Your Money, Your Wealth
Episodes
Roth Conversions: When to Pay Taxes NOW - 586
16 Jun 2026
Contributed by Lukas
Schedule a free financial assessment with an experienced professional at Pure Financial Advsiors: https://purefinancial.com/lp/free-assessment/?utm_so...
Don't Overcomplicate Retirement: Margin Loans, Whole Life, Roth Mistakes - 585
08 Jun 2026
Contributed by Lukas
Financial Assessment (Meet with an experienced professional):https://bit.ly/PureAssessmentFree Financial Resources in This Episode: https://bit.ly/ymy...
These Tax Strategies Let You Spend More in Retirement - 584
02 Jun 2026
Contributed by Lukas
Schedule a Free Financial Assessment with an experienced professional:https://bit.ly/PureFreeAssessmentHeidi from the Space Coast of Florida found a m...
$1.6M in One Stock? Here's How to Get Out Without Getting Crushed - 583
26 May 2026
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains who are just one wrong move away from handing a third o...
Safe Withdrawal Rate Debate: How Much Can You REALLY Spend in Early Retirement? - 582
19 May 2026
Contributed by Lukas
Financial Assessment (Meet with an experienced professional):https://bit.ly/PureFreeAssessmentToday on Your Money, Your Wealth® podcast number 582, J...
Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581
12 May 2026
Contributed by Lukas
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...
You Have Enough to Retire Before 60. Why Are You Still Working? - 580
05 May 2026
Contributed by Lukas
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 wo...
Too Much 401k Money? The $3M Roth Conversion Problem - 579
28 Apr 2026
Contributed by Lukas
Saving into Roth instead of traditional accounts to bring down required minimum distributions in retirement, and whether retiring early is in the card...
The Retirement Question Every Couple Asks: Can We Afford It? - 578
21 Apr 2026
Contributed by Lukas
"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? Tha...
This Early Retirement Strategy Could Be a Huge Mistake
14 Apr 2026
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether a popular early retirement strategy could actually blow up your financial plan, today...
When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576
07 Apr 2026
Contributed by Lukas
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...
Die With Zero: Are You Giving Your Kids Too Much? - 575
31 Mar 2026
Contributed by Lukas
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...
When Should You Take Social Security? (Don't Screw This Up) - 574
24 Mar 2026
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, You...
Could You Retire Tomorrow If You Had To? - 573
17 Mar 2026
Contributed by Lukas
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 ...
Could You Lose Half Your Retirement Income to Taxes? - 572
10 Mar 2026
Contributed by Lukas
"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 Clopi...
Retire Early in Your 40s or 50s: Green Light or Reality Check? - 571
03 Mar 2026
Contributed by Lukas
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...
Retirement Planning for Aging Parents - and Can You Retire Early? - 570
24 Feb 2026
Contributed by Lukas
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 worryin...
Retirement Changes at These 5 Major Financial Crossroads - 569
17 Feb 2026
Contributed by Lukas
When you're standing at a major financial crossroads, the timing of your decisions can mean the difference between success and failure. Joe Anderson, ...
Tax-Smart Investing at Every Age: Starting Young or Catching Up - 568
10 Feb 2026
Contributed by Lukas
John Q. Taxpayer is in the home stretch of his career, looking for the best way to catch-up and build his tax-free bucket. Meanwhile, a pair of young ...
Rising Costs and Retirement Unknowns? Here's What to Do - 567
03 Feb 2026
Contributed by Lukas
Should Al and Peggy in Illinois keep hammering pre-tax retirement savings or should they pivot to post-tax Roth for better tax diversification? Which ...
High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566
27 Jan 2026
Contributed by Lukas
"Mr and Mrs Smith" have nearly $850,000 saved at age 43, but they're very concerned about retirement. "Lucy and Desi" are 58 and 64 with nearly $7 mil...
Early Retirement at 50 with $5M: Rule of 55 and 72(t) - 565
20 Jan 2026
Contributed by Lukas
Lucky Lou is 48, burned out and wants to punch at 50. How should he bridge the gap before pensions and Social Security? Joe Anderson, CFP®, and Big A...
Social Security Timing and When Family Wrecks Retirement - 564
13 Jan 2026
Contributed by Lukas
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 bleed...
How to Beat the "Fire Hydrant" of Future Taxes: YMYW Best of 2025 - 563
06 Jan 2026
Contributed by Lukas
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 cl...
I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562
30 Dec 2025
Contributed by Lukas
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 th...
Retirement Finances Whether You're Married, Separated, or Single - 561
23 Dec 2025
Contributed by Lukas
Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his sep...
