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 are making fun out of finance as they 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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DIY Early Retirement Planning - 446
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2023-09-12
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Market Timing, Pension, & Roth Conversion Retirement Spitball - 445
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2023-09-05
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What Are the Rules for Taking Money From a Roth IRA? - 444
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2023-08-29
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Spitballing Retirement and Social Security for Worst Case Scenarios - 443
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2023-08-22
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RSU, Mutual Funds, Bonds, and Annuities - 442
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2023-08-15
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Early Retirement Withdrawals & Capital Gains Tax Explained - 441
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2023-08-08
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Are Roth Conversions Really As Good as They Sound? - 440
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2023-08-01
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$7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439
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2023-07-25
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When Will You Be Able to Retire? - 438
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2023-07-18
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Two Unspoken Assumptions About Collecting Social Security - 437
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2023-07-11
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Invest or Pay Off the Mortgage? - 436
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2023-07-04
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How to Maximize Your Inheritance: IRA Options and RMDs - 435
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2023-06-27
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Ready to Retire? 5 Retirement Spitball Analyses - 434
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2023-06-20
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Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433
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2023-06-13
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Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432
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2023-06-06
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How to Calculate Your Retirement Needs in Future Dollars - 431
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2023-05-30
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How to Consider Your Pension Options for Retirement - 430
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2023-05-23
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HSA to Roth, RMD Investing, and Social Security Strategies - 429
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2023-05-16
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What to Do With Inheritance Money? - 428
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2023-05-09
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Trust Issues, Death & Taxes: Estate Plan Spitball - 427
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2023-05-02
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