Recent Episodes
Planning for retirement is a challenge, just like the game of golf. Only 3.2% of retirees have a million dollars in their retirement accounts, and only 1-2% of golfers annually make a hole-in-one. Luckily, you don’t need a hole-in-one to win the financial game – but you do need a strategy. Joe Anderson, CFP® and...
2025
You’ve heard the phrase, “The best-laid plans of mice and men often go awry”? One wrong move can derail your entire retirement. Don’t let the unexpected turn your dream into a nightmare! In this episode of Your Money, Your Wealth®, Joe Anderson, CFP®, and Big Al Clopine, CPA, reveal how 10 risks can break your...
2025
So many different IRS rules can cause you to pay more taxes than necessary on required minimum distributions, Social Security and Medicare, long-term capital gains, your investments, and more. Joe Anderson, CFP®, and Big Al Clopine, CPA outline 11 tax traps and the escape routes that’ll help you keep more of your money in retirement...
2025
More Episodes
How much money will you need to have saved by the time you retire? It’s probably more than you think, and many factors impact whether your retirement savings will last as long as you do. Find out from Joe and Big Al how your lifestyle and spending, your longevity and health care, inflation and taxes, […]
Have you ever heard the term “no regrets”? It’s a good way to live your life. Unfortunately, retirees have plenty of regrets. Joe Anderson, CFP®, and Big Al Clopine, CPA show you how to avoid the biggest retirement regrets and set yourself up to retire happy and secure on this episode of YMYW TV. Calculate […]
What obstacles stand in the way of your retirement? If you’re like most of us, too many to count! Not having a formal plan, overspending, and not having retirement savings are the top 3 for most people. On this episode of Your Money, Your Wealth, Joe Anderson, CFP® and Big Al Clopine, CPA show you […]
Only about one in ten Americans are living their definition of financial freedom: living debt-free, living comfortably, not having to work, or being rich. Too many of us fall short of financial freedom because of a lack of retirement savings, salary constraints, debt, or unforeseen emergencies. This week, Joe Anderson, CFP® and Big Al Clopine, […]
When cooking up your favorite Italian dish, the most common ingredient is pasta, and there are 350 different types. But what about your retirement recipe? The most important ingredient is the retirement plan itself, with 14 different types. So what are the best ingredients for your Recipe for Retirement? In this episode, Joe Anderson, CFP® […]
A retirement strategy is like a basketball game: you want every single shot you take to be nothing but net, but sometimes you miss, and you need a Retirement Rebound. Joe Anderson, CFP® and Big Al Clopine, CPA show you how five plays can help you turn things around, get that rebound, and score a […]
Are you ready for retirement? In this episode of Your Money, Your Wealth®, Joe Anderson, CFP® and Big Al Clopine, CPA test your knowledge with this 18-question pop quiz and they provide actions you can take now to secure your retirement in the future. Retirement Pop Quiz Aware: Did You Know? Compare: Are You in […]
There are financial formulas to live by, and others that can absolutely derail your retirement dreams! Discover which retirement formulas and rules of thumb may be your golden ticket, and which are your one-way ticket to trouble, on this episode of Your Money, Your Wealth® with Joe Anderson, CFP® and Big Al Clopine, CPA. Formulas […]
Inflation, required minimum distributions, asset allocation, stock market declines, Social Security and Medicare, long-term care and estate planning are important considerations when it comes to retirement planning, and it’s all too easy to make mistakes. After 40-plus years saving for retirement, the last thing that you want to do is sabotage all your hard work […]
Whether you’re a Millennial just getting started, a Gen-Xer juggling life’s competing demands, or a Baby Boomer eyeing the finish line, the stakes are high when creating financial security for your future. Joe Anderson, CFP® and Big Al Clopine, CPA guide you through the financial strategies and goals each generation should implement that can mean […]
You’ve been saving to your workplace retirement account for your entire career. Are you about to shatter that retirement nest egg when you punch the clock for the very last time? Joe Anderson, CFP® and Big Al Clopine, CPA, explain your options for accessing your retirement plan savings when you leave your employer while avoiding […]
Home equity may be the biggest asset you own. Many people prefer not to include their home as part of their cash flow plan in retirement, but we’re living longer and retirement is getting more expensive! In this episode of YMYW TV, Joe Anderson, CFP® and Big Al Clopine, CPA explore ways to use your […]