The Truth About High Income Investments and Retirement Safety - 560
16 Dec 2025
Contributed by Lukas
Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edwa...
Will Buying Your Dream Home Ruin Early Retirement? - 559
09 Dec 2025
Contributed by Lukas
Today on Your Money, Your Wealth® podcast 559 with Joe Anderson, CFP®, and Big Al Clopine, CPA, David wants to know if he and his wife (ages 47 and ...
Roth IRA vs. Traditional IRA: Which is Better for Retirement Savings? - 558
02 Dec 2025
Contributed by Lukas
McDreamy Dempsey wants to know if converting to Roth in the 37% tax bracket ever makes sense, and Gary in La Crosse warns Joe Anderson, CFP® and Big ...
UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
25 Nov 2025
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs today on Your Money, Your Wealth® podcast number 557. George i...
Roth Conversions vs. 0% Capital Gains Rate: a Retirement Tax Trap? - 556
18 Nov 2025
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and retirement readiness from every angle, today on Your Money, ...
Retiring Before Social Security? Consider These Portfolio Changes - 555
11 Nov 2025
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, tod...
Change of Roth Plans for the New Senior Tax Bonus? Tax-Loss Wins? - 554
04 Nov 2025
Contributed by Lukas
Should the new temporary senior tax deduction change your Roth conversion strategy? Joe and Big Al spitball for Chris in Maple Grove, Minnesota, who w...
Should You Convert to Roth Before or After You Retire? - 553
28 Oct 2025
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA tackle one of the trickiest timing questions in retirement planning, today on Your Money, Your Wealth podc...
Don't Let Money Anxiety Ruin Your Retirement - 552
21 Oct 2025
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA tackle the fears that mess with even the best-laid financial plans, today on Your Money, Your Wealth® pod...
Where Should You Take Retirement Money First If You've Saved $2M? - 551
14 Oct 2025
Contributed by Lukas
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-M...
Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550
07 Oct 2025
Contributed by Lukas
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...
What Retiring With $6 Million Really Looks Like - 549
30 Sep 2025
Contributed by Lukas
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 ...
Is Financial Software Giving You False Retirement Confidence? - 548
23 Sep 2025
Contributed by Lukas
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 ...
Roth Conversions: When to Make 'Em, When to Take 'Em - 547
16 Sep 2025
Contributed by Lukas
A YMYW listener from Missouri and his wife are retired at 69 and 67, with less than $2 million dollars. Should they continue converting retirement sa...
How to Accomplish Your Retirement Goals - Even Without a Fat Wallet - 546
09 Sep 2025
Contributed by Lukas
We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirem...
What The New Law Means For Your Roth IRA! - 545
02 Sep 2025
Contributed by Lukas
One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard ...
What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544
26 Aug 2025
Contributed by Lukas
You've heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable...
Can You Retire at Age 57 and Spend Big? - 543
19 Aug 2025
Contributed by Lukas
Is it possible, common even, to spend a lot early in retirement to celebrate your financial freedom? How do Roth conversions and withdrawals work if y...
Are You Cutting Retirement Too Close? - 542
12 Aug 2025
Contributed by Lukas
"Rubble and Skye" in Minnesota want to spend $65,000 a year in retirement, and they'll have $67K in annual fixed income. Are they cutting it too close...
Are These Millennials Saving Enough to Retire Before 60? - 541
05 Aug 2025
Contributed by Lukas
Pam and Jim in Phoenix are 38 and 41 and want to retire at 59 and 62. Matt and his wife in Pennsylvania are both 39 and want to retire at 57. Are thes...
Smart Strategies to Retire Early and Spend More - 540
29 Jul 2025
Contributed by Lukas
Can Beth and Rip retire early, spend more, and Die with Zero? When should they claim Social Security? Forrest and Jenny have 10 rental properties at a...
Where to Invest for Pre-Retirement and a GO-GO Lifestyle? - 539
22 Jul 2025
Contributed by Lukas
Roger in Canton, Ohio, is burnt out. Can he and his wife Jane pre-retire next year in their mid-50s with $2.8 million? Joe and Big Al spitball on whet...
How Much Money Do You Need to Retire in 2026? - 538
15 Jul 2025
Contributed by Lukas
George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have eno...
Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537
08 Jul 2025
Contributed by Lukas
You've got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants to kn...
Social Security vs. Pension No More - 536
01 Jul 2025
Contributed by Lukas
If your pension impacted your ability to collect Social Security benefits, 2025 is a very good year for you and your spouse. The Windfall Elimination ...
