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 22 hours 51 minutes
episode 21: How to Save on Taxes in Retirement
Aired: 4/16/2016 10 AM:: Tax season is just about over! Which makes now the perfect time to start planning for 2016. Joe and Big Al share how you can save a bundle on your taxes in retirement.
episode 20: 4 Retirement Plan Loopholes That Could Close Soon
Aired: 4/9/2016 11 AM:: Big Al and Joe share four retirement account loopholes that could close soon. Plus, what you need to know about the recent changes to Social Security and how that could have a huge impact on your retirement.
episode 19: 7 Successful Habits to Reach Financial Independence
Aired: 4/9/2016 10 AM:: Joe and Big Al tackle some of the biggest questions about investing that the internet has to offer, including "Should I wait to buy a home until after the election?" and "If I'm a first time investor, should I invest with cash...
episode 18: Smart Moves to Grow Rich and Prince's Lack of an Estate Plan
Aired: 4/2/2016 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 17: Most Commonly Asked Questions About Taxes, IRAs and 401k
Aired: 4/2/2016 11 AM:: Big Al and Joe answer the most commonly asked questions about taxes, IRAs, 401ks, and Roths. Plus, their favorite tax strategies.
episode 16: Social Security Misconceptions: Don't Leave Money on the Table!
Aired: 4/2/2016 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 on...
episode 15: Top Tax Moves The Rich Use to Stay Rich
Aired: 4/2/2016 10 AM:: Joe and Big Al share the top five most costly retirement mistakes you could be making. Plus, the top tax moves the rich use to stay rich.
episode 14: Money Mistakes and How to Fix Them
Aired: 3/26/2016 11 AM:: Money and our behavior: the biggest mistakes you could be making and how to fix it.
episode 13: Top Retirement Myths That Can Ruin Your Financial Plan
Aired: 3/26/2016 10 AM:: The top myths about retirement that ruin most retirees plans. Why Baby Boomers won't be able to have a retirement like their parents.
episode 12: Risks in Retirement vs. in Your 20s
Aired: 3/19/2016 11 AM:: Taking Risks in your 20's Vs. in Retirement, Mistakes to avoid while planning and Prepping to maintain your lifestyle in retirement.