Your Money, Your Wealth
Podcast tekijän mukaan Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tiistaisin
505 Jaksot
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Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355
Julkaistiin: 7.12.2021 -
Retirement Pension Lump Sum or Monthly Annuity Payment? - 354
Julkaistiin: 30.11.2021 -
Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
Julkaistiin: 23.11.2021 -
Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352
Julkaistiin: 16.11.2021 -
Estate Planning, Social Security, and TSP to Roth Conversions - 351
Julkaistiin: 9.11.2021 -
Spitballing the Sequence of Retirement Savings - 350
Julkaistiin: 2.11.2021 -
How to Pay the Tax on a Roth Conversion - 349
Julkaistiin: 26.10.2021 -
Medicare, Social Security, and FIRE Early Retirement - 348
Julkaistiin: 19.10.2021 -
What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
Julkaistiin: 12.10.2021 -
Buying and Selling Your House or Real Estate - 346
Julkaistiin: 5.10.2021 -
Working or Retiring Abroad and Early Retirement Spitball - 345
Julkaistiin: 28.9.2021 -
It Could Be Over for the Mega Backdoor Roth IRA - 344
Julkaistiin: 21.9.2021 -
HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
Julkaistiin: 14.9.2021 -
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
Julkaistiin: 7.9.2021 -
Early Retirement Spitball Analysis - 341
Julkaistiin: 31.8.2021 -
Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
Julkaistiin: 24.8.2021 -
Should We Do a Roth Conversion? - 339
Julkaistiin: 17.8.2021 -
What to Do When You Own Too Much of One Stock - 338
Julkaistiin: 10.8.2021 -
Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
Julkaistiin: 3.8.2021 -
How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
Julkaistiin: 27.7.2021
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
