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Roth Conversions vs. IRMAA, Using Retirement Funds to Pay the Mortgage, Retirement Spending Plan
Episode 534
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? Mary Jo in Escondido, California wonders if she shou…
Published on 2 months, 1 week ago
Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA
Episode 533
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 withdrawals. What do Joe Anderson, CFP® and Big A…
Published on 2 months, 2 weeks ago
"The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers
Episode 532
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 thr…
Published on 2 months, 3 weeks ago
Tariffs Killed My Portfolio. Should I Claim Social Security Early?
Episode 531
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 Wealt…
Published on 2 months, 4 weeks ago
Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement
Episode 530
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 Wea…
Published on 3 months ago
When to HOLD OFF on Doing Roth Conversions
Episode 529
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 income. Should they do Roth conversions? Bert and E…
Published on 3 months, 1 week ago
Retirement Savings: When to Take Your Foot Off the Gas
Episode 528
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 spitball for Ron and Veronica in Indiana today on Your…
Published on 3 months, 2 weeks ago
Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement?
Episode 527
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 spitball on whether they can retire around age 55 …
Published on 3 months, 4 weeks ago
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why?
Episode 526
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 the “IRA guru” Ed Slott, CPA returns to Your Mon…
Published on 4 months ago
Risks Threaten Retirement. Rewire Your Plans
Episode 525
Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorn…
Published on 4 months, 1 week ago