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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:

Ditch Your Debt: Robert Farrington's Student Loan Debt Movement - 161 Mar 20, 2018

Show notes

Robert Farrington from TheCollegeInvestor.com has a goal of helping people eliminate a million bucks in student loan debt in the Month of March. Join the movement, ditch your debt and win prizes! Plus, Americans have reached record-breaking net worth - but which Americans? And, 4 ways you might be attracting a tax audit without knowing it. Show notes and transcript: http://bit.ly/YMYW-161

10 Commandments of Retirement from The Retirement Manifesto - 160 Mar 15, 2018

Show notes

Fritz Gilbert from TheRetirementManifesto.com shares his 10 Commandments for Retirement - well actually it's 11, but that extra one is important! Plus, Big Al has 10 ways to pay less in taxes this year, and in future years. And Trump's steel and aluminum tariffs have set off more market moves, but could they also jack up the price of a Jack and Coke? Show notes and transcript: http://bit.ly/YMYW-160

16 Money Tips and Mind Tricks from Broke Millennial's Erin Lowry - 159 Mar 09, 2018

Show notes

Broke Millennial's Erin Lowry shares her mind tricks for more effective saving and her clever tips for paying down debt. Plus, working the tax brackets with Roth conversions, some crazy options that may or may not work when you've contributed too much to your 401(k) to get the employer match, and how DIY investing can be like Joe's bad golf swing. Show notes and transcript: http://bit.ly/YMYW-159

Seven Secrets for a Happy, Successful Retirement with Jan Cullinane - 158 Mar 07, 2018

Show notes

Best-selling author, retirement expert and fluent backward-speaker Jan Cullinane lets us in on how many of the Seven Secrets for a Happy, Successful Retirement have to do with money - and how many don't. And you won't have to understand backward speak to get it! Big Al's got a whole new mindset for happiness after visiting South America, why it might be a mistake to get married later in life - or at all if you're Joe - and the fellas discuss a gentleman who finds himself bored after early retirement. Show notes and transcript: http://bit.ly/YMYW-158

Pay Off Debt, Starve & Stack, Retire Rich & Happy with Jackie Beck - 157 Mar 02, 2018

Show notes

How to retire rich and happy: the two income starve-and-stack strategy, losing the ego, and the Pay Off Debt by Jackie Beck app. Oh, and Rondo soda pop, and never saying the word "tissue." Joe and Big Al also talk a bit about retirement readiness and taxes. Show notes and transcript: http://bit.ly/YMYW-157

Don't Scream "Get Me Out!" How to Stomach Market Dips - 156 Feb 22, 2018

Show notes

What happened to the market correction, what happens next, and how can you avoid hitting your GMO (get me out) point? Larry Swedroe of the BAM Alliance and ETF.com gazes into his crystal ball. Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die? Who will manage all those videos of Joe playing golf on Instagram?

6 Things to Help You Avoid a Miserable Retirement with Catherine Collinson - 155 Feb 15, 2018

Show notes

Avoid a miserable retirement with 6 actions that can help you prepare for the retirement of your dreams, according to Catherine Collinson of the Transamerica Center for Retirement Studies. Big Al's got a list of 10 reasons people don't create a budget. Plus, the fellas cover the best states in which to retire, and they answer yet another question Trump's new tax law as it relates to the sale of a primary residence.

SPECIAL: Market Volatility and Corrections - 154 Feb 13, 2018

Show notes

Welcome to stock market volatility. Today the market clawed back some of its big losses from last week's correction, but what's in store tomorrow or next week or next month? What should you be doing with your portfolio, and how will this affect your retirement? Joe Anderson, CFP®, Al Clopine, CPA and Brian Perry, ChFC® provide some guidance.

How To Successfully Retire at 41 with Chris Mamula- 153 Feb 11, 2018

Show notes

Chris Mamula retired early - at age 41! He now blogs about his experiences at CanIRetireYet.com. How did he do it, after making a decade of retirement planning mistakes? Plus 5 Things to Consider Before Tapping Your Retirement Accounts, and the good, the bad and the ugly of the popular "guaranteed income" products known as annuities. But first, the fellas have a bone to pick with CNN Money about the confusing new business tax deduction.

7 Changes to Social Security You Need to Know - 152 Feb 04, 2018

Show notes

Today on Your Money, Your Wealth, seven new changes to your Social Security benefits - Joe and Big Al talk about the good and the bad. Plus, how small business owners may be in danger of screwing up their Social Security, how the new tax law lets you save big money if you're taking required minimum distributions, and Joe's fear of commitment is further cemented by the story of a fella who lost 60% of his life savings in a divorce.

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