Your Money, Your Wealth

Podcast tekijän mukaan Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tiistaisin

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Tiistaisin

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Talous

500 Jaksot

  1. Roth Conversions, Annuities and Inherited IRAs - 291

    Julkaistiin: 15.9.2020

  2. Market Timing and Day Trading in a Roth IRA? - 290

    Julkaistiin: 8.9.2020

  3. Backdoor Roth IRA Conversions, Stimulus and Self-Employed Retirement -289

    Julkaistiin: 1.9.2020

  4. YMYW Spitball Analysis 2: Retirement and Social Security - 288

    Julkaistiin: 25.8.2020

  5. Roth Conversion Tax Planning Strategies and Annuities - 287

    Julkaistiin: 18.8.2020

  6. Dividend-Paying Stocks and Investing Strategies at All Ages - 286

    Julkaistiin: 11.8.2020

  7. New Stimulus Check & Coronavirus Relief Package On the Way? - 285

    Julkaistiin: 4.8.2020

  8. What Is Your Retirement Number? YMYW Spitball Retirement Analysis - 284

    Julkaistiin: 28.7.2020

  9. Tax Gain Harvesting, Active vs. Passive Investments… and Roth Conversions - 283

    Julkaistiin: 21.7.2020

  10. How to Do a Roth Conversion and Pay Taxes On It - 282

    Julkaistiin: 14.7.2020

  11. Will These Three Things Affect Your Social Security? - 281

    Julkaistiin: 7.7.2020

  12. Are These Retirement Investment Strategies On Track? - 280

    Julkaistiin: 30.6.2020

  13. Real Estate, Roth Conversions, and Social Security - 279

    Julkaistiin: 23.6.2020

  14. Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278

    Julkaistiin: 16.6.2020

  15. Roth IRA Conversion and Contribution Rules - 277

    Julkaistiin: 9.6.2020

  16. Pre-Tax or Roth Contributions for Retirement Savings? - 276

    Julkaistiin: 2.6.2020

  17. Social Security WEP, GPO & Roth IRA Conversion Strategies - 275

    Julkaistiin: 26.5.2020

  18. CARES Act: Distributions, RMDs & Dependents - 274

    Julkaistiin: 19.5.2020

  19. Real Estate, Roth Conversions & Annuities - 273

    Julkaistiin: 12.5.2020

  20. Asset Location: Where Should You Hold Retirement Investments? - 272

    Julkaistiin: 5.5.2020

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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
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