Your Money, Your Wealth podcast

Your Money, Your Wealth

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

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

 

#554

Will Buying Your Dream Home Ruin Early Retirement? - 559

Today on Your Money, Your Wealth® podcast 559 with Joe Anderson, CFP®, and Big Al Clopine,... more

09 Dec 2025

48 MINS

48:06

09 Dec 2025


#553

Roth IRA vs. Traditional IRA: Which is Better for Retirement Savings? - 558

McDreamy Dempsey wants to know if converting to Roth in the 37% tax bracket ever makes sen... more

02 Dec 2025

51 MINS

51:52

02 Dec 2025


#552

UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557

Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs toda... more

25 Nov 2025

41 MINS

41:20

25 Nov 2025


#551

Roth Conversions vs. 0% Capital Gains Rate: a Retirement Tax Trap? - 556

Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and r... more

18 Nov 2025

31 MINS

31:20

18 Nov 2025


#550

Retiring Before Social Security? Consider These Portfolio Changes - 555

Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion... more

11 Nov 2025

41 MINS

41:24

11 Nov 2025


#549

Change of Roth Plans for the New Senior Tax Bonus? Tax-Loss Wins? - 554

Should the new temporary senior tax deduction change your Roth conversion strategy? Joe an... more

04 Nov 2025

34 MINS

34:47

04 Nov 2025


#548

Should You Convert to Roth Before or After You Retire? - 553

Joe Anderson, CFP® and Big Al Clopine, CPA tackle one of the trickiest timing questions in... more

28 Oct 2025

40 MINS

40:41

28 Oct 2025


#547

Don't Let Money Anxiety Ruin Your Retirement - 552

Joe Anderson, CFP® and Big Al Clopine, CPA tackle the fears that mess with even the best-l... more

21 Oct 2025

36 MINS

36:30

21 Oct 2025


#546

Where Should You Take Retirement Money First If You've Saved $2M? - 551

We're playing "which comes first" today on Your Money, Your Wealth® podcast number 551 wit... more

14 Oct 2025

49 MINS

49:59

14 Oct 2025


#545

Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550

Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions, t... more

07 Oct 2025

49 MINS

49:13

07 Oct 2025


#544

What Retiring With $6 Million Really Looks Like - 549

Today on Your Money, Your Wealth® podcast number 549 with Joe Anderson, CFP® and Big Al Cl... more

30 Sep 2025

36 MINS

36:00

30 Sep 2025


#543

Is Financial Software Giving You False Retirement Confidence? - 548

Wendy and Joe in Colorado ran the numbers, and their financial planning software says they... more

23 Sep 2025

47 MINS

47:56

23 Sep 2025


#542

Roth Conversions: When to Make 'Em, When to Take 'Em - 547

A YMYW listener from Missouri and his wife are retired at 69 and 67, with less than $2 mil... more

16 Sep 2025

43 MINS

43:20

16 Sep 2025


#541

How to Accomplish Your Retirement Goals - Even Without a Fat Wallet - 546

We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Ande... more

09 Sep 2025

51 MINS

51:07

09 Sep 2025