『Your Money, Your Wealth』のカバーアート

Your Money, Your Wealth

Your Money, Your Wealth

著者： Joe Anderson CFP® & Alan Clopine CPA of Pure Financial Advisors
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 Making fun of finance. A "Top 10 Personal Finance Podcast" and "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 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 financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.comPure Financial Advisors, LLC 個人ファイナンス 経済学
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  • How Much Money Do You Need to Retire in 2026? - 538

    How Much Money Do You Need to Retire in 2026? - 538
    2025/07/15
    George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have enough? Should Jenn in Ohio move with work, take a break, or just retire? She asks Joe Anderson, CFP® and Big Al Clopine, CPA for a brutally honest spitball, today on Your Money, Your Wealth® podcast 538. Plus, Seth isn’t sure if he can afford to stay retired at age 52, and whether he should convert his retirement savings to Roth, so he uses an AI voice to ask the fellas for his spitball. And Leon uses his real voice to ask whether REIT ETFs are a good way to get into real estate investing. (Until Big Al returns from his extended European Vacation, enjoy an encore presentation of these questions from an October 2024 episode of Your Money, Your Wealth podcast.) Free financial resources & episode transcript: https://bit.ly/ymyw-538 Test your knowledge: take our Retirement Pop Quiz Watch Retirement Pop Quiz: 18 Questions To Get You Ready to Retire on YMYW TV Download the Retirement Readiness Guide for free Email Us and Request a Free Copy of The Best of Jonathan Clements: Classic Columns on Money and Life on Kindle! Watch or Listen to “The Payoff is Huge”: Jonathan Clements’ Final Initiative to Empower Lifelong Savers ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts SUBSCRIBE or FOLLOW on your favorite podcast app JOIN THE CONVERSATION on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:03 - Can “George and Weezy” Retire in 2026 or Earlier With Deferred Compensation? (IL) 12:17 - Pop Quiz, Retirement Readines Guide 13:02 - Should I Move With Work, Take a Break, or Retire Now? Be Brutally Honest (Jenn, OH) 17:43 - Can I Stay Retired at Age 52? Should I Convert Retirement Savings to Tax-Free Roth? (Seth, Montana, AI voice) 24:34 - Ask Joe & Big Al for your Retirement Spitball Analysis, Schedule a Free Financial Assessment 25:30 - Are REIT ETFs a Good Way to Get Into Real Estate Investing? (Leon, Chicago - voice) 33:56 - Request a Free Kindle Copy of The Best of Jonathan Clements, Watch or Listen to “The Payoff is Huge”: Jonathan Clements’ Final Initiative to Empower Lifelong Savers
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    35 分
  • Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537

    Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537
    2025/07/08

    You’ve got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants to know. Jim and Pam in Orange County are eligible for combat zone tax exclusions (CZTE). How else can they maximize their tax-free retirement strategy? Susan Brandeis, CFP® spitballs with Big Al Clopine, CPA, today on Your Money, Your Wealth® podcast number 537. Plus, should Ned in Tokyo sell his Bay Area rental property and invest the proceeds? And Bob and Brigette in Wisconsin got a late start on Roth IRA savings. Should they prioritize saving into a Roth, brokerage account, or 401(k)?

    Free financial resources & episode transcript: https://bit.ly/ymyw-537

    DOWNLOAD Why Asset Location Matters

    DOWNLOAD The Recession Protection Guide

    WATCH How to Build a Recession-Proof Portfolio on YMYW TV

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts

    SUBSCRIBE or FOLLOW on your favorite podcast app

    JOIN THE CONVERSATION on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    00:46 - Should the Asset Location of Our Accounts Be Independent of Each Other? (Kevin, Denver)

    08:54 - CTZE - Any Other Ways to Maximize Our Tax-Free Retirement Strategy? (Jim & Pam, Orange County)

    17:19 - Watch How to Build a Recession-Proof Portfolio on YMYW TV, Download the Recession Protection Guide

    18:00 - Should We Sell a Rental Property and Invest the Proceeds? (Ned, Tokyo, Japan)

    25:37 - Got a Late Start on Roth IRA Savings. Should I Prioritize Roth, Brokerage, or 401(k)? (Bob & Bridgette, WI)

    34:49 - Next Week on YMYW Podcast
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    36 分
  • Social Security vs. Pension No More - 536

    Social Security vs. Pension No More - 536
    2025/07/01

    If your pension impacted your ability to collect Social Security benefits, 2025 is a very good year for you and your spouse. The Windfall Elimination Provision and the Government Pension Offset are no more, and you’re now eligible for your full Social Security benefits AND your pension! Today on a quick Your Money, Your Wealth® podcast number 536, while Joe hangs in the North Star State, Big Al Clopine explains what the Social Security Fairness Act means for Cherilyn and her husband, and "Nuke La Loosh" and his wife, with the help of our special guest co-host, Susan Brandeis, CFP®.

    Free financial resources & episode transcript: https://bit.ly/ymyw-536

    DOWNLOAD The Social Security Handbook (newly updated!) for free

    YMYW ranked among the "14 Best Retirement Podcasts and Blogs to Follow" by Due.com, featured on NASDAQ.com

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    SUBSCRIBE to YMYW on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    00:47 - Can I Qualify for Half of My Wife's Social Security Now That WEP and GPO Are Gone? (Nuke La Loosh, Northern CA - voice)

    08:16 - Is My Husband Eligible for Spousal Social Security Benefits Now that WEP and GPO Are Gone? (Cherilyn, El Cajon, CA)

    12:58 - Comment: Your TV Show and Guide on Social Security Are Out of Date (Helen, San Diego)

    14:11 - Comment: Even If the TV Show Doesn't Pertain to You Directly, You Can Inform Someone Else (Catherine)

    14:39 - Social Security Handbook (newly updated!) - download for free

    15:00 - YMYW ranked among the "14 Best Retirement Podcasts and Blogs to Follow" by Due.com, featured on NASDAQ.com

    15:21 - Next Week on the YMYW Podcast
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    17 分

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