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. What To Do With Your Employer-Sponsored Retirement Plan? - 449

    Julkaistiin: 3.10.2023

  2. Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448

    Julkaistiin: 26.9.2023

  3. Can You Shorten Your Working Years? - 447

    Julkaistiin: 19.9.2023

  4. DIY Early Retirement Planning - 446

    Julkaistiin: 12.9.2023

  5. Market Timing, Pension, & Roth Conversion Retirement Spitball - 445

    Julkaistiin: 5.9.2023

  6. What Are the Rules for Taking Money From a Roth IRA? - 444

    Julkaistiin: 29.8.2023

  7. Spitballing Retirement and Social Security for Worst Case Scenarios - 443

    Julkaistiin: 22.8.2023

  8. RSU, Mutual Funds, Bonds, and Annuities - 442

    Julkaistiin: 15.8.2023

  9. Early Retirement Withdrawals & Capital Gains Tax Explained - 441

    Julkaistiin: 8.8.2023

  10. Are Roth Conversions Really As Good as They Sound? - 440

    Julkaistiin: 1.8.2023

  11. $7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439

    Julkaistiin: 25.7.2023

  12. When Will You Be Able to Retire? - 438

    Julkaistiin: 18.7.2023

  13. Two Unspoken Assumptions About Collecting Social Security - 437

    Julkaistiin: 11.7.2023

  14. Invest or Pay Off the Mortgage? - 436

    Julkaistiin: 4.7.2023

  15. How to Maximize Your Inheritance: IRA Options and RMDs - 435

    Julkaistiin: 27.6.2023

  16. Ready to Retire? 5 Retirement Spitball Analyses - 434

    Julkaistiin: 20.6.2023

  17. Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

    Julkaistiin: 13.6.2023

  18. Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432

    Julkaistiin: 6.6.2023

  19. How to Calculate Your Retirement Needs in Future Dollars - 431

    Julkaistiin: 30.5.2023

  20. How to Consider Your Pension Options for Retirement - 430

    Julkaistiin: 23.5.2023

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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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