Your Money, Your Wealth

By Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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Category: Investing

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Episodes: 483

Description

A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

Episode Date
FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482
May 21, 2024
Which Account Should Fund Living Expenses in Retirement? - 481
May 14, 2024
401(k) vs. Roth: Where to Save for Retirement - 480
May 07, 2024
Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479
Apr 30, 2024
How to Manage Taxes When You Win the Lottery - 478
Apr 23, 2024
What’s the Break-Even Point on Roth Conversions? - 477
Apr 16, 2024
Which Mortgage for Early Retirement? What is Private Credit? - 476
Apr 09, 2024
Is Your Retirement Withdrawal Rate Too High? - 475
Apr 02, 2024
How to Take the Uncertainty of Taxes Off the Table - 474
Mar 26, 2024
Does Your Financial Advisor Just Want to Collect Fees? - 473
Mar 19, 2024
Will Roth Conversions Put You On Track to Retire Early? - 472
Mar 12, 2024
How Much Should You Convert to Roth IRA? - 471
Mar 05, 2024
Spitballing Retirement for Fat Wallets - 470
Feb 27, 2024
401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469
Feb 20, 2024
How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468
Feb 13, 2024
What Does Retirement Look Like for You? - 467
Feb 06, 2024
Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466
Jan 30, 2024
Personal Finance 101: How to Teach Teens About Money - 465
Jan 23, 2024
Tax Strategies, Backdoor Roth, Buy vs. Rent - 464
Jan 16, 2024
Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463
Jan 09, 2024
Can You Retire Early at Age 50 or 60? - 462
Jan 02, 2024
Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
Dec 26, 2023
How to Invest: Bonds, CDs, and Roth Conversions - 460
Dec 19, 2023
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
Dec 12, 2023
Retirement Spending and Timing Your Mortgage Payoff - 458
Dec 05, 2023
How to Cut Your Taxes Before Year-End - 457
Nov 28, 2023
How to Bridge the Gap to Retirement Income: Pension Spitball - 456
Nov 21, 2023
Can High Earners Fund a Roth IRA Without Paying More Tax? - 455
Nov 14, 2023
Is Our Retirement Savings Enough to Ever Retire? - 454
Nov 07, 2023
No Retirement Advice or Recommendations, Just Spitballing - 453
Oct 31, 2023
Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
Oct 24, 2023
Mega Backdoor Roth Conversion 5-Year Rule and Bond Investing - 451
Oct 17, 2023
Retirement Withdrawals: What's a Safe Distribution Rate? - 450
Oct 10, 2023
What To Do With Your Employer-Sponsored Retirement Plan? - 449
Oct 03, 2023
Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448
Sep 26, 2023
Can You Shorten Your Working Years? - 447
Sep 19, 2023
DIY Early Retirement Planning - 446
Sep 12, 2023
Market Timing, Pension, & Roth Conversion Retirement Spitball - 445
Sep 05, 2023
What Are the Rules for Taking Money From a Roth IRA? - 444
Aug 29, 2023
Spitballing Retirement and Social Security for Worst Case Scenarios - 443
Aug 22, 2023
RSU, Mutual Funds, Bonds, and Annuities - 442
Aug 15, 2023
Early Retirement Withdrawals & Capital Gains Tax Explained - 441
Aug 08, 2023
Are Roth Conversions Really As Good as They Sound? - 440
Aug 01, 2023
$7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439
Jul 25, 2023
When Will You Be Able to Retire? - 438
Jul 18, 2023
Two Unspoken Assumptions About Collecting Social Security - 437
Jul 11, 2023
Invest or Pay Off the Mortgage? - 436
Jul 04, 2023
How to Maximize Your Inheritance: IRA Options and RMDs - 435
Jun 27, 2023
Ready to Retire? 5 Retirement Spitball Analyses - 434
Jun 20, 2023
Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433
Jun 13, 2023
Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432
Jun 06, 2023
How to Calculate Your Retirement Needs in Future Dollars - 431
May 30, 2023
How to Consider Your Pension Options for Retirement - 430
May 23, 2023
HSA to Roth, RMD Investing, and Social Security Strategies - 429
May 16, 2023
What to Do With Inheritance Money? - 428
May 09, 2023
Trust Issues, Death & Taxes: Estate Plan Spitball - 427
May 02, 2023
Spitballing Retirement Real Estate and Tax Strategies - 426
Apr 25, 2023
Annuity? CD? Money Market? Where to Invest for Safety - 425
