We Have $12 Million. Should We Do Roth Conversions? - 597
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA...
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Your Money, Your Wealth
“Best Retirement Podcast With Humor 2022” – FIPhysician.com. On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer...
Episodes
20 of 592 episodes
4 Retirement Questions That Expose Real Money Risks - 596
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Each of the questions Joe Anderson, CFP® a...
When to Claim Social Security and Why Full Roth Conversion Might be a Mistake - 595
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast...
He Has $10M and Can't Spend It. Here's Why. - 594
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast...
Roth vs. Traditional 401(k) at $275K Income: What's the Right Move? - 593
Paul and Angela in Florida are 52 and 45. What's the earliest the two of them can walk away from work at the same time, so Paul can spend a...
We Reverse-Engineered Their $6.5M Retirement. Here's What We Found - 592
Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&ut...
Roth Conversions and RMDs: Are You Ready to Retire? - 591
Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&ut...
Got a Pre-Tax Fortune? Nobody Warns You About the Retirement Tax Bomb - 590
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast...
Retirement Margin Loans: Is Buy, Borrow, Die Worth the Risk? - 589
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC The margin loan debate continues today on...
$500K Income, $900K Saved: Will FIRE at 55 Work? - 588
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA...
Roth Conversions vs. RMDs: Which Tax Bill Hurts More? - 587
Financial Assessment (Meet with an experienced professional): https://bit.ly/YMYWassessC 11 rapid-fire spitballs today from Joe Anderson, CF...
Roth Conversions: When to Pay Taxes NOW - 586
Schedule a free financial assessment with an experienced professional at Pure Financial Advsiors: https://purefinancial.com/lp/free-assessme...
Don't Overcomplicate Retirement: Margin Loans, Whole Life, Roth Mistakes - 585
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureAssessment Free Financial Resources in This Episode: https:...
These Tax Strategies Let You Spend More in Retirement - 584
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Heidi from the Space Coast of Flori...
$1.6M in One Stock? Here's How to Get Out Without Getting Crushed - 583
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Joe Anderson, CFP® and Big Al Clopi...
Safe Withdrawal Rate Debate: How Much Can You REALLY Spend in Early Retirement? - 582
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment Today on Your Money, Your Wealth® podcast nu...
Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581
June in Washington State is 62 with $2.5 million saved and a $350,000 pension on the table. Should she take the lump sum or the monthly chec...
You Have Enough to Retire Before 60. Why Are You Still Working? - 580
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've don...
Too Much 401k Money? The $3M Roth Conversion Problem - 579
Saving into Roth instead of traditional accounts to bring down required minimum distributions in retirement, and whether retiring early is i...
The Retirement Question Every Couple Asks: Can We Afford It? - 578
"Chase and Ryder" are 56 and 55 with $5 million saved and huge pensions the day they retire. So why are they so nervous about pulling the tr...