『Your Money, Your Wealth』のカバーアート

Your Money, Your Wealth

Your Money, Your Wealth

著者: Joe Anderson CFP® & Alan Clopine CPA of Pure Financial Advisors
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.comPure Financial Advisors, LLC 個人ファイナンス 経済学
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  • "The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532
    2025/06/03

    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 Clopine, CPA and Executive Producer Andi Last are thrilled to welcome Jonathan Clements back for his fourth appearance. For thirty years, Jonathan has been known for his personal finance writing: in his column “Getting Going,” which appeared in the Wall Street Journal over 1,000 times starting in 1994, on his website HumbleDollar.com, and in his many acclaimed books. About a year ago, Jonathan Clements was diagnosed with a rare form of lung cancer and was told he had about a year to live. Today we’re celebrating the fact that he is still here with us, and we’re inspired by his decision to use his precious time to launch The Jonathan Clements Getting Going on Savings Initiative. Watch or listen to find out how you can get a free Kindle copy of Jonathan’s new book, and how you can help Jonathan pay it forward for the next generation.

    Free financial resources & episode transcript: https://bit.ly/ymyw-532

    The first 100 people to email us will receive a free Kindle copy of The Best of Jonathan Clements: Classic Columns on Money and Life

    WATCH Retirement Sabotage! 12 Post-Retirement Money Mistakes to Avoid on YMYW TV

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    SUBSCRIBE to YMYW on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    02:53 - Jonathan Clements' Getting Going on Savings Initiative

    05:23 - $1,000 Roth IRA Contributions and Personal Finance Education for Young Adults

    07:55 - Exponential Growth: The Sooner You Save, The Better

    09:44 - Research Study Will Measure Impact on Young Savers

    11:56 - Financial Education is Important

    14:05 - The John C. Bogle Center for Financial Literacy

    14:38 - The First 100 People to Email Us Receive a Free Copy of The Best of Jonathan Clements: Classic Columns on Money and Life

    15:45 - How Does a Healthy 62-Year-Old Non-Smoker End Up Living With Stage IV Lung Cancer? The EGFR Exon 20 Insertion Mutation

    18:52 - HumbleDollar.com, The Jonathan Clements Getting Going on Savings Initiative, and The Best of Jonathan Clements Book

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    20 分
  • Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
    2025/05/27

    Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribute to Roth or convert to Roth for that lifetime tax-free growth on their investments, and if they’re on track for Kelly to retire in three years.

    Free financial resources & episode transcript: https://bit.ly/ymyw-531

    CALCULATE your free Financial Blueprint

    WATCH The Retirement Course: Can You Hit a Hole in One? on YMYW TV

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    SUBSCRIBE to YMYW on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    01:21 - Tariffs Killed My Portfolio. Should I Claim Social Security Early? (Carl)

    10:14 - Watch The Retirement Course: Can You Hit a Hole in One? on YMYW TV, Calculate your free Financial Blueprint

    11:13 - When Should We Claim Social Security? Roth Contributions or Conversions? Are We On Track for Retirement? (Kelly & Steve)

    25:00 - Download the Key Financial Data Guide, YMYW Podcast Outro

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    26 分
  • Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
    2025/05/20

    What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your Wealth® podcast number 530. Plus, Coach Dobber in Minnesota is curious about municipal bonds in a brokerage account, and Daniel in Stevensville, Michigan needs details on emergency funds. Also, can Tim the Enchanter do a Roth conversion and avoid the nasty big pointy teeth of capital gains tax? And, Duke in upstate New York told his wife they need 6 million dollars in retirement, and she said he was silly. What say Joe and Al? We’ll find out.

    Free financial resources & episode transcript: https://bit.ly/ymyw-530

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    SUBSCRIBE to YMYW on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast
    00:47 - Rebalancing Asset Allocation of US Stocks, International Stocks, and Bonds (DJ in St Louis)
    07:21 - Can I Do a Roth Conversion and Have No Cap Gains Tax? (Tim the Enchanter, FL)
    15:44 - Watch Financial Planning at Every Age on YMYW TV, Download the Retirement Readiness Guide for free
    16:41 - Municipal Bonds in a Brokerage Account: Good Idea? (Coach Dobber, MN)
    22:48 - Told My Wife We Need $6M to Retire in 20 Years. She Say's I'm Silly. (Duke, upstate NY)
    27:09 - Calculate your Free Financial Blueprint, Schedule your Free Financial Assessment
    28:54 - What Is an Emergency Fund and How Much Should I Have in It? (Daniel, Stevensville, MI)
    36:00 - YMYW Podcast Outro

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    37 分

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