Apr 18, 2023
Investments vs. Retirement Withdrawal Strategy, FDIC Insurance - 424
Apr 11, 2023
What to Do When There’s Too Much Money in Your Traditional IRA - 423
Apr 04, 2023
How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422
Mar 28, 2023
Roth Conversions & Retirement Spitball Analysis - 421
Mar 21, 2023
Mutual Funds vs. ETFs, SECURE 2.0 & Capital Gains Strategies - 420
Mar 14, 2023
How to Start Planning for Retirement - 419
Mar 07, 2023
“Will I Ever Be Able to Retire?” - 418
Feb 28, 2023
What to Do When You Get a Huge Pay Increase - 417
Feb 21, 2023
Set-and-Forget Investing, Real Estate vs. Bonds, Pension, Social Security and Medicare - 416
Feb 14, 2023
SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
Feb 07, 2023
Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414
Jan 31, 2023
Spitballing Diversified Portfolios for Retirement - 413
Jan 24, 2023
SECURE Act 2.0 & Retirement Rich, Cash Poor - 412
Jan 17, 2023
Bear Market Survival & the 5W1H of Roth Conversions: YMYW Best of 2022 - 411
Jan 10, 2023
Retirement Planning, Investing, and Tax Reduction Made Fun: YMYW Trailer
Jan 03, 2023
Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410
Dec 27, 2022
Who to Trust? Second Opinion Retirement Spitball - 409
Dec 20, 2022
Where to Save for Early Retirement? - 408
Dec 13, 2022
Fixed Indexed Annuities, RMDs, and Early Social Security - 407
Dec 06, 2022
How to Forecast Your Expenses in Retirement - 406
Nov 29, 2022
Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405
Nov 22, 2022
Roth IRA 5-Year Rules: How to Withdraw Money With No Taxes or Penalties - 404
Nov 15, 2022
Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403
Nov 08, 2022
Will Your Retirement Savings Last Until You're 90 Years Old? - 402
Nov 01, 2022
Should Young People Save for Retirement? - 401
Oct 25, 2022
Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400
Oct 18, 2022
Survivor Social Security and Lowering Taxes in Retirement - 399
Oct 11, 2022
How to Manage Financial Market Stress? With the Help of a Caddie - 398
Oct 04, 2022
Spitballing Retirement Planning in Your 40's & 50's - 397
Sep 27, 2022
Backdoor Roth, Investing, and Taxes - 396
Sep 20, 2022
Spitballing Early Retirement by the Ocean with Husband and Boyfriend - 395
Sep 13, 2022
How to Deal With Taxes When Income Goes Through the Roof - 394
Sep 06, 2022
Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393
Aug 30, 2022
How to Spitball Retirement Taxes and the 4% Rule - 392
Aug 23, 2022
Spitballing Retirement Planning in Your 30s - 391
Aug 16, 2022
Working After Retirement and Wealth Gifting Strategies - 390
Aug 09, 2022
Save for a Home or Save for Retirement? - 389
Aug 02, 2022
Pay Tax on This Move Now to Potentially Have More to Spend Later - 388
Jul 26, 2022
A Model Retirement Plan Spitball Analysis - 387
Jul 19, 2022
Should We Hold Off on Retiring Until the Markets Recover? - 386
Jul 12, 2022
Bonds and Series I Bonds, High Inflation, and High Interest Rates - 385
Jul 05, 2022
Can We Retire Soon? Retirement Spitball Analysis - 384
Jun 28, 2022
Where to Find Retirement Income When the Stock Market Freaks Out - 383
Jun 21, 2022
Where Should You Save for Retirement? Where Does Real Estate Fit? - 382
Jun 14, 2022
Don’t Retire Until You Can Answer These Five Practical Questions - 381
Jun 07, 2022
How to Ditch a Bad SIMPLE IRA? What's a Prohibited Transaction? - 380
May 31, 2022
6 Money Strategies for Down Markets Depending on Your Goals - 379
May 24, 2022
Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378
May 17, 2022
Roth IRA, 457, TSP, and Retire Early Spitball - 377
May 10, 2022
Self-Employed Retirement, Fixed Index Annuities, and Investment Property - 376
May 03, 2022
Roth Conversion Retirement Spitball Analysis - 375
Apr 26, 2022
Annuities, Social Security, and Real Estate Taxes - 374
Apr 19, 2022
Can We Retire Early? Investing and Retirement “Rothification” - 373
Apr 12, 2022
Retirement Spitball: Social Security, Pension, and Self-Employed - 372
Apr 05, 2022
When Must You Pay Roth Conversion Taxes? - 371
Mar 29, 2022
Taxes and Real Estate Investing Explained - 370
Mar 22, 2022
Should You Claim Social Security Early? - 369
Mar 15, 2022
Why Is It So Difficult to Time the Market? - 368
Mar 08, 2022
Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367
