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Your Money, Your Wealth

Your Money, Your Wealth

Auteur(s): Joe Anderson CFP® & Alan Clopine CPA of Pure Financial Advisors
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 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.comPure Financial Advisors, LLC Finances personnelles Économie
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  • Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537

    Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537
    Jul 8 2025

    You’ve got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants to know. Jim and Pam in Orange County are eligible for combat zone tax exclusions (CZTE). How else can they maximize their tax-free retirement strategy? Susan Brandeis, CFP® spitballs with Big Al Clopine, CPA, today on Your Money, Your Wealth® podcast number 537. Plus, should Ned in Tokyo sell his Bay Area rental property and invest the proceeds? And Bob and Brigette in Wisconsin got a late start on Roth IRA savings. Should they prioritize saving into a Roth, brokerage account, or 401(k)?

    Free financial resources & episode transcript: https://bit.ly/ymyw-537

    DOWNLOAD Why Asset Location Matters

    DOWNLOAD The Recession Protection Guide

    WATCH How to Build a Recession-Proof Portfolio on YMYW TV

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts

    SUBSCRIBE or FOLLOW on your favorite podcast app

    JOIN THE CONVERSATION on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    00:46 - Should the Asset Location of Our Accounts Be Independent of Each Other? (Kevin, Denver)

    08:54 - CTZE - Any Other Ways to Maximize Our Tax-Free Retirement Strategy? (Jim & Pam, Orange County)

    17:19 - Watch How to Build a Recession-Proof Portfolio on YMYW TV, Download the Recession Protection Guide

    18:00 - Should We Sell a Rental Property and Invest the Proceeds? (Ned, Tokyo, Japan)

    25:37 - Got a Late Start on Roth IRA Savings. Should I Prioritize Roth, Brokerage, or 401(k)? (Bob & Bridgette, WI)

    34:49 - Next Week on YMYW Podcast
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    36 min
  • When Do Roth Conversions STOP Making Sense? - 535

    When Do Roth Conversions STOP Making Sense? - 535
    Jun 24 2025
    Ryan in Texas is in the 32% tax bracket. Where should he save for retirement so he’ll be in a lower bracket? Should Weronika in Texas pay the taxes now to convert to Roth for lifetime tax-free growth in the future, even though she’s in the 37% tax bracket? And Jerry in Phoenix wonders if there is a point where Joe would come to the conclusion that Roth conversions no longer make sense? Stay tuned for the 7 reasons to consider NOT converting to Roth, today on Your Money, Your Wealth podcast number 535 with Joe Anderson, CFP® and Big Al Clopine, CPA. First up, a word of Roth conversion thanks from Al in Florida. Free financial resources & episode transcript: https://bit.ly/ymyw-535 DOWNLOAD The Ultimate Guide to Roth IRAs Watch The Last 5 Years Before Retirement Will Decide Your Lifestyle - Here's How on YMYW TV RETIREMENT CALCULATION TOOLS: Financial Blueprint EASIRetirement.com (from Boldin, formerly NewRetirement) ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Insult to a Nose (Scene from Steve Martin movie "Roxanne" - warning, language!) Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:44 - Thanks for Suggesting a Roth Conversion During the Market Drop (comment from Al, FL) 03:38 - In the 32% Tax Bracket. Where Should I Save for Retirement to Be in a Lower Bracket? (Ryan, TX) 07:57 - In the 37% Bracket: Backdoor Roth or Non-Roth Investments for Retirement Savings? (Weronika, TX) 12:25 - Watch The Last 5 Years Before Retirement Will Decide Your Lifestyle - Here's How on YMYW TV. Calculate your free Financial Blueprint 13:23 - Is There a Point Where Roth Conversions No Longer Make Sense? (Jerry, Phoenix, AZ) 25:26 - YMYW Podcast Outro
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    27 min

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