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 11: How to Avoid the Risk of Retirement Crisis
Aired: 3/19/2016 10 AM:: How retirement planning can help you avoid risks and a keep you out of a retirement saving crisis.
episode 10: How Retirement Smart Are You?
Aired: 3/12/2016 11 AM:: Big Al tests Joe's retirement planning smarts. How do stack up?
episode 9: How to Take Advantage of Upcoming Social Security Changes
Aired: 3/12/2016 10 AM:: Joe and Big Al talk Social Security! Big changes are coming up fast, listen to find out what you need to do right now to take advantage before it's too late.
episode 8: Retirement Account Myths, Misconceptions and Mistakes Part 2
Aired: 3/5/2016 11 AM:: The retirement account show continues with strategies for self-employed individuals, horror stories of working with non-fiduciary advisors, and the top IRS scams you absolutely must know about.
episode 7: Retirement Account Myths, Misconceptions and Mistakes Part 1
Aired: 3/5/2016 10 AM:: This show is dedicated to retirement accounts and everyone who has one! Joe and Big Al share the biggest myths, misconceptions, and mistakes people make. Plus, new laws and proposals that could have a big impact on your retirement.
episode 6: The Incredible Shrinking Alpha with Larry Swedroe
Aired: 2/27/2016 11 AM:: Larry Swedroe talks to Joe and Big Al about the Incredible Shrinking Alpha and investing like Warren Buffett. Plus, the dreaded "recency bias" -- what it is and why it's so important to fight it.
episode 5: How the Financial Planning Landscape Made Way for Pure Financial Advisors
Aired: 2/27/2016 10 AM:: Joe and Big Al discuss today's financial planning landscape and why they chose to start Pure Financial. Big Al breaks down a few of the presidential candidates' tax plans. Plus, why women are better savers and investors than men.
episode 4: Are You Doing Retirement All Wrong?
Aired: 2/20/2016 11 AM:: Are you doing your retirement all wrong? Major changes to the Social Security rules that could mess up your entire retirement plan. And how working even one extra year can have a huge impact on your retirement.
episode 3: The Most Significant Financial Strategies to Implement Now
Aired: 2/20/2016 10 AM:: Joe tells us about the most significant financial strategies to start implementing now; Surprising things the government wants to tax you on; and the return of "Tax Chat" as Big Al shares a couple of tax tips.
episode 2: How Negative Interest Rates and the President's Budget Proposal Impact You
Joe and Big Al discuss negative interest rates and how they could affect you. Plus, the President released this year's budget proposal! Big Al and Joe break it down and explain what the changes could mean for you and your beneficiaries.