Mar 01, 2022
Roth Conversions vs. Roth Contributions - 366
Feb 22, 2022
Real Estate Investing: What Are Cash-on-Cash and Cap Rate? - 365
Feb 15, 2022
Covered Call Investing Strategies Explained, RMDs, and Social Security Taxation - 364
Feb 08, 2022
Stock Acquisition, HSA, AMT, TSP, RSU, and Trust as Retirement Beneficiary - 363
Feb 01, 2022
Early Retirement, Roth Conversion Tax: YMYW Best of 2021 - 362
Jan 25, 2022
Financially Able But Afraid to Retire - 361
Jan 18, 2022
Should You Invest in the Stock Market or Buy Real Estate? - 360
Jan 11, 2022
Social Security Benefits for Spouses, Ex-Spouses, and Survivors - 359
Jan 04, 2022
Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
Dec 28, 2021
Does the 5 Year Rule Apply to Each Roth Conversion? - 357
Dec 21, 2021
Spitballing Retirement and the Build Back Better Tax Proposal - 356
Dec 14, 2021
Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355
Dec 07, 2021
Retirement Pension Lump Sum or Monthly Annuity Payment? - 354
Nov 30, 2021
Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
Nov 23, 2021
Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352
Nov 16, 2021
Estate Planning, Social Security, and TSP to Roth Conversions - 351
Nov 09, 2021
Spitballing the Sequence of Retirement Savings - 350
Nov 02, 2021
How to Pay the Tax on a Roth Conversion - 349
Oct 26, 2021
Medicare, Social Security, and FIRE Early Retirement - 348
Oct 19, 2021
What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
Oct 12, 2021
Buying and Selling Your House or Real Estate - 346
Oct 05, 2021
Working or Retiring Abroad and Early Retirement Spitball - 345
Sep 28, 2021
It Could Be Over for the Mega Backdoor Roth IRA - 344
Sep 21, 2021
HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
Sep 14, 2021
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
Sep 07, 2021
Early Retirement Spitball Analysis - 341
Aug 31, 2021
Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
Aug 24, 2021
Should We Do a Roth Conversion? - 339
Aug 17, 2021
What to Do When You Own Too Much of One Stock - 338
Aug 10, 2021
Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
Aug 03, 2021
How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
Jul 27, 2021
Which States Are the Most Tax-Friendly in Retirement? - 335
Jul 20, 2021
Are We On Track for Retirement? Financial Plan Spitball Analysis - 334
Jul 13, 2021
Are Financial Advisors Really Worth the Money? - 333
Jul 06, 2021
Roth Conversions, Medicare, and Required Minimum Distributions - 332
Jun 29, 2021
What is the Best Age to Retire, Financially Speaking? - 331
Jun 22, 2021
Has the Government Ever Reduced Social Security Benefits? - 330
Jun 15, 2021
How to Protect Investments Against a Stock Market Crash? - 329
Jun 08, 2021
Should People in High Tax Brackets Save in Roth Retirement Accounts? - 328
Jun 01, 2021
How to Avoid a Tax Time Bomb: Retirement Plan Spitball Analysis - 327
May 25, 2021
How to Get Tax-Free Growth on Investments for Life - 326
May 18, 2021
Capital Gains Tax Vs. Ordinary Income Tax Explained - 325
May 11, 2021
Which Asset Classes Are Good Investments to Hedge Against Inflation? - 324
May 04, 2021
Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323
Apr 27, 2021
Pay Down the Mortgage or Buy Long Term Care Insurance? - 322
Apr 20, 2021
Inflation, Variable Annuities, Real Estate: How to Invest Against Risk - 321
Apr 13, 2021
Early Retirement: Can You Afford to Retire Now? - 320
Apr 06, 2021
Roth IRA Excess Contributions and the Pro-Rata Rule - 319
Mar 30, 2021
Firefighters' Retirement Plan Spitballing, Annuities, and RMDs - 318
Mar 23, 2021
Charitable Giving and Roth Conversion Retirement Tax Strategies - 317
Mar 16, 2021
Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316
Mar 09, 2021
Are These Three Investment Products Too Good To Be True? - 315
Mar 02, 2021
Is the Backdoor Roth IRA a Good Strategy For You? - 314
Feb 23, 2021
Are You Financially Ready for Retirement? - 313
Feb 16, 2021
"Super Roth": Should You Overfund Supplemental Executive Retirement Plan Insurance? -312
Feb 09, 2021
Social Security, Medicare, HSA and Roth Conversions - 311
Feb 02, 2021
[SPECIAL] GameStop: Stocks Gone Wild! Should You Join the Day Trading Craze? - 310a
Jan 29, 2021
What's the Best Way to Take Retirement Distributions? - 310
Jan 26, 2021
