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)
No Retirement Advice or Recommendations, Just Spitballing - 453
Your Money, Your Wealth
Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
Your Money, Your Wealth
Mega Backdoor Roth Conversion 5-Year Rule and Bond Investing - 451
Your Money, Your Wealth
Retirement Withdrawals: What's a Safe Distribution Rate? - 450
Your Money, Your Wealth
What To Do With Your Employer-Sponsored Retirement Plan? - 449
Your Money, Your Wealth
Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448
Your Money, Your Wealth
Can You Shorten Your Working Years? - 447
Your Money, Your Wealth
DIY Early Retirement Planning - 446
Your Money, Your Wealth
Market Timing, Pension, & Roth Conversion Retirement Spitball - 445
Your Money, Your Wealth
What Are the Rules for Taking Money From a Roth IRA? - 444
Your Money, Your Wealth
Spitballing Retirement and Social Security for Worst Case Scenarios - 443
Your Money, Your Wealth
RSU, Mutual Funds, Bonds, and Annuities - 442
Your Money, Your Wealth
Early Retirement Withdrawals & Capital Gains Tax Explained - 441
Your Money, Your Wealth
Are Roth Conversions Really As Good as They Sound? - 440
Your Money, Your Wealth
$7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439
Your Money, Your Wealth
When Will You Be Able to Retire? - 438
Your Money, Your Wealth
Two Unspoken Assumptions About Collecting Social Security - 437
Your Money, Your Wealth
Invest or Pay Off the Mortgage? - 436
Your Money, Your Wealth
How to Maximize Your Inheritance: IRA Options and RMDs - 435
Your Money, Your Wealth
Ready to Retire? 5 Retirement Spitball Analyses - 434
Your Money, Your Wealth
Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real E...
Your Money, Your Wealth
Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432
Your Money, Your Wealth
How to Calculate Your Retirement Needs in Future Dollars - 431
Your Money, Your Wealth
How to Consider Your Pension Options for Retirement - 430
Your Money, Your Wealth
HSA to Roth, RMD Investing, and Social Security Strategies - 429
Your Money, Your Wealth
What to Do With Inheritance Money? - 428
Your Money, Your Wealth
Trust Issues, Death & Taxes: Estate Plan Spitball - 427
Your Money, Your Wealth
Spitballing Retirement Real Estate and Tax Strategies - 426
Your Money, Your Wealth
Annuity? CD? Money Market? Where to Invest for Safety - 425
Your Money, Your Wealth
Investments vs. Retirement Withdrawal Strategy, FDIC Insurance - 424
Your Money, Your Wealth
What to Do When There's Too Much Money in Your Traditional IRA - 423
Your Money, Your Wealth
How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422
Your Money, Your Wealth
Roth Conversions & Retirement Spitball Analysis - 421
Your Money, Your Wealth
Mutual Funds vs. ETFs, SECURE 2.0 & Capital Gains Strategies - 420
Your Money, Your Wealth
How to Start Planning for Retirement - 419
Your Money, Your Wealth
"Will I Ever Be Able to Retire?" - 418
Your Money, Your Wealth
What to Do When You Get a Huge Pay Increase - 417
Your Money, Your Wealth
Set-and-Forget Investing, Real Estate vs. Bonds, Pension, Social Security and Me...
Your Money, Your Wealth
SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
Your Money, Your Wealth
Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414
Your Money, Your Wealth
Spitballing Diversified Portfolios for Retirement - 413
Your Money, Your Wealth
SECURE Act 2.0 & Retirement Rich, Cash Poor - 412
Your Money, Your Wealth
Bear Market Survival & the 5W1H of Roth Conversions: YMYW Best of 2022 - 411
Your Money, Your Wealth
Retirement Planning, Investing, and Tax Reduction Made Fun: YMYW Trailer
Your Money, Your Wealth
Diversification Vs. Fees: What's More Important for Retirement Investing? - 410
Your Money, Your Wealth
Who to Trust? Second Opinion Retirement Spitball - 409
Your Money, Your Wealth
Where to Save for Early Retirement? - 408
Your Money, Your Wealth
Fixed Indexed Annuities, RMDs, and Early Social Security - 407
Your Money, Your Wealth
How to Forecast Your Expenses in Retirement - 406
Your Money, Your Wealth
Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405
Your Money, Your Wealth