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A "Top 10 Personal Finance Podcast" and a "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 are making fun out of finance as they 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 fiduciary. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

  1. All Episodes
  2. 2016

2016 Year in Review - 92

Dec 31, 2016

Aired: 12/31/2016 10 AM:: Joe and Al summarize the highs and lows of 2016, then talk retirement: how to automate/increase your savings, creating a retirement lifestyle game plan and steps to take if you plan on moving in retirement.

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What's the Difference Between a TSP and a Roth IRA? - 91

Dec 17, 2016

Aired: 12/17/2016 11 AM:: Hosts answer listeners’ questions on-air. Questions include “Will a financial adviser give me an unbiased opinion?” and “What’s the difference between a TSP and a Roth IRA?” Find out the answers + more in this hour.

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Tax-Saving Moves to Make Before Dec. 31st - 90

Dec 17, 2016

Aired: 12/17/2016 12 AM::
It’s your last chance to lower your tax bill – find out some last-minute moves to save on taxes before year-end. Plus, how are your assets titled? Joe & Al explain why making the wrong move could cost you big time.

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Will IRA Contributions Reduce Your Tax Burden? - 89

Dec 11, 2016

Aired: 12/11/2016 11 AM:: Would contributions to a traditional IRA reduce your tax burden? How do you start saving money at a young age & what are the benefits of a Roth IRA? Find out the answers to these and more as hosts answer your email questions.

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12 Ways You Could Go Broke in Retirement - 88

Dec 11, 2016

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.

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