Retirement Plan Spitball Analyses for Side Hustles, Clergy & Grandkids - 309
Jan 19, 2021
How to Do the Mega Backdoor Roth IRA - 308
Jan 12, 2021
How to Choose Your Pension Options and Retirement Withdrawal Strategy - 307
Jan 05, 2021
Social Security, Medicare and Real Estate - 306
Dec 29, 2020
What’s the Best Retirement Withdrawal Strategy? - 305
Dec 22, 2020
5 Last Minute Ways to Cut Your 2020 Taxes - 304
Dec 15, 2020
How to Use Tax Diversification in Your Retirement Portfolio - 303
Dec 08, 2020
Should You Pay Off the Mortgage? First Consider Your Tax Strategy - 302
Dec 01, 2020
Borrow Money to Pay Tax on a Roth IRA Conversion? - 301
Nov 24, 2020
Top Funniest Moments From the Your Money Your Wealth Podcast - 300
Nov 17, 2020
Rental Real Estate Property: How to Calculate Cap Rates and Depreciation - 299
Nov 10, 2020
Retirement Portfolio Strategies and Making Sense of Fees - 298
Nov 03, 2020
The Barn Door, Garage Door, Mega Backdoor Roth IRA Conversion - 297
Oct 27, 2020
YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296
Oct 20, 2020
All About the Backdoor Roth IRA Strategy - 295
Oct 13, 2020
Rebalancing Your Retirement Portfolio in Market Downturns - 294
Oct 06, 2020
Backdoor Roth Conversions and Investing for Kids - 293
Sep 29, 2020
Will Estate Tax Law Changes Affect Your Family Financial Plan? - 292
Sep 22, 2020
Roth Conversions, Annuities and Inherited IRAs - 291
Sep 15, 2020
Market Timing and Day Trading in a Roth IRA? - 290
Sep 08, 2020
Backdoor Roth IRA Conversions, Stimulus and Self-Employed Retirement -289
Sep 01, 2020
YMYW Spitball Analysis 2: Retirement and Social Security - 288
Aug 25, 2020
Roth Conversion Tax Planning Strategies and Annuities - 287
Aug 18, 2020
Dividend-Paying Stocks and Investing Strategies at All Ages - 286
Aug 11, 2020
New Stimulus Check & Coronavirus Relief Package On the Way? - 285
Aug 04, 2020
What Is Your Retirement Number? YMYW Spitball Retirement Analysis - 284
Jul 28, 2020
Tax Gain Harvesting, Active vs. Passive Investments… and Roth Conversions - 283
Jul 21, 2020
How to Do a Roth Conversion and Pay Taxes On It - 282
Jul 14, 2020
Will These Three Things Affect Your Social Security? - 281
Jul 07, 2020
Are These Retirement Investment Strategies On Track? - 280
Jun 30, 2020
Real Estate, Roth Conversions, and Social Security - 279
Jun 23, 2020
Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278
Jun 16, 2020
Roth IRA Conversion and Contribution Rules - 277
Jun 09, 2020
Pre-Tax or Roth Contributions for Retirement Savings? - 276
Jun 02, 2020
Social Security WEP, GPO & Roth IRA Conversion Strategies - 275
May 26, 2020
CARES Act: Distributions, RMDs & Dependents - 274
May 19, 2020
Real Estate, Roth Conversions & Annuities - 273
May 12, 2020
Asset Location: Where Should You Hold Retirement Investments? - 272
May 05, 2020
4 Financial Strategies from the Stimulus Package - 271
Apr 28, 2020
In Market Volatility, Beware of Annuity Pitches - 270
Apr 21, 2020
Revisiting Roth IRA Conversion Strategies - 269
Apr 14, 2020
CARES Act: What's in the Coronavirus Stimulus Package - 268
Apr 07, 2020
Analyzing 5 Investing Strategies for Volatile Markets - 267
Mar 31, 2020
Tax Brackets Explained: How Much Are You Really Paying in Taxes? - 266
Mar 24, 2020
Bear Market Investing Strategies and Revisiting the 5-Year Roth IRA Withdrawal Rules - 265
Mar 17, 2020
How Much of Your Net Worth Should Be in Cash? - 264
Mar 10, 2020
7 Roth Conversion Strategies - 263
Mar 03, 2020
What's the Right Retirement Asset Allocation for You? - 262
Feb 25, 2020
Real Estate Investing: How to Find Bread & Butter Rental Properties - 261
Feb 18, 2020
When is the Tax Deadline for a Roth Conversion? - 260
Feb 11, 2020
"Collect Social Security at Age 70" is Common Advice. Why? - 259
Feb 04, 2020
International Funds, Safe Investments, 1031 Exchange: Email Round-Up - 258
Jan 28, 2020
Why Not Just Go All in On VTSAX, Vanguard’s Total Stock Market Index Fund? - 257
Jan 21, 2020
Your SECURE Act Retirement Questions Answered - 256
Jan 14, 2020
Breaking Down the Confusing 5-Year Roth Clock Rules - 255
Jan 07, 2020
Roth Conversions from a Thrift Savings Plan TSP? - 254
Dec 31, 2019
Rules for Your Retirement Savings and Distributions Are Changing - 253
Dec 24, 2019
Strategies for Social Security, Annuities, and Inherited Assets - 252
