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

PublishesWeeklyEpisodes560Founded17 years ago
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Artwork for Your Money, Your Wealth

Latest Episodes

Hana's mom is 92. Mom's husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it's too late, and how much can they spend each year from what's left? That's today on Yo... more

YMYW friends, welcome to 2026. What actually mattered most to you in 2025? It turns out to be tax-free gains on investments, retirement timing, and claiming Social Security. Today on Your Money, Your Wealth® podcast number 563, Joe Anderson, CFP® and... more

YouTube

Today on Your Money, Your Wealth podcast 562 (an encore of episode 513), Joe Anderson, CFP® and Big Al Clopine, CPA spitball for YMYW listeners in their 40s who are ready to call it quits at work, become financially independent, and retire early. Can... more

YouTube

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

Key Facts

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Recent Guests

Susan Brandeis
Certified Financial Planner
Episode: How to Beat the "Fire Hydrant" of Future Taxes: YMYW Best of 2025 - 563
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

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 823 ratings
  • I think they’d like us to do Roth Conversions 😏

    Thoughtful spitballs with humor. They appreciate that not everyone has multiple millions when they retire

    Apple Podcasts
    5
    Mick J
    United Statesa month ago
  • Easy listening, funny, & informative

    I’ve started listening to the 3 of you over the last 4 months and no, I have no plans to bail on you now 🤣😂. I find the show format to be lite, funny, especially Joe’s reading, and informative. I also appreciate that you keep each episode to a good length, perfect to digest during a walk.

    Apple Podcasts
    5
    Chunks Chummy
    United States2 months ago
  • 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 States4 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 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.

How to Beat the "Fire Hydrant" of Future Taxes: YMYW Best of 2025 - 563
Q: Is there a point where Roth conversions no longer make sense?
It's relevant to your income level and tax bracket, and the level of assets you have in tax-deferred and taxable accounts. Taking advantage of lower tax brackets is crucial while planning your conversions.
I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562
Q: Is it feasible to retire in the next couple of years?
Yes, but there are risks associated with early retirement, especially with market conditions that could affect portfolio performance.
Retirement Finances Whether You're Married, Separated, or Single - 561
Q: How should someone approach significant home improvements financially?
Consider the interest rates on potential loans and whether to use funds from tax-advantaged accounts like TSP. It's also essential to evaluate whether the repairs can be delayed or scaled back and to ensure any financing approach balances long-term financial health.
Retirement Finances Whether You're Married, Separated, or Single - 561
Q: What should someone do financially when navigating a separation?
It's crucial to take an inventory of shared and individual assets, establish individual credit lines to protect oneself, and consult with an attorney who specializes in divorce. It's also important to consider how the division of assets may affect financial plans going forward.
Retirement Finances Whether You're Married, Separated, or Single - 561
Q: What are the financial implications of marriage versus remaining unmarried for retirement?
Marrying can provide tax benefits, particularly since the income brackets double when filing jointly, which can help with tax efficiency. However, it's important to ensure that both partners' financial situations are well-understood before deciding on marriage.

Audience Metrics

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

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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.

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

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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