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: 521
Description
Making fun of finance. A "Top 10 Personal Finance Podcast" and "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 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 financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. 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 |
|---|---|
|
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526
|
Apr 22, 2025 |
|
Risks Threaten Retirement. Rewire Your Plans - 525
|
Apr 15, 2025 |
|
Will the Tax Cuts and Jobs Act Be Extended? - 524
|
Apr 08, 2025 |
|
These Three Investments Make for a Happier Retirement - 523
|
Apr 01, 2025 |
|
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
|
Mar 25, 2025 |
|
What’s the Future of Social Security Under the New Administration? - 521
|
Mar 18, 2025 |
|
Haven't Yet Saved a Million. Can We Still Retire Early? - 520
|
Mar 11, 2025 |
|
What's a Safe Withdrawal Rate in Retirement? (So You Won't Run Out of Money) - 519
|
Mar 04, 2025 |
|
Should You Switch Retirement Contributions to Roth? - 518
|
Feb 25, 2025 |
|
0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517
|
Feb 18, 2025 |
|
Mutual Funds vs. ETFs, Bonds to Bourbon - 516
|
Feb 11, 2025 |
|
Financial Planning for Marriage, Separation, and Singlehood - 515
|
Feb 04, 2025 |
|
Deferred Comp, Roth Strategies, Asset Protection (and Gold) - 514
|
Jan 28, 2025 |
|
I Work in a Toxic Office. Can I Retire Early? - 513
|
Jan 21, 2025 |
|
Choosing the Right Investments for You - 512
|
Jan 14, 2025 |
|
Grow Your Wealth Tax-Free & Retire Sooner: YMYW Best of 2024 - 511
|
Jan 07, 2025 |
|
Defusing a Future Tax Bomb With Roth Conversions - 510
|
Dec 31, 2024 |
|
When to Claim Social Security and the Truth About Annuities - 509
|
Dec 24, 2024 |
|
Bonds and Annuities, Social Security and Retirement Spending - 508
|
Dec 17, 2024 |
|
9 Answers to Boost Tax-Free Roth Retirement Income - 507
|
Dec 10, 2024 |
|
How to Plan for 35 Years of Retirement Spending With Smart Roth Conversions - 506
|
Dec 03, 2024 |
|
How to Retire ASAP - and Where to Save to Get There - 505
|
Nov 26, 2024 |
|
Rules for Inheritances and Making Roth Contributions for Others - 504
|
Nov 19, 2024 |
|
When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
|
Nov 12, 2024 |
|
Spitballing Early Retirement for the One Percenters - 502
|
Nov 05, 2024 |
|
How to Reduce the Widow’s Tax Penalty - 501
|
Oct 29, 2024 |
|
Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
|
Oct 22, 2024 |
|
How to Get Into Real Estate Investing, Spitballing Retirement - 499
|
Oct 15, 2024 |
|
Spend RMDs, or Reduce Distributions and Taxes With Roth Conversions? - 498
|
Oct 08, 2024 |
|
Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497
|
Oct 01, 2024 |
|
Age Plus 20 Rule for Retirement Contributions - 496
|
Sep 24, 2024 |
|
3 Strategies to Pay Roth Conversion Taxes - 495
|
Sep 17, 2024 |
|
How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494
|
Sep 10, 2024 |
|
How Much Money Do You Need to Retire ASAP? - 493
|
Sep 03, 2024 |
|
Exchange Funds Explained, Roth Conversion Timing - 492
|
Aug 27, 2024 |
|
Alternative Investments, Annuities, and Real Estate Syndications - 491
|
Aug 20, 2024 |
|
Can You Retire? Here’s How to Calculate How Much You Need - 490
|
Aug 13, 2024 |
|
Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA - 489
|
Aug 06, 2024 |
|
Market Timing Retirement Withdrawals and Roth Conversions - 488
|
Jul 30, 2024 |
|
Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
|
Jul 23, 2024 |
|
How to Pay Less Tax and Invest for Retirement - 486
|
Jul 16, 2024 |
|
Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6
|
Jul 09, 2024 |
|
Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5
|
Jul 02, 2024 |
|
Spousal Social Security, Retirement Expenses and Roth Conversions | YMYW Extra - 4
|
Jun 25, 2024 |
|
Happily Ever After in Retirement? | YMYW Extra - 3
|
Jun 18, 2024 |
|
Spitballing Retirement During the Expensive Kid Years - 485
|
Jun 11, 2024 |
|
Roth Conversions vs. Required Minimum Distributions - 484
|
Jun 04, 2024 |
|
Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1
|
May 31, 2024 |
|
Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483
|
May 28, 2024 |
|
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 |
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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 |
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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 |
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[SPECIAL] GameStop: Stocks Gone Wild! Should You Join the Day Trading Craze? - 310a
|
Jan 29, 2021 |
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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 |
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How to Choose Your Pension Options and Retirement Withdrawal Strategy - 307
