Recent Episodes
One of the most powerful retirement tools that Congress has ever given taxpayers is the Roth, but not everyone is taking advantage of its big tax benefits. Many say they don’t even know investing in Roth is an option, much less how to maximize its advantages. Whether your workplace has the Roth option or not,...
2022
See it – believe it – achieve it! Vision boards are popular these days and they can work to help you secure your financial future. The first step in reaching any goal is to have a vision of what you want your future to look like. What if your vision is to be a millionaire...
2022
Are you in the most critical zone of your investment life? Do you know what that critical zone is and how important it is to ensure you make the right moves now? In your financial planning life, there are three phases of investment savings. There is the accumulation phase, the preservation phase, and the distribution...
2022
More Episodes
Far too many people are just putting away money for retirement – which is a great start – but you aren’t going to likely thrive in retirement if you don’t have the tools and strategies in place to make the most of it. There are so many reasons to get a realistic plan in place […]
Have you ever had a water leak in your sprinkler system or your pipes and it was so small you didn’t even notice – at least until you got your bill? And then you are shocked – how could the bill be so big for a leak so small you didn’t even notice it? The […]
Heaven forbid that something happened to you. Would the things you worked for all of your life be protected? There are tools and strategies you can use to ensure your money, assets, and possessions pass on after you are gone, but few people are using them. In this episode of Your Money Your Wealth, Joe […]
From the rise and fall of the individual stocks to get-rich-quick tales of crypto currencies – many people are looking for a short-term solution to a long-term planning problem… and playing the retirement lotto. Financial professionals Joe Anderson and Alan Clopine discuss ways to avoid the retirement lottery and they guide you through strategies for […]
There is one decision you can make that can be the difference in tens of thousands, even hundreds of thousands of dollars for you in retirement. Do you know what it is? How and when you claim your Social Security benefits is a critical choice that many people are not even aware that they have […]
What comes to mind when you think of your taxes? Do you feel pain in your stomach? Financial professionals Joe Anderson and Alan Clopine want to empower you to maximize your return by using strategic tax planning. They take a look at the changes in tax law and give you some tools and strategies to […]
What is the one thing you can’t borrow money to fund? Not a house, not your kid’s college, but your retirement. Do you know if you could retire today if you had to or does your retirement plan need a reality check? From your working years to retirement, financial professionals Joe Anderson and Alan Clopine […]
Retirement disconnect can doom your dreams of having a carefree lifestyle in your golden years before you even get close to quitting your job. The various aspects of planning for retirement can be similar to putting together a jigsaw puzzle. If there is a disconnect where the pieces don’t fit, the final picture just doesn’t […]
How do you feel about investing beyond our borders? In today’s global interconnected economy it is almost impossible to avoid international exposure. Now more than half of the worlds’ market capitalization lies outside of the United States, investing globally offers the opportunity for improved portfolio diversification and long-term growth. Financial professionals Joe Anderson and Alan […]
On your road to retirement have you stayed too focused on just socking money away without considering blind spots that could sabotage your overall financial plan? From unexpected out-of-pocket expenses to untimely market downturns, you can lower the impact of these events by planning for them. Financial professionals Joe Anderson and Alan Clopine highlight the […]
Have the years raced by without saving for retirement being a priority? You are in good company. Financial professionals Joe Anderson and Alan Clopine give you tips to fast track your retirement after 40. Planning for your retirement takes a different approach when you haven’t focused on it until the time horizon for retirement isn’t […]
Does your portfolio fit the financial goals you have for retirement? When you look at your portfolio does it match the goals and the risk levels you are willing to take at this point in your life, or does it look like someone much younger or even older? Just tucking money away in a retirement […]
