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Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
550 episodes
6 days ago
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
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Investing
Education,
Business
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All content for Your Money, Your Wealth is the property of Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Education,
Business
Episodes (20/550)
Your Money, Your Wealth
Retiring Before Social Security? Consider These Portfolio Changes - 555
1 week ago
41 minutes 24 seconds

Your Money, Your Wealth
Change of Roth Plans for the New Senior Tax Bonus? Tax-Loss Wins? - 554
2 weeks ago
34 minutes 47 seconds

Your Money, Your Wealth
Should You Convert to Roth Before or After You Retire? - 553
3 weeks ago
40 minutes 41 seconds

Your Money, Your Wealth
Don't Let Money Anxiety Ruin Your Retirement - 552
4 weeks ago
36 minutes 30 seconds

Your Money, Your Wealth
Where Should You Take Retirement Money First If You've Saved $2M? - 551
1 month ago
49 minutes 59 seconds

Your Money, Your Wealth
Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550
1 month ago
49 minutes 13 seconds

Your Money, Your Wealth
What Retiring With $6 Million Really Looks Like - 549
1 month ago
36 minutes

Your Money, Your Wealth
Is Financial Software Giving You False Retirement Confidence? - 548
1 month ago
47 minutes 56 seconds

Your Money, Your Wealth
Roth Conversions: When to Make 'Em, When to Take 'Em - 547
2 months ago
43 minutes 20 seconds

Your Money, Your Wealth
How to Accomplish Your Retirement Goals - Even Without a Fat Wallet - 546
2 months ago
51 minutes 7 seconds

Your Money, Your Wealth
What The New Law Means For Your Roth IRA! - 545
2 months ago
38 minutes 4 seconds

Your Money, Your Wealth
What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544
2 months ago
28 minutes 35 seconds

Your Money, Your Wealth
Can You Retire at Age 57 and Spend Big? - 543
3 months ago
38 minutes 58 seconds

Your Money, Your Wealth
Are You Cutting Retirement Too Close? - 542
3 months ago
35 minutes 49 seconds

Your Money, Your Wealth
Are These Millennials Saving Enough to Retire Before 60? - 541
3 months ago
49 minutes 29 seconds

Your Money, Your Wealth
Smart Strategies to Retire Early and Spend More - 540
3 months ago
33 minutes 14 seconds

Your Money, Your Wealth
Where to Invest for Pre-Retirement and a GO-GO Lifestyle? - 539
3 months ago
27 minutes 2 seconds

Your Money, Your Wealth
How Much Money Do You Need to Retire in 2026? - 538
4 months ago
35 minutes 10 seconds

Your Money, Your Wealth
Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537
4 months ago
36 minutes 8 seconds

Your Money, Your Wealth
Social Security vs. Pension No More - 536
4 months ago
17 minutes 2 seconds

Your Money, Your Wealth
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