Your Money, Your Wealth

Your Money, Your Wealth

by

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

Recent Episodes

  • How Much Money Do You Need to Retire in 2026? - 538

    7 days ago
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    2 weeks ago
  • Social Security vs. Pension No More - 536

    3 weeks ago
  • When Do Roth Conversions STOP Making Sense? - 535

    4 weeks ago
  • Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retirement Spending Plan - 534

    1 month ago
  • Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA - 533

    1 month ago
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    2 months ago
  • Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531

    2 months ago
  • Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530

    2 months ago
  • When to HOLD OFF on Doing Roth Conversions - 529

    2 months ago