About The Show
On Your Money, Your Wealth®, Joe Anderson and “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. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Instead, on YMYW we offer retirement investing strategies that can help you retire successfully.
DIY Retirement Guide
Newly updated for 2020
Many people would rather do things on their own if given the chance, even when it comes to retirement planning. While you don’t get a “re-do” when planning for retirement. This guide provides you with the tips and tools needed for successful financial planning.
In this limited time only guide you will learn the 5 steps needed to plan your retirement income:
- Determine Your Current Situation and Sources of Income
- Choosing a Tax-Efficient Distribution Method
- Understand Your Retirement Income Options
- Develop an Investment Strategy
- Prepare for the Unexpected
The Financial World Is Complex
Your hosts break it down, making it easier to understand.