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What Retiring With $6 Million Really Looks Like
Episode 549
Today on Your Money, Your Wealth® podcast number 549 with Joe Anderson, CFP® and Big Al Clopine, CPA, a comment on one of our YouTube videos sparks a dialogue between Joe and Big Al on the 4% rule vs…
Published on 2 months, 1 week ago
Is Financial Software Giving You False Retirement Confidence?
Episode 548
Wendy and Joe in Colorado ran the numbers, and their financial planning software says they'll have over $10 million when they pass. Wendy's wondering if they should continue converting to Roth while …
Published on 2 months, 2 weeks ago
Roth Conversions: When to Make 'Em, When to Take 'Em
Episode 547
A YMYW listener from Missouri and his wife are retired at 69 and 67, with less than $2 million dollars. Should they continue converting retirement savings to Roth for the tax-free growth? What shoul…
Published on 2 months, 3 weeks ago
How to Accomplish Your Retirement Goals - Even Without a Fat Wallet
Episode 546
We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirement for the not-so-fat wallets: Joe and Masako in W…
Published on 3 months ago
What The New Law Means For Your Roth IRA!
Episode 545
One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard other advisors talking about their strategies for…
Published on 3 months, 1 week ago
What's the Tax Triangle and How to Find Out if Yours is Lopsided
Episode 544
You've heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this tax tri…
Published on 3 months, 1 week ago
Can You Retire at Age 57 and Spend Big?
Episode 543
Is it possible, common even, to spend a lot early in retirement to celebrate your financial freedom? How do Roth conversions and withdrawals work if you do plan to call it quits around age 57, and sp…
Published on 3 months, 2 weeks ago
Are You Cutting Retirement Too Close?
Episode 542
"Rubble and Skye" in Minnesota want to spend $65,000 a year in retirement, and they'll have $67K in annual fixed income. Are they cutting it too close? "Atouk and Tala" in New Jersey will have retire…
Published on 3 months, 3 weeks ago
Are These Millennials Saving Enough to Retire Before 60?
Episode 541
Pam and Jim in Phoenix are 38 and 41 and want to retire at 59 and 62. Matt and his wife in Pennsylvania are both 39 and want to retire at 57. Are these millennials on the right financial path, or hav…
Published on 4 months ago
Smart Strategies to Retire Early and Spend More
Episode 540
Can Beth and Rip retire early, spend more, and Die with Zero? When should they claim Social Security? Forrest and Jenny have 10 rental properties at age 31. Can they retire at age 50? (And what makes…
Published on 4 months, 1 week ago