Your Money, Your Wealth
Podcast autorstwa Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Wtorki
Kategorie:
500 Odcinki
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Spitballing the Sequence of Retirement Savings - 350
Opublikowany: 2.11.2021 -
How to Pay the Tax on a Roth Conversion - 349
Opublikowany: 26.10.2021 -
Medicare, Social Security, and FIRE Early Retirement - 348
Opublikowany: 19.10.2021 -
What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
Opublikowany: 12.10.2021 -
Buying and Selling Your House or Real Estate - 346
Opublikowany: 5.10.2021 -
Working or Retiring Abroad and Early Retirement Spitball - 345
Opublikowany: 28.09.2021 -
It Could Be Over for the Mega Backdoor Roth IRA - 344
Opublikowany: 21.09.2021 -
HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
Opublikowany: 14.09.2021 -
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
Opublikowany: 7.09.2021 -
Early Retirement Spitball Analysis - 341
Opublikowany: 31.08.2021 -
Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
Opublikowany: 24.08.2021 -
Should We Do a Roth Conversion? - 339
Opublikowany: 17.08.2021 -
What to Do When You Own Too Much of One Stock - 338
Opublikowany: 10.08.2021 -
Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
Opublikowany: 3.08.2021 -
How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
Opublikowany: 27.07.2021 -
Which States Are the Most Tax-Friendly in Retirement? - 335
Opublikowany: 20.07.2021 -
Are We On Track for Retirement? Financial Plan Spitball Analysis - 334
Opublikowany: 13.07.2021 -
Are Financial Advisors Really Worth the Money? - 333
Opublikowany: 6.07.2021 -
Roth Conversions, Medicare, and Required Minimum Distributions - 332
Opublikowany: 29.06.2021 -
What is the Best Age to Retire, Financially Speaking? - 331
Opublikowany: 22.06.2021
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