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Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
537 episodes
1 day 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
Show more...
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 (20/537)
Your Money, Your Wealth
Are These Millennials Saving Enough to Retire Before 60? - 541
20 hours ago
49 minutes 29 seconds

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

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

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

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

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

Your Money, Your Wealth
When Do Roth Conversions STOP Making Sense? - 535
1 month ago
26 minutes 43 seconds

Your Money, Your Wealth
Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retirement Spending Plan - 534
1 month ago
28 minutes 2 seconds

Your Money, Your Wealth
Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA - 533
1 month ago
33 minutes 46 seconds

Your Money, Your Wealth
"The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532
2 months ago
20 minutes

Your Money, Your Wealth
Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
2 months ago
26 minutes 27 seconds

Your Money, Your Wealth
Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
2 months ago
36 minutes 48 seconds

Your Money, Your Wealth
When to HOLD OFF on Doing Roth Conversions - 529
2 months ago
37 minutes 26 seconds

Your Money, Your Wealth
Retirement Savings: When to Take Your Foot Off the Gas - 528
3 months ago
34 minutes 12 seconds

Your Money, Your Wealth
Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
3 months ago
42 minutes 24 seconds

Your Money, Your Wealth
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
3 months ago
51 minutes 11 seconds

Your Money, Your Wealth
Risks Threaten Retirement. Rewire Your Plans - 525
3 months ago
55 minutes 13 seconds

Your Money, Your Wealth
Will the Tax Cuts and Jobs Act Be Extended? - 524
3 months ago
47 minutes 27 seconds

Your Money, Your Wealth
These Three Investments Make for a Happier Retirement - 523
4 months ago
43 minutes 13 seconds

Your Money, Your Wealth
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
4 months ago
43 minutes 15 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