When Do Roth Conversions STOP Making Sense? - 535
24 Jun 2025
Contributed by Lukas
Ryan in Texas is in the 32% tax bracket. Where should he save for retirement so he'll be in a lower bracket? Should Weronika in Texas pay the taxes no...
Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retirement Spending Plan - 534
17 Jun 2025
Contributed by Lukas
Ralph and Alice in Monument, Colorado have $4.6 million dollars saved at ages 63 and 58. Should they do Roth conversions? How do they avoid IRMAA? Mar...
Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA - 533
10 Jun 2025
Contributed by Lukas
Before she retires next month at age 52, Rowan in Georgia wonders how to maximize growth in her IRA, which will be funded with 72(t) early retirement ...
"The Payoff is Huge": Jonathan Clements' Final Initiative to Empower Lifelong Savers - 532
03 Jun 2025
Contributed by Lukas
Imagine being told you only have 12 months to live. What would you do with your time? Today on Your Money, Your Wealth podcast number 532, Big Al Clop...
Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
27 May 2025
Contributed by Lukas
Tariffs killed Carl's investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CP...
Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
20 May 2025
Contributed by Lukas
What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing ...
When to HOLD OFF on Doing Roth Conversions - 529
13 May 2025
Contributed by Lukas
John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension in...
Retirement Savings: When to Take Your Foot Off the Gas - 528
06 May 2025
Contributed by Lukas
You've been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spi...
Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527
29 Apr 2025
Contributed by Lukas
What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirement income? Jack and Sally ask Joe and Big Al to s...
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
22 Apr 2025
Contributed by Lukas
Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to Roth accounts. But why? What's the big deal? Today...
Risks Threaten Retirement. Rewire Your Plans - 525
15 Apr 2025
Contributed by Lukas
Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CER...
Will the Tax Cuts and Jobs Act Be Extended? - 524
08 Apr 2025
Contributed by Lukas
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at ...
These Three Investments Make for a Happier Retirement - 523
01 Apr 2025
Contributed by Lukas
What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the American College of Financial Services tells us what his rese...
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
25 Mar 2025
Contributed by Lukas
What is your retirement income style? Dr. Wade Pfau, CFA, RICP®, is the co-founder of RISAprofile.com, providing investors with retirement income sty...
What's the Future of Social Security Under the New Administration? - 521
18 Mar 2025
Contributed by Lukas
What does the future hold for your Social Security under the new Trump administration and Elon Musk's DOGE, the Department of Government Efficiency? N...
Haven't Yet Saved a Million. Can We Still Retire Early? - 520
11 Mar 2025
Contributed by Lukas
Martin and Caterina in Green Bay are in their 40s and haven't yet saved a million bucks. Are they on track to retire at age 58? Can Piggie and Kermit ...
What's a Safe Withdrawal Rate in Retirement? (So You Won't Run Out of Money) - 519
04 Mar 2025
Contributed by Lukas
How much do Nick and Nora in Pittsburgh, and Doc Mc Muffin and her Mr. in Minnesota, need to have saved, and how much can they afford to spend in reti...
Should You Switch Retirement Contributions to Roth? - 518
25 Feb 2025
Contributed by Lukas
Is it better to save for retirement in traditional 401(k)s and IRAs, or in Roth accounts? That's today on Your Money, Your Wealth® podcast 518 with J...
0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517
18 Feb 2025
Contributed by Lukas
Should Nancy in Washington take out a 401(k) loan and invest it in her brokerage account to catch up on saving for her retirement? When Joe and Big Al...
Mutual Funds vs. ETFs, Bonds to Bourbon - 516
11 Feb 2025
Contributed by Lukas
What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida app...
Financial Planning for Marriage, Separation, and Singlehood - 515
04 Feb 2025
Contributed by Lukas
Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his sep...
Deferred Comp, Roth Strategies, Asset Protection (and Gold) - 514
28 Jan 2025
Contributed by Lukas
Mike and his wife in Tampa are 39 and 36, they've got nearly a million bucks saved. Are they on track for retirement? Kate in California is 55 and hop...
I Work in a Toxic Office. Can I Retire Early? - 513
21 Jan 2025
Contributed by Lukas
Today on Your Money, Your Wealth® podcast 513 with Joe Anderson, CFP®, and Big Al Clopine, CPA, YMYW listeners in their 40s are ready to call it qui...
Choosing the Right Investments for You - 512
14 Jan 2025
Contributed by Lukas
What is the risk with BDCs, or business development company funds? Edward in Illinois wants to know. Do Pebbles and Bam Bam in Kentuckystone have too ...