Dec 17, 2019
Should You Convert to Roth IRA All at Once or Over Time? - 251
Dec 10, 2019
Tanja Hester on the Flexibility of Financial Independence - 250
Dec 03, 2019
What’s the Break-Even on a Retirement Roth IRA Conversion? - 249
Nov 26, 2019
Is a Roth Conversion Affected By Social Security? - 248
Nov 19, 2019
How to Talk to Mom & Dad About Their Money - 247
Nov 12, 2019
Why This Life Insurance Is for the Most Part a Scam - 246
Nov 05, 2019
Is It Time to Fire Your Financial Advisor? - 245
Oct 29, 2019
5 Unique Social Security Questions Answered - 244
Oct 22, 2019
The Truth About Indexed Universal Life Insurance - 243
Oct 15, 2019
Investing the Money from a Real Estate Sale - 242
Oct 08, 2019
Answers to Your Top Roth Conversion Questions - 241
Oct 01, 2019
How to Choose Your Own Financial Independence Adventure - 240
Sep 24, 2019
How Should You Invest? As Always, It Depends - 239
Sep 17, 2019
Roth Conversions, Life Insurance & More: Email Round-Up - 238
Sep 10, 2019
Mad at the Roller Coaster? Then You Don't Understand the Ride - 237
Sep 03, 2019
How Much Can You Spend When You're On FIRE? - 236
Aug 27, 2019
Recession and the Inverted Yield Curve - 235
Aug 20, 2019
Tax Postcard, Stretch IRAs & Life Insurance for Education - 234
Aug 13, 2019
Using Alternative Investments to Boost Portfolio Returns? - 233
Aug 06, 2019
Time to Dial Down Risk and Do a Roth Conversion? - 232
Jul 30, 2019
Appreciate How Good the Economy is Now - 231
Jul 23, 2019
The Effect of the Media on Financial Markets - 230
Jul 16, 2019
Strategies for Social Security, Gifting, and Estimated Taxes - 229
Jul 09, 2019
Liz Ann Sonders: Investing in the Face of Recession - 228
Jul 02, 2019
This Retiree Helps Golfers Reach the Big Time - 227
Jun 25, 2019
Medicare Beginner’s Guide: What You Need to Know Now - 226
Jun 18, 2019
Real Estate Investing: Should You Buy Raw Land? - 225
Jun 11, 2019
New Retirement Legislation: Death to the Stretch IRA? - 224
Jun 04, 2019
Financial Independence Retire Early Hits the Big Screen - 223
May 29, 2019
How to Be Like the Millionaire Next Door - 222
May 21, 2019
How to Hedge Risk From the Brothel to the Surfboard - 221
May 14, 2019
Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220
May 07, 2019
Standup Comedy: Gid Pool's Retirement Hustle - 219
Apr 30, 2019
3 Ways to Turn Your Financial Negatives Into Positives - 218
Apr 23, 2019
How to Use Rental Real Estate to Build Legacy Wealth - 217
Apr 16, 2019
Here's What to Do When You're a Victim of Debit Card Fraud - 216
Apr 09, 2019
Will Trump's Latest Proposals Reduce Student Loan Debt? - 215
Apr 02, 2019
The Real Keys to Being Rich and Truly Wealthy - 214
Mar 26, 2019
Social Security Changes in 2019 - 213
Mar 19, 2019
Problems With the Arguments Against Roth IRAs - 212
Mar 12, 2019
Retire Early Without Pinching Pennies - 211
Mar 05, 2019
“Hold It” Until You're Purple to be a Better Investor - 210
Feb 26, 2019
Are These Two Funds the Only Ones You Need for Life? - 209
Feb 19, 2019
Spousal Social Security Claiming Strategies You Need to Know - 208
Feb 12, 2019
This Myth is the #1 Barrier to Financial Freedom - 207
Feb 05, 2019
How to Avoid the Five Horsemen of the Retirement Apocalypse - 206
Jan 29, 2019
5 Key Attributes That Make Millionaires Successful - 205
Jan 23, 2019
Liz Ann Sonders: Recession Inevitable, the Question is When? - 204
Jan 15, 2019
Sex and Immigration: How Do They Affect Social Security? - 203
Jan 08, 2019
4 Simple Ways to Keep Your New Year’s Resolutions - 202
Jan 01, 2019
7 Benefits of the Federal Reserve Interest Rate Hikes - 201
Dec 26, 2018
How to Avoid the Top 8 Holiday Scams of 2018 - 200
Dec 18, 2018
How to Use Leverage to Reduce Risk and Increase Returns - 199
Dec 11, 2018
7 Tips and Financial Benefits for Military Families - 198
Dec 04, 2018
Mobile Home Parks: Is This Undiscovered Real Estate Investment Right For You? - 197
Nov 27, 2018
Living Beyond Your Means Now? You’ll Live Beneath Your Means In the Future - 196
Nov 20, 2018
Do These 9 Simple Things to Improve Your Retirement - 195
Nov 13, 2018
Apple, Spotify and RMDs Feeling Volatile Markets - 194
Nov 06, 2018
Why Market Corrections Are a Good Thing - 193
Oct 30, 2018
Jean Chatzky on the Big Shift to Women in Financial Power - 192
Oct 23, 2018
Tempted to Panic and Sell? Do These 3 Things Instead - 191
