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Where to Invest for Pre-Retirement and a GO-GO Lifestyle?
Episode 539
Roger in Canton, Ohio, is burnt out. Can he and his wife Jane pre-retire next year in their mid-50s with $2.8 million? Joe and Big Al spitball on whether they'll still have enough money for their Go-…
Published on 4 months, 2 weeks ago
How Much Money Do You Need to Retire in 2026?
Episode 538
George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have enough? Should Jenn in Ohio move with work, take a b…
Published on 4 months, 3 weeks ago
Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement
Episode 537
You've got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants to know. Jim and Pam in Orange County are eligible for …
Published on 5 months ago
Social Security vs. Pension No More
Episode 536
If your pension impacted your ability to collect Social Security benefits, 2025 is a very good year for you and your spouse. The Windfall Elimination Provision and the Government Pension Offset are n…
Published on 5 months, 1 week ago
When Do Roth Conversions STOP Making Sense?
Episode 535
Ryan in Texas is in the 32% tax bracket. Where should he save for retirement so he'll be in a lower bracket? Should Weronika in Texas pay the taxes now to convert to Roth for lifetime tax-free growth…
Published on 5 months, 2 weeks ago
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 5 months, 3 weeks 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 5 months, 4 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 6 months 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 6 months, 1 week 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 6 months, 2 weeks ago