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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
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
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Here's a quick summary of the last 5 episodes on Your Money, Your Wealth.
Hosts
Joe Anderson
Big Al Clopine
Previous Guests
Ed Slott
Ed Slott, CPA, is a nationally recognized retirement expert and the author of several books on retirement planning. He is known for his expertise in IRAs and tax strategies, and he frequently appears on television and radio to discuss retirement issues. Slott has been named one of the '100 Most Influential People in Personal Finance' by Worth magazine and is a sought-after speaker and educator in the field of retirement planning.
Ed Slott, CPA, is a nationally recognized retirement expert and the author of several books on retirement planning. He is known for his expertise in IRAs and tax strategies, and he frequently appears on television and radio to discuss retirement issues. Slott has been named one of the '100 Most Influential People in Personal Finance' by Worth magazine and is a sought-after speaker and educator in the field of retirement planning.
Jamie Hopkins
Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER professional, an attorney, and best-selling author known for his works 'Find Your Freedom' and 'Rewirement: Rewiring the Way You Think About Retirement'. He specializes in retirement planning and financial strategies, helping individuals navigate the complexities of retirement savings and spending.
Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER professional, an attorney, and best-selling author known for his works 'Find Your Freedom' and 'Rewirement: Rewiring the Way You Think About Retirement'. He specializes in retirement planning and financial strategies, helping individuals navigate the complexities of retirement savings and spending.
Jeffrey Levine
Jeffrey Levine is the Chief Planning Officer at Focus Partners and a Professor of Practice in Taxation at the American College of Financial Services. He is also the Lead Financial Planning Nerd at Kitces.com, recognized as one of the savviest tax minds in the country. His expertise includes tax planning, retirement strategies, and financial education.
Jeffrey Levine is the Chief Planning Officer at Focus Partners and a Professor of Practice in Taxation at the American College of Financial Services. He is also the Lead Financial Planning Nerd at Kitces.com, recognized as one of the savviest tax minds in the country. His expertise includes tax planning, retirement strategies, and financial education.
Dr. Michael Finke
Dr. Michael Finke is a Certified Financial Planner (CFP) and a prominent academic in the field of financial services. He is affiliated with the American College of Financial Services, where he conducts research on retirement planning and financial decision-making. His work focuses on understanding the predictors of retirement happiness and the implications of financial strategies on cognitive aging. Dr. Finke is recognized for his contributions to the field through various publications and presentations, making him a respected voice in personal finance and retirement research.
Dr. Michael Finke is a Certified Financial Planner (CFP) and a prominent academic in the field of financial services. He is affiliated with the American College of Financial Services, where he conducts research on retirement planning and financial decision-making. His work focuses on understanding the predictors of retirement happiness and the implications of financial strategies on cognitive aging. Dr. Finke is recognized for his contributions to the field through various publications and presentations, making him a respected voice in personal finance and retirement research.
Dr. Wade Pfau
Dr. Wade Pfau is a recognized expert in retirement income planning and the co-founder of RISAprofile.com, which focuses on helping investors understand their retirement income style. He holds the Chartered Financial Analyst (CFA) and Retirement Income Certified Professional (RICP) designations, and has contributed significantly to the field through his research and publications on retirement strategies, including the four percent rule and the role of annuities in retirement planning.
Dr. Wade Pfau is a recognized expert in retirement income planning and the co-founder of RISAprofile.com, which focuses on helping investors understand their retirement income style. He holds the Chartered Financial Analyst (CFA) and Retirement Income Certified Professional (RICP) designations, and has contributed significantly to the field through his research and publications on retirement strategies, including the four percent rule and the role of annuities in retirement planning.
Topics Discussed
Roth IRA
tax-free income
retirement savings
financial planning
Ed Slott
investment strategies
withdrawal rates
retirement
tariffs
inflation
healthcare costs
spending
tax management
real estate
Tax Cuts and Jobs Act
taxes
traditional IRA
inherited retirement accounts
Social Security
required minimum distributions
RMDs
Roth conversion
probate
retirement happiness
four percent rule
cognitive abilities
retirement spitballing
pension options
financial resources
retirement income style
distribution planning
tax cuts
annuities
market volatility
withdrawal strategy
IRA
401(k)
Retirement planning, investing, and tax reduction made fun! On the Your Money, Your Wealth podcast and TV show, Joe Anderson and “Big Al” Clopine are making fun of finance as they answer 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, YMYW offers retirement investing strategies that can help you retire successfully. Presented by Pure Financial Advisors. Keep comments civil and respectful to see them published.
Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to Roth accounts. But why? What’s the big deal? Today the “IRA guru” Ed Slott, CPA returns to Your Money, Your Wealth® in podcast number 526 with Joe Anderson, CFP® and Big Al Clopine, CPA to tell us why he calls the Roth IRA “the greatest account ever created.” (Here’s a hint: it’s all about having tax-free income in retirement - and beyond.) Plus, where to prioritize saving for retirement? Jerry Tom in St. Louis wants to know. Are Christian and Tiffany in Montana on track for retirement, and should they rebalance their ETFs? Should Frank in Lake Wobegon’s wife take her teachers’ salary over 9 months or 12 months? And finally, Jon thinks the target retirement withdrawal rates Joe and Big Al use to spitball are too low - we’ll see what they think.
