A "Top 10 Personal Finance Podcast" and a "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 are making fun out of finance as they 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 fiduciary. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
http://yourmoneyyourwealth.com
Gesamtlänge aller Episoden: 14 days 23 hours 35 minutes
episode 32: Investing Q & A’s + Tax Quiz
Aired: 5/21/2016 11 AM:: Hosts answer real-life investment questions for retirees and pre-retirees. Plus, 10 retirement statistics that might scare you. Your hosts close this hour with a quiz on taxes - how will you fare?
episode 31: 15 Mistakes People Make in Retirement
Aired: 5/21/2016 10 AM:: Joe and Al go over a recent Go Banking Rates article about mistakes even the smartest and most prepared people make in retirement.
episode 30: Retirement Realities vs Retirement Myths
Aired: 5/14/2016 11 AM:: Retirement isn’t what it was when your parents left the workforce. In fact, it may not be what it was even a decade ago. Hosts, Joe Anderson & Al Clopine, dive into the realities of retirement as they shed light on 10...
episode 29: 9 Ways to Build Your Wealth in Your 50’s
Aired: 5/14/2016 10 AM:: If you’re in your 50’s, retirement is probably right around the corner. During this time it’s critical to make the right financial decisions to achieve your retirement goals. Joe and Al break down 9 financial tips to...
episode 28: Retirement Errors That Will Crush Your Investment Gains
Aired: 5/7/2016 11 AM:: What’s it going to cost you to retire? Hosts share three retirement errors that will crush your investment gains. Plus Identity Theft Resource Center joins the show to share how you can protect yourself from one of...
episode 27: Maximizing Social Security Benefit under New Rules
Aired: 5/7/2016 10 AM:: Social Security changes are now in effect; hosts explain best ways to maximize your benefit despite two major claiming strategies now eliminated. Listeners are also faced with the realities of retirement, as hosts debunk common...
episode 26: Estate Planning, Dividend Investing, and Social Security
Aired: 4/30/2016 11 AM:: Hosts answer common questions on estate planning, investments and dividends, retirement plans and Social Security benefits. Then they welcome Laura Adams to the show, author of Smart Girl's Moves to Grow Rich. Plus, Prince...
episode 25: How Will the Presidential Election Impact the Stock Market?
Aired: 4/30/2016 10 AM:: Baby boomers misconceptions about Social Security could be leaving money on the table. More and more boomers aren't planning on having any money to leave to their heirs. Plus, what effect the presidential election could have...
episode 24: Passive Investing vs. Active Investing with Larry Swedroe
Aired: 4/23/2016 11 AM:: Financial expert Larry Swedroe joins to talk about the best ways to invest in the stock market. Plus, Swedroe compares passive versus active investing explaining which approach is best for pre-retirees and retirees.
episode 23: How to Build Wealth and Success in Retirement
Aired: 4/23/2016 10 AM:: Hosts discuss how to build wealth AND success to get you through retirement. Plus, the best kept secret of Social Security is about to disappear! Find out how you'll be affected by this big change.