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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

EN-US605 episodes
businessinvestingeducation

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)

Breaking Down the Confusing 5-Year Roth Clock Rules - 255

Your Money, Your Wealth

Jan 7, 202055:32pending

Roth Conversions from a Thrift Savings Plan TSP? - 254

Your Money, Your Wealth

Dec 31, 201949:37pending

Rules for Your Retirement Savings and Distributions Are Changing - 253

Your Money, Your Wealth

Dec 24, 201941:01pending

Strategies for Social Security, Annuities, and Inherited Assets - 252

Your Money, Your Wealth

Dec 17, 201946:13pending

Should You Convert to Roth IRA All at Once or Over Time? - 251

Your Money, Your Wealth

Dec 10, 201937:12pending

Tanja Hester on the Flexibility of Financial Independence - 250

Your Money, Your Wealth

Dec 3, 201945:55pending

What's the Break-Even on a Retirement Roth IRA Conversion? - 249

Your Money, Your Wealth

Nov 26, 201949:14pending

Is a Roth Conversion Affected By Social Security? - 248

Your Money, Your Wealth

Nov 19, 201943:38pending

How to Talk to Mom & Dad About Their Money - 247

Your Money, Your Wealth

Nov 12, 201950:26pending

Why This Life Insurance Is for the Most Part a Scam - 246

Your Money, Your Wealth

Nov 6, 201946:50pending

Is It Time to Fire Your Financial Advisor? - 245

Your Money, Your Wealth

Oct 29, 201946:40pending

5 Unique Social Security Questions Answered - 244

Your Money, Your Wealth

Oct 22, 201950:49pending

The Truth About Indexed Universal Life Insurance - 243

Your Money, Your Wealth

Oct 15, 201943:00pending

Investing the Money from a Real Estate Sale - 242

Your Money, Your Wealth

Oct 9, 201945:55pending

Answers to Your Top Roth Conversion Questions - 241

Your Money, Your Wealth

Oct 1, 201946:59pending

How to Choose Your Own Financial Independence Adventure - 240

Your Money, Your Wealth

Sep 24, 201950:13pending

How Should You Invest? As Always, It Depends - 239

Your Money, Your Wealth

Sep 17, 201945:30pending

Roth Conversions, Life Insurance & More: Email Round-Up - 238

Your Money, Your Wealth

Sep 10, 201949:54pending

Mad at the Roller Coaster? Then You Don't Understand the Ride - 237

Your Money, Your Wealth

Sep 3, 201950:17pending

How Much Can You Spend When You're On FIRE? - 236

Your Money, Your Wealth

Aug 27, 201948:56pending

Recession and the Inverted Yield Curve - 235

Your Money, Your Wealth

Aug 20, 201949:20pending

Tax Postcard, Stretch IRAs & Life Insurance for Education - 234

Your Money, Your Wealth

Aug 14, 201946:13pending

Using Alternative Investments to Boost Portfolio Returns? - 233

Your Money, Your Wealth

Aug 7, 201948:09pending

Time to Dial Down Risk and Do a Roth Conversion? - 232

Your Money, Your Wealth

Jul 31, 201945:34pending

Appreciate How Good the Economy is Now - 231

Your Money, Your Wealth

Jul 24, 201954:23pending

The Effect of the Media on Financial Markets - 230

Your Money, Your Wealth

Jul 17, 201946:23pending

Strategies for Social Security, Gifting, and Estimated Taxes - 229

Your Money, Your Wealth

Jul 10, 201944:20pending

Liz Ann Sonders: Investing in the Face of Recession - 228

Your Money, Your Wealth

Jul 3, 201947:23pending

This Retiree Helps Golfers Reach the Big Time - 227

Your Money, Your Wealth

Jun 26, 201940:21pending

Medicare Beginner's Guide: What You Need to Know Now - 226

Your Money, Your Wealth

Jun 19, 201933:57pending

Real Estate Investing: Should You Buy Raw Land? - 225

Your Money, Your Wealth

Jun 12, 201933:19pending

New Retirement Legislation: Death to the Stretch IRA? - 224

Your Money, Your Wealth

Jun 5, 201938:43pending

Financial Independence Retire Early Hits the Big Screen - 223

Your Money, Your Wealth

May 29, 201950:38pending

How to Be Like the Millionaire Next Door - 222

Your Money, Your Wealth

May 22, 201945:00pending

How to Hedge Risk From the Brothel to the Surfboard - 221

Your Money, Your Wealth

May 15, 201944:56pending

Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220

Your Money, Your Wealth

May 8, 201947:04pending

Standup Comedy: Gid Pool's Retirement Hustle - 219

Your Money, Your Wealth

May 1, 201951:14pending

3 Ways to Turn Your Financial Negatives Into Positives - 218

Your Money, Your Wealth

Apr 24, 201954:20pending

How to Use Rental Real Estate to Build Legacy Wealth - 217

Your Money, Your Wealth

Apr 17, 201948:35pending

Here's What to Do When You're a Victim of Debit Card Fraud - 216

Your Money, Your Wealth

Apr 10, 201940:45pending

Will Trump's Latest Proposals Reduce Student Loan Debt? - 215

Your Money, Your Wealth

Apr 3, 201948:05pending

The Real Keys to Being Rich and Truly Wealthy - 214

Your Money, Your Wealth

Mar 26, 201944:51pending

Social Security Changes in 2019 - 213

Your Money, Your Wealth

Mar 20, 201942:34pending

Problems With the Arguments Against Roth IRAs - 212

Your Money, Your Wealth

Mar 13, 201937:37pending

Retire Early Without Pinching Pennies - 211

Your Money, Your Wealth

Mar 6, 201945:13pending

"Hold It" Until You're Purple to be a Better Investor - 210

Your Money, Your Wealth

Feb 27, 201947:38pending

Are These Two Funds the Only Ones You Need for Life? - 209

Your Money, Your Wealth

Feb 20, 201941:11pending

Spousal Social Security Claiming Strategies You Need to Know - 208

Your Money, Your Wealth

Feb 13, 201944:10pending

This Myth is the #1 Barrier to Financial Freedom - 207

Your Money, Your Wealth

Feb 6, 201950:11pending

How to Avoid the Five Horsemen of the Retirement Apocalypse - 206

Your Money, Your Wealth

Jan 30, 201943:40pending
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