Podcasts
Personal finance podcast bringing listeners, both beginners and experts alike, actionable advice to retire successfully. Hosts Joe Anderson, CFP® and "Big Al" Clopine, CPA break down key strategies on designing your investment portfolio, maximizing Social Security, generating a retirement income distribution plan, avoiding paying unnecessary taxes, financial independence and so much more.
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Do These 9 Simple Things to Improve Your Retirement
Dr. Stephen Wendel, Head of Behavioral Science at Morningstar, talks about the challenges that keep us from making good investing decisions, and 9 simple actions we can take to create a better retirement for ourselves. Plus, a quick look at how companies helped get out the vote for the midterm elections and some market movers and shakers. And of … Read more
Guest:
Steve Wendel
Podcast #195
Apple, Spotify, and RMDs Feeling Volatile Markets
How the most volatile month of the year affected Spotify and Apple, and how to avoid volatile markets and sequence of returns risk affecting your required minimum distributions. Plus, should a self-employed small business owner contribute to a solo Roth 401(k)? If you max your Roth IRA contributions and receive a company match, is that over-contributing, and how is that … Read more
Podcast #194
Why Market Corrections Are a Good Thing
The market has been in correction territory more than once over the past week, and Joe and Big Al explain why that’s a good thing. Plus, is the three bucket investing and withdrawal strategy good for large portfolios? What’s the real value of your net worth? Ways to protect your sanity and your money as you age. And, on the … Read more
Podcast #193
Jean Chatzky on the Big Shift to Women in Financial Power
Jean Chatzky (NBC’s Today Show) talks about HerMoney.com, her new project giving women the confidence to lead the charge into the financial future. Plus, what women get wrong about money, how automation can help our health and our wealth, and why the gig economy isn’t helping. Joe and Big Al discuss the Uber IPO, taking RMDs from your … Read more
Guest:
Jean Chatzky
Podcast #192
Tempted to Panic and Sell? Do These 3 Things Instead
Brian Perry and Larry Swedroe on market volatility, whether, as President Donald Trump said, the Fed is crazy, and what 3 things you should do next to be like the greatest investor of all time, Warren Buffett. Plus, answers to your questions: can you roll a 401(k) into a home purchase? What’s a good allocation of stocks vs. bonds? And … Read more
Guest:
Larry Swedroe
Podcast #191
4 Roth Conversion Options for Tax-Free Portfolio Growth
Trump tax cuts are slated to sunset in 2025, but the House has passed the GOP bill to make them permanent. Life insurance settlements, or “Death Bonds,” are being offered as a “solution” to senior bankruptcies. Four different Roth conversion options to avoid a tax bracket jump, with a caveat. And answers to your questions: Will the IRS take FICA … Read more
Podcast #190
IRA Basics: What You Need to Know About Individual Retirement Accounts
IRA basics: What do you know about the individual retirement account, also known as an IRA? On tap today, contributing to an IRA, IRAs for small business owners, self-directed IRAs, and IRA mistakes to avoid. Plus, Joe and Big Al answer your questions – like what does an IRA make?
Show Notes
- (00:57) IRA Contributions: Everything You Need to Know
Podcast #189
Risks and Rewards of Vacation Rentals and Real Estate Investing
Cubert from AbandonedCubicle.com shares his plans for using real estate, including AirBnB and VRBO vacation rentals, on his path to financial independence at the age of 46. Is it worth the risk? Plus, the fellas answer your questions about real estate investing: will it help you minimize taxes in a high tax state? And how can you avoid capital gains … Read more
Guest:
Cubert
Podcast #188
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