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)
Retirement Pension Lump Sum or Monthly Annuity Payment? - 354
Your Money, Your Wealth
Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisor...
Your Money, Your Wealth
Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 3...
Your Money, Your Wealth
Estate Planning, Social Security, and TSP to Roth Conversions - 351
Your Money, Your Wealth
Spitballing the Sequence of Retirement Savings - 350
Your Money, Your Wealth
How to Pay the Tax on a Roth Conversion - 349
Your Money, Your Wealth
Medicare, Social Security, and FIRE Early Retirement - 348
Your Money, Your Wealth
What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
Your Money, Your Wealth
Buying and Selling Your House or Real Estate - 346
Your Money, Your Wealth
Working or Retiring Abroad and Early Retirement Spitball - 345
Your Money, Your Wealth
It Could Be Over for the Mega Backdoor Roth IRA - 344
Your Money, Your Wealth
HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 3...
Your Money, Your Wealth
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
Your Money, Your Wealth
Early Retirement Spitball Analysis - 341
Your Money, Your Wealth
Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
Your Money, Your Wealth
Should We Do a Roth Conversion? - 339
Your Money, Your Wealth
What to Do When You Own Too Much of One Stock - 338
Your Money, Your Wealth
Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
Your Money, Your Wealth
How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
Your Money, Your Wealth
Which States Are the Most Tax-Friendly in Retirement? - 335
Your Money, Your Wealth
Are We On Track for Retirement? Financial Plan Spitball Analysis - 334
Your Money, Your Wealth
Are Financial Advisors Really Worth the Money? - 333
Your Money, Your Wealth
Roth Conversions, Medicare, and Required Minimum Distributions - 332
Your Money, Your Wealth
What is the Best Age to Retire, Financially Speaking? - 331
Your Money, Your Wealth
Has the Government Ever Reduced Social Security Benefits? - 330
Your Money, Your Wealth
How to Protect Investments Against a Stock Market Crash? - 329
Your Money, Your Wealth
Should People in High Tax Brackets Save in Roth Retirement Accounts? - 328
Your Money, Your Wealth
How to Avoid a Tax Time Bomb: Retirement Plan Spitball Analysis - 327
Your Money, Your Wealth
How to Get Tax-Free Growth on Investments for Life - 326
Your Money, Your Wealth
Capital Gains Tax Vs. Ordinary Income Tax Explained - 325
Your Money, Your Wealth
Which Asset Classes Are Good Investments to Hedge Against Inflation? - 324
Your Money, Your Wealth
Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323
Your Money, Your Wealth
Pay Down the Mortgage or Buy Long Term Care Insurance? - 322
Your Money, Your Wealth
Inflation, Variable Annuities, Real Estate: How to Invest Against Risk - 321
Your Money, Your Wealth
Early Retirement: Can You Afford to Retire Now? - 320
Your Money, Your Wealth
Roth IRA Excess Contributions and the Pro-Rata Rule - 319
Your Money, Your Wealth
Firefighters' Retirement Plan Spitballing, Annuities, and RMDs - 318
Your Money, Your Wealth
Charitable Giving and Roth Conversion Retirement Tax Strategies - 317
Your Money, Your Wealth
Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316
Your Money, Your Wealth
Are These Three Investment Products Too Good To Be True? - 315
Your Money, Your Wealth
Is the Backdoor Roth IRA a Good Strategy For You? - 314
Your Money, Your Wealth
Are You Financially Ready for Retirement? - 313
Your Money, Your Wealth
"Super Roth": Should You Overfund Supplemental Executive Retirement Plan Insuran...
Your Money, Your Wealth
Social Security, Medicare, HSA and Roth Conversions - 311
Your Money, Your Wealth
[SPECIAL] GameStop: Stocks Gone Wild! Should You Join the Day Trading Craze? - 3...
Your Money, Your Wealth
What's the Best Way to Take Retirement Distributions? - 310
Your Money, Your Wealth
Retirement Plan Spitball Analyses for Side Hustles, Clergy & Grandkids - 309
Your Money, Your Wealth
How to Do the Mega Backdoor Roth IRA - 308
Your Money, Your Wealth
How to Choose Your Pension Options and Retirement Withdrawal Strategy - 307
Your Money, Your Wealth
Social Security, Medicare and Real Estate - 306
Your Money, Your Wealth