Your Money, Your Wealth
Een podcast door Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Dinsdagen

Categorieën:
505 Afleveringen
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YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296
Gepubliceerd: 20-10-2020 -
All About the Backdoor Roth IRA Strategy - 295
Gepubliceerd: 13-10-2020 -
Rebalancing Your Retirement Portfolio in Market Downturns - 294
Gepubliceerd: 6-10-2020 -
Backdoor Roth Conversions and Investing for Kids - 293
Gepubliceerd: 29-9-2020 -
Will Estate Tax Law Changes Affect Your Family Financial Plan? - 292
Gepubliceerd: 22-9-2020 -
Roth Conversions, Annuities and Inherited IRAs - 291
Gepubliceerd: 15-9-2020 -
Market Timing and Day Trading in a Roth IRA? - 290
Gepubliceerd: 8-9-2020 -
Backdoor Roth IRA Conversions, Stimulus and Self-Employed Retirement -289
Gepubliceerd: 1-9-2020 -
YMYW Spitball Analysis 2: Retirement and Social Security - 288
Gepubliceerd: 25-8-2020 -
Roth Conversion Tax Planning Strategies and Annuities - 287
Gepubliceerd: 18-8-2020 -
Dividend-Paying Stocks and Investing Strategies at All Ages - 286
Gepubliceerd: 11-8-2020 -
New Stimulus Check & Coronavirus Relief Package On the Way? - 285
Gepubliceerd: 4-8-2020 -
What Is Your Retirement Number? YMYW Spitball Retirement Analysis - 284
Gepubliceerd: 28-7-2020 -
Tax Gain Harvesting, Active vs. Passive Investments… and Roth Conversions - 283
Gepubliceerd: 21-7-2020 -
How to Do a Roth Conversion and Pay Taxes On It - 282
Gepubliceerd: 14-7-2020 -
Will These Three Things Affect Your Social Security? - 281
Gepubliceerd: 7-7-2020 -
Are These Retirement Investment Strategies On Track? - 280
Gepubliceerd: 30-6-2020 -
Real Estate, Roth Conversions, and Social Security - 279
Gepubliceerd: 23-6-2020 -
Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278
Gepubliceerd: 16-6-2020 -
Roth IRA Conversion and Contribution Rules - 277
Gepubliceerd: 9-6-2020
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