Cover image of Your Money, Your Wealth

Your Money, Your Wealth

A "Top Personal Finance Podcast" 2023 (US News & World Report) and “Best Retirement Podcast With Humor” 2020, 2021, 2022, 2023 (FIPhysician). Learn strategies that can help you retire successfully... Read more

Podcast cover

Early Retirement Withdrawals & Capital Gains Tax Explained - 441

Early Retirement Withdrawals & Capital Gains Tax Explained - 441

Does the math work for Chris’ early retirement plan? What’s a safe retirement withdrawal rate for Luke, who wants to be ... Read more

8 Aug 2023

41mins

Podcast cover

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

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

Christine isn’t sure that Roth conversions are all they’re cracked up to be. Erick needs a retirement spitball analysis ... Read more

1 Aug 2023

48mins

Similar Podcasts

Podcast cover

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

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

Should Carl Spackler stick with his backdoor Roth strategy, or go for lower fees? Should Kevin go all Roth, or stick wit... Read more

25 Jul 2023

42mins

Podcast cover

When Will You Be Able to Retire? - 438

When Will You Be Able to Retire? - 438

Steven has got "one more year" syndrome. Can he retire at age 65? Today on Your Money, Your Wealth® podcast 438, Joe and... Read more

18 Jul 2023

31mins

Most Popular Podcasts

Podcast cover

Two Unspoken Assumptions About Collecting Social Security - 437

Two Unspoken Assumptions About Collecting Social Security - 437

YMYW listener Alan feels that there are two unspoken assumptions that many different podcasters make when it comes to cl... Read more

11 Jul 2023

50mins

Podcast cover

Invest or Pay Off the Mortgage? - 436

Invest or Pay Off the Mortgage? - 436

It’s a common question: should you pay off your mortgage when you have extra cash, or invest for retirement? Joe and Big... Read more

4 Jul 2023

50mins

Podcast cover

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

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

A little ditty about Jack and Diane, who will eventually inherit about $4.5M from Diane’s parents. How do they manage th... Read more

27 Jun 2023

46mins

Podcast cover

Ready to Retire? 5 Retirement Spitball Analyses - 434

Ready to Retire? 5 Retirement Spitball Analyses - 434

Joe and Big Al spitball five different retirement plans: is Jaybird on track to retire with a decent nest egg? Should Te... Read more

20 Jun 2023

47mins

Podcast cover

Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

How does bonus accelerated depreciation work when it comes to commercial real estate? Is real estate a good source of re... Read more

13 Jun 2023

30mins

Podcast cover

Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432

Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432

Can you retire early - before age 55 - simply by contributing to your 401(k) only up to the company match and then savin... Read more

6 Jun 2023

34mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”