A "Top Personal Finance Podcast" 2023 (US News & World Report) and “Best Retirement Podcast With Humor” 2020, 2021, 2022, 2023 (FIPhysician). 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 fiduciary. 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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Can Sven and Olga in Minnesota shorten their working years? Should PJ in Michigan take his pension lump sum or the annuity payments, and should he maintain an aggressive asset allocation in retirement? Plus, the fellas spitball early retirement strat... more
Should Jackson and Elsa from Wyoming fire their financial advisors and shop for lower fees, or switch to do-it-yourself financial planning? Can 34-year-old Bob in Texas retire early at 50, and what’s the best way for him to put an extra $30K to work?... more
How will a diet COLA on a pension affect retirement plans for Joe and Barb in Tulsa? Percy in South Carolina has a pension too. He’s timing the market, but should he change his investing strategy as he approaches retirement? Plus, Michael in Virginia... more
Joe & big Al make personal finance fun with knowledgeable, practical & wise guidance. We listen to 400+ YMYW shows and always learn some new info from variety of listeners questions. more
Joe and Al do a great job answering questions in a clear and informative manner while keeping the program light with some humor. Keep up the great work! Thanks I lean toward the Mich Ultra LOL
I look forward to listening to your spitballs each week. Sound financial wisdom which gives me peace of mind to know I can retire and am doing the right things. Thanks so much!
Love listening to Joe and Al for years. YMYW is one of my favorite personal finance shows. They recently added Andi Last to their lineup (great addition). They concentrate on preparing your finances for retirement. There are many questions that you should address as you approach retirement. When to claim Social Security and how to make your money last as long as you live; they address those questions and so many more. Funny, informative, entertaining. The only downside to this show is that (afte... more
Well informed hosts provide general guidance to emailers and educate you about smart available strategies in the process
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Your Money, Your Wealth launched 14 years ago and published 449 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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