Your Money, Your Wealth
Ein Podcast von Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Dienstags
505 Folgen
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How to Take the Uncertainty of Taxes Off the Table - 474
Vom: 26.3.2024 -
Does Your Financial Advisor Just Want to Collect Fees? - 473
Vom: 19.3.2024 -
Will Roth Conversions Put You On Track to Retire Early? - 472
Vom: 12.3.2024 -
How Much Should You Convert to Roth IRA? - 471
Vom: 5.3.2024 -
Spitballing Retirement for Fat Wallets - 470
Vom: 27.2.2024 -
401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469
Vom: 20.2.2024 -
How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468
Vom: 13.2.2024 -
What Does Retirement Look Like for You? - 467
Vom: 6.2.2024 -
Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466
Vom: 30.1.2024 -
Personal Finance 101: How to Teach Teens About Money - 465
Vom: 23.1.2024 -
Tax Strategies, Backdoor Roth, Buy vs. Rent - 464
Vom: 16.1.2024 -
Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463
Vom: 9.1.2024 -
Can You Retire Early at Age 50 or 60? - 462
Vom: 2.1.2024 -
Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
Vom: 26.12.2023 -
How to Invest: Bonds, CDs, and Roth Conversions - 460
Vom: 19.12.2023 -
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
Vom: 12.12.2023 -
Retirement Spending and Timing Your Mortgage Payoff - 458
Vom: 5.12.2023 -
How to Cut Your Taxes Before Year-End - 457
Vom: 28.11.2023 -
How to Bridge the Gap to Retirement Income: Pension Spitball - 456
Vom: 21.11.2023 -
Can High Earners Fund a Roth IRA Without Paying More Tax? - 455
Vom: 14.11.2023
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