Grow Your Wealth Tax-Free & Retire Sooner: YMYW Best of 2024 - 511
07 Jan 2025
Contributed by Lukas
YMYW friends, welcome to 2025. Today on Your Money, Your Wealth® podcast number 511, we're revisiting your favorite topics of 2024 as Joe Anderson, C...
Defusing a Future Tax Bomb With Roth Conversions - 510
31 Dec 2024
Contributed by Lukas
Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got ...
When to Claim Social Security and the Truth About Annuities - 509
24 Dec 2024
Contributed by Lukas
When should Richie and Heather and Rebecca and Sam collect their Social Security benefits? Why is Dan's benefit so much higher than his wife's? PWare ...
Bonds and Annuities, Social Security and Retirement Spending - 508
17 Dec 2024
Contributed by Lukas
John in Pennsylvania doesn't have bonds in his investment portfolio. Should he add them, and if so, where? That's today on Your Money, Your Wealth® p...
9 Answers to Boost Tax-Free Roth Retirement Income - 507
10 Dec 2024
Contributed by Lukas
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on paying the tax on your Roth conversions on Your Money, Your Wealth® podcast number 507. If yo...
How to Plan for 35 Years of Retirement Spending With Smart Roth Conversions - 506
03 Dec 2024
Contributed by Lukas
What's a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of "guaranteed" retirement spending? How aggressively sh...
How to Retire ASAP - and Where to Save to Get There - 505
26 Nov 2024
Contributed by Lukas
Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track? Should they save their surplus funds to a broker...
Rules for Inheritances and Making Roth Contributions for Others - 504
19 Nov 2024
Contributed by Lukas
Can Ted and Georgette convert $1.6M in an inherited trust to Roth without distributing it? Should the trust own their home so they can use the home eq...
When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
12 Nov 2024
Contributed by Lukas
When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer i...
Spitballing Early Retirement for the One Percenters - 502
05 Nov 2024
Contributed by Lukas
Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in...
How to Reduce the Widow's Tax Penalty - 501
29 Oct 2024
Contributed by Lukas
Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she's widowed and won't be married filing jointly? How should she pay the tax on...
Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
22 Oct 2024
Contributed by Lukas
For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance. On episode 500, we're celebrating The Top Funni...
How to Get Into Real Estate Investing, Spitballing Retirement - 499
15 Oct 2024
Contributed by Lukas
Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate? Can AI Seth stay retired at age 52, and should he ...
Spend RMDs, or Reduce Distributions and Taxes With Roth Conversions? - 498
08 Oct 2024
Contributed by Lukas
Hawkeye and Elle are age 61 and in the 32% tax bracket. How should they get money into their Roth accounts for tax-free retirement income? Clark and E...
Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497
01 Oct 2024
Contributed by Lukas
Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a re...
Age Plus 20 Rule for Retirement Contributions - 496
24 Sep 2024
Contributed by Lukas
How much should you save in pre-tax accounts vs. post-tax accounts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on the "age plus 20" rule for...
3 Strategies to Pay Roth Conversion Taxes - 495
17 Sep 2024
Contributed by Lukas
Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on three different listeners' strategies for payin...
How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494
10 Sep 2024
Contributed by Lukas
TJ in Louisiana has been sitting on the sidelines, but now it's time to get into the market. Should he dollar cost average, or just go all in? Margare...
How Much Money Do You Need to Retire ASAP? - 493
03 Sep 2024
Contributed by Lukas
Can "Alanis" retire early at age 60? With "Barney and Betty's" spending patterns, can they retire ASAP? "Daisy and Donald" need retirement income for ...
Exchange Funds Explained, Roth Conversion Timing - 492
27 Aug 2024
Contributed by Lukas
What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® p...
Alternative Investments, Annuities, and Real Estate Syndications - 491
20 Aug 2024
Contributed by Lukas
What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication dea...
Can You Retire? Here's How to Calculate How Much You Need - 490
13 Aug 2024
Contributed by Lukas
Can Claire and her husband retire early at age 60? Today on Your Money, Your Wealth® podcast number 490, Joe Anderson, CFP® and Big Al Clopine, CPA ...
Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA - 489
06 Aug 2024
Contributed by Lukas
The single biggest retirement planning mistake to avoid, the problem with tax professionals, and answers to some of the most frequently asked retireme...
Market Timing Retirement Withdrawals and Roth Conversions - 488
30 Jul 2024
Contributed by Lukas
Is timing the market when you withdraw money from your retirement accounts or do Roth conversions an effective strategy to minimize tax and maximize r...
Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
23 Jul 2024
Contributed by Lukas
Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks' $10 million worth of farm land?...