Learn strategies to save thousands of dollars in taxes, but you have to act before the end of the year. Joe Anderson, CFP® and “Big Al” Clopine, CPA cover topics such as charitable gifting, tax efficient retirement plans for small business owners, tax exempt trusts, tax loss harvesting and other tax strategies.
SEASON 10, EPISODE 12
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®...
20
OCT
2024
2024
SEASON 10, EPISODE 11
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...
29
SEP
2024
2024
SEASON 10, EPISODE 10
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...
01
SEP
2024
2024
SEASON 10, EPISODE 9
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...
11
AUG
2024
2024