Oct 16, 2018
4 Roth Conversion Options for Tax-Free Portfolio Growth - 190
Oct 09, 2018
IRA Basics: What You Need to Know About Individual Retirement Accounts - 189
Oct 02, 2018
Risks and Rewards of Vacation Rentals and Real Estate Investing - 188
Sep 25, 2018
Trump Retirement Security Executive Order: Small Business Opportunities and Concerns - 187
Sep 18, 2018
Stop Spending Money the Wrong Way: 77 Days to Financial Happiness - 186
Sep 11, 2018
What You Need to Know About Social Security and Making Money - 185
Sep 04, 2018
How to Manage 8 Risks That Can Derail Your Retirement - 184
Aug 28, 2018
Your 2018 Taxes: 10 Ways to Prepare and Save - 183
Aug 22, 2018
How to Cure the Investing Disease of Fear and Greed - 182
Aug 14, 2018
Are More Trump Tax Cuts and Big 401(k) & IRA Changes On the Way? - 181
Aug 07, 2018
Why Do You Need To Understand Financial Markets? - 180
Jul 31, 2018
Can Risk Revolutionize How You Work? - 179
Jul 24, 2018
The Best Investors and Their Worst Investing Mistakes - 178
Jul 17, 2018
50 Or Older? Don't Skip These 5 Key Retirement Questions - 177
Jul 10, 2018
Use This Quick Calculation to See If You're on Track for Retirement - 176
Jul 04, 2018
How to Rock Retirement With The Retirement Answer Man - 175
Jun 26, 2018
Will Cryptocurrencies Disrupt Real Estate Investing? - 174
Jun 19, 2018
Life Insurance, Long Term Care, Annuities, and Ranting About Reddit - 173
Jun 12, 2018
How Much Can You Really Spend in Retirement? - 172
Jun 06, 2018
Jonathan Clements on The Secret to Defeating Ingrained Financial Failure Instincts - 171
May 29, 2018
Can Market Predictors Make You a Better Investor? - 170
May 22, 2018
Sell in May and Go Away: Can You Time the Market? - 169
May 15, 2018
3 Ways a Reverse Mortgage Can Supercharge Your Retirement - 168
May 08, 2018
Money & Divorce: 14 Disastrous Mistakes That Will Steal Your Financial Dignity - 167
May 02, 2018
From Consumer to Creator: How to Reach Financial Independence - 166
Apr 24, 2018
250 Creative Ways to Save and Make More Money - 165
Apr 17, 2018
How to Be Financially Alert and on FIRE at Age 36, Even With Market Volatility - 164
Apr 10, 2018
6 Things to Look For When Buying Investment Property - 163
Apr 03, 2018
She Saves $85,000 Annually. Learn Jamila Souffrant's Secrets -162
Mar 27, 2018
Ditch Your Debt: Join the Student Loan Debt Movement - 161
Mar 20, 2018
10 Commandments of Retirement from The Retirement Manifesto - 160
Mar 15, 2018
16 Money Tips and Mind Tricks from The Broke Millennial - 159
Mar 09, 2018
The Seven Secrets for a Happy, Successful Retirement - 158
Mar 07, 2018
Pay Off Debt, Starve and Stack, Retire Rich & Happy - 157
Mar 02, 2018
Don’t Scream “Get Me Out!” How to Stomach Market Dips - 156
Feb 22, 2018
These 6 Things Help You Avoid a Miserable Retirement - 155
Feb 15, 2018
SPECIAL: Market Volatility and Corrections - 154
Feb 13, 2018
How To Successfully Retire at 41 - 153
Feb 11, 2018
7 Changes to Social Security You Need to Know - 152
Feb 04, 2018
Bitcoin, Blockchain and Cryptocurrency: Everything You Need to Know - 151
Jan 28, 2018
Opportunities, Challenges and Tricks Coming From Trump's New Tax Law - 150
Jan 21, 2018
How To Capitalize On The Goldilocks Economy in 2018 - 149
Jan 14, 2018
How To Tailor Your Retirement Income Strategy - And Why You Need To - 148
Jan 07, 2018
12 Things You Need To Know About Trump's New Tax Law - 147
Dec 31, 2017
Millennials Want A Flex Life Over Financial Peace - 146
Dec 24, 2017
What You Need To Know Before You Buy or Sell Gold - 145
Dec 17, 2017
8 Ways To Avoid Holiday Debt Hangover & Save Big Cash - 144
Dec 10, 2017
9 Retirement Tips If You Don’t Plan To Retire - 143
Dec 03, 2017
Use These Tax Deductions Now, They May Be Gone In 2018 - 142
Nov 23, 2017
Trump Tax Cuts? False. Try Tax Increases. - 141
Nov 20, 2017
A Last Minute Feel-Good Way to Reduce Your 2017 Taxes - 140
Nov 13, 2017
How To Live A Luxe Life & Still Save Money - 139
Nov 06, 2017
Losing Money Sucks. Time For Asset Protection - 138
Oct 30, 2017
FIRE & The Retirement Manifesto: What Will You Do With Your Free Time? - 137
Oct 23, 2017
How To Rescue Yourself From Hitting Financial Rock Bottom - 136
Oct 16, 2017
Trump Tax Reform: More Jobs, Fairer Taxes, Bigger Paychecks? - 135
Oct 09, 2017
