『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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  • Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530

    Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
    2025/05/20

    What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your Wealth® podcast number 530. Plus, Coach Dobber in Minnesota is curious about municipal bonds in a brokerage account, and Daniel in Stevensville, Michigan needs details on emergency funds. Also, can Tim the Enchanter do a Roth conversion and avoid the nasty big pointy teeth of capital gains tax? And, Duke in upstate New York told his wife they need 6 million dollars in retirement, and she said he was silly. What say Joe and Al? We’ll find out.

    Free financial resources & episode transcript: https://bit.ly/ymyw-530

    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 - Rebalancing Asset Allocation of US Stocks, International Stocks, and Bonds (DJ in St Louis)
    07:21 - Can I Do a Roth Conversion and Have No Cap Gains Tax? (Tim the Enchanter, FL)
    15:44 - Watch Financial Planning at Every Age on YMYW TV, Download the Retirement Readiness Guide for free
    16:41 - Municipal Bonds in a Brokerage Account: Good Idea? (Coach Dobber, MN)
    22:48 - Told My Wife We Need $6M to Retire in 20 Years. She Say's I'm Silly. (Duke, upstate NY)
    27:09 - Calculate your Free Financial Blueprint, Schedule your Free Financial Assessment
    28:54 - What Is an Emergency Fund and How Much Should I Have in It? (Daniel, Stevensville, MI)
    36:00 - YMYW Podcast Outro
    続きを読む 一部表示
    37 分
  • When to HOLD OFF on Doing Roth Conversions - 529

    When to HOLD OFF on Doing Roth Conversions - 529
    2025/05/13

    John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Ernie in New Jersey wonder if they should convert to Roth or take advantage of zero percent capital gains tax rates. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for all of them today on Your Money, Your Wealth® podcast number 529. Plus, Michael and his wife in Bellevue are 34, in the 24% tax bracket and wonder if they should contribute to tax-free or tax-deferred accounts, and if they should slow down on retirement savings and start a bridging account for the years between when they want to punch the clock in their early to mid-50s, and when they can access their retirement savings. Then, for something completely different, Frenchie from Maine writes back in: What are the disadvantages to paying off her mortgage ASAP, and what’s the tax efficiency of a money market compared to bond funds?

    Free financial resources & episode transcript: https://bit.ly/ymyw-529

    WATCH How to Break Through Retirement Barriers on YMYW TV

    CALCULATE your Free Financial Blueprint

    SCHEDULE your Free Financial Assessment

    ASK Joe & Big Al for your Retirement Spitball Analysis

    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

    01:00 - We’re in the 32% Tax Bracket. Should We Do Roth Conversions? (John, Boston, MA)

    06:19 - We Have Large Tax-Free Pension Income. Should We Do Roth Conversions? (Flight Deck Dad & Irish Girl, Pensacola, FL)

    16:03 - Watch How to Break Through Retirement Barriers on YMYW TV, Calculate your free Financial Blueprint

    16:52 - Should We Do Roth Conversions or Take Advantage of 0% Capital Gains Tax? (Bert & Ernie, NJ)

    25:53 - In the 24% Bracket. Should We Contribute to Tax-Free or Tax Deferred Accounts? (Michael, Bellevue, WA)

    29:49 - Schedule a Free Financial Assessment at any of Pure Financial Advisors' 12 nationwide locations or online

    31:04 - Disadvantages to Paying Off the Mortgage ASAP? Tax Efficiency of Money Market vs. Bond Funds? (Frenchie, ME)

    36:23 - Outro: Next Week on the YMYW Podcast
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    37 分
  • Retirement Savings: When to Take Your Foot Off the Gas - 528

    Retirement Savings: When to Take Your Foot Off the Gas - 528
    2025/05/06

    You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana today on Your Money, Your Wealth® podcast 528. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big Juan in Texas pay for college? Should he convert his TSP to Roth? Can he retire at 55 And finally, Frank and Jane Drebin in Wisconsin are 46 and 47 and wondering if their plan for retirement in 5 years is just a pipe dream.

    Free financial resources & episode transcript: https://bit.ly/ymyw-528

    DOWNLOAD The Retirement Readiness Guide for free

    WATCH What Happens to Your 401(k) & IRA at Retirement? On YMYW TV

    CALCULATE your free Financial Blueprint

    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

    01:13 - Can I Take My Foot Off the Gas on Saving for Retirement? (Ron and Veronica, IN)

    09:48 - Watch What Happens to Your 401(k) & IRA at Retirement? On YMYW TV and Download The Retirement Readiness Guide

    10:43 - How to Bridge the Gap from Age 55 to Retirement Income at 57? (Scott, IL)

    20:04 - How to Fund College? TSP to Roth Conversions? Retirement at 55? (Big Juan, TX)

    24:45 - Calculate Your Free Financial Blueprint

    25:45 - We're 46 and 47, Is Our Retirement Plan a Pipe Dream? (Frank and Jane Drebin, WI)

    32:26 - Next Week on the YMYW Podcast
    続きを読む 一部表示
    34 分

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