Moves That Can Save You Thousands in Taxes

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...

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...

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...