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
540 episodes
Episodes
What The New Law Means For Your Roth IRA! - 545
00:38:049/2/2025
What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544
00:28:358/26/2025
Can You Retire at Age 57 and Spend Big? - 543
00:38:588/19/2025
Are You Cutting Retirement Too Close? - 542
00:35:498/12/2025
Are These Millennials Saving Enough to Retire Before 60? - 541
00:49:298/5/2025
Smart Strategies to Retire Early and Spend More - 540
00:33:147/29/2025
Where to Invest for Pre-Retirement and a GO-GO Lifestyle? - 539
00:27:027/22/2025
How Much Money Do You Need to Retire in 2026? - 538
00:35:107/15/2025
Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537