Recent Podcasts
An inverted yield curve has often led to recession. Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discusses the current state of the markets and the possibility of recession, and he helps Joe and Big Al answer some listener...
PRODUCER ANDI’S PODCAST SURVEY (has ended!) Your chance to win a $100 Amazon gift card ends this Saturday August 17th, 2019 at 11:59pm Pacific time! If you’re a US resident, just answer 15 questions in my 2nd annual YMYW podcast survey. It’ll take 5 minutes,...
PRODUCER ANDI’S 2019 PODCAST SURVEY (has ended!) We’re giving away a $100 Amazon gift card! To enter to win, take this brief survey (just 15 questions) and let me know what you think about the Your Money, Your Wealth® podcast. What financial topics matter most...
More Podcasts
PRODUCER ANDI’S 2019 PODCAST SURVEY (has ended!) We’re giving away a $100 Amazon gift card! To enter to win, take this brief survey (just 15 questions) 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 show? […]
PRODUCER ANDI’S 2019 PODCAST SURVEY (has ended!) We’re giving away a $100 Amazon gift card! To enter to win, take this brief survey (just 15 questions) 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 show? […]
Does the media impact financial markets and the economy? Oliver Renick, host of Morning Trade Live and Market on Close on TD Ameritrade Network, has ideas on how we can best make use of what the media tells us about the financial world. Plus, where should bonds be allocated to lessen the tax burden? Should […]
Joe Anderson, CFP® and Big Al Clopine, CPA answer your questions on Social Security disability, the file and suspend strategy, IRA contributions and Roth conversions, estimated tax, estate tax, gift tax, Social Security tax, the qualified business income deduction, selling appreciated stock, and whatever else they can jam in. Listen to the podcast on YouTube: […]
“If we’re heading to a recession, we’re already in it.” Liz Ann Sonders (Chief Investment Strategist, Charles Schwab & Co.) shares her mid-year market insights and provides strategies for removing the emotion from investing, regardless of market conditions. Plus, Joe and Big Al answer your money questions: how do you diversify a portfolio for the […]
Rick Durso tells us what his retirement hustle is like as a caddy for the Symetra Golf Tour, helping golfers make it to the Ladies Professional Golf Association (LPGA). Plus, Joe and Big Al answer your money questions about Roth conversions, solo 401(k) plans for the self-employed, and they get taken to task for something […]
Danielle Kunkle Roberts of BoomerBenefits.com on Medicare basics, parts A to D, signing up, common mistakes, Medigap vs. Medicare Advantage, recent improvements to Medicare, and the future: will Medicare For All or Medicare At 50 become reality? Plus, Joe and Big Al answer your money questions: are health insurance premiums deductible? And when do you […]
The Land Geek Mark Podolsky shares his method for turning unwanted dirt and “rock farms” (aka raw land) into cash. Plus, can you aggregate rental properties into an LLC to take advantage of the qualified business income deduction? And can you avoid state taxation on your required minimum distributions (RMDs) if you move to a […]
Professor Jamie Hopkins (Carson Wealth & Heider School of Business/Creighton University) talks about impacts the SECURE Act could have on retirement planning – particularly the end of the stretch IRA provision, which allows inherited individual retirement accounts to remain tax-deferred. Plus, how to reduce taxes when you have significant capital gains, when you can take […]
Travis Shakespeare, Director and Executive Producer of Playing with FIRE, talks about making the first-ever documentary about the Financial Independence / Retire Early or FIRE movement. Plus, Joe and Big Al answer your rental real estate investing questions and clear up some confusion around Roth 401(k) income limits and contributions versus conversions. Listen to the […]
Dr. Sarah Stanley Fallaw (co-author, The Next Millionaire Next Door) shares the findings of her research into how millionaires become wealthy, and what she found has changed since her father’s groundbreaking book The Millionaire Next Door was released in 1996. Plus, what should you do with universal life insurance policies with large cash values? Will […]
Economist Dr. Allison Schrager, author of An Economist Walks Into a Brothel and Other Unexpected Places to Understand Risk, explains how the risk management techniques of surfers, prostitutes, magicians, and soldiers might relate to our own investing and retirement planning. Plus, does it matter which assets you withdraw first from your retirement portfolio? Joe and Al dive deep on this […]
