Recent Short Episodes
Do you know how to stay on track with your financial planning when life takes some unexpected turns? People make some of their biggest financial mistakes when the markets become volatile. Financial professional Brian Perry discusses how to avoid retirement roulette by setting up your...
Avoid playing retirement roulette by making sure you have a solid retirement plan in place that can weather the unexpected events that can impact your life and your savings. Financial professionals Joe Anderson and Alan Clopine discuss the essential elements of a dynamic financial plan....
Have you dreamed of being a real estate tycoon to help fund your retirement? Financial professionals Joe Anderson and Alan Clopine take a look at the key financial indicators to see if you are making a good investment when you purchase a rental property. From...
More Short Episodes
Financial professionals Joe Anderson and Alan Clopine are getting real about real estate. The duo breaks down the pros and cons of buying real estate with your retirement accounts. From tax consequences to the possible impact on your required minimum distributions they discuss the top considerations if you are considering buying real estate with a […]
Chances are your home is your biggest investment. How can you make the most of your home in retirement? Financial professionals Joe Anderson and Alan Clopine discuss the benefits of downsizing and dispel the myths about reverse mortgages. Transcript: Joe: Real estate is a very interesting asset class, and a lot of us already own […]
From estate planning to timing when to claim your social security benefits, financial professionals Joe Anderson and Alan Clopine break down the steps you need to take before you retire. Should you pay off your mortgage and be debt-free or is it better to have more cash available? Put this dynamic duos’ decades of experience […]
Retiring is one of the mile markers many people look forward to, but the days leading up to the countdown to retirement can be full of anxiety if you aren’t sure if you have saved enough money to enjoy your golden years. Senior Advisor Peter Keller discusses the steps you can take to have some […]
Are you dreaming of retiring in the next year or the next decade? Stop dreaming and make retirement a reality. Financial professionals Joe Anderson and Alan Clopine give a 365-day countdown to retirement. They’ll help you determine if you are ready to leave your day job and give you specific steps to take if you […]
Do you know what your income will be in retirement? Having a good estimate of your retirement income is needed to help you set goals for saving and knowing when you can quit your day job. A pension can be a big part of that formula. Financial professionals Joe Anderson and Alan Clopine discuss how […]
Market volatility can make investors a little queasy as they near retirement even though it is perfectly normal. Financial professionals Alan Clopine and Joe Anderson walk through steps to limit the impact of market volatility on your retirement income and help keep your retirement plan on track. Transcript: Alan: The next topic we want to […]
Do you know what your portfolio should be doing? You may think that you do but you need to take time to rebalance your portfolio and figure out a portfolio that is right for you. Financial professionals Joe Anderson and Alan Clopine explain how your portfolio might drift and the importance of rebalancing it. To […]
Do your investments have a mind of their own? It may seem that they do if you don’t take time to rebalance your portfolio. Financial professionals Joe Anderson and Alan Clopine explain how to be tax efficient and get the most out of your portfolio. To hear a more in-depth discussion watch Your Money Your […]
You could be getting in the way of your own financial success! Financial professionals Joe Anderson and Alan Clopine discuss investor biases that interfere with sound investment decisions. To get more in-depth information look at Your Money Your Wealth show #509, “Investor Boot Camp”. Transcript: Joe: Let’s get into some biases because we’re all overconfident […]
Can bunching impact how much money you owe Uncle Sam? New tax laws could reduce the amount of a tax deduction you receive for your charitable giving this year. Financial professionals Joe Anderson and Alan Clopine give you strategies to make the most of the money you give to help support nonprofits. Transcript: Joe: […]