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

Oct 29, 2016

Aired: 10/29/2016 11 AM:: Joe and Al discuss some of the California propositions and how they might affect your finances. Also find out what the difference between gross income and taxable income is.


Oct 29, 2016

Aired: 10/29/2016 10 AM:: What is the Social Security spousal benefit? Joe and Big Al explain this as well as dive into reverse mortgages to cover how your home equity could help you in retirement.


Oct 22, 2016

Aired: 10/22/2016 11 AM:: Joe and Al answer investors' questions on-air. Learn more about bond returns, how interest rates affect bond prices and the difference between short term vs. long term bonds.


Oct 22, 2016

Aired: 10/22/2016 10 AM:: Hosts discuss Social Security strategies for couples claiming spousal benefits as well as strategies for single people to consider. "Big Al" closes the hour discussing the downsides of annuities.


Oct 15, 2016

Aired: 10/15/2016 11 AM::
Joe and Al answer questions about investing for retirement covering investment options for 403(b) accounts, tax implications of moving part of your IRA and how to avoid tax penalties when withdrawing from an IRA.