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
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Date published
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Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
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2023-12-26
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How to Invest: Bonds, CDs, and Roth Conversions - 460
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2023-12-19
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Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
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2023-12-12
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Retirement Spending and Timing Your Mortgage Payoff - 458
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2023-12-05
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How to Cut Your Taxes Before Year-End - 457
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2023-11-28
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How to Bridge the Gap to Retirement Income: Pension Spitball - 456
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2023-11-21
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Can High Earners Fund a Roth IRA Without Paying More Tax? - 455
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2023-11-14
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Is Our Retirement Savings Enough to Ever Retire? - 454
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2023-11-07
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No Retirement Advice or Recommendations, Just Spitballing - 453
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2023-10-31
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Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
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2023-10-24
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Mega Backdoor Roth Conversion 5-Year Rule and Bond Investing - 451
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2023-10-17
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Retirement Withdrawals: What's a Safe Distribution Rate? - 450
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2023-10-10
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What To Do With Your Employer-Sponsored Retirement Plan? - 449
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2023-10-03
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Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448
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2023-09-26
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Can You Shorten Your Working Years? - 447
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2023-09-19
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DIY Early Retirement Planning - 446
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2023-09-12
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Market Timing, Pension, & Roth Conversion Retirement Spitball - 445
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2023-09-05
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What Are the Rules for Taking Money From a Roth IRA? - 444
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2023-08-29
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Spitballing Retirement and Social Security for Worst Case Scenarios - 443
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2023-08-22
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RSU, Mutual Funds, Bonds, and Annuities - 442
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2023-08-15
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