Your Money, Your Wealth

Auteur(s): Joe Anderson CFP® & Alan Clopine CPA of Pure Financial Advisors
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  • Résumé

  • 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
    Pure Financial Advisors, LLC
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Finances personnelles Économie
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Épisodes
  • 0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517

    0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517
    Feb 18 2025

    Should Nancy in Washington take out a 401(k) loan and invest it in her brokerage account to catch up on saving for her retirement? When Joe and Big Al talk about having a balanced portfolio of various asset classes like stocks and bonds, Brian in Naperville, Illinois wonders whether that asset allocation strategy takes into account the stabilizing effect of monthly Social Security payments? That’s today on Your Money, Your Wealth® podcast 517 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joy and her brother are each inheriting $400,000. How should they each invest it for their very different financial situations? Mike in Colorado has a good guaranteed income stream, so what should he do with the money he’s drawing from his taxable IRA every year - convert to Roth, put it in a brokerage account, go on a cruise? And finally, Skipper asks the fellas to spitball on whether he should do Roth conversions or take advantage of zero percent capital gains tax rates. Access free financial resources and the episode transcript: https://bit.ly/ymyw-517

    DOWNLOAD the free Retirement Income Strategies Guide

    REGISTER for the free Risk Management and Retirement Planning webinar, Wednesday, February 26, 12pm Pacific / 3pm Eastern

    WATCH Retirement Rebound: 5 Plays to Help You Score a Comeback on YMYW TV

    ASK Joe & Big Al for your Retirement Spitball Analysis

    CALCULATE your free Financial Blueprint

    SCHEDULE your Free Financial Assessment

    SUBSCRIBE to YMYW on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter
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    38 min
  • Mutual Funds vs. ETFs, Bonds to Bourbon - 516

    Mutual Funds vs. ETFs, Bonds to Bourbon - 516
    Feb 11 2025
    What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida approach the fixed-income portion of her investment portfolio? Would a balanced fund be good for asset allocation in the decumulation phase for DJ in Missouri? Plus, Karen wants to make a one-time roulette investment. Should she hire a broker or do it herself? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on investing from the basics to the alternatives, today on Your Money, Your Wealth® podcast number 516. But first, something for YMYW’s legion of Old-Fashioned drinkers: find out how you can put your money where your mouth is with our special guest Jeremy Kasler, the founder and CEO of CaskX, making investing in whiskey and bourbon more accessible and transparent for investors. Access free financial resources and the episode transcript: https://bit.ly/ymyw-516 DOWNLOAD The Investing Basics Guide WATCH Financial Facts vs. Fiction: The Truth May Shock You! on YMYW TV DOWNLOAD The Retirement Readiness Guide WATCH the full interview with Jeremy Kasler of CaskX ASK Joe & Big Al for your Retirement Spitball Analysis CALCULATE your free Financial Blueprint SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:55 - How to Invest in Bourbon and Whiskey with Jeremy Kasler, Founder and CEO of CaskX (watch the full interview exclusively on YouTube) 12:17 - Watch Financial Fact vs. Fiction: The Truth May Shock You! On YMYW TV, Download the Retirement Readiness Guide 13:09 - Big Al and Joe's Favorite Bourbons or Whiskeys 15:17 - ETFs vs. Mutual Funds Explained (Mike, CO) 18:34 - Bonds, Bond Funds, TIPs, CDs: Where to Invest for Fixed Income? (Lauren, FL) 21:47 - Download the Investing Basics Guide, Calculate your Free Financial Blueprint 22:54 - Is a Balanced Fund Good for Asset Allocation in the Decumulation Phase? (DJ, Missouri) 27:33 - One-Time Roulette Investment: Should I Hire a Broker or Do It Myself? (Karen) 31:46 - Outro: Next Week on the YMYW Podcast
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    33 min
  • Financial Planning for Marriage, Separation, and Singlehood - 515

    Financial Planning for Marriage, Separation, and Singlehood - 515
    Feb 4 2025

    Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? That’s today on Your Money, Your Wealth® podcast 515 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Famous Missourians want to know, how much is enough for retirement, and when can you take your foot off the gas? Can Paul with the Big Wallet Bridge the long gap between retiring and claiming Social Security benefits? And can Aspiring Adventurer in Oregon retire single at age 58?

    Access free financial resources and the episode transcript: https://bit.ly/ymyw-515

    DOWNLOAD The Going Solo Guide for free

    WATCH: Going Solo: Navigating Your Financial Future Single on YMYW TV

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    SUBSCRIBE to YMYW on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    00:44 - Financially Speaking, Should Old Bear Marry His Honey? (Northern Kentucky, near Cincinnati, OH)

    08:20 - Navigating Finances When Separating from Your Spouse (Sebastian, VA)

    14:52 - Watch Going Solo: Navigating Your Financial Future Single on YMYW TV, Download the Going Solo Guide for free

    15:22 - How Much is Enough for Retirement? When Can We Take Our Foot Off the Gas? (JC Penney & Laura Ingalls Wilder, Kansas City, MO)

    28:10 - How to Bridge the Long Gap Between Retirement and Social Security (Paul with the Big Wallet)

    38:29 - Calculate your free Financial Blueprint

    39:00 - Can I Retire at Age 58? Where to Save? Should I Do a Roth Conversion Ladder in Retirement? (Aspiring Adventurer, OR)

    50:49 - YMYW Podcast Outro
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    52 min

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