Your Money, Your Wealth

Personal finance show bringing listeners actionable advice to retire successfully. Learn how to create your retirement road map as hosts Joe Anderson, CFP® and “Big Al” Clopine, CPA break down key strategies including how to design your investment portfolio, the right way to claim Social Security, generating a retirement income distribution plan, how to avoid thousands in unnecessary taxes and so much more.

Your Money, Your Wealth

All Tracks from Your Money, Your Wealth

Give Up a $76K Federal Pension and Retire Early: Worth It? - 606

Can You Afford Early Retirement AND Millions for Your Kids? - 605

Is 4% Too Conservative? How Much You Can Really Spend in Retirement - 604

Is a $400K Roth Conversion at Peak Income a Mistake? - 603

Should You Do Roth Conversions in a Down Market? - 602

Can You Retire Early? With $475K at 42, You Need a Gap Plan - 601

Retirement Withdrawal Strategy: Is $100K a Year at 63 Wrong? - 600

Retirement vs. House Down Payment: Are You Getting the Timing Wrong? - 599

Can You Retire with $1M at 42? The Early Retirement Lie - 598

We Have $12 Million. Should We Do Roth Conversions? - 597

Should Young People Save for Retirement? - 401

Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400

Survivor Social Security and Lowering Taxes in Retirement - 399

How to Manage Financial Market Stress? With the Help of a Caddie - 398

Spitballing Retirement Planning in Your 40's & 50's - 397

Backdoor Roth, Investing, and Taxes - 396

Spitballing Early Retirement by the Ocean with Husband and Boyfriend - 395

How to Deal With Taxes When Income Goes Through the Roof - 394

Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

How to Spitball Retirement Taxes and the 4% Rule - 392