ABOUT THE GUESTS

rachel sheedy
ABOUT Rachel

Rachel Sheedy is Editor of Kiplinger’s Retirement Report, the 90,000 circulation monthly publication for affluent subscribers planning for and living financially secure lives in retirement. Covering retirement for the past 11 years, she has written extensively on Social Security claiming strategies, rules and strategies for IRAs and Roth IRAs, reverse mortgages, and state taxes on retirees. Sheedy [...]

douglas p. mccormick
ABOUT Douglas

Douglas P. McCormick has a lifetime of experiences that provide the foundation for the framework, principles and tools in Family Inc. As a professional investor, he has spent two decades managing money for institutional clients such as insurance companies, pension funds, entrepreneurs and high net worth families. Unlike Wall Street money managers who seek to [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Published On
February 4, 2017

Kiplinger’s Retirement Report editor Rachel Sheedy tells Joe and Big Al how to inherit a retirement account without paying a boatload of taxes all at once. Family, Inc. author Doug McCormick talks about how to use sound business principles to make the most of your family’s money, and the fellas answer emails about retirement contribution limits, taxation on stock dividends and splits, and the voodoo of overfunding life insurance. They also discuss Social Security and Medicare changes in 2017, and the do’s – and dont’s – of saving.

*Your Money Your Wealth Opening song, Motown Gold by Karl James Pestka, is licensed under a  Creative Commons Attribution 3.0 Unported License.