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)
Spend RMDs, or Reduce Distributions and Taxes With Roth Conversions? - 498
Your Money, Your Wealth
Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497
Your Money, Your Wealth
Age Plus 20 Rule for Retirement Contributions - 496
Your Money, Your Wealth
3 Strategies to Pay Roth Conversion Taxes - 495
Your Money, Your Wealth
How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494
Your Money, Your Wealth
How Much Money Do You Need to Retire ASAP? - 493
Your Money, Your Wealth
Exchange Funds Explained, Roth Conversion Timing - 492
Your Money, Your Wealth
Alternative Investments, Annuities, and Real Estate Syndications - 491
Your Money, Your Wealth
Can You Retire? Here's How to Calculate How Much You Need - 490
Your Money, Your Wealth
Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA -...
Your Money, Your Wealth
Market Timing Retirement Withdrawals and Roth Conversions - 488
Your Money, Your Wealth
Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
Your Money, Your Wealth
How to Pay Less Tax and Invest for Retirement - 486
Your Money, Your Wealth
Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6
Your Money, Your Wealth
Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5
Your Money, Your Wealth
Spousal Social Security, Retirement Expenses and Roth Conversions | YMYW Extra -...
Your Money, Your Wealth
Happily Ever After in Retirement? | YMYW Extra - 3
Your Money, Your Wealth
Spitballing Retirement During the Expensive Kid Years - 485
Your Money, Your Wealth
Roth Conversions vs. Required Minimum Distributions - 484
Your Money, Your Wealth
Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1
Your Money, Your Wealth
Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483
Your Money, Your Wealth
FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482
Your Money, Your Wealth
Which Account Should Fund Living Expenses in Retirement? - 481
Your Money, Your Wealth
401(k) vs. Roth: Where to Save for Retirement - 480
Your Money, Your Wealth
Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479
Your Money, Your Wealth
How to Manage Taxes When You Win the Lottery - 478
Your Money, Your Wealth
What's the Break-Even Point on Roth Conversions? - 477
Your Money, Your Wealth
Which Mortgage for Early Retirement? What is Private Credit? - 476
Your Money, Your Wealth
Is Your Retirement Withdrawal Rate Too High? - 475
Your Money, Your Wealth
How to Take the Uncertainty of Taxes Off the Table - 474
Your Money, Your Wealth
Does Your Financial Advisor Just Want to Collect Fees? - 473
Your Money, Your Wealth
Will Roth Conversions Put You On Track to Retire Early? - 472
Your Money, Your Wealth
How Much Should You Convert to Roth IRA? - 471
Your Money, Your Wealth
Spitballing Retirement for Fat Wallets - 470
Your Money, Your Wealth
401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469
Your Money, Your Wealth
How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468
Your Money, Your Wealth
What Does Retirement Look Like for You? - 467
Your Money, Your Wealth
Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466
Your Money, Your Wealth
Personal Finance 101: How to Teach Teens About Money - 465
Your Money, Your Wealth
Tax Strategies, Backdoor Roth, Buy vs. Rent - 464
Your Money, Your Wealth
Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463
Your Money, Your Wealth
Can You Retire Early at Age 50 or 60? - 462
Your Money, Your Wealth
Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
Your Money, Your Wealth
How to Invest: Bonds, CDs, and Roth Conversions - 460
Your Money, Your Wealth
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
Your Money, Your Wealth
Retirement Spending and Timing Your Mortgage Payoff - 458
Your Money, Your Wealth
How to Cut Your Taxes Before Year-End - 457
Your Money, Your Wealth
How to Bridge the Gap to Retirement Income: Pension Spitball - 456
Your Money, Your Wealth
Can High Earners Fund a Roth IRA Without Paying More Tax? - 455
Your Money, Your Wealth
Is Our Retirement Savings Enough to Ever Retire? - 454
Your Money, Your Wealth