Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial AdvisorsMaking 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
| Publishes | Weekly | Episodes | 503 | Founded | 16 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsInvestingBusiness NewsBusiness | |||
Listen to the Podcast
Latest Episodes
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on paying the tax on your Roth conversions on Your Money, Your Wealth® podcast number 507. If you take the money out of your retirement account, what does Joe mean that you’ll be “paying the tax to ... more
What’s a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of “guaranteed” retirement spending? How aggressively should they convert their retirement savings to Roth IRA? Should the Bond family move from Silicon Val... more
Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track? Should they save their surplus funds to a brokerage account or a solo 401(k)? That’s today on Your Money, Your Wealth® podcast 505 with Joe Anderson... more
Can Ted and Georgette convert $1.6M in an inherited trust to Roth without distributing it? Should the trust own their home so they can use the home equity? Melissa was added as joint owner on her parents’ bank accounts after a medical event, but what... more
Insights
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Reviews
- Joe is clearly checked out
Decent advice from Al. Joe can’t follow the questions or the numbers or what’s going on at all. If it’s a complex question he let’s Al take over and then has very little to add. He thinks it’s funny. It’s annoying. I can’t listen anymore because of him. Al needs to drop Joe.
Apple Podcasts2Anonymous12649461
United Statesa month ago - Sage Advise From the “Fun” Guys
Yes. The subject of finance can be a bit boring. But certainly not with these guys and their very sharp and “keep them on track” lady.
Thoroughly enjoy most segments although lately these 6 mil dollar guys are not representative of the general public and hence, a bit depressing.
Let’s get back to 1 mil or less.
Oh, I drive 5 cars(hubby died and I cannot part with them) my 2006 caddy 218,000 miles, our 2015 Nissan Leaf, currently dead in garage, the 2001 Chevy Silverado farm truck, his 2015 F1... more
Apple Podcasts5Super Duper w/a pooper skooperUnited States2 months ago - Spitballing experts
I like these guys. Good sense of humor and great spitballing.
Apple Podcasts5Ginger 60+United States3 months ago - awesome
I really enjoyed you having Ed as aguest
Apple Podcasts5JmomhallUnited States4 months ago - Best podcast
Love the podcast!! My wife referred me to you guys and I can’t get enough. Date night for us now is lighting candles, sipping a Chardonnay or Cabernet Sauvignon, and putting on your podcast 😆 🍷
We take a sip every time someone says Roth conversion or when Joe gets annoyed 😁
Apple Podcasts5Mr. MX-5United States4 months ago
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Chart Rankings
Apple Podcasts | #35 | United States/Business/Investing |
Apple Podcasts | #114 | United States/Business |
Apple Podcasts | #176 |  France/Business/Investing |
Apple Podcasts | #216 |  Brazil/Business/Investing |
Apple Podcasts | #229 |  Norway/Business/Investing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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