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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. 07

What You Need to Know Before Choosing a Financial Advisor - 52

Jul 30, 2016

Aired: 7/30/2016 11 AM:: Joe and Al start the hour answering frequently asked financial questions then explain key factors to look for when choosing a financial advisor. Should you choose a fee-only or fee-based advisor and does it matter if they follow the fiduciary standard? Find out.

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Is It the End for These Tax-Saving Strategies? - 51

Jul 30, 2016

Aired: 7/30/2016 12 AM:: Hosts discuss three major tax-saving strategies that might be going away. Learn what they are and how you can take advantage of them before it’s too late.

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Why You Shouldn’t Time the Market - 50

Jul 23, 2016

Aired: 7/23/2016 11 AM::
If you try and beat the odds, how often do you come out on top? Most active-fund managers fail to beat the market. Joe and Al share a more reliable way to invest for your future.

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Stock Markets: Past & Present - 49

Jul 23, 2016

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.

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Tools for Intelligent Charitable Giving - 48

Jul 16, 2016

Aired: 7/16/2016 11 AM:: Your generosity can pay off in more ways than one. Joe and Al share how to make tax-smart charitable donations.

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