Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial AdvisorsMaking 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 | 571 | Founded | 17 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationBusiness | |||
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Latest Episodes
Are Roth conversions worth it? We'll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it's worth it for him to convert. Rebels Without a Gauze in New England... more
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support your kids financially, today on Your Money, Your Wealth® podcast number 575. "Lloyd and Diane" in Montgomery County are 50 with $8.4 million. Can they... more
Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, Your Wealth® podcast number 574. Bijou Plutus and her husband in Massachusetts are 62 and 64 with about ... more
Juan and Mary in Brooklyn are 49 and 48 with $2.2 million saved. Can Juan afford to retire early, or just walk away if he gets fired? And if they get divorced, yikes - but does the math still work? That's today on Your Money, Your Wealth® podcast num... more
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Reviews
- Get Joe some reading glasses
I love the banter and the spitballing but it’s painful hear Joe stumble through reading the questions.
Apple Podcasts5r4drk
United Statesa month ago - 4% Rule
These guys are funny and informative but their advice is VERY conservative going with 3% withdrawal rate when even the 4% rule is already too conservative.
Apple Podcasts3CoachJEB18United Statesa month ago - 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 Podcasts5Mick JUnited States4 months 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 Podcasts5Chunks ChummyUnited States4 months ago - Excellent Content
Always very informative!
Apple Podcasts5pappy jenkinsUnited States6 months ago
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Chart Rankings
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Apple Podcasts | #39 | United States/Business/Investing |
Apple Podcasts | #151 | United States/Business |
Apple Podcasts | #123 |  Mexico/Business/Investing |
Apple Podcasts | #223 |  Taiwan/Business/Investing |
Apple Podcasts | #250 |  Philippines/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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What are the audience demographics for Your Money, Your Wealth?
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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 571 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. Chris Riley
2. Ed Slott
3. Susan Brandeis
4. Barbie Mattel
5. Jonathan Clements
6. Tim the Enchanter
7. Coach Dobber
8. Chip Skylark
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.