Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
00:26:275/27/2025
Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
00:36:485/20/2025
When to HOLD OFF on Doing Roth Conversions - 529
00:37:265/13/2025
Retirement Savings: When to Take Your Foot Off the Gas - 528
00:34:125/6/2025
Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
00:42:244/29/2025
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
00:51:114/22/2025
Risks Threaten Retirement. Rewire Your Plans - 525
00:55:134/15/2025
Will the Tax Cuts and Jobs Act Be Extended? - 524
00:47:274/8/2025
3 Key Predictors of Retirement Happiness - 523
00:43:134/1/2025
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
00:43:153/25/2025
Your Money, Your Wealth
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