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

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Title Date published
"The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532 2025-06-03
Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531 2025-05-27
Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530 2025-05-20
When to HOLD OFF on Doing Roth Conversions - 529 2025-05-13
Retirement Savings: When to Take Your Foot Off the Gas - 528 2025-05-06
Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527 2025-04-29
Roth IRA is "The Greatest Account Ever" Per Ed Slott. But Why? - 526 2025-04-22
Risks Threaten Retirement. Rewire Your Plans - 525 2025-04-15
Will the Tax Cuts and Jobs Act Be Extended? - 524 2025-04-08
These Three Investments Make for a Happier Retirement - 523 2025-04-01
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522 2025-03-25
What’s the Future of Social Security Under the New Administration? - 521 2025-03-18
Haven't Yet Saved a Million. Can We Still Retire Early? - 520 2025-03-11
What's a Safe Withdrawal Rate in Retirement? (So You Won't Run Out of Money) - 519 2025-03-04
Should You Switch Retirement Contributions to Roth? - 518 2025-02-25
0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517 2025-02-18
Mutual Funds vs. ETFs, Bonds to Bourbon - 516 2025-02-11
Financial Planning for Marriage, Separation, and Singlehood - 515 2025-02-04
Deferred Comp, Roth Strategies, Asset Protection (and Gold) - 514 2025-01-28
I Work in a Toxic Office. Can I Retire Early? - 513 2025-01-21
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