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

Jonathan Clements on The Secret to Defeating Ingrained Financial Failure Instincts - 171

May 29, 2018

Jonathan Clements (HumbleDollar.com, former Wall Street Journal columnist) on how to get from here to financial happiness and success, defeating the instinctual urges ingrained in us by our ancestors that often lead to financial failure. Plus, should you give your graduate the gift of a Roth IRA? Listen and learn why...

Can Market Predictors Make You a Better Investor? - 170

May 22, 2018

Larry Swedroe, Director of Research at Buckingham Strategic Wealth and columnist at ETF.com, talks about how his views on active vs. passive investing, the value premium, market predictors and expected returns held up since he wrote his first book 20 years ago - and how he feels today about global diversification and...

Sell in May and Go Away: Can You Time the Market? - 169

May 15, 2018

Nationally recognized mutual fund, index investing and asset allocation authority Paul Merriman gives us the truth on market timing versus buy and hold - and he explains why he still does both. Plus, answers to your questions on collecting Social Security and a pension, non-deductible, Roth and SEP IRA...

3 Ways a Reverse Mortgage Can Supercharge Your Retirement - 168

May 8, 2018

Dr. Wade Pfau of RetirementResearcher.com returns to Your Money, Your Wealth® to share some incredible reverse mortgage strategies that can supercharge your retirement when executed correctly. He also updates us on the new rules for reverse mortgages, explains why they have traditionally gotten such bad press, and how...

Money & Divorce: 14 Disastrous Mistakes That Will Steal Your Financial Dignity - 167

May 2, 2018

The financial lifeguard Christine Luken talks about her new program, Financial Dignity After Divorce, which will be especially useful if you make any of these 14 money mistakes during a divorce. Plus, how much the average couple will spend on healthcare costs in retirement, and with all this market volatility, is your...