Your Money, Your Wealth
Your Money, Your Wealth

Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Overview
Episodes

Details

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.com

Recent Episodes

Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
APR 22, 2025
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to Roth accounts. But why? What’s the big deal? Today the “IRA guru” Ed Slott, CPA returns to Your Money, Your Wealth® in podcast number 526 with...
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51 MIN
Risks Threaten Retirement. Rewire Your Plans - 525
APR 15, 2025
Risks Threaten Retirement. Rewire Your Plans - 525
Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom...
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55 MIN
Will the Tax Cuts and Jobs Act Be Extended? - 524
APR 8, 2025
Will the Tax Cuts and Jobs Act Be Extended? - 524
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and the Lead Financial Planning Nerd at Kitces.com. In...
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47 MIN
These Three Investments Make for a Happier Retirement - 523
APR 1, 2025
These Three Investments Make for a Happier Retirement - 523
What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the tells us what his research shows. He also shares his insights on the four percent rule for retirement withdrawals and whether there is anything we can do to...
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43 MIN
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
MAR 25, 2025
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
What is your retirement income style? Dr. Wade Pfau, CFA, RICP®, is the co-founder of RISAprofile.com, providing investors with retirement income style awareness. He returns to Your Money, Your Wealth® today on podcast number 522 to talk about four...
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43 MIN