Your Money, Your Wealth

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

Tiistaisin

Kategoriat:

500 Jaksot

  1. Working After Retirement and Wealth Gifting Strategies - 390

    Julkaistiin: 9.8.2022
  2. Save for a Home or Save for Retirement? - 389

    Julkaistiin: 2.8.2022
  3. Pay Tax on This Move Now to Potentially Have More to Spend Later - 388

    Julkaistiin: 26.7.2022
  4. A Model Retirement Plan Spitball Analysis - 387

    Julkaistiin: 19.7.2022
  5. Should We Hold Off on Retiring Until the Markets Recover? - 386

    Julkaistiin: 12.7.2022
  6. Bonds and Series I Bonds, High Inflation, and High Interest Rates - 385

    Julkaistiin: 5.7.2022
  7. Can We Retire Soon? Retirement Spitball Analysis - 384

    Julkaistiin: 28.6.2022
  8. Where to Find Retirement Income When the Stock Market Freaks Out - 383

    Julkaistiin: 21.6.2022
  9. Where Should You Save for Retirement? Where Does Real Estate Fit? - 382

    Julkaistiin: 14.6.2022
  10. Don’t Retire Until You Can Answer These Five Practical Questions - 381

    Julkaistiin: 7.6.2022
  11. How to Ditch a Bad SIMPLE IRA? What's a Prohibited Transaction? - 380

    Julkaistiin: 31.5.2022
  12. 6 Money Strategies for Down Markets Depending on Your Goals - 379

    Julkaistiin: 24.5.2022
  13. Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378

    Julkaistiin: 17.5.2022
  14. Roth IRA, 457, TSP, and Retire Early Spitball - 377

    Julkaistiin: 10.5.2022
  15. Self-Employed Retirement, Fixed Index Annuities, and Investment Property - 376

    Julkaistiin: 3.5.2022
  16. Roth Conversion Retirement Spitball Analysis - 375

    Julkaistiin: 26.4.2022
  17. Annuities, Social Security, and Real Estate Taxes - 374

    Julkaistiin: 19.4.2022
  18. Can We Retire Early? Investing and Retirement “Rothification” - 373

    Julkaistiin: 12.4.2022
  19. Retirement Spitball: Social Security, Pension, and Self-Employed - 372

    Julkaistiin: 5.4.2022
  20. When Must You Pay Roth Conversion Taxes? - 371

    Julkaistiin: 29.3.2022

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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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