Millennial Money Founder Side-Hustled To a Million In 5 Years - 134
Oct 02, 2017
The Truth About Reducing Your Taxes Through Charitable Giving - 133
Sep 25, 2017
3 Dimensions of Expected Returns: Size, Price and Profitability - 132
Sep 18, 2017
Mind The Gap: How To Make More Than You Spend In Retirement - 131
Sep 11, 2017
How to Turn $3,000 into $50 Million - 130
Sep 04, 2017
How To Fix Retirement Savings and Social Security - 129
Aug 28, 2017
Exposing Wall Street Marketing BS - 128
Aug 21, 2017
3 Retirement Tips From the Very Rich - 126
Aug 07, 2017
Finance For Normal People - 125
Jul 31, 2017
6 Simple Reasons You Should Balance Your Life - 124
Jul 24, 2017
Top 10 Tax Saving Strategies - 123
Jul 17, 2017
Is Stock Picking Dying Because There Are Fewer Stocks? - 122
Jul 10, 2017
Are You Retirement Ready? Calculate Your Power Percentage To Find Out - 121
Jul 03, 2017
Money Secrets of the Super Wealthy With Paul Sullivan - 120
Jun 26, 2017
Want To Be Stacking Benjamins? Do Nothing - 119
Jun 19, 2017
7 Mistakes New Real Estate Investors Make - 118
Jun 12, 2017
Using Reverse Mortgages To Secure Retirement with Dr. Wade Pfau - 117
Jun 05, 2017
Beat The Market, Save, Retire At 30? - 116
May 29, 2017
The Value of Debt in Building Wealth - 115
May 22, 2017
The Investing Lie Wall Street Needs You To Believe - 114
May 15, 2017
Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You? - 113
May 08, 2017
Investor Psychology: You Can Be Right And Still Be a Moron - 112
May 01, 2017
The Trump Effect On The Markets - 111
Apr 17, 2017
10 Tax Mistakes That Could Cost You Huge Penalties — Or Worse - 110
Apr 10, 2017
6 Steps To Get Super Rich & Work Your Wealth - 109
Apr 03, 2017
Understanding Social Security & Donald Trump’s Tax Return - 108
Mar 26, 2017
Teaching Kids Economics With Author Michelle Balconi - 107
Mar 20, 2017
6 Small Business Retirement Plans From Easy to Complicated - 106
Mar 13, 2017
8 IRA Mistakes That Can Mess Up Your Retirement - 105
Mar 06, 2017
Portfolio Diversification Using Factor-Based Investing - 104
Feb 27, 2017
Do You Really Need a Financial Advisor? - 103
Feb 20, 2017
How To Retire Early and 7 Retirement Rules For Anyone Over 50 - 102
Feb 13, 2017
Stretch IRA's and The Business of Family - 101
Feb 11, 2017
8 Proven Ways to Boost Your Retirement Income - 100
Jan 28, 2017
7 Reasons to Say Yes to a Roth IRA - 99
Jan 28, 2017
The Value of Debt | Interview with Tom Anderson - 98
Jan 21, 2017
18 Questions to Ask Yourself Before You Retire - 97
Jan 21, 2017
All About The 401(k) - 95
Jan 14, 2017
The Thin Green Line | Interview with Paul Sullivan - 96
Jan 14, 2017
Family, Inc | Interview with Douglas P. McCormick - 94
Jan 07, 2017
Rachel Sheedy on Inheriting IRAs - 93
Jan 07, 2017
2016 Year in Review - 92
Dec 31, 2016
What's the Difference Between a TSP and a Roth IRA? - 91
Dec 17, 2016
Tax-Saving Moves to Make Before Dec. 31st - 90
Dec 17, 2016
Will IRA Contributions Reduce Your Tax Burden? - 89
Dec 11, 2016
12 Ways You Could Go Broke in Retirement - 88
Dec 11, 2016
Is the Tax Code Changing? - 87
Dec 03, 2016
Joe Saul-Sehy from Stacking Benjamins - 86
Nov 26, 2016
6 Questions to Ask If You're Ready for Retirement - 85
Nov 26, 2016
Pros and Cons of Rolling a Retirement Account Into an IRA - 84
Nov 19, 2016
Are You Ready for Retirement? Answer These Questions to Find Out - 83
Nov 19, 2016
Money for the Rest of Us | Interview with J. David Stein- 82
Nov 12, 2016
Taxes under President Trump - 81
Nov 12, 2016
The Value of a Financial Planner with Joe Saul-Sehy - 80
Nov 05, 2016
7 Scary Retirement Moves - 79
Nov 05, 2016
Propositions That May Impact Californians' Finances - 78
Oct 29, 2016
What is the Social Security Spousal Benefit? - 77
Oct 29, 2016
How Bond Investments Work - 76
Oct 22, 2016
Social Security Strategies Explained - 75
Oct 22, 2016
Investing for Retirement Questions Answered - 74
Oct 15, 2016
Best Time to Take Social Security Benefits - 73
Oct 15, 2016
How to Pick the Right Target-Date Fund - 72
Oct 08, 2016
Tapping Into Your Home Equity With a Reverse Mortgage - 71
Oct 08, 2016
Laws of Wealth | Interview with Dr. Daniel Crosby - 70
Oct 01, 2016
Will Your Taxes Get Audited? - 69
Oct 01, 2016
8 Financial To-Dos Before Year-End - 68
Sep 24, 2016
Can I Roll My Solo 401(k) to a Simple 401(k)? - 67
Sep 24, 2016
