Your Money, Your Wealth

By Your Money, Your Wealth

On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com

  1. 1.
    Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
    43:49
  2. 2.
    How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
    44:56
  3. 3.
    Which States Are the Most Tax-Friendly in Retirement? - 335
    46:18
  4. 4.
    Are We On Track for Retirement? Financial Plan Spitball Analysis - 334
    51:09
  5. 5.
    Are Financial Advisors Really Worth the Money? - 333
    52:05
  6. 6.
    Roth Conversions, Medicare, and Required Minimum Distributions - 332
    37:22
  7. 7.
    What is the Best Age to Retire, Financially Speaking? - 331
    47:14
  8. 8.
    Has the Government Ever Reduced Social Security Benefits? - 330
    48:29
  1. 9.
    How to Protect Investments Against a Stock Market Crash? - 329
    44:36
  2. 10.
    Should People in High Tax Brackets Save in Roth Retirement Accounts? - 328
    1:05:50
  3. 11.
    How to Avoid a Tax Time Bomb: Retirement Plan Spitball Analysis - 327
    49:00
  4. 12.
    How to Get Tax-Free Growth on Investments for Life - 326
    47:19
  5. 13.
    Capital Gains Tax Vs. Ordinary Income Tax Explained - 325
    55:22
  6. 14.
    Which Asset Classes Are Good Investments to Hedge Against Inflation? - 324
    30:20
  7. 15.
    Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323
    32:48
  8. 16.
    Pay Down the Mortgage or Buy Long Term Care Insurance? - 322
    37:01
  9. 17.
    Inflation, Variable Annuities, Real Estate: How to Invest Against Risk - 321
    37:52
  10. 18.
    Early Retirement: Can You Afford to Retire Now? - 320
    46:06
  11. 19.
    Roth IRA Excess Contributions and the Pro-Rata Rule - 319
    46:53
  12. 20.
    Firefighters' Retirement Plan Spitballing, Annuities, and RMDs - 318
    46:18
  13. 21.
    Charitable Giving and Roth Conversion Retirement Tax Strategies - 317
    49:24
  14. 22.
    Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316
    50:01
  15. 23.
    Are These Three Investment Products Too Good To Be True? - 315
    51:57
  16. 24.
    Is the Backdoor Roth IRA a Good Strategy For You? - 314
    43:46
  17. 25.
    Are You Financially Ready for Retirement? - 313
    58:53
  18. 26.
    "Super Roth": Should You Overfund Supplemental Executive Retirement Plan Insurance? -312
    45:04
  19. 27.
    Social Security, Medicare, HSA and Roth Conversions - 311
    48:03
  20. 28.
    [SPECIAL] GameStop: Stocks Gone Wild! Should You Join the Day Trading Craze? - 310a
    16:57
  21. 29.
    What's the Best Way to Take Retirement Distributions? - 310
    42:29
  22. 30.
    Retirement Plan Spitball Analyses for Side Hustles, Clergy & Grandkids - 309
    49:53
  23. 31.
    How to Do the Mega Backdoor Roth IRA - 308
    44:34
  24. 32.
    How to Choose Your Pension Options and Retirement Withdrawal Strategy - 307
    48:47
  25. 33.
    Social Security, Medicare and Real Estate - 306
    41:36
  26. 34.
    What’s the Best Retirement Withdrawal Strategy? - 305
    41:55
  27. 35.
    5 Last Minute Ways to Cut Your 2020 Taxes - 304
    40:46
  28. 36.
    How to Use Tax Diversification in Your Retirement Portfolio - 303
    42:44
  29. 37.
    Should You Pay Off the Mortgage? First Consider Your Tax Strategy - 302
    45:31
  30. 38.
    Borrow Money to Pay Tax on a Roth IRA Conversion? - 301
    47:21
  31. 39.
    Top Funniest Moments From the Your Money Your Wealth Podcast - 300
    41:20
  32. 40.
    Rental Real Estate Property: How to Calculate Cap Rates and Depreciation - 299
    47:30
  33. 41.
    Retirement Portfolio Strategies and Making Sense of Fees - 298
    35:47
  34. 42.
    The Barn Door, Garage Door, Mega Backdoor Roth IRA Conversion - 297
    35:27
  35. 43.
    YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296
    40:44
  36. 44.
    All About the Backdoor Roth IRA Strategy - 295
    46:22
  37. 45.
    Rebalancing Your Retirement Portfolio in Market Downturns - 294
    47:45
  38. 46.
    Backdoor Roth Conversions and Investing for Kids - 293
    45:22
  39. 47.
    Will Estate Tax Law Changes Affect Your Family Financial Plan? - 292
    52:53
  40. 48.
    Roth Conversions, Annuities and Inherited IRAs - 291
    43:57
  41. 49.
    Market Timing and Day Trading in a Roth IRA? - 290
    47:15
  42. 50.
    Backdoor Roth IRA Conversions, Stimulus and Self-Employed Retirement -289
    48:16

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