Your Money, Your Wealth

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

Don’t Scream “Get Me Out!” How to Stomach Market Dips - 156

Feb 22, 2018

What happened to the market correction, what happens next, and how can you avoid hitting your GMO (get me out) point? Larry Swedroe of the BAM Alliance and ETF.com gazes into his crystal ball. Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die?...

These 6 Things Help You Avoid a Miserable Retirement - 155

Feb 15, 2018

Avoid a miserable retirement with 6 actions that can help you prepare for the retirement of your dreams, according to Catherine Collinson of the Transamerica Center for Retirement Studies. Big Al’s got a list of 10 reasons people don’t create a budget. Plus, the fellas cover the best states in which to retire, and...

SPECIAL: Market Volatility and Corrections - 154

Feb 13, 2018

Welcome to stock market volatility. Today the market clawed back some of its big losses from last week's correction, but what’s in store tomorrow or next week or next month? What should you be doing with your portfolio, and how will this affect your retirement? Joe Anderson, CFP®, Al Clopine, CPA and Brian Perry,...

How To Successfully Retire at 41 - 153

Feb 11, 2018

Chris Mamula retired early - at age 41! He now blogs about his experiences at CanIRetireYet.com. How did he do it, after making a decade of retirement planning mistakes? Plus 5 Things to Consider Before Tapping Your Retirement Accounts, and the good, the bad and the ugly of the popular "guaranteed income" products...

7 Changes to Social Security You Need to Know - 152

Feb 4, 2018

Today on Your Money, Your Wealth, seven new changes to your Social Security benefits - Joe and Big Al talk about the good and the bad. Plus, how small business owners may be in danger of screwing up their Social Security, how the new tax law lets you save big money if you’re taking required minimum distributions,...