Your Money, Your Wealth
Podcast tekijän mukaan Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tiistaisin
505 Jaksot
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Roth Conversion Retirement Spitball Analysis - 375
Julkaistiin: 26.4.2022 -
Annuities, Social Security, and Real Estate Taxes - 374
Julkaistiin: 19.4.2022 -
Can We Retire Early? Investing and Retirement “Rothification” - 373
Julkaistiin: 12.4.2022 -
Retirement Spitball: Social Security, Pension, and Self-Employed - 372
Julkaistiin: 5.4.2022 -
When Must You Pay Roth Conversion Taxes? - 371
Julkaistiin: 29.3.2022 -
Taxes and Real Estate Investing Explained - 370
Julkaistiin: 22.3.2022 -
Should You Claim Social Security Early? - 369
Julkaistiin: 15.3.2022 -
Why Is It So Difficult to Time the Market? - 368
Julkaistiin: 8.3.2022 -
Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367
Julkaistiin: 1.3.2022 -
Roth Conversions vs. Roth Contributions - 366
Julkaistiin: 22.2.2022 -
Real Estate Investing: What Are Cash-on-Cash and Cap Rate? - 365
Julkaistiin: 15.2.2022 -
Covered Call Investing Strategies Explained, RMDs, and Social Security Taxation - 364
Julkaistiin: 8.2.2022 -
Stock Acquisition, HSA, AMT, TSP, RSU, and Trust as Retirement Beneficiary - 363
Julkaistiin: 1.2.2022 -
Early Retirement, Roth Conversion Tax: YMYW Best of 2021 - 362
Julkaistiin: 25.1.2022 -
Financially Able But Afraid to Retire - 361
Julkaistiin: 18.1.2022 -
Should You Invest in the Stock Market or Buy Real Estate? - 360
Julkaistiin: 11.1.2022 -
Social Security Benefits for Spouses, Ex-Spouses, and Survivors - 359
Julkaistiin: 4.1.2022 -
Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
Julkaistiin: 28.12.2021 -
Does the 5 Year Rule Apply to Each Roth Conversion? - 357
Julkaistiin: 21.12.2021 -
Spitballing Retirement and the Build Back Better Tax Proposal - 356
Julkaistiin: 14.12.2021
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