505 Episodo

  1. Is Our Retirement Savings Enough to Ever Retire? - 454

    Publicado: 7/11/2023

  2. No Retirement Advice or Recommendations, Just Spitballing - 453

    Publicado: 31/10/2023

  3. Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452

    Publicado: 24/10/2023

  4. Mega Backdoor Roth Conversion 5-Year Rule and Bond Investing - 451

    Publicado: 17/10/2023

  5. Retirement Withdrawals: What's a Safe Distribution Rate? - 450

    Publicado: 10/10/2023

  6. What To Do With Your Employer-Sponsored Retirement Plan? - 449

    Publicado: 3/10/2023

  7. Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448

    Publicado: 26/9/2023

  8. Can You Shorten Your Working Years? - 447

    Publicado: 19/9/2023

  9. DIY Early Retirement Planning - 446

    Publicado: 12/9/2023

  10. Market Timing, Pension, & Roth Conversion Retirement Spitball - 445

    Publicado: 5/9/2023

  11. What Are the Rules for Taking Money From a Roth IRA? - 444

    Publicado: 29/8/2023

  12. Spitballing Retirement and Social Security for Worst Case Scenarios - 443

    Publicado: 22/8/2023

  13. RSU, Mutual Funds, Bonds, and Annuities - 442

    Publicado: 15/8/2023

  14. Early Retirement Withdrawals & Capital Gains Tax Explained - 441

    Publicado: 8/8/2023

  15. Are Roth Conversions Really As Good as They Sound? - 440

    Publicado: 1/8/2023

  16. $7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439

    Publicado: 25/7/2023

  17. When Will You Be Able to Retire? - 438

    Publicado: 18/7/2023

  18. Two Unspoken Assumptions About Collecting Social Security - 437

    Publicado: 11/7/2023

  19. Invest or Pay Off the Mortgage? - 436

    Publicado: 4/7/2023

  20. How to Maximize Your Inheritance: IRA Options and RMDs - 435

    Publicado: 27/6/2023

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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

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