Your Money, Your Wealth

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Your Money, Your Wealth presents

Your Money, Your Wealth

On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at

  • Medicare, Social Security, and FIRE Early Retirement - 348

    October 19, 2021

    Medicare, Social Security, and FIRE Early Retirement - 348

  • What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

    October 12, 2021

    What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

  • Buying and Selling Your House or Real Estate - 346

    October 5, 2021

    Buying and Selling Your House or Real Estate - 346

  • Working or Retiring Abroad and Early Retirement Spitball - 345

    September 28, 2021

    Working or Retiring Abroad and Early Retirement Spitball - 345

  • It Could Be Over for the Mega Backdoor Roth IRA - 344

    September 21, 2021

    It Could Be Over for the Mega Backdoor Roth IRA - 344

  • HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343

    September 14, 2021

    HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343

  • Roth 401(k), Conversions, RMDs, and Cap Gains - 342

    September 7, 2021

    Roth 401(k), Conversions, RMDs, and Cap Gains - 342

  • Early Retirement Spitball Analysis - 341

    August 31, 2021

    Early Retirement Spitball Analysis - 341

  • Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340

    August 24, 2021

    Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340

  • Should We Do a Roth Conversion? - 339

    August 17, 2021

    Should We Do a Roth Conversion? - 339

  • What to Do When You Own Too Much of One Stock - 338

    August 10, 2021

    What to Do When You Own Too Much of One Stock - 338

  • Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337

    August 3, 2021

    Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337

  • How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336

    July 27, 2021

    How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336

  • Which States Are the Most Tax-Friendly in Retirement? - 335

    July 20, 2021

    Which States Are the Most Tax-Friendly in Retirement? - 335

  • Are We On Track for Retirement? Financial Plan Spitball Analysis - 334

    July 13, 2021

    Are We On Track for Retirement? Financial Plan Spitball Analysis - 334

  • Are Financial Advisors Really Worth the Money? - 333

    July 6, 2021

    Are Financial Advisors Really Worth the Money? - 333

  • Roth Conversions, Medicare, and Required Minimum Distributions - 332

    June 29, 2021

    Roth Conversions, Medicare, and Required Minimum Distributions - 332

  • What is the Best Age to Retire, Financially Speaking? - 331

    June 22, 2021

    What is the Best Age to Retire, Financially Speaking? - 331

  • Has the Government Ever Reduced Social Security Benefits? - 330

    June 15, 2021

    Has the Government Ever Reduced Social Security Benefits? - 330

  • How to Protect Investments Against a Stock Market Crash? - 329

    June 8, 2021

    How to Protect Investments Against a Stock Market Crash? - 329

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