505 Episodio

  1. Pre-Tax or Roth Contributions for Retirement Savings? - 276

    Pubblicato: 02/06/2020

  2. Social Security WEP, GPO & Roth IRA Conversion Strategies - 275

    Pubblicato: 26/05/2020

  3. CARES Act: Distributions, RMDs & Dependents - 274

    Pubblicato: 19/05/2020

  4. Real Estate, Roth Conversions & Annuities - 273

    Pubblicato: 12/05/2020

  5. Asset Location: Where Should You Hold Retirement Investments? - 272

    Pubblicato: 05/05/2020

  6. 4 Financial Strategies from the Stimulus Package - 271

    Pubblicato: 28/04/2020

  7. In Market Volatility, Beware of Annuity Pitches - 270

    Pubblicato: 21/04/2020

  8. Revisiting Roth IRA Conversion Strategies - 269

    Pubblicato: 14/04/2020

  9. CARES Act: What's in the Coronavirus Stimulus Package - 268

    Pubblicato: 07/04/2020

  10. Analyzing 5 Investing Strategies for Volatile Markets - 267

    Pubblicato: 31/03/2020

  11. Tax Brackets Explained: How Much Are You Really Paying in Taxes? - 266

    Pubblicato: 24/03/2020

  12. Bear Market Investing Strategies and Revisiting the 5-Year Roth IRA Withdrawal Rules - 265

    Pubblicato: 17/03/2020

  13. How Much of Your Net Worth Should Be in Cash? - 264

    Pubblicato: 10/03/2020

  14. 7 Roth Conversion Strategies - 263

    Pubblicato: 03/03/2020

  15. What's the Right Retirement Asset Allocation for You? - 262

    Pubblicato: 25/02/2020

  16. Real Estate Investing: How to Find Bread & Butter Rental Properties - 261

    Pubblicato: 18/02/2020

  17. When is the Tax Deadline for a Roth Conversion? - 260

    Pubblicato: 11/02/2020

  18. "Collect Social Security at Age 70" is Common Advice. Why? - 259

    Pubblicato: 04/02/2020

  19. International Funds, Safe Investments, 1031 Exchange: Email Round-Up - 258

    Pubblicato: 28/01/2020

  20. Why Not Just Go All in On VTSAX, Vanguard’s Total Stock Market Index Fund? - 257

    Pubblicato: 21/01/2020

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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). 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 Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

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