Your Money, Your Wealth® with Joe Anderson, CFP®, and Alan "Big Al" Clopine, CPA: it's retirement planning, investing, and tax reduction made fun! On the irreverent and entertaining YMYW podcast and TV show, Joe & Big Al don’t push hot stocks, feed panic about the markets, or sell you on the latest get rich quick investment scheme. Instead, you'll laugh and learn strategies that can help you retire successfully. Joe & Big Al answer your personal finance questions on YMYW about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay fewer taxes, investing, stocks and bonds, asset allocation, portfolio diversification, real estate and 1031 exchange, collecting Social Security benefits, capital gains tax, early retirement, managing financial market volatility, smart wealth management strategies, and much more. Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-jo... To get a Retirement Plan Spitball Analysis, tell the fellas your age, when you and your spouse want to retire, how much you need to spend in retirement, how much you make now, how much you have saved, and any other relevant details. Don't forget the irrelevant details too: your name, where you're from, how you watch or listen to YMYW, what you drive, what you drink, your pets... YOU make YMYW the show that it is! Visit http://YourMoneyYourWealth.com to access free downloadable financial resources and to read TV and podcast episode transcripts. Subscribe to the channel at http://bit.ly/YMYW-YouTube for the latest clips and full episodes of the Your Money, Your Wealth TV show, and the Your Money, Your Wealth podcast with producer Andi Last - voted “Best Retirement Podcast With Humor 2022” by FIPhysician! Subscribe to the #YMYW podcast on your favorite podcast app: https://lnk.to/ymyw Your Money, Your Wealth® is presented by Pure Financial Advisors, LLC, a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our experienced financial professionals: https://purefinancial.com/lp/free-ass... Pure Financial Advisors office locations: https://bit.ly/PureLocations IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. #YourMoneyYourWealth #PureFinancialAdvisors #RetirementSpitball
Making fun of finance: Your Money, Your Wealth® is Retirement Planning, Investing, and Tax Reduction Made Fun as Joe Anderson and “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Instead, on YMYW we offer retirement investing strategies that can help you retire successfully. Presented by Pure Financial Advisors. Here you can watch episodes of the Your Money, Your Wealth® TV show, listen to the Your Money, Your Wealth® podcast, and get quick tips from the experienced financial professionals at Pure!
Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). 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
The earlier you start saving, the better off you will be in retirement. Learn how much you should be saving for retirement according to your age and salary; key retirement saving strategies for your 20's, 30’s, 40’s, 50’s and 60’s; and practical ways to get back on track and overcome any previous missteps.