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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Financially Able But Afraid to Retire - 361
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2022-01-18
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Should You Invest in the Stock Market or Buy Real Estate? - 360
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2022-01-11
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Social Security Benefits for Spouses, Ex-Spouses, and Survivors - 359
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2022-01-04
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Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
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2021-12-28
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Does the 5 Year Rule Apply to Each Roth Conversion? - 357
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2021-12-21
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Spitballing Retirement and the Build Back Better Tax Proposal - 356
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2021-12-14
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Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355
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2021-12-07
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Retirement Pension Lump Sum or Monthly Annuity Payment? - 354
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2021-11-30
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Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
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2021-11-23
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Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352
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2021-11-16
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Estate Planning, Social Security, and TSP to Roth Conversions - 351
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2021-11-09
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Spitballing the Sequence of Retirement Savings - 350
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2021-11-02
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How to Pay the Tax on a Roth Conversion - 349
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2021-10-26
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Medicare, Social Security, and FIRE Early Retirement - 348
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2021-10-19
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What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
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2021-10-12
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Buying and Selling Your House or Real Estate - 346
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2021-10-05
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Working or Retiring Abroad and Early Retirement Spitball - 345
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2021-09-28
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It Could Be Over for the Mega Backdoor Roth IRA - 344
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2021-09-21
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HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
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2021-09-14
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Roth 401(k), Conversions, RMDs, and Cap Gains - 342
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2021-09-07
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