|
Jan 05, 2021 |
|
Social Security, Medicare and Real Estate - 306
|
Dec 29, 2020 |
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What’s the Best Retirement Withdrawal Strategy? - 305
|
Dec 22, 2020 |
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5 Last Minute Ways to Cut Your 2020 Taxes - 304
|
Dec 15, 2020 |
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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 |
|
Morgan Housel: 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? With Marc Levinson - 180
|
Jul 31, 2018 |
|
Can Risk Revolutionize How You Work? With Joel Comm - 179
|
Jul 24, 2018 |
|
Michael Batnick: 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 with Philip Taylor - 166
|
Apr 24, 2018 |
|
250 Creative Ways to Save and Make More Money with Nick Loper - 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 with Joel Larsgaard- 163
|
Apr 03, 2018 |
|
She Saves $85,000 Annually. Learn Jamila Souffrant's Secrets -162
|
Mar 27, 2018 |
|
Ditch Your Debt: Robert Farrington's 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 Broke Millennial's Erin Lowry - 159
|
Mar 09, 2018 |
|
Seven Secrets for a Happy, Successful Retirement with Jan Cullinane - 158
|
Mar 07, 2018 |
|
Pay Off Debt, Starve & Stack, Retire Rich & Happy with Jackie Beck - 157
|
Mar 02, 2018 |
|
Don’t Scream “Get Me Out!” How to Stomach Market Dips - 156
|
Feb 22, 2018 |
|
6 Things to Help You Avoid a Miserable Retirement with Catherine Collinson - 155
|
Feb 15, 2018 |
|
SPECIAL: Market Volatility and Corrections - 154
|
Feb 13, 2018 |
|
How To Successfully Retire at 41 with Chris Mamula- 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 |
|
What You Need To Know Before You Buy or Sell Gold with Peter Hug - 145
|
Dec 17, 2017 |
|
8 Ways To Avoid Holiday Debt Hangover & Save Big Cash with Laura Adams - 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 |
|
Six Secrets to Living A Luxe Life & Still Saving Money - 139
|
Nov 06, 2017 |
|
Losing Money Sucks. Time For Asset Protection with Doug Lodmell - 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 Financial Rock Bottom with Christine Luken - 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 with Apollo Lupescu - 132
|
Sep 18, 2017 |
|
Mind The Gap: How To Make More Than You Spend In Retirement with J David Stein - 131
|
Sep 11, 2017 |
|
How to Turn $3,000 into $50 Million - 130
|
Sep 04, 2017 |
|
How To Fix Retirement Savings and Social Security with Robert Pozen - 129
|
Aug 28, 2017 |
|
Exposing Wall Street Marketing BS - 128
|
Aug 21, 2017 |
|
3 Retirement Tips From the Very Rich with Walter Updegrave - 126
|
Aug 07, 2017 |
|
Finance For Normal People with Meir Statman - 125
|
Jul 31, 2017 |
|
6 Values to Fuel Business Growth and Achieve Work Life Balance with Scott Ford - 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 with Alex Goldstein - 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? | Rob Berger - 116
|
May 29, 2017 |
|
The Value of Debt in Building Wealth | Tom Anderson - 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 | Mary Beth Storjohann - 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 with Author 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 with Author Paul Sullivan - 96
|
Jan 14, 2017 |
|
Family, Inc with Author Douglas P. McCormick - 94
|
Jan 07, 2017 |
|
Rachel Sheedy on Inheriting IRAs - 93
|
Jan 07, 2017 |
|
2016 Year in Review + Retirement Tips - 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 |
|
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 to Avoid - 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 - 62
|
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 Required Minimum Distributions - 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 |
|
Avoid These 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 Three Tax-Saving Strategies? - 51
|
Jul 30, 2016 |
|
Why You Shouldn’t Time the Market - 50
|
Jul 23, 2016 |
|
Stock Markets Past and Present - 49
|
Jul 23, 2016 |
|
Tax Tools for Intelligent Charitable Giving - 48
|
Jul 16, 2016 |
|
Rising Cost of Living + Medicare Q & A - 47
|
Jul 16, 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 Investing vs Passive Investing | Interview with Larry Swedroe - 40
|
Jun 18, 2016 |
|
All About Reverse Mortgages - 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 + 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 |
|
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 |
|
Frequently Asked Investing Questions - 19
|
Apr 09, 2016 |
|
Most Commonly Asked Questions About Taxes, IRAs and 401k - 17
|
Apr 02, 2016 |
|
Top Tax Moves The Rich Use to Stay Rich - 15
|
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 Social Security in 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 |