Your Money, Your Wealth

Latest episodes

Showing 20 · updated from the feed

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

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you buy a house as a young person, without wrecking your long-t

Sep 15
36 min

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

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast 598, Joe Anderson, CFP® and

Sep 8
39 min

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

Chart trend

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

#1#45#88JunJulAugSep

#25

all-time peak

168

days in the top 50 since Nov 2024

Chart positions

Where Your Money, Your Wealth ranks today in each Apple Podcasts chart (US, Sep 18, 2026).

#54 ▼ 4 Investing US

What listeners say

A curated, balanced selection of Apple Podcasts reviews.

Been listening for 6 months and I really appreciate this group’s views on investing and their no-nonsense advice. They have great chemistry between the three and Joe never fails to completely screw up some (often several) words in reading the questions on the show. I appreciate the perspectives of both a CFP and a CPA, and enjoy listening to Andi and Al laugh at Joe while he laughs at himself. A lot of the questions come from people like my wife and I (have a big-assed wallet) and it’s good to hear tips and tricks to keep doing what we’re doing…even better.

sageofbaltimore · Jul 2026

I listen to a lot of retirement podcasts. I’m listen to them while I’m trying to go to sleep, but I have to stop doing that for this podcast because it kept me awake because I liked it so much. This is a really great podcast for people who want to get a better sense of practical issues that people who are retiring face. I do wish they had more people who have less than 5 million net worth but it’s still interesting to listen to.

Thaisajs · Apr 2026

Joe, Al, and Andi make a fantastic podcast (as do the others who pull it all together). I’ve been listening to them weekly for more than 3 years now. I’m still enjoying the side stories (Al’s Hawaiian vacations especially) and as I become more comfortable with the lingo I see why I appreciate their perspectives. We’ve worked hard to understand our financial future and likely needs, and their spit-ball analysis paints a picture of enjoying the fruits of that hard work. Keep it up!

*dOrY* · Apr 2026

One of my favorite podcasts, financial or otherwise. Love the no-filler, no-ads - just financial “spitballs”. Thanks!

Jenise H. · Mar 2026

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.