353

    Published: 11/23/2021

  4. Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352

    Published: 11/16/2021

  5. Estate Planning, Social Security, and TSP to Roth Conversions - 351

    Published: 11/9/2021

  6. Spitballing the Sequence of Retirement Savings - 350

    Published: 11/2/2021

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

    Published: 10/26/2021

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

    Published: 10/19/2021

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

    Published: 10/12/2021

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

    Published: 10/5/2021

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

    Published: 9/28/2021

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

    Published: 9/21/2021

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

    Published: 9/14/2021

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

    Published: 9/7/2021

  15. Early Retirement Spitball Analysis - 341

    Published: 8/31/2021

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

    Published: 8/24/2021

  17. Should We Do a Roth Conversion? - 339

    Published: 8/17/2021

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

    Published: 8/10/2021

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

    Published: 8/3/2021

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

    Published: 7/27/2021

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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