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WATCH as Joe Anderson, CFP® and Big Al Clopine, CPA answer your money questions with Producer Andi Last on the Your Money, Your Wealth® podcast. 

Subscribe and listen to full podcast episodes: https://link.chtbl.com/ymyw?sid=y

Got money questions of your own? Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-jo...

Your Money, Your Wealth

5:02

Spitballing a Spousal Social Security Claiming Strategy | YMYW Podcast

Your Money, Your Wealth

5:02

Spitballing a Spousal Social Security Claiming Strategy | YMYW Podcast

Your Money, Your Wealth

3:49

Do We Have to Register for Medicare If We Aren’t Going to Use it? | YMYW Podcast

Your Money, Your Wealth

3:49

Do We Have to Register for Medicare If We Aren’t Going to Use it? | YMYW Podcast

Your Money, Your Wealth

3:07

When Do Spouses Receive Social Security Benefits? | YMYW Podcast

Your Money, Your Wealth

4:12

Is Real Estate a Substitute for Bonds in a Diversified Investment Portfolio? | YMYW Podcast

Your Money, Your Wealth

6:47

State Pension Options: $21K at Age 55 Plus $13K Sick Time, or $30K at Age 62? | YMYW Podcast

Your Money, Your Wealth

5:13

Which Funds Should We Use to Bridge the Gap Until Collecting Social Security? | YMYW Podcast

Your Money, Your Wealth

8:02

Set-It-and-Forget-It Brokerage Investments for a 30-Something Investor? | YMYW Podcast

Your Money, Your Wealth

7:29

FIRE Retirement Spitball: Are We Screwing Up and Creating a Huge Future Tax Bill? | YMYW Podcast

Your Money, Your Wealth

6:39

SECURE Act 2.0 401(k) Employer Match Explained for Mere Mortals | YMYW Podcast

Your Money, Your Wealth

9:03

Who’s Right About My Roth Conversion Strategy, Me or My Financial Advisor? I YMYW Podcast

Your Money, Your Wealth

3:52

Will Paying for Home Remodel With Roth Conversion Funds Avoid Tax? I YMYW Podcast

Your Money, Your Wealth

5:50

Roth TSP to Roth IRA Rollover: Penalty-Free Withdrawals Before Age 59 and a Half? I YMYW Podcast

Your Money, Your Wealth

8:30

Mid-Cap Funds in a Balanced Portfolio, Real Estate Funds vs REITs, Annuities Vs Bonds | YMYW Podcast

Your Money, Your Wealth

4:09

What Causes Mutual Fund Prices to Fluctuate? I YMYW Podcast

Your Money, Your Wealth

6:35

Can We Trust Our Financial Advisor's Analysis and Retire? I YMYW Podcast

Your Money, Your Wealth

5:27

What’s More Important, Diversification or Low Fees? I YMYW Podcast

Your Money, Your Wealth

2:23

How is Taxable Account Growth Taxed? Should I Buy 8-Week Treasuries? | YMYW Podcast

Your Money, Your Wealth

3:51

Should My Wife Open a Roth IRA and Begin Roth Conversions? | YMYW Podcast

Your Money, Your Wealth

5:45

How Are Stock Futures Determined? Why Does Stock Price Matter? | YMYW Podcast

Your Money, Your Wealth

3:23

How to Maximize Tax Savings When Selling on eBay or at a Garage Sale? | YMYW Podcast

Your Money, Your Wealth

4:37

Pros and Cons of Employer Retirement Plan to IRA Rollover | YMYW Podcast

Your Money, Your Wealth

10:06

Asset Location: Where Should We Save $70K/Year for Early Retirement? | YMYW Podcast

Your Money, Your Wealth

4:44

Family Social Security Benefits Explained | YMYW Podcast

Your Money, Your Wealth

4:45

Is It Time to Reconsider Fixed Indexed Annuities? | YMYW Podcast

Your Money, Your Wealth

5:17

Social Security is at Risk. Collect While Working, Invest the Difference in Roth? | YMYW Podcast

Your Money, Your Wealth

5:02

Suggestions for a 40-Year-Old Considering Mini Early Retirement? | YMYW Podcast

Your Money, Your Wealth

6:19

How is My Trust Taxed? | YMYW Podcast

Your Money, Your Wealth

2:45

I’m 62. Can I Immediately Withdraw Money I Convert to Roth IRA? | YMYW Podcast

Your Money, Your Wealth

4:50

Should I Convert Traditional IRA Funds to Roth, or Invest? | YMYW Podcast

Your Money, Your Wealth

1:15

When Must You Take Required Minimum Distributions RMD in the Year You Turn 72? | YMYW Podcast

