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Your Money, Your Wealth

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about 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, 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, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com

Popular episodes

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The best episodes ranked using user listens.

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6 Questions to Ask If You're Ready for Retirement

Aired: 11/26/2016 10 AM:: Are you prepared for retirement? These 6 questions will help you see if you're ready. Later, Joe & Al discuss strategic tax moves for year-end.

36mins

26 Nov 2016

Rank #1

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The Best & Worst of Boomers’ Retirement Plans

Aired: 9/10/2016 11 AM:: Hosts discuss the good, the bad and the ugly of Baby Boomers’ retirement plans. Plus, Big Al quizzes Joe on retirement and investing questions.

37mins

10 Sep 2016

Rank #2

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5 Lessons to Learn from Wealthy Investors

Aired: 9/17/2016 10 AM:: Hosts discuss a two decade study on the character traits of America’s wealthy and explain what lessons can be learned from the millionaire next door.

36mins

17 Sep 2016

Rank #3

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12 Ways You Could Go Broke in Retirement

Aired: 12/11/2016 10 AM:: Joe and Al start off the hour with a quick discussion on potential tax changes under Trump. Plus, 12 ways you could go broke in retirement and put yourself at financial risk.

35mins

11 Dec 2016

Rank #4

Most Popular Podcasts

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102. How To Retire Early and 7 Retirement Rules For Anyone Over 50

Aired 2/4/2017: How to retire early - like, really early - and real estate investing with Andrew Fiebert from the Listen Money Matters podcast, Seven Essential Retirement Rules for Anyone Over 50, and Joe and Big Al answer emails about target date funds, making the most of your pension income, buying Mom’s house rather than inheriting it and determining capital gains on the sale of a rental.

1hr 6mins

13 Feb 2017

Rank #5

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How to Be Like the Millionaire Next Door - 222

Dr. Sarah Stanley Fallaw (co-author, The Next Millionaire Next Door) shares her research into how millionaires become wealthy, and what has changed since her father, Thomas J. Stanley, wrote his groundbreaking book The Millionaire Next Door in 1996. Plus, what should you do with universal life insurance policies with large cash values? Will you pay income tax on a Roth conversion made after you move from California to a no-income-tax state like Texas? Transcript & show notes: http://bit.ly/YMYW-222

44mins

21 May 2019

Rank #6

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How to Use Leverage to Reduce Risk and Increase Returns - 199

Todd Tresidder of FinancialMentor.com shares the surprising ways to reduce risk and increase returns as outlined in his new book, The Leverage Equation: How to Work Less, Make More, and Cut 30 Years off Your Retirement Plan. Joe and Big Al answer your money questions on San Diego real estate investing, buying a house with your 401(k) money, and required minimum distributions - and they talk beer, tariffs, the inverted yield curve, and Friends. Transcript and show notes: http://bit.ly/YMYW-199

41mins

11 Dec 2018

Rank #7

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Your Money, Your Wealth Hr. 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.

35mins

5 Mar 2016

Rank #8

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FIRE & The Retirement Manifesto: What Will You Do With Your Free Time? - 137

Fritz Gilbert, blogger at TheRetirementManifesto.com, one of the fastest growing financial blogs on the internet, talks about the Financial Independence / Retire Early or FIRE movement, and how to make the most of your retirement. Also, three tax tricks just for retirees and more on the Trump Administration’s proposed tax reform. Plus, Joe and Big Al answer calls and emails on donor advised funds, day-trading, and risk tolerance vs risk capacity.

1hr 4mins

23 Oct 2017

Rank #9

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7 Reasons to Say Yes to a Roth IRA

Aired: 1/28/2017 10 AM:: How do you get motivated to save for retirement? Joe and Al share smart saving tips for retirement then shed light on why you shouldn’t depend solely on your pension for future income. They close the hour with seven reasons why you should say yes to a Roth IRA.

