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Your Money, Your Wealth

Your Money, Your Wealth


Your Money, Your Wealth

ratings:
Length:
480 episodes
Language:
English
Format:
Podcast

Description

A "Top 10 Personal Finance Podcast" and a "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 are making fun out of finance as they 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 fiduciary. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
Language:
English
Format:
Podcast

Episodes1 - 10 of 480 episodes

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401(k) vs. Roth: Where to Save for Retirement - 480

Kyle and his fiancée are in their 30s, have done a great job saving, and are in a high ...

41 minutes
May 07, 2024

Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479

Linda is retired and financially independent. Her advisor suggests she have a separatel...

43 minutes
Apr 30, 2024

How to Manage Taxes When You Win the Lottery - 478

So you won the lottery - congratulations! After you celebrate, should you rip off the b...

52 minutes
Apr 23, 2024

What’s the Break-Even Point on Roth Conversions? - 477

Are there ever times when going all Roth isn’t the best strategy? How do you determine ...

46 minutes
Apr 16, 2024

Which Mortgage for Early Retirement? What is Private Credit? - 476

What is private credit and where does it fit in your investment portfolio? At age 60, H...

49 minutes
Apr 09, 2024

Is Your Retirement Withdrawal Rate Too High? - 475

Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe And...

51 minutes
Apr 02, 2024

How to Take the Uncertainty of Taxes Off the Table - 474

Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement sh...

54 minutes
Mar 26, 2024

Does Your Financial Advisor Just Want to Collect Fees? - 473

Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inheri...

46 minutes
Mar 19, 2024

Will Roth Conversions Put You On Track to Retire Early? - 472

Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3...

50 minutes
Mar 12, 2024

How Much Should You Convert to Roth IRA? - 471

Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they sho...

53 minutes
Mar 05, 2024

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