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Your Money, Your Wealth

Making fun of finance. A US News & World Report “Top 9 Personal Finance Podcast” (2025) and “Top 12 Retirement Podcast” (2023). One of the “10 Best Personal Finance YouTube Channels” (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors – a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

Copyright: © Pure Financial Advisors, LLC

Latest Episodes:

Appreciate How Good the Economy is Now - 231 Jul 23, 2019

Show notes

According to Dr. Chris Thornberg of Beacon Economics, the US economy and real estate market are currently extremely healthy, so we should appreciate it and focus now on fixing the retirement crisis we're facing in 10-15 years. Plus, Joe and Big Al answer your money questions: Why is owning a home considered "profitable"? Is it a good idea to own real estate in a self-directed IRA? And should you buy a fixed index annuity? Transcript & show notes: http://bit.ly/YMYW-231

The Effect of the Media on Financial Markets - 230 Jul 16, 2019

Show notes

Does the media impact financial markets and the economy? Oliver Renick (TD Ameritrade Network) has ideas on how we can best make use of what the media tells us about the financial world. Plus, where should bonds be allocated to lessen the tax burden? Should you contribute to a Roth 401(k) or traditional 401(k)? And a call from a listener with a strong opinion on the FIRE movement (financial independence/retire early). Transcript & show notes: https://link.chtbl.com/ymyw-230

Strategies for Social Security, Gifting, and Estimated Taxes - 229 Jul 09, 2019

Show notes

Joe Anderson, CFP® and Big Al Clopine, CPA answer your questions on Social Security disability, the file and suspend strategy, IRA contributions and Roth conversions, estimated tax, estate tax, gift tax, Social Security tax, the qualified business income deduction, selling appreciated stock, and whatever else they can jam in. Transcript & show notes: http://bit.ly/YMYW-229

Liz Ann Sonders: Investing in the Face of Recession - 228 Jul 02, 2019

Show notes

"If we're heading to a recession, we're already in it." Liz Ann Sonders (Chief Investment Strategist, Charles Schwab & Co.) shares her mid-year market insights and provides strategies for removing the emotion from investing, regardless of market conditions. Plus, Joe and Big Al answer your money questions: how do you diversify a portfolio for the best returns and tax efficiency? And when does it make sense to do a traditional 401(k) instead of a Roth 401(k)? Transcript & show notes: http://bit.ly/YMYW-228

This Retiree Helps Golfers Reach the Big Time - 227 Jun 25, 2019

Show notes

Rick Durso tells us what his retirement hustle is like as a caddy for the Symetra golf tour, helping golfers make it to the Ladies Professional Golf Association (LPGA). Plus, Joe and Big Al answer your money questions about Roth conversions, solo 401(k) plans for the self-employed, and they get taken to task for something they said in last week's episode on Medicare. Transcript & show notes: http://bit.ly/YMYW-227

Medicare Beginner's Guide: What You Need to Know Now - 226 Jun 18, 2019

Show notes

Danielle Kunkle Roberts of BoomerBenefits.com on Medicare basics, parts A to D, signing up, common mistakes, Medigap vs. Medicare Advantage, recent improvements to Medicare, and the future: will Medicare For All or Medicare At 50 become reality? Plus, Joe and Big Al answer your money questions: are health insurance premiums deductible? And when do you pay taxes to the IRS when you plan your charitable donations over multiple years? Transcript and show notes: http://bit.ly/YMYW-226

Real Estate Investing: Should You Buy Raw Land? - 225 Jun 11, 2019

Show notes

The Land Geek Mark Podolsky shares his method for turning unwanted dirt and "rock farms" (aka raw land) into cash. Plus, can you aggregate rental properties into an LLC to take advantage of the qualified business income deduction? And can you avoid state taxation on your required minimum distributions (RMDs) if you move to a state that doesn't tax retirement accounts? Transcript & show notes: http://bit.ly/YMYW-225

New Retirement Legislation: Death to the Stretch IRA? - 224 Jun 04, 2019

Show notes

Professor Jamie Hopkins (Carson Wealth & Heider School of Business/Creighton University) talks about impacts the SECURE Act could have on retirement planning - particularly the end of the stretch IRA provision, which allows inherited individual retirement accounts to remain tax-deferred. Plus, how to reduce taxes when you have significant capital gains, when you can take tax-free and penalty-free 457 distributions, and whether or not to max out your 401(k). Transcript & show notes: http://bit.ly/YMYW-224

Financial Independence Retire Early Hits the Big Screen - 223 May 29, 2019

Show notes

Travis Shakespeare, Director and Executive Producer of Playing with FIRE, talks about making the first-ever documentary about the Financial Independence / Retire Early or FIRE movement. Plus, Joe and Big Al answer your rental real estate investing questions and clear up some confusion around Roth 401(k) income limits and contributions vs. conversions. Transcript and show notes: http://bit.ly/YMYW-223

How to Be Like the Millionaire Next Door - 222 May 21, 2019

Show notes

Dr. Sarah Stanley Fallaw (co-author, The Next Millionaire Next Door) shares her research into how millionaires become wealthy, and what has changed since her father, Thomas J. Stanley, wrote his groundbreaking book The Millionaire Next Door in 1996. Plus, what should you do with universal life insurance policies with large cash values? Will you pay income tax on a Roth conversion made after you move from California to a no-income-tax state like Texas? Transcript & show notes: http://bit.ly/YMYW-222

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