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 | 568 | Founded | 17 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationInvestingBusiness | |||
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Latest Episodes
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
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax move or unnecessary complexity - and whether they wou... more
If you plan to punch the clock for the final time decades before "standard" retirement age, you need a financial strategy that goes beyond just saving. Joe Anderson, CFP® and Big Al Clopine, CPA spitball five different early retirement plans to see w... more
Joe and Big Al spitball two sides of the retirement equation, today on Your Money, Your Wealth® podcast number 570. Daniel in Texas is 40 and worrying about how to support Mom and Dad if their money runs out. Can he build some kind of financial safet... more
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Reviews
- 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 J
United States3 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 States5 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 Podcasts5Markito XXLUnited States6 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 Podcasts4bills34United States6 months ago
Listeners Say
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Apple Podcasts | #36 | United States/Business/Investing |
Apple Podcasts | #132 | United States/Business |
Apple Podcasts | #196 |  Canada/Business/Investing |
Apple Podcasts | #250 |  United Kingdom/Business/Investing |
Apple Podcasts | #105 |  Saudi Arabia/Business/Investing |
Apple Podcasts | #120 |  Ireland/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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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. Money Guy Show
How many episodes of Your Money, Your Wealth are there?
Your Money, Your Wealth launched 17 years ago and published 568 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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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.