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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Date published
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Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retirement Spending Plan - 534
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2025-06-17
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Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA - 533
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2025-06-10
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"The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532
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2025-06-03
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Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
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2025-05-27
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Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
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2025-05-20
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When to HOLD OFF on Doing Roth Conversions - 529
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2025-05-13
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Retirement Savings: When to Take Your Foot Off the Gas - 528
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2025-05-06
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Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
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2025-04-29
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Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
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2025-04-22
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Risks Threaten Retirement. Rewire Your Plans - 525
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2025-04-15
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Will the Tax Cuts and Jobs Act Be Extended? - 524
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2025-04-08
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These Three Investments Make for a Happier Retirement - 523
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2025-04-01
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Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
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2025-03-25
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What’s the Future of Social Security Under the New Administration? - 521
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2025-03-18
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Haven't Yet Saved a Million. Can We Still Retire Early? - 520
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2025-03-11
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What's a Safe Withdrawal Rate in Retirement? (So You Won't Run Out of Money) - 519
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2025-03-04
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Should You Switch Retirement Contributions to Roth? - 518
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2025-02-25
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0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517
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2025-02-18
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Mutual Funds vs. ETFs, Bonds to Bourbon - 516
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2025-02-11
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Financial Planning for Marriage, Separation, and Singlehood - 515
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2025-02-04
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