Your Money, Your Wealth

12:34

Roth Conversions to a Higher Tax Bracket Than in Retirement? What About IRMAA? | YMYW Podcast

Your Money, Your Wealth

3:16

Alternative Minimum Tax (AMT) Explained | YMYW Podcast

Your Money, Your Wealth

4:09

No Taxes Filed, No Credit History: What to Do With $100K? | YMYW Podcast

Your Money, Your Wealth

5:35

Pension Survivor Benefits vs. Life Insurance Retirement Spitball Analysis | YMYW Podcast

Your Money, Your Wealth

6:07

Dividends & the 4% Rule: Withdraw from Stocks, Bonds, or a Mix? | YMYW Podcast

Your Money, Your Wealth

7:50

Should We Buy Zero Coupon Municipal Bonds? | YMYW Podcast

Your Money, Your Wealth

4:35

If We Retire in 3 Years, Will Our Money Last Until Age 90? | YMYW Podcast

Your Money, Your Wealth

10:18

Health Insurance, Capital Gains, and Real Estate Strategy Retirement Spitball | YMYW Podcast

Your Money, Your Wealth

8:20

Keep Doing Roth Conversions, or More Charitable Qualified Distributions? | YMYW Podcast

Your Money, Your Wealth

8:35

5-Year Roth Clock: Do I Need a New Roth IRA for Each Roth Conversion? | YMYW Podcast

Your Money, Your Wealth

4:35

Social Security Earnings Limits Revisited | YMYW Podcast

Your Money, Your Wealth

7:40

Are We Behind on Our Retirement Savings? | YMYW Podcast

Your Money, Your Wealth

5:13

Stocks and Bonds Are Getting Crushed. Should I Move from Bonds to CDs? | YMYW Podcast

Your Money, Your Wealth

6:04

Claim a Tax Loss for an Unpaid Loan to a Start-Up, Pay No Tax on a Roth Conversion? | YMYW Podcast

Your Money, Your Wealth

6:18

New Research Says Young People Shouldn’t Save for Retirement?! | YMYW Podcast

Your Money, Your Wealth

4:10

Is It Tax Fraud if We Re-File Taxes for Student Loan Forgiveness? | YMYW Podcast

Your Money, Your Wealth

2:36

Solo 401(k) and Beyond: Retirement Savings Options for Independent Contractors | YMYW Podcast

Your Money, Your Wealth

3:11

Roth Conversion, Then Change Custodian - or Vice Versa? | YMYW Podcast

Your Money, Your Wealth

4:08

My State Retirement is Held at an Insurance Company. What Can I Do? | YMYW Podcast

Your Money, Your Wealth

7:13

Converting to Roth IRA in a Low-Earnings Year: How’s My Strategy? | YMYW Podcast

Your Money, Your Wealth

2:45

Should I Cash Out a 529 Plan for College Savings? | YMYW Podcast

Your Money, Your Wealth

5:02

Wouldn’t the Backdoor Roth Be Better for Long Term Portfolio Growth? | YMYW Podcast

Your Money, Your Wealth

6:42

Real Estate: Taxes, Depreciation, and the Primary Residence Exclusion | YMYW Podcast

Your Money, Your Wealth

4:01

How to Consolidate My Stock Portfolio and Minimize Capital Gains Tax? | YMYW Podcast

Your Money, Your Wealth

4:37

How Much to Take from Tax-Free, Taxable, and Tax-Deferred Accounts in Retirement? | YMYW Podcast

Your Money, Your Wealth

1:57

Can I Start a Roth IRA for My Twelve Year Old Kid? | YMYW Podcast

Your Money, Your Wealth

2:57

Would RMDs at Age 75 Be a Roth Conversion Game-Changer? | YMYW Podcast

Your Money, Your Wealth

3:53

Should Mom Do Roth Conversions to Lower Her Taxes in Retirement? | YMYW Podcast

Your Money, Your Wealth

4:21

IPO Tax Planning Spitball Analysis: Use a Donor-Advised Fund? | YMYW Podcast

Your Money, Your Wealth

5:58

Air Force to Commercial Pilot Retirement Spitball Analysis | YMYW Podcast

Your Money, Your Wealth

2:18

Social Security Income Limits Explained | YMYW Podcast

Your Money, Your Wealth

4:11

How to Claim Survivor Social Security Benefits: Not Sure If My Ex Has Passed | YMYW Podcast

Your Money, Your Wealth

7:18

Should We Cancel Our Life Insurance Policy? | YMYW Podcast | YMYW Podcast

Your Money, Your Wealth

7:40

Inherited Stretch IRA Strategies | YMYW Podcast

Your Money, Your Wealth

5:46

How Do Assets Pass to My Spouse in an Equitable Distribution State? | YMYW Podcast

