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
Publishes | Weekly | Episodes | 547 | Founded | 17 years ago |
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Number of Listeners | Categories | BusinessInvestingEducation |
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
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
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
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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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.
I can’t wait for the podcast to drop each Tuesday!
You all are AMAZING! I love the banter and the humor. Wonderful information, direction (NOT advice) and things to consider in retirement planning. ❤️❤️❤️❤️❤️
Love the dad jokes
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?
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Apple Podcasts | #249 |
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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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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
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.
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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
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