Your Money, Your Wealth
A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Martedì
505 Episodio
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Your SECURE Act Retirement Questions Answered - 256
Pubblicato: 14/01/2020 -
Breaking Down the Confusing 5-Year Roth Clock Rules - 255
Pubblicato: 07/01/2020 -
Roth Conversions from a Thrift Savings Plan TSP? - 254
Pubblicato: 31/12/2019 -
Rules for Your Retirement Savings and Distributions Are Changing - 253
Pubblicato: 24/12/2019 -
Strategies for Social Security, Annuities, and Inherited Assets - 252
Pubblicato: 17/12/2019 -
Should You Convert to Roth IRA All at Once or Over Time? - 251
Pubblicato: 10/12/2019 -
Tanja Hester on the Flexibility of Financial Independence - 250
Pubblicato: 03/12/2019 -
What’s the Break-Even on a Retirement Roth IRA Conversion? - 249
Pubblicato: 26/11/2019 -
Is a Roth Conversion Affected By Social Security? - 248
Pubblicato: 19/11/2019 -
How to Talk to Mom & Dad About Their Money - 247
Pubblicato: 12/11/2019 -
Why This Life Insurance Is for the Most Part a Scam - 246
Pubblicato: 05/11/2019 -
Is It Time to Fire Your Financial Advisor? - 245
Pubblicato: 29/10/2019 -
5 Unique Social Security Questions Answered - 244
Pubblicato: 22/10/2019 -
The Truth About Indexed Universal Life Insurance - 243
Pubblicato: 15/10/2019 -
Investing the Money from a Real Estate Sale - 242
Pubblicato: 08/10/2019 -
Answers to Your Top Roth Conversion Questions - 241
Pubblicato: 01/10/2019 -
How to Choose Your Own Financial Independence Adventure - 240
Pubblicato: 24/09/2019 -
How Should You Invest? As Always, It Depends - 239
Pubblicato: 17/09/2019 -
Roth Conversions, Life Insurance & More: Email Round-Up - 238
Pubblicato: 10/09/2019 -
Mad at the Roller Coaster? Then You Don't Understand the Ride - 237
Pubblicato: 03/09/2019
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
