Your Money, Your Wealth

Chart trend

Position in the Investing chart (US), last 90 days.

#1#40#78JunJulAugSep

#25

all-time peak

165

days in the top 50 since Nov 2024

Latest episodes

Showing 20 · updated from the feed

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

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conver

Sep 1
40 min

4 Retirement Questions That Expose Real Money Risks - 596

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Each of the questions Joe Anderson, CFP® and Big Al Clopine, CPA are s

Aug 25
43 min

When to Claim Social Security and Why Full Roth Conversion Might be a Mistake - 595

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast number 595, Joe Anderson, CF

Aug 18
46 min

He Has $10M and Can't Spend It. Here's Why. - 594

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast number 594, Joe Anderson, CF

Aug 11
45 min

Roth vs. Traditional 401(k) at $275K Income: What's the Right Move? - 593

Paul and Angela in Florida are 52 and 45. What's the earliest the two of them can walk away from work at the same time, so Paul can spend a whole lot more time in the boa

Aug 4
45 min

We Reverse-Engineered Their $6.5M Retirement. Here's What We Found - 592

Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign

Jul 28
45 min

Roth Conversions and RMDs: Are You Ready to Retire? - 591

Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign

Jul 21
34 min

Got a Pre-Tax Fortune? Nobody Warns You About the Retirement Tax Bomb - 590

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast 590, Joe Anderson, CFP® and

Jul 14
45 min

Retirement Margin Loans: Is Buy, Borrow, Die Worth the Risk? - 589

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC The margin loan debate continues today on Your Money, Your Wealth® pod

Jul 7
44 min

$500K Income, $900K Saved: Will FIRE at 55 Work? - 588

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA spitball for three people p

Jun 30
48 min

Roth Conversions vs. RMDs: Which Tax Bill Hurts More? - 587

Financial Assessment (Meet with an experienced professional): https://bit.ly/YMYWassessC 11 rapid-fire spitballs today from Joe Anderson, CFP®, and Big Al Clopine, CPA,

Jun 23
44 min

Roth Conversions: When to Pay Taxes NOW - 586

Schedule a free financial assessment with an experienced professional at Pure Financial Advsiors: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_m

Jun 16
43 min

Don't Overcomplicate Retirement: Margin Loans, Whole Life, Roth Mistakes - 585

Financial Assessment (Meet with an experienced professional): https://bit.ly/YMYWassessC Free Financial Resources in This Episode: https://bit.ly/ymyw-585 (full show no

Jun 8
42 min

These Tax Strategies Let You Spend More in Retirement - 584

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Heidi from the Space Coast of Florida found a money-saving tidbit in a

Jun 2
47 min

$1.6M in One Stock? Here's How to Get Out Without Getting Crushed - 583

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting

May 26
46 min

Safe Withdrawal Rate Debate: How Much Can You REALLY Spend in Early Retirement? - 582

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast number 582, Joe Anderson, CF

May 19
43 min

Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC June in Washington State is 62 with $2.5 million saved and a $350,000

May 12
37 min

You Have Enough to Retire Before 60. Why Are You Still Working? - 580

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CF

May 5
45 min

Too Much 401k Money? The $3M Roth Conversion Problem - 579

Saving into Roth instead of traditional accounts to bring down required minimum distributions in retirement, and whether retiring early is in the cards: that's today on Y

Apr 28
46 min

The Retirement Question Every Couple Asks: Can We Afford It? - 578

"Chase and Ryder" are 56 and 55 with $5 million saved and huge pensions the day they retire. So why are they so nervous about pulling the trigger? That's today on Your Mo

Apr 21
43 min

Chart positions

Where Your Money, Your Wealth ranks today in each Apple Podcasts chart (US, Sep 5, 2026).

#63 ▼ 9 Investing US

What listeners say

A curated, balanced selection of Apple Podcasts reviews.

Love the new format where a topic is briefly tackled in the beginning of the show. I hope it continues.

Patrick.lee829 · Apr 2025

Love the podcast!! My wife referred me to you guys and I can’t get enough. Date night for us now is lighting candles, sipping a Chardonnay or Cabernet Sauvignon, and putting on your podcast 😆 🍷 We take a sip every time someone says Roth conversion or when Joe gets annoyed 😁

Mr. MX-5 · Aug 2024

I came across this podcast recently. It’s a great format where they discuss specific listener questions and “spitball” the situation for the listeners. This format helps illustrate the principles of retirement planning. The humor adds to the fun of listening and all 3 hosts have great chemistry with each other.

Niraj345 · Jun 2024

I’ve listened to YMYW every week for 3+ years. It’s my favorite personal finance podcast. One thing I like is that Joe and Al don’t always agree on the best approach. So you often get two perspectives on one topic.

KelCz · Feb 2024

Entertaining show with some useful input into retirement strategy. Understandably the “spitballs” are limited in the detail and scope they can provide, so suggestions can come across as repetitive after a few episodes. The feedback provided also is overly conservative at times, failing to consider all guaranteed income or diminished spending as you age when setting appropriate target withdrawal rates.

Wemby2024 · Mar 2024

We strive to present a balanced view by showing a diverse range of reviews from Apple Podcasts.