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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Your SECURE Act Retirement Questions Answered - 256
Gepubliceerd: 14-1-2020 -
Breaking Down the Confusing 5-Year Roth Clock Rules - 255
Gepubliceerd: 7-1-2020 -
Roth Conversions from a Thrift Savings Plan TSP? - 254
Gepubliceerd: 31-12-2019 -
Rules for Your Retirement Savings and Distributions Are Changing - 253
Gepubliceerd: 24-12-2019 -
Strategies for Social Security, Annuities, and Inherited Assets - 252
Gepubliceerd: 17-12-2019 -
Should You Convert to Roth IRA All at Once or Over Time? - 251
Gepubliceerd: 10-12-2019 -
Tanja Hester on the Flexibility of Financial Independence - 250
Gepubliceerd: 3-12-2019 -
What’s the Break-Even on a Retirement Roth IRA Conversion? - 249
Gepubliceerd: 26-11-2019 -
Is a Roth Conversion Affected By Social Security? - 248
Gepubliceerd: 19-11-2019 -
How to Talk to Mom & Dad About Their Money - 247
Gepubliceerd: 12-11-2019 -
Why This Life Insurance Is for the Most Part a Scam - 246
Gepubliceerd: 5-11-2019 -
Is It Time to Fire Your Financial Advisor? - 245
Gepubliceerd: 29-10-2019 -
5 Unique Social Security Questions Answered - 244
Gepubliceerd: 22-10-2019 -
The Truth About Indexed Universal Life Insurance - 243
Gepubliceerd: 15-10-2019 -
Investing the Money from a Real Estate Sale - 242
Gepubliceerd: 8-10-2019 -
Answers to Your Top Roth Conversion Questions - 241
Gepubliceerd: 1-10-2019 -
How to Choose Your Own Financial Independence Adventure - 240
Gepubliceerd: 24-9-2019 -
How Should You Invest? As Always, It Depends - 239
Gepubliceerd: 17-9-2019 -
Roth Conversions, Life Insurance & More: Email Round-Up - 238
Gepubliceerd: 10-9-2019 -
Mad at the Roller Coaster? Then You Don't Understand the Ride - 237
Gepubliceerd: 3-9-2019
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