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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
  3. 04

Estate Planning, Dividend Investing, and Social Security - 26

Apr 30, 2016

Aired: 4/30/2016 11 AM:: Hosts answer common questions on estate planning, investments and dividends, retirement plans and Social Security benefits. Then they welcome Laura Adams to the show, author of Smart Girl's Moves to Grow Rich. Plus, Prince didn't leave an estate plan -- how not having a plan can hurt your heirs.

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How Will the Presidential Election Impact the Stock Market? - 25

Apr 30, 2016

Aired: 4/30/2016 10 AM:: Baby boomers misconceptions about Social Security could be leaving money on the table. More and more boomers aren't planning on having any money to leave to their heirs. Plus, what effect the presidential election could have on the stock market.
through retirement. Plus, the best kept secret of...

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Passive Investing vs. Active Investing with Larry Swedroe - 24

Apr 23, 2016

Aired: 4/23/2016 11 AM:: Financial expert Larry Swedroe joins to talk about the best ways to invest in the stock market. Plus, Swedroe compares passive versus active investing explaining which approach is best for pre-retirees and retirees.

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How to Build Wealth and Success in Retirement - 23

Apr 23, 2016

Aired: 4/23/2016 10 AM:: Hosts discuss how to build wealth AND success to get you through retirement. Plus, the best kept secret of Social Security is about to disappear! Find out how you'll be affected by this big change.

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Creating Tax-Free Income in Retirement - 22

Apr 16, 2016

Aired: 4/16/2016 11 AM:: Big Al and Joe share even more ways to create tax free income and savings in retirement.

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