Podcast Episodes
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Will the Tax Cuts and Jobs Act Be Extended?
Episode 524
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and t…
Published on 4 months, 2 weeks ago
These Three Investments Make for a Happier Retirement
Episode 523
What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the American College of Financial Services tells us what his research shows. He also shares his insights on the fou…
Published on 4 months, 3 weeks ago
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility
Episode 522
What is your retirement income style? Dr. Wade Pfau, CFA, RICP®, is the co-founder of RISAprofile.com, providing investors with retirement income style awareness. He returns to Your Money, Your Wealt…
Published on 5 months ago
What’s the Future of Social Security Under the New Administration?
Episode 521
What does the future hold for your Social Security under the new Trump administration and Elon Musk's DOGE, the Department of Government Efficiency? Nationally-renowned financial thought leaders Jami…
Published on 5 months, 1 week ago
Haven't Yet Saved a Million. Can We Still Retire Early?
Episode 520
Martin and Caterina in Green Bay are in their 40s and haven’t yet saved a million bucks. Are they on track to retire at age 58? Can Piggie and Kermit in California retire today at ages 50 and 57 and …
Published on 5 months, 2 weeks ago
What's a Safe Withdrawal Rate in Retirement? (So You Won't Run Out of Money)
Episode 519
How much do Nick and Nora in Pittsburgh, and Doc Mc Muffin and her Mr. in Minnesota, need to have saved, and how much can they afford to spend in retirement? What are the disadvantages to Fred and Et…
Published on 5 months, 3 weeks ago
Should You Switch Retirement Contributions to Roth?
Episode 518
Is it better to save for retirement in traditional 401(k)s and IRAs, or in Roth accounts? That’s today on Your Money, Your Wealth® podcast 518 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, w…
Published on 6 months ago
0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise?
Episode 517
Should Nancy in Washington take out a 401(k) loan and invest it in her brokerage account to catch up on saving for her retirement? When Joe and Big Al talk about having a balanced portfolio of variou…
Published on 6 months, 1 week ago
Mutual Funds vs. ETFs, Bonds to Bourbon
Episode 516
What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida approach the fixed-income portion of her investment …
Published on 6 months, 2 weeks ago
Financial Planning for Marriage, Separation, and Singlehood
Episode 515
Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? That’s today on Your Money, Your Wealth®…
Published on 6 months, 3 weeks ago