Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Making fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). 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...
Episodes (605)
Is Financial Software Giving You False Retirement Confidence? - 548
Your Money, Your Wealth
Roth Conversions: When to Make 'Em, When to Take 'Em - 547
Your Money, Your Wealth
How to Accomplish Your Retirement Goals - Even Without a Fat Wallet - 546
Your Money, Your Wealth
Your Roth Conversion Strategy Needs This Update - 545
Your Money, Your Wealth
Your Retirement Tax Strategy is Probably Unbalanced - 544
Your Money, Your Wealth
Can You Retire at Age 57 and Spend Big? - 543
Your Money, Your Wealth
Are You Cutting Retirement Too Close? - 542
Your Money, Your Wealth
Are These Millennials Saving Enough to Retire Before 60? - 541
Your Money, Your Wealth
Retire Early and Spend More Without Running Out of Money - 540
Your Money, Your Wealth
Where to Invest for Pre-Retirement and a GO-GO Lifestyle? - 539
Your Money, Your Wealth
How Much Money Do You Need to Retire in 2026? - 538
Your Money, Your Wealth
Late Start on Roth Savings? Here's What to Prioritize - 537
Your Money, Your Wealth
Social Security Rules Changed: Your Pension Doesn't Matter Anymore - 536
Your Money, Your Wealth
When Do Roth Conversions STOP Making Sense? - 535
Your Money, Your Wealth
Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retireme...
Your Money, Your Wealth
Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA - 533
Your Money, Your Wealth
"The Payoff is Huge": Jonathan Clements' Final Initiative to Empower Lifelong Sa...
Your Money, Your Wealth
Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
Your Money, Your Wealth
Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
Your Money, Your Wealth
When to HOLD OFF on Doing Roth Conversions - 529
Your Money, Your Wealth
Retirement Savings: When to Take Your Foot Off the Gas - 528
Your Money, Your Wealth
Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement?...
Your Money, Your Wealth
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
Your Money, Your Wealth
Risks Threaten Retirement. Rewire Your Plans - 525
Your Money, Your Wealth
Will the Tax Cuts and Jobs Act Be Extended? - 524
Your Money, Your Wealth
These Three Investments Make for a Happier Retirement - 523
Your Money, Your Wealth
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility...
Your Money, Your Wealth
What's the Future of Social Security Under the New Administration? - 521
Your Money, Your Wealth
Haven't Yet Saved a Million. Can We Still Retire Early? - 520
Your Money, Your Wealth
What's a Safe Withdrawal Rate in Retirement? (So You Won't Run Out of Money) - 5...
Your Money, Your Wealth
Should You Switch Retirement Contributions to Roth? - 518
Your Money, Your Wealth
0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517
Your Money, Your Wealth
Mutual Funds vs. ETFs, Bonds to Bourbon - 516
Your Money, Your Wealth
Financial Planning for Marriage, Separation, and Singlehood - 515
Your Money, Your Wealth
Deferred Comp, Roth Strategies, Asset Protection (and Gold) - 514
Your Money, Your Wealth
I Work in a Toxic Office. Can I Retire Early? - 513
Your Money, Your Wealth
Choosing the Right Investments for You - 512
Your Money, Your Wealth
Grow Your Wealth Tax-Free & Retire Sooner: YMYW Best of 2024 - 511
Your Money, Your Wealth
Defusing a Future Tax Bomb With Roth Conversions - 510
Your Money, Your Wealth
When to Claim Social Security and the Truth About Annuities - 509
Your Money, Your Wealth
Bonds and Annuities, Social Security and Retirement Spending - 508
Your Money, Your Wealth
9 Answers to Boost Tax-Free Roth Retirement Income - 507
Your Money, Your Wealth
How to Plan for 35 Years of Retirement Spending With Smart Roth Conversions - 50...
Your Money, Your Wealth
How to Retire ASAP - and Where to Save to Get There - 505
Your Money, Your Wealth
Rules for Inheritances and Making Roth Contributions for Others - 504
Your Money, Your Wealth
When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
Your Money, Your Wealth
Spitballing Early Retirement for the One Percenters - 502
Your Money, Your Wealth
How to Reduce the Widow's Tax Penalty - 501
Your Money, Your Wealth
Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
Your Money, Your Wealth
How to Get Into Real Estate Investing, Spitballing Retirement - 499
Your Money, Your Wealth