Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Making fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). 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...
Episodes (605)
Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth
We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth
4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth
When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth
He Has $10M and Can't Spend It. Here's Why. - 594
Your Money, Your Wealth
Roth vs. Traditional 401(k) at $275K Income: What's the Right Move? - 593
Your Money, Your Wealth
We Reverse-Engineered Their $6.5M Retirement. Here's What We Found - 592
Your Money, Your Wealth
Roth Conversions and RMDs: Are You Ready to Retire? - 591
Your Money, Your Wealth
Got a Pre-Tax Fortune? Nobody Warns You About the Retirement Tax Bomb - 590
Your Money, Your Wealth
Retirement Margin Loans: Is Buy, Borrow, Die Worth the Risk? - 589
Your Money, Your Wealth
$500K Income, $900K Saved: Will FIRE at 55 Work? - 588
Your Money, Your Wealth
Roth Conversions vs. RMDs: Which Tax Bill Hurts More? - 587
Your Money, Your Wealth
Roth Conversions: When to Pay Taxes NOW - 586
Your Money, Your Wealth
Don't Overcomplicate Retirement: Margin Loans, Whole Life, Roth Mistakes - 585
Your Money, Your Wealth
These Tax Strategies Let You Spend More in Retirement - 584
Your Money, Your Wealth
$1.6M in One Stock? Here's How to Get Out Without Getting Crushed - 583
Your Money, Your Wealth
Safe Withdrawal Rate Debate: How Much Can You REALLY Spend in Early Retirement?...
Your Money, Your Wealth
Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581
Your Money, Your Wealth
You Have Enough to Retire Before 60. Why Are You Still Working? - 580
Your Money, Your Wealth
Too Much 401k Money? The $3M Roth Conversion Problem - 579
Your Money, Your Wealth
The Retirement Question Every Couple Asks: Can We Afford It? - 578
Your Money, Your Wealth
This Early Retirement Strategy Could Be a Huge Mistake - 577
Your Money, Your Wealth
When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576
Your Money, Your Wealth
Die With Zero: Are You Giving Your Kids Too Much? - 575
Your Money, Your Wealth
When Should You Take Social Security? (Don't Screw This Up) - 574
Your Money, Your Wealth
Could You Retire Tomorrow If You Had To? - 573
Your Money, Your Wealth
Could You Lose Half Your Retirement Income to Taxes? - 572
Your Money, Your Wealth
Retire Early in Your 40s or 50s: Green Light or Reality Check? - 571
Your Money, Your Wealth
Retirement Planning for Aging Parents - and Can You Retire Early? - 570
Your Money, Your Wealth
Retirement Changes at These 5 Major Financial Crossroads - 569
Your Money, Your Wealth
Tax-Smart Investing at Every Age: Starting Young or Catching Up - 568
Your Money, Your Wealth
Rising Costs and Retirement Unknowns? Here's What to Do - 567
Your Money, Your Wealth
High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 5...
Your Money, Your Wealth
48 and Worried About Early Retirement? This Changes the Math - 565
Your Money, Your Wealth
Social Security Timing and When Family Wrecks Retirement - 564
Your Money, Your Wealth
How to Beat the "Fire Hydrant" of Future Taxes: YMYW Best of 2025 - 563
Your Money, Your Wealth
I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562
Your Money, Your Wealth
Retirement Finances Whether You're Married, Separated, or Single - 561
Your Money, Your Wealth
The Truth About High Income Investments and Retirement Safety - 560
Your Money, Your Wealth
Will Buying Your Dream Home Ruin Early Retirement? - 559
Your Money, Your Wealth
Roth IRA vs. Traditional IRA: Which is Better for Retirement Savings? - 558
Your Money, Your Wealth
UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
Your Money, Your Wealth
Roth Conversions vs. 0% Capital Gains Rate: a Retirement Tax Trap? - 556
Your Money, Your Wealth
Retiring Before Social Security? Consider These Portfolio Changes - 555
Your Money, Your Wealth
Change of Roth Plans for the New Senior Tax Bonus? Tax-Loss Wins? - 554
Your Money, Your Wealth
Should You Convert to Roth Before or After You Retire? - 553
Your Money, Your Wealth
Don't Let Money Anxiety Ruin Your Retirement - 552
Your Money, Your Wealth
Where Should You Take Retirement Money First If You've Saved $2M? - 551
Your Money, Your Wealth
Is Your Roth Conversion Timing All Wrong? (Financial Blunders) - 550
Your Money, Your Wealth
Can You Retire on $6 Million? Here's What It Looks Like - 549
Your Money, Your Wealth