Your Money, Your Wealth
Een podcast door Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Dinsdagen
Categorieën:
505 Afleveringen
-
Is Our Retirement Savings Enough to Ever Retire? - 454
Gepubliceerd: 7-11-2023 -
No Retirement Advice or Recommendations, Just Spitballing - 453
Gepubliceerd: 31-10-2023 -
Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
Gepubliceerd: 24-10-2023 -
Mega Backdoor Roth Conversion 5-Year Rule and Bond Investing - 451
Gepubliceerd: 17-10-2023 -
Retirement Withdrawals: What's a Safe Distribution Rate? - 450
Gepubliceerd: 10-10-2023 -
What To Do With Your Employer-Sponsored Retirement Plan? - 449
Gepubliceerd: 3-10-2023 -
Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448
Gepubliceerd: 26-9-2023 -
Can You Shorten Your Working Years? - 447
Gepubliceerd: 19-9-2023 -
DIY Early Retirement Planning - 446
Gepubliceerd: 12-9-2023 -
Market Timing, Pension, & Roth Conversion Retirement Spitball - 445
Gepubliceerd: 5-9-2023 -
What Are the Rules for Taking Money From a Roth IRA? - 444
Gepubliceerd: 29-8-2023 -
Spitballing Retirement and Social Security for Worst Case Scenarios - 443
Gepubliceerd: 22-8-2023 -
RSU, Mutual Funds, Bonds, and Annuities - 442
Gepubliceerd: 15-8-2023 -
Early Retirement Withdrawals & Capital Gains Tax Explained - 441
Gepubliceerd: 8-8-2023 -
Are Roth Conversions Really As Good as They Sound? - 440
Gepubliceerd: 1-8-2023 -
$7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439
Gepubliceerd: 25-7-2023 -
When Will You Be Able to Retire? - 438
Gepubliceerd: 18-7-2023 -
Two Unspoken Assumptions About Collecting Social Security - 437
Gepubliceerd: 11-7-2023 -
Invest or Pay Off the Mortgage? - 436
Gepubliceerd: 4-7-2023 -
How to Maximize Your Inheritance: IRA Options and RMDs - 435
Gepubliceerd: 27-6-2023
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
