Podcast Episodes
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Will Buying Your Dream Home Ruin Early Retirement?
Episode 559
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 53) are actually on track for retirement - without …
Published on 2 hours ago
Roth IRA vs. Traditional IRA: Which is Better for Retirement Savings?
Episode 558
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 Al Clopine, CPA about Roth conversion "lag" and wh…
Published on 1 week ago
UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused
Episode 557
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 in Torrance wants to know the smartest way to deal w…
Published on 2 weeks ago
Roth Conversions vs. 0% Capital Gains Rate: a Retirement Tax Trap?
Episode 556
Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and retirement readiness from every angle, today on Your Money, Your Wealth® podcast number 556. Joe Momma from Vi…
Published on 3 weeks ago
Retiring Before Social Security? Consider These Portfolio Changes
Episode 555
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast number 555.…
Published on 4 weeks ago
Change of Roth Plans for the New Senior Tax Bonus? Tax-Loss Wins?
Episode 554
Should the new temporary senior tax deduction change your Roth conversion strategy? Joe and Big Al spitball for Chris in Maple Grove, Minnesota, who wonders whether to keep converting to Roth now tha…
Published on 1 month ago
Should You Convert to Roth Before or After You Retire?
Episode 553
Joe Anderson, CFP® and Big Al Clopine, CPA tackle one of the trickiest timing questions in retirement planning, today on Your Money, Your Wealth podcast number 553: when should you convert to Roth, w…
Published on 1 month, 1 week ago
Don't Let Money Anxiety Ruin Your Retirement
Episode 552
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® podcast 552. Big Wallet Barbie and Ken from the Midwes…
Published on 1 month, 2 weeks ago
Where Should You Take Retirement Money First If You've Saved $2M?
Episode 551
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-Man and Nurse Ratched" from Pennsylvania have saved …
Published on 1 month, 3 weeks ago
Is Your Roth Conversion Timing All Wrong? (Financial Blunders)
Episode 550
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 from New York is 62 and single, and she's been di…
Published on 2 months ago