Recent Episodes
Almost half the people who return to work after retiring don’t do it because they miss their coworkers. They’re doing it because they need the cash. Joe Anderson, CFP®, and Big Al Clopine, CPA, break down the four un-retirement mistakes that send retirees back to the grind, the fixes for each, and the 90-day roadmap...
2026
Learn the wealthy habits that build lasting financial freedom. Joe Anderson, CFP® and Big Al Clopine, CPA show you how financial success often comes down to specific behaviors, not just raw dollars. Learn how millionaires measure their net worth and the practical steps they take to manage lifestyle spending. Retirement planning requires effective tax strategies...
2026
You’ve saved for decades, and you’ve run the numbers on what you’ll need. So why do most pre-retirees walk into the biggest financial transition of their lives on assumptions that fall apart in the first few years? Joe Anderson, CFP® and Big Al Clopine, CPA break down 10 assumptions that derail solid retirement plans, from...
2026
More Episodes
Your neighbor says claim at 62. Your advisor says wait until 70. On this episode of Your Money, Your Wealth® TV, Joe Anderson, CFP® and Big Al Clopine, CPA run the real numbers on retirement age, claiming Social Security, break-even math, spousal and survivor Social Security benefits for married couples, and how much of your […]
Half of Americans admit they have zero retirement preparedness. Most don’t even have real income plans. Joe Anderson, CFP® and Big Al Clopine, CPA walk through actual cash flow projections, market loss recovery strategies that don’t blow up your timeline, and the Medicare enrollment and Social Security calls that can make or break your plan. Retirement […]
Roth conversions can either save you thousands in retirement taxes… or cost you thousands if mistimed. Learn the 10 Roth Red Flags to look out for! On this episode of Your Money, Your Wealth® TV, Joe Anderson, CFP® and Big Al Clopine, CPA show you common Roth planning mistakes that often get overlooked, how to […]
Half of Americans say they’re too nervous to invest, and the ones who do invest may still be leaving serious money on the table. Joe Anderson, CFP® and Big Al Clopine, CPA break down your investing psychology and exactly why your emotions are working against your portfolio, and what it actually takes to build the […]
“How much do I need to retire?” Joe Anderson, CFP and Big Al Clopine, CPA hear this question all the time. Today on YMYW, they delve into a crucial aspect of retirement planning: determining how much you can spend in retirement without running out of money. Find out how to calculate a safe withdrawal rate, […]
Are you among the 49% of retirees making the same mistake that quietly costs thousands every single year? The good news is, it can be fixed with a little clarity and some thoughtful planning. Find out what that mistake is and how to avoid draining your portfolio faster than you planned, as Joe Anderson, CFP® […]
Age 62 is considered the “sweet spot” for retirement, but will it set you free or actually set you back? Joe Anderson, CFP® and Big Al Clopine, CPA share the formula for creating lifetime income, bridging the healthcare gap before Medicare, and keeping more of your savings from the IRS — along with tips to […]
If you think the biggest threat to your retirement is a market crash or picking the wrong investment, think again. Small, everyday financial pitfalls can quietly drain your wealth, add years to your working life, and cost hundreds of thousands of dollars without you even realizing it. In this episode, Joe Anderson, CFP®, and Big […]
You may think you’ve got Social Security all figured out, but several common myths and mistakes quietly drain retirees out of tens of thousands of dollars. Joe Anderson, CFP® and Big Al Clopine, CPA show you how to claim smarter, keep more, and avoid a miserable retirement. Download the Social Security Handbook: Important Points: 00:00 […]
You’ve heard the phrase, “if it sounds too good to be true, it probably is”? Not everything you see online is good advice, especially when it comes to personal finance tips from self-proclaimed “finfluencers”. Joe Anderson, CFP®, and Big Al Clopine, CPA, expose what’s hype, what’s harmful, and how to protect your retirement from bad […]
Want to pay zero tax on your retirement income? Joe Anderson, CFP® and Big Al Clopine, CPA lay out how to make it happen with smart planning and the right mix of income sources. Discover the secrets to a tax-free retirement! Joe and Big Al dive deep into tax planning and Roth conversion strategies, smart […]
Are your emotions sabotaging your financial success? Find out how to fix your relationship with money for good! Joe Anderson, CFP®, and Big Al Clopine, CPA, show you how the emotions of investing can impact your portfolio, and how your money personality might be keeping you broke. Learn the investing biases and investing mistakes to […]
