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
535 episodes
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
00:36:087/8/2025
Social Security vs. Pension No More - 536
00:17:027/1/2025
When Do Roth Conversions STOP Making Sense? - 535
00:26:436/24/2025
Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retirement Spending Plan - 534
00:28:026/17/2025
Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA - 533
00:33:466/10/2025
"The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532
00:20:006/3/2025
Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531