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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Ready to Retire? 5 Retirement Spitball Analyses - 434
Gepubliceerd: 20-6-2023 -
Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433
Gepubliceerd: 13-6-2023 -
Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432
Gepubliceerd: 6-6-2023 -
How to Calculate Your Retirement Needs in Future Dollars - 431
Gepubliceerd: 30-5-2023 -
How to Consider Your Pension Options for Retirement - 430
Gepubliceerd: 23-5-2023 -
HSA to Roth, RMD Investing, and Social Security Strategies - 429
Gepubliceerd: 16-5-2023 -
What to Do With Inheritance Money? - 428
Gepubliceerd: 9-5-2023 -
Trust Issues, Death & Taxes: Estate Plan Spitball - 427
Gepubliceerd: 2-5-2023 -
Spitballing Retirement Real Estate and Tax Strategies - 426
Gepubliceerd: 25-4-2023 -
Annuity? CD? Money Market? Where to Invest for Safety - 425
Gepubliceerd: 18-4-2023 -
Investments vs. Retirement Withdrawal Strategy, FDIC Insurance - 424
Gepubliceerd: 11-4-2023 -
What to Do When There’s Too Much Money in Your Traditional IRA - 423
Gepubliceerd: 4-4-2023 -
How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422
Gepubliceerd: 28-3-2023 -
Roth Conversions & Retirement Spitball Analysis - 421
Gepubliceerd: 21-3-2023 -
Mutual Funds vs. ETFs, SECURE 2.0 & Capital Gains Strategies - 420
Gepubliceerd: 14-3-2023 -
How to Start Planning for Retirement - 419
Gepubliceerd: 7-3-2023 -
“Will I Ever Be Able to Retire?” - 418
Gepubliceerd: 28-2-2023 -
What to Do When You Get a Huge Pay Increase - 417
Gepubliceerd: 21-2-2023 -
Set-and-Forget Investing, Real Estate vs. Bonds, Pension, Social Security and Medicare - 416
Gepubliceerd: 14-2-2023 -
SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
Gepubliceerd: 7-2-2023
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