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