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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

Sep 24, 2016

Aired: 9/24/2016 11 AM:: Hosts discuss the importance of diversifying your 401(k) properly and share whether you should invest in real estate or index funds. Later in the hour the discussion flips to how you can determine stock loss with a non-public company and 8 financial tasks you must do by year-end.


Sep 24, 2016

Aired: 9/24/2016 10 AM:: Hosts answer frequently asked financial questions including whether you can roll your solo 401(k) to a simple 401(k). They end the hour with last-minute tax planning tips before year-end.


Sep 17, 2016

Aired: 9/17/2016 11 AM:: The state of the US tax code couldn’t be more uncertain. Hosts discuss the presidential candidates’ opposing views on taxes and explain what tax strategies you should take advantage of now before it’s too late.


Sep 17, 2016

Aired: 9/17/2016 10 AM:: Hosts discuss a two decade study on the character traits of America’s wealthy and explain what lessons can be learned from the millionaire next door.


Sep 10, 2016

Aired: 9/10/2016 11 AM:: Hosts discuss the good, the bad and the ugly of Baby Boomers’ retirement plans. Plus, Big Al quizzes Joe on retirement and investing questions.