Where the Presidential Candidates Stand on Taxes - 66
Sep 17, 2016
5 Lessons to Learn from Wealthy Investors - 65
Sep 17, 2016
Best & Worst Boomers’ Retirement Plans - 64
Sep 10, 2016
Cracking Down on the ‘Mega-Roth’ - 63
Sep 10, 2016
Factor-Based Investing with Larry Swedroe - 63
Sep 03, 2016
Why Save for Retirement in a 401(k)? - 61
Sep 03, 2016
Pension Vs. Lump Sum, 401k Rules, and the Fiduciary Standard - 60
Aug 27, 2016
6 Ways to Reduce Your RMDs - 59
Aug 27, 2016
Financial Planning in Your 20s and Controlling Income Taxes - 58
Aug 20, 2016
Traditional Retirement is Dead. Now What? - 57
Aug 20, 2016
Answers to Financial Questions You’re Afraid to Ask - 56
Aug 13, 2016
3 Reasons to Ignore Presidential Candidates’ Economic Promises - 55
Aug 13, 2016
Beware of the New 60-Day Rollover Rules - 54
Aug 07, 2016
Avoiding 6 Costly Retirement Planning Mistakes - 53
Aug 06, 2016
What You Need to Know Before Choosing a Financial Advisor - 52
Jul 30, 2016
Is It the End for These Tax-Saving Strategies? - 51
Jul 30, 2016
Why You Shouldn’t Time the Market - 50
Jul 23, 2016
Stock Markets: Past & Present - 49
Jul 23, 2016
Tools for Intelligent Charitable Giving - 48
Jul 16, 2016
Rising Cost of Living + Medicare Q & A - 47
Jul 16, 2016
US Election, Brexit & the Stock Market - 46
Jul 09, 2016
Social Security Changes: Are You Grandfathered In? - 45
Jul 09, 2016
10 Common IRA Mistakes You Don’t Want to Make - 44
Jul 02, 2016
How to Solve the US Retirement Crisis - 43
Jul 02, 2016
How DOL Fiduciary Rule Change Will Impact Retirement Accounts - 42
Jun 25, 2016
What Brexit Means for Your Investments - 41
Jun 25, 2016
Active vs Passive Investing | Interview with Larry Swedroe - 40
Jun 18, 2016
How to Create a Retirement Income Distribution Plan - 39
Jun 18, 2016
Investing During an Election Year - 38
Jun 11, 2016
New Retirement Proposals Could Be Costly for High Earners - 37
Jun 11, 2016
Recreating the 401(k) & the Disappearing Pension - 36
Jun 04, 2016
Mistakes to Avoid in Managing Assets for Estates - 35
Jun 04, 2016
Is ‘Sell in May, Go Away’ Good Advice? - 34
May 28, 2016
How Stocks Perform in an Election Year - 33
May 28, 2016
Investing Q & A’s + Tax Quiz - 32
May 21, 2016
15 Mistakes People Make in Retirement - 31
May 21, 2016
Retirement Realities vs Retirement Myths - 30
May 14, 2016
9 Ways to Build Your Wealth in Your 50’s - 29
May 14, 2016
Retirement Errors That Will Crush Your Investment Gains - 28
May 07, 2016
Maximizing Social Security Benefits Under New Rules - 27
May 07, 2016
Estate Planning, Dividend Investing, and Social Security - 26
Apr 30, 2016
How Will the Presidential Election Impact the Stock Market? - 25
Apr 30, 2016
Passive Investing vs. Active Investing with Larry Swedroe - 24
Apr 23, 2016
How to Build Wealth and Success in Retirement - 23
Apr 23, 2016
Creating Tax-Free Income in Retirement - 22
Apr 16, 2016
How to Save on Taxes in Retirement - 21
Apr 16, 2016
4 Retirement Plan Loopholes That Could Close Soon - 20
Apr 09, 2016
7 Successful Habits to Reach Financial Independence - 19
Apr 09, 2016
Most Commonly Asked Questions About Taxes, IRAs and 401k - 17
Apr 02, 2016
Smart Moves to Grow Rich and Prince's Lack of an Estate Plan - 18
Apr 02, 2016
Top Tax Moves The Rich Use to Stay Rich - 15
Apr 02, 2016
Social Security Misconceptions: Don't Leave Money on the Table! - 16
Apr 02, 2016
Money Mistakes and How to Fix Them - 14
Mar 26, 2016
Top Retirement Myths That Can Ruin Your Financial Plan - 13
Mar 26, 2016
Risks in Retirement vs. in Your 20s - 12
Mar 19, 2016
How to Avoid the Risk of Retirement Crisis - 11
Mar 19, 2016
How Retirement Smart Are You? - 10
Mar 12, 2016
How to Take Advantage of Upcoming Social Security Changes - 9
Mar 12, 2016
Retirement Account Myths, Misconceptions and Mistakes Part 2 - 8
Mar 05, 2016
Retirement Account Myths, Misconceptions and Mistakes Part 1 - 7
Mar 05, 2016
The Incredible Shrinking Alpha with Larry Swedroe - 6
Feb 27, 2016
How the Financial Planning Landscape Made Way for Pure Financial Advisors - 5
Feb 27, 2016
Are You Doing Retirement All Wrong? - 4
Feb 20, 2016
The Most Significant Financial Strategies to Implement Now - 3
Feb 20, 2016
How Negative Interest Rates and the President's Budget Proposal Impact You - 2
Feb 14, 2016
80% of Participants Failed This Financial Literacy Test - 1
Feb 14, 2016