505 Epizód

  1. Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA - 489

    Közzétéve: 2024. 08. 06.

  2. Market Timing Retirement Withdrawals and Roth Conversions - 488

    Közzétéve: 2024. 07. 30.

  3. Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487

    Közzétéve: 2024. 07. 23.

  4. How to Pay Less Tax and Invest for Retirement - 486

    Közzétéve: 2024. 07. 16.

  5. Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6

    Közzétéve: 2024. 07. 09.

  6. Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5

    Közzétéve: 2024. 07. 02.

  7. Spousal Social Security, Retirement Expenses and Roth Conversions | YMYW Extra - 4

    Közzétéve: 2024. 06. 25.

  8. Happily Ever After in Retirement? | YMYW Extra - 3

    Közzétéve: 2024. 06. 18.

  9. Spitballing Retirement During the Expensive Kid Years - 485

    Közzétéve: 2024. 06. 11.

  10. Roth Conversions vs. Required Minimum Distributions - 484

    Közzétéve: 2024. 06. 04.

  11. Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1

    Közzétéve: 2024. 05. 31.

  12. Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483

    Közzétéve: 2024. 05. 28.

  13. FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482

    Közzétéve: 2024. 05. 21.

  14. Which Account Should Fund Living Expenses in Retirement? - 481

    Közzétéve: 2024. 05. 14.

  15. 401(k) vs. Roth: Where to Save for Retirement - 480

    Közzétéve: 2024. 05. 07.

  16. Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479

    Közzétéve: 2024. 04. 30.

  17. How to Manage Taxes When You Win the Lottery - 478

    Közzétéve: 2024. 04. 23.

  18. What’s the Break-Even Point on Roth Conversions? - 477

    Közzétéve: 2024. 04. 16.

  19. Which Mortgage for Early Retirement? What is Private Credit? - 476

    Közzétéve: 2024. 04. 09.

  20. Is Your Retirement Withdrawal Rate Too High? - 475

    Közzétéve: 2024. 04. 02.

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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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