Your Money, Your Wealth
Un pódcast de Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Martes
505 Episodo
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Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA - 489
Publicado: 6/8/2024 -
Market Timing Retirement Withdrawals and Roth Conversions - 488
Publicado: 30/7/2024 -
Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
Publicado: 23/7/2024 -
How to Pay Less Tax and Invest for Retirement - 486
Publicado: 16/7/2024 -
Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6
Publicado: 9/7/2024 -
Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5
Publicado: 2/7/2024 -
Spousal Social Security, Retirement Expenses and Roth Conversions | YMYW Extra - 4
Publicado: 25/6/2024 -
Happily Ever After in Retirement? | YMYW Extra - 3
Publicado: 18/6/2024 -
Spitballing Retirement During the Expensive Kid Years - 485
Publicado: 11/6/2024 -
Roth Conversions vs. Required Minimum Distributions - 484
Publicado: 4/6/2024 -
Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1
Publicado: 31/5/2024 -
Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483
Publicado: 28/5/2024 -
FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482
Publicado: 21/5/2024 -
Which Account Should Fund Living Expenses in Retirement? - 481
Publicado: 14/5/2024 -
401(k) vs. Roth: Where to Save for Retirement - 480
Publicado: 7/5/2024 -
Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479
Publicado: 30/4/2024 -
How to Manage Taxes When You Win the Lottery - 478
Publicado: 23/4/2024 -
What’s the Break-Even Point on Roth Conversions? - 477
Publicado: 16/4/2024 -
Which Mortgage for Early Retirement? What is Private Credit? - 476
Publicado: 9/4/2024 -
Is Your Retirement Withdrawal Rate Too High? - 475
Publicado: 2/4/2024
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
