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Rank #123 in Investing category

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Investing
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Your Money, Your Wealth

Updated 2 days ago

Rank #123 in Investing category

Business
Investing
News
Business News
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On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com

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On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com

iTunes Ratings

100 Ratings
Average Ratings
81
9
3
2
5

Too slow and annoying voice

By Chidam - Jan 15 2020
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I started listening to this with high hopes but the people talking are too slow and put you to sleep. There are unnecessary distractions talking about non financial nonsense. Repeating same sentence multiple times especially the lady in the podcast. Artificially laughing etc. it appears like they purposely drag each episode to make it longer. I am unsubscribing now. There are plenty of other podcasts which come to the point right away without dragging.

Enjoyable tax info?

By Sunliz - May 11 2018
Read more
It’s true! Don’t take my word for it, listen for yourself!!

iTunes Ratings

100 Ratings
Average Ratings
81
9
3
2
5

Too slow and annoying voice

By Chidam - Jan 15 2020
Read more
I started listening to this with high hopes but the people talking are too slow and put you to sleep. There are unnecessary distractions talking about non financial nonsense. Repeating same sentence multiple times especially the lady in the podcast. Artificially laughing etc. it appears like they purposely drag each episode to make it longer. I am unsubscribing now. There are plenty of other podcasts which come to the point right away without dragging.

Enjoyable tax info?

By Sunliz - May 11 2018
Read more
It’s true! Don’t take my word for it, listen for yourself!!
Cover image of Your Money, Your Wealth

Your Money, Your Wealth

Latest release on Jan 21, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 2 days ago

Rank #1: Interview with Joe Saul-Sehy

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Aired: 11/5/2016 11 AM:: Joe and Al welcome Joe Saul-Sehy, host of the top-rated personal finance podcast show “Stacking Benjamins.”

Nov 05 2016

36mins

Play

Rank #2: What is the Social Security Spousal Benefit?

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Aired: 10/29/2016 10 AM:: What is the Social Security spousal benefit? Joe and Big Al explain this as well as dive into reverse mortgages to cover how your home equity could help you in retirement.

Oct 29 2016

36mins

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Rank #3: Money Secrets of the Super Wealthy With Paul Sullivan - 120

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Paul Sullivan, author of "The Thin Green Line: The Money Secrets of the Super Wealthy" tells Joe and Big Al how the decisions you make about your money can put YOU in the wealthy club. Plus, how should you prepare for President Trump’s "biggest tax cut ever?" 3 things you may be getting wrong about retirement planning, and international taxation if you’re planning to move out of the country in retirement. 

Jun 26 2017

27mins

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Rank #4: 8 Financial To-Dos before Year-End

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Aired: 9/24/2016 11 AM:: Hosts discuss the importance of diversifying your 401(k) properly and share whether you should invest in real estate or index funds. Later in the hour the discussion flips to how you can determine stock loss with a non-public company and 8 financial tasks you must do by year-end.

Sep 24 2016

37mins

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Rank #5: Use This Quick Calculation to See If You're on Track for Retirement - 176

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Are you on track for retirement? Big Al Clopine, CPA created a quick retirement calculation to help you find out. If you’re a little behind in your savings, Big Al also has 3 ways to get caught up. Wondering if Joe contributed anything to this episode?? That would be a yes! We’ve got questions and Joe’s got answers on the differences between the 403(b), 457(b) and 401(a), he clears up the whole Roth IRA 5-year clock thing, and producer Andi gets an answer to her question on doing a Roth conversion from her current 401(k) plan. Transcript and show notes at http://bit.ly/YMYW-176

Jul 04 2018

54mins

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Rank #6: The Investing Lie Wall Street Needs You To Believe - 114

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Larry Swedroe, author of "Think, Act and Invest Like Warren Buffett," explains Wall Street's passive investing lie and what kind of returns you can really expect. Plus, how he relates investing performance to Babe Ruth and Roger Federer. Also, 5 Things Parents Need To Teach Kids About Money from Jack Kosakowski, President and CEO of Junior Achievement, 10 Retirement Planning Moves To Make in your 20s, and a closer look at Donald Trump’s tax outline.

May 15 2017

1hr 8mins

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Rank #7: Can I Roll my Solo 401(k) to a Simple 401(k)?

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Aired: 9/24/2016 10 AM:: Hosts answer frequently asked financial questions including whether you can roll your solo 401(k) to a simple 401(k). They end the hour with last-minute tax planning tips before year-end.

