Podcasts
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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Trump Retirement Security Executive Order: Small Business Opportunities and Concerns
Jeffrey Levine (Forbes/Kitces.com/BluePrint Wealth Alliance) explains the retirement security opportunities and concerns presented by Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you … Read more
Guest:
Jeffrey Levine
Podcast #187
Stop Spending Money the Wrong Way: 77 Days to Financial Happiness
Jonathan Clements on how to stop spending money the wrong way and enrich our financial lives in just 77 days with his new book, From Here to Financial Happiness. Plus, 3 things you need to do now if you want to retire in 5 years, and answers to the questions: why are there required minimum distributions on employer-sponsored Roth … Read more
Guest:
Jonathan Clements
Podcast #186
What You Need to Know About Social Security and Making Money
Social Security and Making Money: Today we’re answering your questions on how working, collecting a paycheck, or investing during retirement might affect your Social Security benefits. Plus, some call her the “Goddess of Social Security”: InvestmentNews contributing editor and nationally recognized Social Security expert Mary Beth Franklin joins Big Al to go over the basics of Social Security, as well … Read more
Guest:
Mary Beth Franklin
Podcast #185
How to Manage 8 Risks That Can Derail Your Retirement
Plenty of risks threaten retirement, and today we focus on managing risks from longevity, inflation, sequence of returns, taxes, interest rates, and lost opportunity. Plus, Professor Jamie Hopkins from The American College and the New York Life Center for Retirement Income talks about how our risky investor behavior needs Rewirement (which happens to be the title of his most … Read more
Guest:
Jamie Hopkins
Podcast #184
Your 2018 Taxes: 10 Ways to Prepare and Save
2018 taxes will be very different than previous years. We’ve got 10 ways to make sure you’re properly prepared, and perhaps even reduce your 2018 tax burden. Plus, we talk about the benefits of Roth IRAs quite a bit – when might Roths be WRONG for you? And is it nuts to go with CDs in a traditional IRA?
Show
… Read morePodcast #183
How to Cure the Investing Disease of Fear and Greed
Morgan Housel (Collaborative Fund, former Wall Street Journal and Motley Fool) offers practical ways to determine your actual risk tolerance and perhaps help avoid the investing disease of fear and greed. And, listen to find out where you fall on Morgan’s spectrum of financial dependence to financial independence. Plus, should you invest in a hybrid fixed indexed annuity? Is an … Read more
Guest:
Morgan Housel
Podcast #182
Are More Trump Tax Cuts and Big 401(k) & IRA Changes On the Way?
ANDI’S PODCAST SURVEY (has now ended!) On Friday, August 17th, 2018, we’re giving away a $100 Amazon gift card! To enter for your chance to win, take my 5-minute survey and let me know what you think about the Your Money, Your Wealth® podcast. What financial topics matter most to you? What are your favorite parts of the podcast? What … Read more
Guest:
Meb Faber
Podcast #181
Why Do You Need to Understand Financial Markets?
Marc Levinson, author of The Economist Guide to Financial Markets: Why They Exist and How They Work explains how understanding financial markets can help you make fewer investing mistakes and improve everything from your home to your job to your portfolio. Plus, what does Tax Reform 2.0 have in store for us? What to do with a few extra bucks … Read more
Guest:
Marc Levinson
Podcast #180
Can Risk Revolutionize How You Work?
Can risk revolutionize your work? Best selling author, entrepreneur and co-host of the Bad Crypto Podcast, Joel Comm, talks about his new book, The Fun Formula: How Curiosity, Risk-Taking, and Serendipity Can Revolutionize How You Work.
Show Notes
- (01:20) Should I Quit My Corporate Job to Be a DJ?
- (08:33) Joel Comm on The Fun Formula: How
Guest:
Joel Comm
Podcast #179
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 Investments. Plus, 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
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
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