Your Money, Your Wealth® podcast is great to listen to if you are looking for advice from experienced professionals in the finance industry. We cover a wide range of topics that appeal to both novice finance beginners and experienced financial experts alike. Our guest speakers discuss interesting topics such as social security, taxes, risk management, investing, portfolio rebalancing, debt, financial independence, and student loans just to name a few. We also have an entire section dedicated to our retirement podcast episodes to prepare you for future financial planning. For more advice and recommendations about your finances, check out the Your Money, Your Wealth® financial podcast today.

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Michael Batnick
Roger Whitney
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Your Money, Your Wealth guest Nick Loper from SideHustleNation.com
Your Money, Your Wealth guest Michael Hall
Your Money, Your Wealth guest Joel Larsgaard of the Pour Not Poor podcast
The College Investor Robert Farrington
The Retirement Manifesto Founder, Fritz Gilbert
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Meir Statman
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dr. daniel crosby
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The Best Investors and Their Worst Investing Mistakes

Even the best investors make terrible investing mistakes. Michael Batnick talks about his new book, Big Mistakes: The Best Investors and Their Worst InvestmentsPlus, should you sign up for Medicare, and which parts? And, Big Al’s got 5 smart ways to collect more Social Security benefits, and the fellas answer the question, can you still take a lump Read more

Guest:  Michael Batnick Michael Batnick

Podcast #178

50 Or Older? Don’t Skip These 5 Key Retirement Questions

7 Steps to Retire in 10 Years, 5 Key Retirement Questions You Need To Answer When You’re 50 Or Older, 10 Frequently Asked IRA Questions, and some questions answered, like, “The estate is in probate and the accounts are frozen, now what?” and “Where should you invest any extra money you have left over each month?” (Oh, and Joe and Read more

Podcast #177

Use This Quick Calculation to See If You’re on Track for Retirement

Are you on track for retirement? Big Al Clopine, CPA created a YMYW Quick Retirement Calculation Guide to help you find out. If you’re a little behind in your savings, Big Al also has 3 ways to get caught up. Wondering if Joe contributed anything to this episode?? That would be a yes! We’ve got questions and Joe’s got answers Read more

Podcast #176

How to Rock Retirement With The Retirement Answer Man

The Retirement Answer Man, Roger Whitney, CFP® talks about his book, Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future. Plus, in some states, you may be able to pay your state taxes as a charitable donation and get a tax deduction, but you might want to be careful with that. Read more

Guest:  Roger Whitney Roger Whitney

Podcast #175

Will Cryptocurrencies Disrupt Real Estate Investing?

Cryptocurrencies have taken investing into risky, adventurous new territory over the past few years, and now a new blockchain-based real estate investing platform wants a place in your portfolio. Learn more about it and about Sam Ball, the young investor and Twitter influencer promoting it. Plus, how not to screw up your Roth conversion and legal ways to get tax-free Read more

Guest:  Sam Ball Sam Ball

Podcast #174

Life Insurance, Long Term Care, Annuities, and Ranting About Reddit

A Reddit thread about getting sold life insurance when going to a life insurance company for financial planning gets Joe Anderson, CFP® ranting! To make sure Joe’s insurance rant doesn’t apply to you, and to help you avoid buying insurance you don’t need, Paul Lim CFP® educates us on term life insurance, permanent life insurance, long-term care, and annuities: what … Read more

Guest:  Paul S. Lim, CRPC®, CFP® Paul Lim

Podcast #173

How Much Can You Really Spend in Retirement?

Retirement Researcher Dr. Wade Pfau explores the 4% rule for retirement withdrawals – just how much can you really spend in retirement? Joe and Big Al take on Dave Ramsey’s advice to pay off debt before saving for retirement, and they loudly debate the merits of real estate versus bonds in a portfolio. Also, IRA planning for the rest of … Read more

Guest:  Dr. Wade Pfau Wade pfau

Podcast #172

Jonathan Clements on The Secret to Defeating Ingrained Financial Failure Instincts

Jonathan Clements (HumbleDollar.com, former Wall Street Journal columnist) talks about how to get from here to financial happiness and success, defeating the instinctual urges ingrained in us by our hunter-gatherer ancestors – urges that often lead to financial failure. Plus, it’s graduation time, should you give the grad in your life the gift of a Roth IRA? Listen Read more

Guest:  Jonathan Clements Jonathan Clements

Podcast #171

Can Market Predictors Make You a Better Investor?

Larry Swedroe, Director of Research at Buckingham Strategic Wealth and columnist at ETF.com, talks about how his views on active vs. passive, the value premium, market predictors and expected returns held up since he wrote his first book 20 years ago – and how he feels today about global diversification and alternative investments. Plus, Joe and Big Al Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #170

Sell in May and Go Away: Can You Time the Market?

Nationally recognized mutual fund, index investing and asset allocation authority Paul Merriman gives us the truth on market timing versus buy and hold – and he explains why he still does both. Plus, answers to your questions on collecting Social Security and a pension, non-deductible, Roth and SEP IRA rollovers, Backdoor Roth conversions, and are there financial perks to getting … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #169

3 Ways a Reverse Mortgage Can Supercharge Your Retirement

Dr. Wade Pfau of RetirementResearcher.com returns to Your Money, Your Wealth® to share some incredible reverse mortgage strategies that can supercharge your retirement when executed correctly. He also updates us on the new rules for reverse mortgages since the 2018 tax law has changed, explains why they have traditionally gotten such bad press, and how they’ve changed. A reverse mortgage … Read more

Guest:  Dr. Wade Pfau Wade pfau

Podcast #168

Money & Divorce: 14 Disastrous Mistakes That Will Steal Your Financial Dignity

Money & Divorce: The financial lifeguard Christine Luken talks about her new program, Financial Dignity After Divorce, plus 14 money mistakes to avoid during a divorce, how much the average couple will spend on healthcare costs in retirement, and with all this market volatility, is your 401(k) safe? And the fellas answer questions buying a house with cash vs … Read more

Guest:  Christine Luken Christine Luken, The Financial Lifeguard

Podcast #167

From Consumer to Creator: How to Reach Financial Independence

Philip Taylor, AKA PT of PTMoney.com, shares the method he used to reach financial independence as he transitioned from CPA to financial media mogul. Plus, 5 ways to turn retirement savings into income, how a big lottery win might affect your Social Security benefits, and if you dollar cost average into Bitcoin to buy winter parkas, how is that Read more

Guest:  Philip Taylor Your Money, Your Wealth guest Philip Taylor

Podcast #166

250 Creative Ways to Save and Make More Money

Nick Loper of Side Hustle Nation shares just a few of the 250 ways he’s found that everyone from millennials to baby boomers can make more money and trim expenses in this new era of creative entrepreneurship and freelance work – from shuttling booze to making some bread teaching people to make bread. Plus, Joe and Big Al do the … Read more

Guest:  Nick Loper Your Money, Your Wealth guest Nick Loper from SideHustleNation.com

Podcast #165