00:59 - Ed Slott, CPA on the Roth IRA, the Future of Taxes, the Death of the Stretch IRA, and Naming a Trust as Your Retirement Account Beneficiary
19:44 - Download The Complete Roth Papers Package for free
20:37 - Where to Prioritize Saving for Retirement? (Jerry Tom, St. Louis)
28:57 - Are We on Track for Retirement? Should We Rebalance Our ETFs? (Christian & Tiffany, Montana)
40:43 - Watch Don't Let These 10 Risks Break Your Retirement on YMYW TV, Calculate Your Free Financial Blueprint
41:44 - Is It Better to Take Teachers' Salary Over 9 Months or 12? (Frank, Lake Wobegon - voice)
45:32 - Withdrawal Rates Are Very Low on YMYW (Jon, Twitter & Apple Podcasts)
49:46 - YMYW Podcast Outro
Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to Roth accounts. But why? What’s the big deal? Today the “IRA guru” Ed Slott, CPA returns to Your Money, Your Wealth® in podcast number 526 with Joe Anderson, CFP® and Big Al Clopine, CPA to tell us why he calls the Roth IRA “the greatest account ever created.” (Here’s a hint: it’s all about having tax-free income in retirement - and beyond.) Plus, where to prioritize saving for retirement? Jerry Tom in St. Louis wants to know. Are Christian and Tiffany in Montana on track for retirement, and should they rebalance their ETFs? Should Frank in Lake Wobegon’s wife take her teachers’ salary over 9 months or 12 months? And finally, Jon thinks the target retirement withdrawal rates Joe and Big Al use to spitball are too low - we’ll see what they think.
Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show today on Your Money, Your Wealth® podcast 525 with Joe Anderson, CFP® and Big Al Clopine, CPA, to share insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in his early retirement with 72(t) elections, rental income, and an installment sale? Can Calvin and Susie in Lancaster, Pennsylvania, buy an $800,000 beach house - and should they?
00:59 - Rewiring Spending and Managing Risk in Retirement with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®
24:07 - Watch the Market Volatility Webinar On Demand, Download the Recession Protection Guide
24:52 - How Should We Pay for Repairs on Rental Properties? (Fred & Ginger, Huntington Beach, CA)
33:06 - Early Retirement Taxes: 72(t) Timing, Installment Sale, and Rental Income (Peter LemonJello, FL)
44:02 - Watch How Your Home Can Create Retirement Income on YMYW TV, Download 10 Tips for Real Estate Investors
44:33 - Can and Should We Buy an $800K Beach House? (Calvin and Susie, Lancaster, PA)
53:33 - YMYW Podcast Outro
Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show today on Your Money, Your Wealth® podcast 525 with Joe Anderson, CFP® and Big Al Clopine, CPA, to share insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in his early retirement with 72(t) elections, rental income, and an installment sale? Can Calvin and Susie in Lancaster, Pennsylvania, buy an $800,000 beach house - and should they?
00:59 - Rewiring Spending and Managing Risk in Retirement with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®
24:07 - Watch the Market Volatility Webinar On Demand, Download the Recession Protection Guide
24:52 - How Should We Pay for Repairs on Rental Properties? (Fred & Ginger, Huntington Beach, CA)
33:06 - Early Retirement Taxes: 72(t) Timing, Installment Sale, and Rental Income (Peter LemonJello, FL)
44:02 - Watch How Your Home Can Create Retirement Income on YMYW TV, Download 10 Tips for Real Estate Investors
44:33 - Can and Should We Buy an $800K Beach House? (Calvin and Susie, Lancaster, PA)
53:33 - YMYW Podcast Outro
0:0047:27
Will the Tax Cuts and Jobs Act Be Extended? - 524
Hosts
Hosts of this podcast episode
Joe AndersonBig Al Clopine
Guests
Guests of this podcast episode
Jeffrey Levine
Keywords
Keywords of this podcast episode
Tax Cuts and Jobs ActtaxesRoth IRAtraditional IRAinherited retirement accountsSocial Securityrequired minimum distributionsRMDsRoth conversionprobate
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 the Lead Financial Planning Nerd at Kitces.com. In other words, he’s one of the savviest tax minds in the country. Jeff returns to the show today on Your Money, Your Wealth® podcast number 524 with Joe Anderson, CFP® and Big Al Clopine, CPA, with his thoughts on what will happen to taxes under the new administration, saving for retirement in a Roth IRA vs. a traditional IRA, managing inherited retirement accounts, and the future viability of Social Security. Plus, what should you do with required minimum distributions when you don't need the money to live on? How do you calculate the maximum amount you should convert from your retirement account to a tax-free Roth account, and how much should you convert - or not - to keep RMDs under control? Finally, how can minor beneficiaries avoid probate?
