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Money Secrets of the Super Wealthy With Paul Sullivan – 120

Paul Sullivan, author of “The Thin Green Line: The Money Secrets of the Super Wealthy” tells Joe and Big Al how the decisions you make about your money can put YOU in the wealthy club. Plus, how should you prepare for President Trump’s “biggest tax cut ever?” 3 things you may be getting wrong about retirement planning, and international taxation Read more

Guest:  Paul Sullivan paul sullivan

Podcast #120 :

Want To Be Stacking Benjamins? Do Nothing – 119

Guest Joe Saul-Sehy of the Stacking Benjamins podcast explains the value of having a financial planner (while avoiding his stalker, Your Money, Your Wealth host Joe Anderson.) Joe and Big Al discuss what the Department of Labor fiduciary ruling means to you, and 10 steps to get ready for retirement. They also answer questions about saving for retirement as a … Read more

Guest:  Joe Saul-Sehy joe saul-sehy

Podcast #119 :

7 Mistakes New Real Estate Investors Make – 118

Alex Goldstein, the author of “No Nonsense Real Estate,” offers 7 Mistakes New Real Estate Investors Make. Joe and Big Al discuss 3 ways to sell your real estate, Social Security taxation, and 7 Social Security mistakes to avoid. Plus, potential ways to fund Trump tax reform, and who pays for weddings these days?

Show Notes

  • Trump Tax Reform: How
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Guest:  Alex Goldstein Alex Goldstein

Podcast #118 :

Using Reverse Mortgages To Secure Retirement with Dr. Wade Pfau – 117

Dr. Wade Pfau reveals new research on the reverse mortgage as an insurance policy and investing tool and discusses the 4% rule for withdrawing retirement income from your portfolio. Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401(k) into an IRA, long-term care tax strategies, the latest on the Department … Read more

Guest:  Wade Pfau Wade pfau

Podcast #117 :

Beat the Market, Save, Retire at 30? – 116

From stock picking to retiring at 30, Rob Berger spills secrets learned in 10 years hosting The Dough Roller Money Podcast. Joe and Big Al talk about market volatility caused by President Trump’s potential tax cuts, health care plan, and proposed budget and they cover 5 “fatal error” type inherited IRA mistakes, the merits of Star Wars merch, Johnny Depp’s … Read more

Guest:  Rob Berger Rob Berger

Podcast #116 :

The Value of Debt in Building Wealth – 115

Author Tom Anderson discusses the value of debt in wealth building through the four phases of life. Joe and Big Al go over 6 common myths that can mess up your retirement, and how much you need to save in order to have $1 million when you retire. Also, how will making a large IRA withdrawal affect your taxes, Medicare … Read more

Guest:  Tom Anderson tom anderson

Podcast #115 :

The Investing Lie Wall Street Needs You To Believe – 114

Show Notes

  • Index funds and The Oakland A’s (:51)
  • Larry Swedroe: Why Past Performance Isn’t Guaranteed (9:21)
  • Larry Swedroe: The Complete Lie Wall Street Needs You To Believe (19:27)
  • Trump’s Tax Plan and Interstate Taxation (28:32)
  • Five Things Parents Need To Teach Kids About Money from Jack Kosakowski, President, and CEO of Junior Achievement (38:00)
Read more

Guest:  Larry Swedroe Larry Swedroe

Guest:  Jack E Kosakowski Jack Kosakowski Photo

Podcast #114 :

Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You? – 113

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’re one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which … Read more

Guest:  Daniel Prince daniel prince 400x400

Podcast #113 :

Investor Psychology: You Can Be Right And Still Be a Moron – 112

Are you a fearful moron when it comes to investing? Can you invest in LGBT rights and gender equality? Is today’s market forgetful? Behavioral finance expert Dr. Daniel Crosby, author of “The Laws of Wealth,” discusses these hot topics. Joe and Big Al consider the biggest tax cut ever, 7 common investor mistakes, Ric Edelman’s Social Security solution, and your … Read more

Guest:  Dr. Daniel Crosby dr. daniel crosby

Podcast #112 :

The Trump Effect on the Markets – 111

Show Notes

  • Investor Optimism, Emerging Markets and the Trump Effect (:36)
  • If you have a personal relationship with your portfolio, it may serve you better (10:47)
  • 6 Basic Retirement Questions Most Americans Don’t Get Right (19:57)
  • Your email questions answered (39:32)
    • Can I gift my entire Roth IRA account to a grandchild, and roll all of the tax-free accumulation over
Read more
Podcast #111 :

10 Tax Mistakes That Could Cost You Huge Penalties — Or Worse – 110

Show Notes

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Podcast #110 :

Six Steps To Get Super Rich & Work Your Wealth

Show Notes

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Guest:  Mary Beth Storjohann Mary Beth Storjohann

Podcast #109 :