Your Money, Your Wealth
Your Money, Your Wealth
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Recent Episodes
Don't Overcomplicate Retirement: Margin Loans, Whole Life, Roth Mistakes - 585
Financial Assessment (Meet with an experienced professional):https://bit.ly/PureAssessmentFree Financial Resources in This Episode: https://bit.ly/ymyw-585 (full show notes & episode…
These Tax Strategies Let You Spend More in Retirement - 584
Schedule a Free Financial Assessment with an experienced professional:https://bit.ly/PureFreeAssessmentHeidi from the Space Coast of Florida found a money-saving tidbit in a past episode that…
$1.6M in One Stock? Here's How to Get Out Without Getting Crushed - 583
Schedule a Free Financial Assessment with an experienced professional:https://bit.ly/PureFreeAssessmentJoe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains…
Safe Withdrawal Rate Debate: How Much Can You REALLY Spend in Early Retirement? - 582
Financial Assessment (Meet with an experienced professional):https://bit.ly/PureFreeAssessmentToday on Your Money, Your Wealth® podcast number 582, Joe Anderson, CFP® and Big Al Clopine, CPA address…
Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581
June in Washington State is 62 with $2.5 million saved and a $350,000 pension on the table. Should she take the lump sum or the monthly check for life? Spoiler alert: there's a 3-to-1 vote in the…
You Have Enough to Retire Before 60. Why Are You Still Working? - 580
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can…
Too Much 401k Money? The $3M Roth Conversion Problem - 579
Saving into Roth instead of traditional accounts to bring down required minimum distributions in retirement, and whether retiring early is in the cards: that's today on Your Money, Your Wealth®…
The Retirement Question Every Couple Asks: Can We Afford It? - 578
"Chase and Ryder" are 56 and 55 with $5 million saved and huge pensions the day they retire. So why are they so nervous about pulling the trigger? That's today on Your Money, Your Wealth® podcast…
This Early Retirement Strategy Could Be a Huge Mistake - 577
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether a popular early retirement strategy could actually blow up your financial plan, today on Your Money, Your Wealth® podcast number 577.…
When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576
Are Roth conversions worth it? We'll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it's worth it for…
Die With Zero: Are You Giving Your Kids Too Much? - 575
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support your kids financially, today on Your Money, Your Wealth® podcast number 575. "Lloyd and Diane" in…
When Should You Take Social Security? (Don't Screw This Up) - 574
Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, Your Wealth® podcast number 574. Bijou Plutus and her…
Could You Retire Tomorrow If You Had To? - 573
Juan and Mary in Brooklyn are 49 and 48 with $2.2 million saved. Can Juan afford to retire early, or just walk away if he gets fired? And if they get divorced, yikes - but does the math still work?…
Could You Lose Half Your Retirement Income to Taxes? - 572
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax…
Retire Early in Your 40s or 50s: Green Light or Reality Check? - 571
If you plan to punch the clock for the final time decades before "standard" retirement age, you need a financial strategy that goes beyond just saving. Joe Anderson, CFP® and Big Al Clopine, CPA…
Retirement Planning for Aging Parents - and Can You Retire Early? - 570
Joe and Big Al spitball two sides of the retirement equation, today on Your Money, Your Wealth® podcast number 570. Daniel in Texas is 40 and worrying about how to support Mom and Dad if their money…
Retirement Changes at These 5 Major Financial Crossroads - 569
When you're standing at a major financial crossroads, the timing of your decisions can mean the difference between success and failure. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on the…
Tax-Smart Investing at Every Age: Starting Young or Catching Up - 568
John Q. Taxpayer is in the home stretch of his career, looking for the best way to catch-up and build his tax-free bucket. Meanwhile, a pair of young financial nerds in Omaha are already strong…
Rising Costs and Retirement Unknowns? Here's What to Do - 567
Should Al and Peggy in Illinois keep hammering pre-tax retirement savings or should they pivot to post-tax Roth for better tax diversification? Which pension option is best for their early retirement…
High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566
"Mr and Mrs Smith" have nearly $850,000 saved at age 43, but they're very concerned about retirement. "Lucy and Desi" are 58 and 64 with nearly $7 million saved, but they still lie awake wondering if…
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Your Money, Your Wealth has published 580 episodes since February 2016, covering topics in Business, Business News.
Your Money, Your Wealth is currently highly active with new episodes weekly. Average episode length is 43m.
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