Preview Mode Links will not work in preview mode

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

May 28, 2016

Aired: 5/28/2016 11 AM:: Joe and Al discuss a well-known trading adage, “sell in May and go away” to share whether this old saying is actually good advice. Then they dive into retirement planning sharing common IRA and Roth misconceptions and beneficiary blunders that could cost your family thousands.


May 28, 2016

Aired: 5/28/2016 10 AM:: The 2016 election race has already offered plenty of surprises, but what could it mean for the economy? Joe and Al share what they think then move on to discuss Americans top regrets in retirement. Are you saving enough money for emergencies? Is your credit card debt hindering your finances? Are...


May 21, 2016

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

Aired: 5/21/2016 10 AM:: Joe and Al go over a recent Go Banking Rates article about mistakes even the smartest and most prepared people make in retirement.


May 14, 2016

Aired: 5/14/2016 11 AM:: Retirement isn’t what it was when your parents left the workforce. In fact, it may not be what it was even a decade ago. Hosts, Joe Anderson & Al Clopine, dive into the realities of retirement as they shed light on 10 mistakes to avoid when achieving your retirement goals. They close the hour...