Your Money, Your Wealth

3:15

Does the IRS Care If I Haven’t Paid Estimated Taxes Before Doing a Roth Conversion? | YMYW Podcast

Your Money, Your Wealth

8:03

How to Rebalance Bonds and Stocks in This Volatile Market? | YMYW Podcast

Your Money, Your Wealth

4:27

RMD: Required Minimum Distributions Explained | YMYW Podcast

Your Money, Your Wealth

4:16

How to Strategize for Future Tax Increases | YMYW Podcast

Your Money, Your Wealth

3:38

How is My Allocation of Bonds, Domestic Stocks, and International Stocks? | YMYW Podcast

Your Money, Your Wealth

3:59

How Much of a Single Stock Can I Sell and Pay No Capital Gains? | YMYW Podcast

Your Money, Your Wealth

4:15

Does High State Income Tax Impact My Retirement Saving Strategy? | YMYW Podcast

Your Money, Your Wealth

9:56

Retirement Spitball Analysis for Me, My Husband, and My Boyfriend? | YMYW Podcast

Your Money, Your Wealth

7:50

Does This Pave the Way for an Easy Backdoor Roth Contribution? | YMYW Podcast

Your Money, Your Wealth

3:46

How Are Inherited IRAs Taxed? | YMYW Podcast

Your Money, Your Wealth

4:13

What's the Best Way to Use a Capital Loss Carryover? | YMYW Podcast

Your Money, Your Wealth

6:28

Should I Buy a Condo and Rent It Out Until I Retire in 2 Years? | YMYW Podcast

Your Money, Your Wealth

3:41

Will Changing Jobs Blow Up My Backdoor Roth Strategy? | YMYW Podcast

Your Money, Your Wealth

2:11

Roth Conversion, Roth Contribution, AND Backdoor Roth All in the Same Year? | YMYW Podcast

Your Money, Your Wealth

5:24

Spousal Social Security Benefits and Delayed Retirement Credits Explained | YMYW Podcast

Your Money, Your Wealth

5:25

Widow's Tax: Single Vs. Married Tax Rates | YMYW Podcast

Your Money, Your Wealth

4:27

Can We Afford to Live by the Ocean in 10 Months? #RetirementSpitball | YMYW Podcast

Your Money, Your Wealth

16:47

Check My Retirement Plan Spitball Analysis Math | YMYW Podcast

Your Money, Your Wealth

4:41

Can We Invest in Our Hobby Farm at a Loss to Offset Tax on Huge Liquidity Event? | YMYW Podcast

Your Money, Your Wealth

3:39

Retired With High Income. Should We Convert $12.5M in IRAs to Roth? | YMYW Podcast

Your Money, Your Wealth

6:15

Backdoor Roth, Contributions, Conversions, and Income Limits Explained | YMYW Podcast

Your Money, Your Wealth

3:30

What’s My Next Move So I Can Retire Early By Age 50? | YMYW Podcast

Your Money, Your Wealth

4:30

What Happens to Our Retirement Accounts When We Pass? | YMYW Podcast

Your Money, Your Wealth

3:43

Can Dad Avoid a Tax Bill on Mom’s Vanguard 401(k)? | YMYW Podcast

Your Money, Your Wealth

10:49

What Will a Million Dollar Company Equity Event Do To My Taxes? | YMYW Podcast

Your Money, Your Wealth

11:31

Worst-Case Scenario Retirement Spitball Analysis | YMYW Podcast

Your Money, Your Wealth

5:20

Should We Do Roth Conversions and Pay Tax from Savings, or Wait for RMDs? | YMYW Podcast

Your Money, Your Wealth

6:06

Should I Wait to Do Roth Conversions Until I Retire at Age 60? | YMYW Podcast

Your Money, Your Wealth

8:43

Is The 7-Twelve Portfolio Too Diversified or Too Simplistic? | YMYW Podcast

Your Money, Your Wealth

6:48

Should Dad, 93, Open His First Roth and Convert $80K Before Tax Rates Change in 2026? | YMYW Podcast

Your Money, Your Wealth

2:09

I'm Contributing 15% Pretax, 5% Roth. Is This a Good Retirement Savings Mix? | YMYW Podcast

Your Money, Your Wealth

6:42

Roth Conversion or the Backdoor Roth Strategy? | YMYW Podcast

Your Money, Your Wealth

4:24

Rental Property 1031 Exchange Now, Primary Residence Later, Pay No Tax When We Sell? I YMYW Podcast