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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. 08

Pension Vs. Lump Sum, 401k Rules, and the Fiduciary Standard - 60

Aug 27, 2016

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.

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6 Ways to Reduce Your RMDs - 59

Aug 27, 2016

Aired: 8/27/2016 10 AM:: Did you know there are strategies you can use to reduce your required minimum distributions (RMDs) from your individual retirement account? Find out six ways to do this so you can keep more of your hard-earned money.

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Financial Planning in Your 20s and Controlling Income Taxes - 58

Aug 20, 2016

Aired: 8/20/2016 11 AM:: Joe and Al provide financial advice on personal investing questions asked through Investopedia. Topics cover real estate investments, financial planning in your 20s, retirement and controlling income taxes.

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Traditional Retirement is Dead. Now What? - 57

Aug 20, 2016

Aired: 8/20/2016 10 AM:: Joe and Al shed light on scary statistics regarding the rise of healthcare costs and share strategies to show how listeners can protect themselves. Later in the hour the discussion flips to retirement planning and how it’s changed over the years.

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Answers to Financial Questions You’re Afraid to Ask - 56

Aug 13, 2016

Aired: 8/13/2016 11 AM:: Hosts answer frequently asked financial planning questions sent from Investopedia. Topics cover divorce, tax deductions, business profits, Roth IRAs, IRA rollovers and more.

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