Rephonic
Artwork for Your Money, Your Wealth
Retirement Planning
Roth Conversions
Investment Strategies
Social Security
Financial Planning
Roth IRA
Retirement Spending
Mortgage Payoff
Early Retirement
Retirement Withdrawals
Financial Literacy
Taxes
Investment Strategy
Social Security Benefits
Tax Loss Harvesting
Brokerage Accounts
Retirement Plans
Pensions
Capital Gains Tax
Tax Liabilities

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 Bi... more

PublishesWeeklyEpisodes547Founded17 years ago
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Artwork for Your Money, Your Wealth

Latest Episodes

We’re playing “which comes first” today on Your Money, Your Wealth® podcast number 551 with Joe Anderson, CFP® and Big Al Clopine, CPA. “Retired G-Man and Nurse Ratched” from Pennsylvania have saved $2 million. Should they withdraw money first from t... more

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Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions, today on Your Money, Your Wealth® podcast number 550. Barrie from New York is 62 and single, and she’s been diligently converting pre-tax money each year for lif... more

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Today on Your Money, Your Wealth® podcast number 549 with Joe Anderson, CFP® and Big Al Clopine, CPA, a comment on one of our YouTube videos sparks a dialogue between Joe and Big Al on the 4% rule vs. the "guardrails" withdrawal strategy. Joe at the ... more

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Wendy and Joe in Colorado ran the numbers, and their financial planning software says they'll have over $10 million when they pass. Wendy's wondering if they should continue converting to Roth while working, despite their high tax bracket. But has th... more

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Recent Guests

Jonathan Clements
Former Wall Street Journal personal finance columnist
Humbledollar.com
Episode: "The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532
Tim the Enchanter
Listener inquiring about Roth conversions and capital gains taxes
Episode: Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
Coach Dobber
Listener focusing on municipal bonds and brokerage accounts
Episode: Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
Chip Skylark
A 33-year-old IT consultant focused on early retirement strategies with substantial savings.
Episode: Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
April and Andy
Listeners who are actively planning their retirement and seeking comprehensive advice.
Episode: Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
Jack and Sally
Listeners contemplating retirement age and financial security post-retirement.
Episode: Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
Ed Slott
A CPA and expert on IRAs, known as the 'IRA guru'
Episode: Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
Jamie Hopkins
CERTIFIED FINANCIAL PLANNER® and best-selling author
Find Your Freedom and Rewirement
Episode: Risks Threaten Retirement. Rewire Your Plans - 525
Jeffrey Levine
Chief Planning Officer at Focus Partners and Professor of Practice in Taxation at the American College of Financial Services
Focus Partners
Episode: Will the Tax Cuts and Jobs Act Be Extended? - 524

Hosts

Joe Anderson
Co-host and financial advisor, known for engaging with listeners through practical advice and humor on retirement planning and investment strategies.
Big Al Clopine
Certified public accountant and co-host, focusing on tax strategies and wealth management with a humorous approach.

Reviews

4.6 out of 5 stars from 803 ratings
  • Outstanding financial investment advice

    Your Money Your Wealth and Talking Real Money are the best financial podcasts. I listen to numerous podcasts, but I get the most from these two and never miss them.

    Apple Podcasts
    5
    Interested bystander
    United States2 months ago
  • Fun, fun, fun!

    I can’t wait for the podcast to drop each Tuesday!

    Apple Podcasts
    5
    ListeningIn2U
    United States2 months ago
  • Awesome

    You all are AMAZING! I love the banter and the humor. Wonderful information, direction (NOT advice) and things to consider in retirement planning. ❤️❤️❤️❤️❤️

    Apple Podcasts
    5
    Yogabatoga
    United States2 months ago
  • Funny

    Love the dad jokes

    Apple Podcasts
    5
    Kbamboat
    United States4 months ago
  • Wealth with a Capital W

    Fun banter from the hosts, but I’m tired of the listener questions that go like this “I have $20 million in an IRA, can I retire when I’m 80?” Honestly, don’t these wealthy listeners have financial advisors?

    Apple Podcasts
    3
    Retired Brian
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Feedback includes admiration for the practical advice and humor, though a few listeners feel the queries could become repetitive over time.
Some find the content invaluable for managing retirement funds, while a segment expresses desire for more diverse listener questions.
Listeners appreciate the entertaining approach to financial education, noting the hosts' humor and rapport while discussing complex topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#65
United States/Business/Investing
Apple Podcasts
#208
United States/Business
Apple Podcasts
#117
Ireland/Business/Investing
Apple Podcasts
#219
Chile/Business/Investing
Apple Podcasts
#235
India/Business/Investing
Apple Podcasts
#249
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550
Q: Would converting before required minimum distributions make sense?
Yes, it allows for tax minimization and strategic withdrawals, especially if RMDs are projected to push you into a higher tax bracket.
Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550
Q: When should we consider starting Roth conversions?
Start considering conversions now before they hit the higher tax brackets in retirement, especially before the required minimum distributions begin.
Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550
Q: Should I continue to convert $20,000 per year through 2026?
Continuing to convert $20,000 per year is advisable as it fits within the current tax bracket and can help minimize future RMDs.
Is Financial Software Giving You False Retirement Confidence? - 548
Q: What are the pros and cons of paying off a home early?
Kurt is considering whether it's advantageous to pay off their mortgage early or invest those funds instead, weighing psychological benefits against potential returns. Experts suggest financial stability should also consider the cost of borrowing against the expected return on investments.
Roth Conversions: When to Make 'Em, When to Take 'Em - 547
Q: What should a listener do about long-term care insurance and Roth conversions?
They should consider the implications of their financial status and discuss whether to continue with conversions based on their tax bracket and other income.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Your Money, Your Wealth

What is Your Money, Your Wealth about and what kind of topics does it cover?

Engaging and humorous financial discussions characterize the content, focusing on a wide range of topics including retirement planning, investment strategies, tax optimization, and wealth management. The hosts provide expert insights while answering listener-submitted questions, covering everything from Roth conversions and Social Security strategies to capital gains tax implications, retirement fund allocations, and how to prepare for a secure financial future. The blend of lighthearted banter and practical financial advice creates an accessible atmosphere for audiences seeking to improve their financial literacy and approach retirement planning with a sense of fun.

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How many listeners does Your Money, Your Wealth get?

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To see how many followers or subscribers Your Money, Your Wealth has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Your Money, Your Wealth?

These podcasts share a similar audience with Your Money, Your Wealth:

1. Stay Wealthy Retirement Podcast
2. Retirement Starts Today
3. Ready For Retirement
4. Retirement Answer Man
5. The Retirement and IRA Show

How many episodes of Your Money, Your Wealth are there?

Your Money, Your Wealth launched 17 years ago and published 547 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Your Money, Your Wealth?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Your Money, Your Wealth?

Recent guests on Your Money, Your Wealth include:

1. Jonathan Clements
2. Tim the Enchanter
3. Coach Dobber
4. Chip Skylark
5. April and Andy
6. Jack and Sally
7. Ed Slott
8. Jamie Hopkins

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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