Sep 24 2016

35mins

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Rank #8: Investing Q & A’s + Tax Quiz

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Aired: 5/21/2016 11 AM:: Hosts answer real-life investment questions for retirees and pre-retirees. Plus, 10 retirement statistics that might scare you. Your hosts close this hour with a quiz on taxes - how will you fare?

May 21 2016

37mins

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Rank #9: How to Be Financially Alert and on FIRE at Age 36, Even With Market Volatility - 164

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Michael from FinanciallyAlert.com reached Financial Independence / Retire Early, or FIRE, at age 36. He shares his inspiring success story of how being financially alert allowed him to transition from small business entrepreneur to stay-at-home Dad and FIRE blogger with a growing net worth of over $2M - and how he can coach you to FIRE too. Plus, market volatility is back, but Chuck Norris laughs in the face of market dips - and Brian Perry, CFP® has the Q1 market update. It’s tax season and you might not get audited, but watch out for those penalties. And just how much should you have in Roth, tax deferred and taxable accounts at retirement? Show notes and transcript at http://bit.ly/YMYW-164

Apr 10 2018

53mins

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Rank #10: 102. How To Retire Early and 7 Retirement Rules For Anyone Over 50

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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.

Feb 13 2017

1hr 6mins

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Rank #11: How Much Can You Really Spend in Retirement? - 172

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Wade Pfau on the 4% rule for retirement withdrawals. How a risk-filled burrito can earn up to 11%. Joe & Big Al take on Dave Ramsey’s advice to pay debt before saving for retirement and they debate real estate vs. bonds. IRA planning for the rest of 2018 to save on taxes - tell the grandparents to use RMDs for QCDs. Work remotely? Consider a move to Vermont. Lifestyles of the middle class in a new segment, "Where Does Big Al’s Wife Anne’s Family Live?" Transcript & show notes: http://bit.ly/YMYW-172

Jun 06 2018

49mins

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Rank #12: How to Be Like the Millionaire Next Door - 222

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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

May 21 2019

44mins

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Rank #13: How To Successfully Retire at 41 - 153

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Chris Mamula retired early - at age 41! He now blogs about his experiences at CanIRetireYet.com. How did he do it, after making a decade of retirement planning mistakes? Plus 5 Things to Consider Before Tapping Your Retirement Accounts, and the good, the bad and the ugly of the popular "guaranteed income" products known as annuities. But first, the fellas have a bone to pick with CNN Money about the confusing new business tax deduction.

Feb 11 2018

1hr 4mins

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Rank #14: How to Rock Retirement With The Retirement Answer Man - 175

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The Retirement Answer Man, Roger Whitney, CFP® talks about his book, Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future (listen to find out how to get a free copy!) Also, in some states, you may be able to pay your state taxes as a charitable donation and get a tax deduction, but Joe and Al explain why you might want to be careful with that. Plus, 5 hidden taxes that could bite you in retirement, the fellas help a listener make the most of her passive losses, and what’s the latest with the deductibility of home equity loans? Transcript and show notes at http://bit.ly/YMYW-175

Jun 26 2018

57mins

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Rank #15: Using Reverse Mortgages To Secure Retirement with Dr. Wade Pfau - 117

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Dr. Wade Pfau reveals new research on the reverse mortgage as an insurance policy and investing tool, and discusses the 4% rule for withdrawing retirement income from your portfolio. Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401(k) into an IRA, long term care tax strategies, the latest on the Department of Labor Fiduciary Rule, Prince’s $250 million estate planning mistake, and who is better at investing, men or women?

Jun 05 2017

1hr 13mins

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Rank #16: Your Money, Your Wealth Hr. 2

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Aired: 3/12/2016 11 AM:: Big Al tests Joe's retirement planning smarts. How do stack up?

Mar 12 2016

35mins

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Rank #17: How to Turn $3,000 into $50 Million - 130

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Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best - and Worst - Places to Retire, Ways to Fund Children’s Education, and how to minimize taxes in retirement.

Sep 04 2017

1hr 8mins

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Rank #18: 7 Reasons to Say Yes to a Roth IRA

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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.

Jan 28 2017

34mins

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Rank #19: Answers to Your Investing Questions

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Aired: 8/27/2016 11 AM:: Joe Anderson and "Big Al" Clopine answer listeners' investing questions on air. Question topics cover pensions vs. lump sums, 401(k) rules, the fiduciary standard and more.

Aug 27 2016

37mins

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Rank #20: Stock Markets: Past & Present

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Aired: 7/23/2016 10 AM:: Markets are at all-time highs in spite of recent events. Joe and Al share investment strategies you can learn from past performance and give advice for investing in a bull market versus a bear market.

Jul 23 2016

37mins

Play