Your Money, Your Wealth
Un pódcast de Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Martes
505 Episodo
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When to Claim Social Security and the Truth About Annuities - 509
Publicado: 24/12/2024 -
Bonds and Annuities, Social Security and Retirement Spending - 508
Publicado: 17/12/2024 -
9 Answers to Boost Tax-Free Roth Retirement Income - 507
Publicado: 10/12/2024 -
How to Plan for 35 Years of Retirement Spending With Smart Roth Conversions - 506
Publicado: 3/12/2024 -
How to Retire ASAP - and Where to Save to Get There - 505
Publicado: 26/11/2024 -
Rules for Inheritances and Making Roth Contributions for Others - 504
Publicado: 19/11/2024 -
When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
Publicado: 12/11/2024 -
Spitballing Early Retirement for the One Percenters - 502
Publicado: 5/11/2024 -
How to Reduce the Widow’s Tax Penalty - 501
Publicado: 29/10/2024 -
Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
Publicado: 22/10/2024 -
How to Get Into Real Estate Investing, Spitballing Retirement - 499
Publicado: 15/10/2024 -
Spend RMDs, or Reduce Reduce Distributions and Taxes With Roth Conversions? - 498
Publicado: 8/10/2024 -
Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497
Publicado: 1/10/2024 -
Age Plus 20 Rule for Retirement Contributions - 496
Publicado: 24/9/2024 -
3 Strategies to Pay Roth Conversion Taxes - 495
Publicado: 17/9/2024 -
How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494
Publicado: 10/9/2024 -
How Much Money Do You Need to Retire ASAP? - 493
Publicado: 3/9/2024 -
Exchange Funds Explained, Roth Conversion Timing - 492
Publicado: 27/8/2024 -
Alternative Investments, Annuities, and Real Estate Syndications - 491
Publicado: 20/8/2024 -
Can You Retire? Here’s How to Calculate How Much You Need - 490
Publicado: 13/8/2024
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