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Your Money, Your Wealth® podcast

Podcasts

Weekly podcasts with Joe Anderson, CFP® and “Big Al” Clopine, CPA.

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Is It Time to Fire Your Financial Advisor?

Is your advisor’s financial plan for you too cookie-cutter, set it and forget it? Should you stay or should you go? Joe and Big Al weigh in on whether a couple of listeners who are dissatisfied with their financial advisors should ditch the advisors or keep them. Plus, how should you choose investments in your […]

29
OCT
2019
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Liz Ann Sonders: Investing in the Face of Recession

“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 […]

02
JUL
2019
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Sex and Immigration: How Do They Affect Social Security?

Devin Carroll (Big Picture Retirement podcast, Social Security Intelligence blog) explains how sex could save Social Security and the surprising effect that immigration has on your Social Security benefits. Plus, Joe and Big Al answer your questions: How should I diversify from a single highly appreciated asset? And one of the most common questions: will […]

11
JAN
2019
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