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)
Roth IRA 5-Year Rules: How to Withdraw Money With No Taxes or Penalties - 404
Your Money, Your Wealth
Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403
Your Money, Your Wealth
Will Your Retirement Savings Last Until You're 90 Years Old? - 402
Your Money, Your Wealth
Should Young People Save for Retirement? - 401
Your Money, Your Wealth
Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400
Your Money, Your Wealth
Survivor Social Security and Lowering Taxes in Retirement - 399
Your Money, Your Wealth
How to Manage Financial Market Stress? With the Help of a Caddie - 398
Your Money, Your Wealth
Spitballing Retirement Planning in Your 40's & 50's - 397
Your Money, Your Wealth
Backdoor Roth, Investing, and Taxes - 396
Your Money, Your Wealth
Spitballing Early Retirement by the Ocean with Husband and Boyfriend - 395
Your Money, Your Wealth
How to Deal With Taxes When Income Goes Through the Roof - 394
Your Money, Your Wealth
Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393
Your Money, Your Wealth
How to Spitball Retirement Taxes and the 4% Rule - 392
Your Money, Your Wealth
Spitballing Retirement Planning in Your 30s - 391
Your Money, Your Wealth
Working After Retirement and Wealth Gifting Strategies - 390
Your Money, Your Wealth
Save for a Home or Save for Retirement? - 389
Your Money, Your Wealth
Pay Tax on This Move Now to Potentially Have More to Spend Later - 388
Your Money, Your Wealth
A Model Retirement Plan Spitball Analysis - 387
Your Money, Your Wealth
Should We Hold Off on Retiring Until the Markets Recover? - 386
Your Money, Your Wealth
Bonds and Series I Bonds, High Inflation, and High Interest Rates - 385
Your Money, Your Wealth
Can We Retire Soon? Retirement Spitball Analysis - 384
Your Money, Your Wealth
Where to Find Retirement Income When the Stock Market Freaks Out - 383
Your Money, Your Wealth
Where Should You Save for Retirement? Where Does Real Estate Fit? - 382
Your Money, Your Wealth
Don't Retire Until You Can Answer These Five Practical Questions - 381
Your Money, Your Wealth
How to Ditch a Bad SIMPLE IRA? What's a Prohibited Transaction? - 380
Your Money, Your Wealth
6 Money Strategies for Down Markets Depending on Your Goals - 379
Your Money, Your Wealth
Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378
Your Money, Your Wealth
Roth IRA, 457, TSP, and Retire Early Spitball - 377
Your Money, Your Wealth
Self-Employed Retirement, Fixed Index Annuities, and Investment Property - 376
Your Money, Your Wealth
Roth Conversion Retirement Spitball Analysis - 375
Your Money, Your Wealth
Annuities, Social Security, and Real Estate Taxes - 374
Your Money, Your Wealth
Can We Retire Early? Investing and Retirement "Rothification" - 373
Your Money, Your Wealth
Retirement Spitball: Social Security, Pension, and Self-Employed - 372
Your Money, Your Wealth
When Must You Pay Roth Conversion Taxes? - 371
Your Money, Your Wealth
Taxes and Real Estate Investing Explained - 370
Your Money, Your Wealth
Should You Claim Social Security Early? - 369
Your Money, Your Wealth
Why Is It So Difficult to Time the Market? - 368
Your Money, Your Wealth
Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367
Your Money, Your Wealth
Roth Conversions vs. Roth Contributions - 366
Your Money, Your Wealth
Real Estate Investing: What Are Cash-on-Cash and Cap Rate? - 365
Your Money, Your Wealth
Covered Call Investing Strategies Explained, RMDs, and Social Security Taxation...
Your Money, Your Wealth
Stock Acquisition, HSA, AMT, TSP, RSU, and Trust as Retirement Beneficiary - 363
Your Money, Your Wealth
Early Retirement, Roth Conversion Tax: YMYW Best of 2021 - 362
Your Money, Your Wealth
Financially Able But Afraid to Retire - 361
Your Money, Your Wealth
Should You Invest in the Stock Market or Buy Real Estate? - 360
Your Money, Your Wealth
Social Security Benefits for Spouses, Ex-Spouses, and Survivors - 359
Your Money, Your Wealth
Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
Your Money, Your Wealth
Does the 5 Year Rule Apply to Each Roth Conversion? - 357
Your Money, Your Wealth
Spitballing Retirement and the Build Back Better Tax Proposal - 356
Your Money, Your Wealth
Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355
Your Money, Your Wealth