YMYW TV 
About The Show
On Your Money, Your Wealth®, Joe Anderson and Alan “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. YMYW doesn’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Instead, YMYW offers retirement investing strategies that can help you retire successfully.
Learn more about hosts Joe Anderson and Alan Clopine, and YMYW Producer Andi Last.
Withdrawal Strategy Guide
Saving and properly investing money tends to be the focus for people as they work toward retiring. But once you get into the retirement critical zone (within 10 to 15 years of retiring), the focus should include a withdrawal strategy. The strategy can help you keep more of what you’ve earned by timing when and where your money comes from, prolong the life of your money, and allow you to give less to Uncle Sam by using tax-smart tools. Having an understanding of the impact a withdrawal strategy can have on the money you have for retirement can be empowering and help you make better decisions about your finances.
In this guide, you’ll learn…
- Withdrawal Strategy Basics
- Traditional Withdrawal Strategies
- Tax-Smart Strategies
Financial Blueprint
Do you know what your financial future looks like? Our FREE Financial Blueprint is a quick and easy way to determine your retirement success.
In this analysis, you will get…
- Current cash flow and assets
- Projected spending for retirement
- Scenarios that will help you determine your probability of success
- Strategic investing
- Future taxes
- Actionable steps you can take now to achieve your goals
This detailed report is all yours, for free. Take control of your financial future today!
Get a Financial Blueprint Learn MoreThe Financial World Is Complex
Your hosts break it down, making it easier to understand.
SHOWING FEATURED EPISODES
SHOWING FEATURED PODCASTS
