Your Money, Your Wealth
Your Money, Your WealthMaking fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clo... more
| Publishes | Weekly | Episodes | 577 | Founded | 17 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationInvestingBusiness | |||
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Latest Episodes
June in Washington State is 62 with $2.5 million saved and a $350,000 pension on the table. Should she take the lump sum or the monthly check for life? Spoiler alert: there's a 3-to-1 vote in the studio, and Big Al is the one, today on Your Money, Yo... more
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can really walk away yet. Martha in DC is 44 and says her... more
Saving into Roth instead of traditional accounts to bring down required minimum distributions in retirement, and whether retiring early is in the cards: that's today on Your Money, Your Wealth® podcast 579 with Joe Anderson, CFP®, and Big Al Clopine,... more
"Chase and Ryder" are 56 and 55 with $5 million saved and huge pensions the day they retire. So why are they so nervous about pulling the trigger? That's today on Your Money, Your Wealth® podcast number 578 with Joe Anderson, CFP® and Big Al Clopine,... more
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- Great podcast
I listen to a lot of retirement podcasts. I’m listen to them while I’m trying to go to sleep, but I have to stop doing that for this podcast because it kept me awake because I liked it so much. This is a really great podcast for people who want to get a better sense of practical issues that people who are retiring face. I do wish they had more people who have less than 5 million net worth but it’s still interesting to listen to.
Apple Podcasts5Thaisajs
United States19 days ago - One of the Best
Joe, Al, and Andi make a fantastic podcast (as do the others who pull it all together). I’ve been listening to them weekly for more than 3 years now. I’m still enjoying the side stories (Al’s Hawaiian vacations especially) and as I become more comfortable with the lingo I see why I appreciate their perspectives. We’ve worked hard to understand our financial future and likely needs, and their spit-ball analysis paints a picture of enjoying the fruits of that hard work. Keep it up!
Apple Podcasts5*dOrY*United Statesa month ago - Fun show, WAY too conservative
Love the model of reviewing real people’s finances and they do keep it fun. Hard to agree with the less than 2% safe withdrawal rates in early retirement especially after listening to many other financial podcasts. I think they have a tough time understanding many people in the real world can be flexible in their spending & may be reducing their proposed SWR in order to account for the 1% fee in their AUM model.
Apple Podcasts4mike2me17United Statesa month ago - 4% Rule
These guys are funny and informative but their advice is VERY conservative going with 2-3% withdrawal rate when even the 4% rule is already too conservative. Even the guy who created the 4% rule said it was too conservative. There’s plenty of evidence that people who do that die with a lot of money leftover. Also wish they would do less scenarios where people have huge pensions or fixed income.
Apple Podcasts3CoachJEB18United Statesa month ago - Excellent!
One of my favorite podcasts, financial or otherwise. Love the no-filler, no-ads - just financial “spitballs”. Thanks!
Apple Podcasts5Jenise H.United States2 months ago
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Apple Podcasts | #53 | United States/Business/Investing |
Apple Podcasts | #171 | United States/Business |
Apple Podcasts | #211 |  Singapore/Business/Investing |
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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?
A conversational finance show that blends practical retirement planning, tax strategies, and investing with humor and banter. Hosts tackle real listener scenarios, offering math-driven analyses on topics like Roth conversions, Social Security timing, long-term care, and house-holding expenses, often using case studies to illustrate trade-offs and risk. Noteworthy is the consistent reliance on audience questions, a fiduciary stance from a fee-only advisor firm, and a distinctive lighthearted approach that aims to educate without overwhelming beginners. The format is particularly helpful for listeners nearing or planning retirement, those seeking tax-efficient strategies, and individuals who enjoy approachable explanations of complex financia... more
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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?
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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. Retirement Planning Education, with Andy Panko
How many episodes of Your Money, Your Wealth are there?
Your Money, Your Wealth launched 17 years ago and published 577 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?
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What guests have appeared on Your Money, Your Wealth?
Recent guests on Your Money, Your Wealth include:
1. Klo Jopine
2. Chase & Ryder
3. Dolly Parton
4. Jiminy Billy Bob
5. Steve Edelman
6. Sharon Edelman
7. Chris Riley
8. Susan Brandeis
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.