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)
What's the Best Retirement Withdrawal Strategy? - 305
Your Money, Your Wealth
5 Last Minute Ways to Cut Your 2020 Taxes - 304
Your Money, Your Wealth
How to Use Tax Diversification in Your Retirement Portfolio - 303
Your Money, Your Wealth
Should You Pay Off the Mortgage? First Consider Your Tax Strategy - 302
Your Money, Your Wealth
Borrow Money to Pay Tax on a Roth IRA Conversion? - 301
Your Money, Your Wealth
Top Funniest Moments From the Your Money Your Wealth Podcast - 300
Your Money, Your Wealth
Rental Real Estate Property: How to Calculate Cap Rates and Depreciation - 299
Your Money, Your Wealth
Retirement Portfolio Strategies and Making Sense of Fees - 298
Your Money, Your Wealth
The Barn Door, Garage Door, Mega Backdoor Roth IRA Conversion - 297
Your Money, Your Wealth
YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296
Your Money, Your Wealth
All About the Backdoor Roth IRA Strategy - 295
Your Money, Your Wealth
Rebalancing Your Retirement Portfolio in Market Downturns - 294
Your Money, Your Wealth
Backdoor Roth Conversions and Investing for Kids - 293
Your Money, Your Wealth
Will Estate Tax Law Changes Affect Your Family Financial Plan? - 292
Your Money, Your Wealth
Roth Conversions, Annuities and Inherited IRAs - 291
Your Money, Your Wealth
Market Timing and Day Trading in a Roth IRA? - 290
Your Money, Your Wealth
Backdoor Roth IRA Conversions, Stimulus and Self-Employed Retirement -289
Your Money, Your Wealth
YMYW Spitball Analysis 2: Retirement and Social Security - 288
Your Money, Your Wealth
Roth Conversion Tax Planning Strategies and Annuities - 287
Your Money, Your Wealth
Dividend-Paying Stocks and Investing Strategies at All Ages - 286
Your Money, Your Wealth
New Stimulus Check & Coronavirus Relief Package On the Way? - 285
Your Money, Your Wealth
What Is Your Retirement Number? YMYW Spitball Retirement Analysis - 284
Your Money, Your Wealth
Tax Gain Harvesting, Active vs. Passive Investments… and Roth Conversions - 283
Your Money, Your Wealth
How to Do a Roth Conversion and Pay Taxes On It - 282
Your Money, Your Wealth
Will These Three Things Affect Your Social Security? - 281
Your Money, Your Wealth
Are These Retirement Investment Strategies On Track? - 280
Your Money, Your Wealth
Real Estate, Roth Conversions, and Social Security - 279
Your Money, Your Wealth
Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278
Your Money, Your Wealth
Roth IRA Conversion and Contribution Rules - 277
Your Money, Your Wealth
Pre-Tax or Roth Contributions for Retirement Savings? - 276
Your Money, Your Wealth
Social Security WEP, GPO & Roth IRA Conversion Strategies - 275
Your Money, Your Wealth
CARES Act: Distributions, RMDs & Dependents - 274
Your Money, Your Wealth
Real Estate, Roth Conversions & Annuities - 273
Your Money, Your Wealth
Asset Location: Where Should You Hold Retirement Investments? - 272
Your Money, Your Wealth
4 Financial Strategies from the Stimulus Package - 271
Your Money, Your Wealth
In Market Volatility, Beware of Annuity Pitches - 270
Your Money, Your Wealth
Revisiting Roth IRA Conversion Strategies - 269
Your Money, Your Wealth
CARES Act: What's in the Coronavirus Stimulus Package - 268
Your Money, Your Wealth
Analyzing 5 Investing Strategies for Volatile Markets - 267
Your Money, Your Wealth
Tax Brackets Explained: How Much Are You Really Paying in Taxes? - 266
Your Money, Your Wealth
Bear Market Investing Strategies and Revisiting the 5-Year Roth IRA Withdrawal R...
Your Money, Your Wealth
How Much of Your Net Worth Should Be in Cash? - 264
Your Money, Your Wealth
7 Roth Conversion Strategies - 263
Your Money, Your Wealth
What's the Right Retirement Asset Allocation for You? - 262
Your Money, Your Wealth
Real Estate Investing: How to Find Bread & Butter Rental Properties - 261
Your Money, Your Wealth
When is the Tax Deadline for a Roth Conversion? - 260
Your Money, Your Wealth
"Collect Social Security at Age 70" is Common Advice. Why? - 259
Your Money, Your Wealth
International Funds, Safe Investments, 1031 Exchange: Email Round-Up - 258
Your Money, Your Wealth
Why Not Just Go All in On VTSAX, Vanguard's Total Stock Market Index Fund? - 257
Your Money, Your Wealth
Your SECURE Act Retirement Questions Answered - 256
Your Money, Your Wealth