Recent Episodes
Are you navigating your financial future solo? When you’re single, life’s twists and turns can be more devastating than if you are building your wealth with a partner. Taking the helm solo requires special tools and strategies to help ensure you’ll reach your financial goals. Joe Anderson, CFP®, and Big Al Clopine, CPA, help to...
2023
When you shift from saving for retirement to spending in retirement, your financial strategies need to change… but your plan for retirement withdrawals could be full of trap doors! Do you what to look out for? Trapdoors can be hard to spot – you’re moving through life thinking you have got it handled, and then...
2023
Taxes are often overlooked in a financial plan, delivering a sucker punch that could cost you tens of thousands of dollars. Are you wrestling with your taxes and getting body slammed – do you even know if you are? Ignore tax strategies and you are losing money that could compound over a number of years...
2023
More Episodes
Saving for retirement can be a bit of a three-ringed circus but Joe Anderson, CFP®, and Big Al Clopine, CPA have your ticket to the show! Whether you’re retired, saving for retirement, in the military, or paying off student loans, SECURE 2.0 is a massive shift in investment policy, designed to motivate and enable people […]
Is your retirement plan turbocharged? Do you know how to make the most of the money that you’ve worked so hard to save? Joe Anderson, CFP®, and Big Al Clopine, CPA are here to tell you how to turbocharge your wealth. Whether you are in the slow lane with your savings benchmarks or stalled out […]
Even if you’ve done a great job saving your entire working life, there are “Wealth Busters” that can destroy your financial plan for retirement. Certainly, missteps and mistakes are going to happen as you make your way toward retirement, but just knowing what the wealth busters are can help you avoid them. Joe Anderson, CFP®, […]
Would you go to a restaurant that has a C rating or even a B rating? How about your retirement plan? Do you know how your financial plan rates, or are just satisfied that you have one? Having a plan is a big step in the right direction, but is it actually going to meet […]
Do you want to be rich, or do you want to be wealthy? Do you want to be both? Is there a difference? What are important steps that you can take today to grow your wealth? Regardless of your age or where you are in life with saving for retirement, today’s show is for you. […]
When you read the headlines each day do you feel like you are less and less in control of your finances and what will happen to your money in the long term? You are not alone. The fear of the unknown can lead to stress and anxiety. In a recent survey, more people reported fearing […]
Growing your wealth and crafting the lifestyle you want in retirement begins with some basic assumptions. Are you basing your entire financial plan on facts or fiction? Many people don’t even know where to start, much less what is true or false. In many cases, the misconceptions are largely considered facts! In this episode, Joe […]
Are health care costs threatening to put your financial plan for retirement on life support? If you overlook this important aspect of retirement planning, it could throw off your entire financial bottom line. Every day about 10,000 Americans turn age 65, at which point they qualify for Medicare. But for many retirees, Medicare enrollment is […]
When it comes to retirement, sometimes the things you don’t do can be more costly than the things you do. Are you your own worst enemy? One reason people make those mistakes is that they don’t know where to go for advice, much less what they should be doing. Your retirement involves more than just […]
Are you neglecting one of the most precious assets that you have? When it comes to individual retirement accounts or IRAs, many people have a practice of “fund it and forget it”. But there are strategizes you can implement to help maximize the money it generates. The “Dynamic Duo” of financial planning, Joe Anderson, CFP®, […]
What one thing can you do today to change the course of your financial future? Having a written financial plan can dramatically increase the chances you’ll reach your retirement goals. Yet, according to Schwab, only 33% of Americans have one! A One-Page Financial Plan helps distinguish the overlap of things that are actually important and […]
Planning for retirement is one of the most important processes you will undertake in your life. Where are you getting advice for this critical process? Do you get caught up in the minute-to-minute headlines of what is driving the market, or how to invest in just the right stocks to get rich? Are you Googling […]
