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

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

PublishesWeeklyEpisodes553Founded17 years ago
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Artwork for Your Money, Your Wealth

Latest Episodes

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

Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs today on Your Money, Your Wealth® podcast number 557. George in Torrance wants to know the smartest way to deal with the giant UGMA account set up by his kids' gran... more

YouTube

Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and retirement readiness from every angle, today on Your Money, Your Wealth® podcast number 556. Joe Momma from Virginia wants to know if his zero percent capital-ga... more

YouTube

Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast number 555. Christine just retired at 59 and wants the smartes... more

YouTube

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
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

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 812 ratings
  • Excellent Content

    Always very informative!

    Apple Podcasts
    5
    pappy jenkins
    United States2 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 States2 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 States2 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 States3 months ago
  • Fun, fun, fun!

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

    Apple Podcasts
    5
    ListeningIn2U
    United States3 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
#31
United States/Business/Investing
Apple Podcasts
#107
United States/Business
Apple Podcasts
#59
Colombia/Business/Investing
Apple Podcasts
#138
Mexico/Business/Investing
Apple Podcasts
#183
Brazil/Business/Investing
Apple Podcasts
#205
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
Q: How can I best approach withdrawals from an inherited IRA to avoid a large tax bill?
Withdraw up to the top of your tax bracket each year to avoid higher rates later.
UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
Q: Should I keep rolling over from my 529 or use it for educational expenses?
Stop the rollovers and use the 529 for tuition to reduce borrowing.
UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
Q: What's the best way to minimize taxes from a large UGMA account?
Invest in tax-efficient ways and minimize dividend income.
Roth Conversions vs. 0% Capital Gains Rate: a Retirement Tax Trap? - 556
Q: When should I start my Roth conversions?
You should consider starting Roth conversions now to take advantage of lower tax rates, especially if you anticipate being in a higher bracket later.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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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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. Ready For Retirement
3. Retirement Starts Today
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 553 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. Barbie Mattel
2. Jonathan Clements
3. Tim the Enchanter
4. Coach Dobber
5. Chip Skylark
6. April and Andy
7. Jack and Sally
8. Ed Slott

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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