34mins

28 Jan 2017

Rank #10

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Your 2018 Taxes: 10 Ways to Prepare and Save - 183

2018 taxes will be very different than previous years. We've got 10 ways to make sure you're properly prepared, and perhaps even reduce your 2018 tax burden. We’ll talk about the "cumbersome and confusing" tax changes for small business owners. What exactly are QBI, 199A, and QCDs? Plus, we talk about the benefits of Roth IRAs quite a bit - but when might a Roth IRA be WRONG for you? And is it nuts to go with CDs in a traditional IRA? Transcript and show notes at http://bit.ly/YMYW-183

47mins

22 Aug 2018

Rank #11

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8 Proven Ways to Boost Your Retirement Income

Aired: 1/28/2017 11 AM:: With so many retirement planning strategies and the plethora of information on the internet, it can be hard for some to prioritize where to start when it comes to planning for their retirement. Joe and Al share eight proven ways to boost your retirement income.

33mins

28 Jan 2017

Rank #12

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Your Money, Your Wealth Hr. 1

Aired: 3/19/2016 10 AM:: How retirement planning can help you avoid risks and a keep you out of a retirement saving crisis.

34mins

19 Mar 2016

Rank #13

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Your Money, Your Wealth Hr. 1

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.

35mins

20 Feb 2016

Rank #14

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Where the Presidential Candidates Stand on Taxes

Aired: 9/17/2016 11 AM:: The state of the US tax code couldn’t be more uncertain. Hosts discuss the presidential candidates’ opposing views on taxes and explain what tax strategies you should take advantage of now before it’s too late.

38mins

17 Sep 2016

Rank #15

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Your Money, Your Wealth Hr. 1

Aired: 3/26/2016 10 AM:: The top myths about retirement that ruin most retirees plans. Why Baby Boomers won't be able to have a retirement like their parents.

35mins

26 Mar 2016

Rank #16

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Financial Q&A

Aired: 8/20/2016 11 AM:: Joe and Al provide financial advice on personal investing questions asked through Investopedia. Topics cover real estate investments, financial planning in your 20s, retirement and controlling income taxes.

36mins

20 Aug 2016

Rank #17

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10 Commandments of Retirement from The Retirement Manifesto - 160

Fritz Gilbert from TheRetirementManifesto.com shares his 10 Commandments for Retirement - well actually it’s 11, but that extra one is important! Plus, Big Al has 10 ways you can pay less in taxes this year, and in future years. And Trump’s steel and aluminum tariffs have set off more market moves, but could they also jack up the price of a Jack and Coke? Show notes and transcript: http://bit.ly/YMYW-160

42mins

15 Mar 2018

Rank #18

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The Real Keys to Being Rich and Truly Wealthy - 214

Brian Portnoy, Ph.D., CFA® (author, The Geometry of Wealth) on the difference between being rich and wealthy, and how to achieve both. Plus, what about tax brackets? Joe and Big Al respond to a challenge of their critique of Ric Edelman's critique of the Roth IRA. And they answer questions that stress the importance of understanding financial vocabulary in retirement planning: Roth contributions vs. conversions, the Roth 5-year clock, and the difference between transfers and rollovers. Transcript & show notes: http://bit.ly/YMYW-214

44mins

26 Mar 2019

Rank #19

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4 Roth Conversion Options for Tax-Free Portfolio Growth - 190

Trump tax cuts are slated to sunset in 2025, but the House has passed the GOP bill to make them permanent. Life insurance settlements, or “Death Bonds,” are being offered as a “solution” to senior bankruptcies. Four different Roth conversion options to avoid a tax bracket jump, with a caveat. And answers to your questions: Will the IRS take FICA taxes out of those conversions? What’s the deal with required minimum distributions, qualified charitable distributions, and Roth IRA rollovers?  Plus, Joe and Big Al go off on self-directed IRAs. Transcript and show notes at http://bit.ly/YMYW-190

38mins

9 Oct 2018

Rank #20