Millennials Want A Flex Life Over Financial Peace

Whitney Hansen, the host of the Money Nerds podcast, tells Jason Thomas, CFP®, how the financial needs, wants and goals of Gen Y and Gen Z are different than – well, ours. And, everything you know about investing for retirement is wrong and dangerous. At least, that’s what some newsletters would have you believe. Plus, Joe and Big Al discuss … Read more

Guest:  Whitney Hansen Whitney Hansen

Podcast #146

How to Turn $3,000 into $50 Million

Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – Places to Retire, Ways to … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #130

7 Mistakes New Real Estate Investors Make

Alex Goldstein, the author of “No Nonsense Real Estate,” offers 7 Mistakes New Real Estate Investors Make. Joe and Big Al discuss 3 ways to sell your real estate, Social Security taxation, and 7 Social Security mistakes to avoid. Plus, potential ways to fund Trump tax reform, and who pays for weddings these days?

Show Notes

  • Trump Tax Reform: How
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Guest:  Alex Goldstein

Podcast #118

What is a REIT?

Nate Ritchison, CFP® defines what a REIT (Real Estate Investment Trust) is. Find out what the benefits of REITS are and what the difference between an equity REIT and a mortgage REIT is.


“Hi, I’m Nate Ritchison, CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor with Pure Financial Advisors, and this is Question of the Week. This week’s question is: … Read more

Nathaniel RitchisonNathaniel Ritchison

Tapping Into Home Equity for Retirement Income

A reverse mortgage gives you the opportunity to tap into your home equity. Joe and Al discuss whether a reverse mortgage is the right move to make for generating income.

1:02 “I’ve got a lot [to explain] about retirement that you need to be aware of, some new tax plan strategies, pros and cons of retiring in your seventies…”

4:44 … Read more

Your Money, Your Wealth Hr. 2

Should you consider a reverse mortgage? In this second hour of the podcast, Joe and Al explain what a reverse mortgage is and why it’s growing in popularity as baby boomers age. Also discussed in this second hour: eight slow and difficult steps to becoming a millionaire, the 10 worst states to retire in, the best U.S. cities to live … Read more

Your Money, Your Wealth Hr. 1

Joe and Al start off this first hour discussing some financial changes that will arise from the new national same-sex marriage law. Topics also discussed on today’s show include summertime retirement strategies, factoring taxes into your cash flow needs, smart real estate moves for retirement and what to do when there’s a market correction.

0:55 “Financial plans of the past … Read more

Your Money, Your Wealth Hr. 2

In this second hour of the podcast, Joe and Al get into tax rules and regulations, real estate investments and Ponzi schemes. Find out how to control your taxes in retirement and how to take advantage of tax laws.

3:47 “A few different things have to happen within that trust document—it needs to be a look-through, see-through trust…there needs to … Read more