01:05 - Will These Historic Low Tax Rates Be Extended? Insight from Jeff Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA
19:54 - Make These 3 Investments for a Happy Retirement and Watch Take Control of Your Retirement Plan on YMYW TV
21:06 - What to Do With Required Minimum Distributions When You Don't Need the Money to Live On? (Judi, San Diego)
24:40 - How Much NOT to Convert to Roth to Keep RMDs Under Control? (DH from SoCal)
32:26 - LIMITED TIME SPECIAL OFFER: Download the DIY Retirement Guide by Friday, April 11, 2025!
33:39 - How to Calculate How Much Roth Conversion I Should Do? (Joe, voice)
38:42 - How Can I Reduce My Required Minimum Distributions? (Joel, CA)
40:18 - How Can Minor Beneficiaries Avoid Probate? (Esther, San Francisco)
46:04 - YMYW Podcast Outro
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 the Lead Financial Planning Nerd at Kitces.com. In other words, he’s one of the savviest tax minds in the country. Jeff returns to the show today on Your Money, Your Wealth® podcast number 524 with Joe Anderson, CFP® and Big Al Clopine, CPA, with his thoughts on what will happen to taxes under the new administration, saving for retirement in a Roth IRA vs. a traditional IRA, managing inherited retirement accounts, and the future viability of Social Security. Plus, what should you do with required minimum distributions when you don't need the money to live on? How do you calculate the maximum amount you should convert from your retirement account to a tax-free Roth account, and how much should you convert - or not - to keep RMDs under control? Finally, how can minor beneficiaries avoid probate?
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 four percent rule for retirement withdrawals and whether there is anything we can do to stave off the effects of aging on our cognitive abilities. That’s today on Your Money, Your Wealth podcast number 523 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joe and Big Al do some retirement spitballing: can Jon in Pennsylvania retire early at age 56, and would it be better for him to take his pension monthly or as a lump sum? Steve and his wife in Colorado are 48 and 54 and have $3 million saved. When can they retire? Eager Eagle and his wife in Washington state have $2 million saved at ages 61 and 63. Can they retire next year?
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 four percent rule for retirement withdrawals and whether there is anything we can do to stave off the effects of aging on our cognitive abilities. That’s today on Your Money, Your Wealth podcast number 523 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joe and Big Al do some retirement spitballing: can Jon in Pennsylvania retire early at age 56, and would it be better for him to take his pension monthly or as a lump sum? Steve and his wife in Colorado are 48 and 54 and have $3 million saved. When can they retire? Eager Eagle and his wife in Washington state have $2 million saved at ages 61 and 63. Can they retire next year?
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
Hosts
Hosts of this podcast episode
Joe AndersonBig Al Clopine
Guests
Guests of this podcast episode
Dr. Wade Pfau
Keywords
Keywords of this podcast episode
retirement income styledistribution planningfour percent ruletax cutsannuitiesmarket volatilitywithdrawal strategyIRA401(k)
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 Wealth® today on podcast number 522 to talk about four different styles of retirement income, distribution planning and the four percent rule. Plus, what does Dr. Pfau think will happen with President Trump’s 2017 tax cuts, scheduled to sunset at the end of this year? What are Dr. Pfau’s thoughts on annuities as part of your retirement plan? Next, "Joe Anderson’s Top 5 Things" to help you manage the impact of all this market volatility on your portfolio. Also, Joe Anderson CFP® and Big Al Clopine, CPA spitball for "Al Bundy" in St. Louis: what withdrawal strategy makes sense for him, and what he should do with his IRA and 401(k) money?
01:00 - Retirement Income Style, Tax Laws, and Annuities with Dr. Wade Pfau
16:39 - What's the Future of Your Social Security? Watch Last Week's YMYW Podcast & Subscribe on YouTube
17:08 - Joe Anderson’s Top 5 Things: How to Manage Market Volatility
26:27 - Learn to Escape These 11 Tax Traps and You'll Save in Retirement on YMYW TV, Download the Tax Planning Guide
27:13 - What Should I Do With My IRA and 401(k)? I'm 61 and Have $10M. (Al Bundy, St. Louis)
00:00 - YMYW Podcast Outro
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 Wealth® today on podcast number 522 to talk about four different styles of retirement income, distribution planning and the four percent rule. Plus, what does Dr. Pfau think will happen with President Trump’s 2017 tax cuts, scheduled to sunset at the end of this year? What are Dr. Pfau’s thoughts on annuities as part of your retirement plan? Next, "Joe Anderson’s Top 5 Things" to help you manage the impact of all this market volatility on your portfolio. Also, Joe Anderson CFP® and Big Al Clopine, CPA spitball for "Al Bundy" in St. Louis: what withdrawal strategy makes sense for him, and what he should do with his IRA and 401(k) money?
