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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Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355
Gepubliceerd: 7-12-2021 -
Retirement Pension Lump Sum or Monthly Annuity Payment? - 354
Gepubliceerd: 30-11-2021 -
Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
Gepubliceerd: 23-11-2021 -
Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352
Gepubliceerd: 16-11-2021 -
Estate Planning, Social Security, and TSP to Roth Conversions - 351
Gepubliceerd: 9-11-2021 -
Spitballing the Sequence of Retirement Savings - 350
Gepubliceerd: 2-11-2021 -
How to Pay the Tax on a Roth Conversion - 349
Gepubliceerd: 26-10-2021 -
Medicare, Social Security, and FIRE Early Retirement - 348
Gepubliceerd: 19-10-2021 -
What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
Gepubliceerd: 12-10-2021 -
Buying and Selling Your House or Real Estate - 346
Gepubliceerd: 5-10-2021 -
Working or Retiring Abroad and Early Retirement Spitball - 345
Gepubliceerd: 28-9-2021 -
It Could Be Over for the Mega Backdoor Roth IRA - 344
Gepubliceerd: 21-9-2021 -
HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
Gepubliceerd: 14-9-2021 -
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
Gepubliceerd: 7-9-2021 -
Early Retirement Spitball Analysis - 341
Gepubliceerd: 31-8-2021 -
Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
Gepubliceerd: 24-8-2021 -
Should We Do a Roth Conversion? - 339
Gepubliceerd: 17-8-2021 -
What to Do When You Own Too Much of One Stock - 338
Gepubliceerd: 10-8-2021 -
Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
Gepubliceerd: 3-8-2021 -
How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
Gepubliceerd: 27-7-2021
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
