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
Social Security Benefits
Investment Strategy
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

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Artwork for Your Money, Your Wealth

Latest Episodes

Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? Plus, Famous Missourians want to know, how much is enough for retirement and when can you t... more

Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edward in Illinois before diving into buckets of cash, T-bills, decumulation, and Roth conversion timing f... more

YouTube

Today on Your Money, Your Wealth® podcast 559 with Joe Anderson, CFP®, and Big Al Clopine, CPA, David wants to know if he and his wife (ages 47 and 53) are actually on track for retirement - without realizing they're creeping toward that .01% crowd t... more

YouTube

McDreamy Dempsey wants to know if converting to Roth in the 37% tax bracket ever makes sense, and Gary in La Crosse warns Joe Anderson, CFP® and Big Al Clopine, CPA about Roth conversion "lag" and when it DOESN'T make sense to convert, today on Your ... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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People also subscribe to these shows.

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Recent Guests

Barbie Mattel
Listener from the Midwest concerned about retirement finances and planning
Episode: Don't Let Money Anxiety Ruin Your Retirement - 552
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
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
Certified Financial Planner and financial advisor, co-hosting discussions on personal finance and retirement planning.
Big Al Clopine
Certified Public Accountant, co-hosting and providing insights on tax strategies and financial management.

Reviews

4.6 out of 5 stars from 817 ratings
  • Excellent Content

    Always very informative!

    Apple Podcasts
    5
    pappy jenkins
    United States3 months ago
  • Edutainment!

    Educational and entertaining been listening to this show for years the guys and gal are highly helpful for do it yourself investors!

    Apple Podcasts
    5
    Markito XXL
    United States3 months ago
  • Solid pod

    Very entertaining and funny. I enjoy them addressing people’s questions. It does seem to focus on people near retirement which doesn’t help people like myself. Regardless, I have picked up some good tips.

    Apple Podcasts
    4
    bills34
    United States3 months ago
  • 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 States4 months ago
  • Fun, fun, fun!

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

    Apple Podcasts
    5
    ListeningIn2U
    United States4 months ago

Listeners Say

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

Overall, a strong recommendation for those looking to better manage their finances in a fun, lighthearted way.
Many appreciate the actionable financial advice shared, particularly around retirement planning.
Some listeners feel the focus on affluent scenarios excludes those with fewer resources.
The humor and banter between hosts keep listeners engaged, enhancing the learning experience.
Highly informative and entertaining, making complex topics approachable.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

The Truth About High Income Investments and Retirement Safety - 560
Q: When should Keith consider taking less risk in his investments?
About 10 years from retirement is when he should consider assessing his risk tolerance.
The Truth About High Income Investments and Retirement Safety - 560
Q: Should Keith save for a down payment on a house or keep renting?
It's preferable to buy a home eventually, but it depends on the local market conditions.
The Truth About High Income Investments and Retirement Safety - 560
Q: Is it too much sitting in T-bills?
No, because you're using part of it for living expenses and taxes, so it's fine to have that amount.
The Truth About High Income Investments and Retirement Safety - 560
Q: What is the risk of the BDC funds and is there a potential loss of principal?
Yes, they are risky as they are essentially loans to companies that may not survive economic downturns, leading to potential loss of principal.
UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
Q: Can I continue to max out my HSA contributions as I approach Medicare?
Yes, just be mindful of stopping contributions when you start Medicare.

Audience Metrics

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

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Age Range
Household Income
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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?

Focuses on financial planning, particularly retirement strategies, investing, and tax reduction. Listeners can expect lively discussions around 401(k)s, IRAs, Roth conversions, and various investment strategies. The hosts blend humor with expert advice, offering practical insights into complex topics like asset allocation, capital gains taxes, and Social Security benefits. Audience engagement is a hallmark, with listener questions driving the content, making it approachable and informative. The unique blend of comedy and financial education aims to demystify retirement planning, catering especially to those looking for fun yet informative guidance on their financial futures.

Where can I find podcast stats for Your Money, Your Wealth?

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How many listeners does Your Money, Your Wealth get?

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How many subscribers and views does Your Money, Your Wealth have?

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. Big Picture Retirement®

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

Your Money, Your Wealth launched 17 years ago and published 556 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.

Where can I see ratings and reviews for Your Money, Your Wealth?

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What guests have appeared on Your Money, Your Wealth?

Recent guests on Your Money, Your Wealth include:

1. Barbie Mattel
2. Jonathan Clements
3. Tim the Enchanter
4. Coach Dobber
5. Chip Skylark
6. April and Andy
7. Jack and Sally
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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