Your Money, Your Wealth

podcast

Making 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 Fin...

#176 US · Business 594 recordings 2016 → today Weekly updated yesterday
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161–180 of 594
What Are the Rules for Taking Money From a Roth IRA? - 444 contributed by Lukas · Aug 29, 2023
Spitballing Retirement and Social Security for Worst Case Scenarios - 443 contributed by Lukas · Aug 22, 2023
RSU, Mutual Funds, Bonds, and Annuities - 442 contributed by Lukas · Aug 15, 2023
Early Retirement Withdrawals & Capital Gains Tax Explained - 441 contributed by Lukas · Aug 8, 2023
Are Roth Conversions Really As Good as They Sound? - 440 contributed by Lukas · Aug 1, 2023
$7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439 contributed by Lukas · Jul 25, 2023
When Will You Be Able to Retire? - 438 contributed by Lukas · Jul 18, 2023
Two Unspoken Assumptions About Collecting Social Security - 437 contributed by Lukas · Jul 11, 2023
Invest or Pay Off the Mortgage? - 436 contributed by Lukas · Jul 4, 2023
How to Maximize Your Inheritance: IRA Options and RMDs - 435 contributed by Lukas · Jun 27, 2023
Ready to Retire? 5 Retirement Spitball Analyses - 434 contributed by Lukas · Jun 20, 2023
Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433 contributed by Lukas · Jun 13, 2023
Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432 contributed by Lukas · Jun 6, 2023
How to Calculate Your Retirement Needs in Future Dollars - 431 contributed by Lukas · May 30, 2023
How to Consider Your Pension Options for Retirement - 430 contributed by Lukas · May 23, 2023
HSA to Roth, RMD Investing, and Social Security Strategies - 429 contributed by Lukas · May 16, 2023
What to Do With Inheritance Money? - 428 contributed by Lukas · May 9, 2023
Trust Issues, Death & Taxes: Estate Plan Spitball - 427 contributed by Lukas · May 2, 2023
Spitballing Retirement Real Estate and Tax Strategies - 426 contributed by Lukas · Apr 25, 2023
Annuity? CD? Money Market? Where to Invest for Safety - 425 contributed by Lukas · Apr 18, 2023
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#176 Business · United States

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Making 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 Cl...

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