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An entire episode dedicated to money questions that run the gamut: from Roth conversions and the Mega Backdoor Roth strategy to IULs to insure future income, reverse mortgages in recession, divorce and retirement accounts, and much more. Listen to the podcast on YouTube: Subscribe to the YMYW podcast Subscribe to the YMYW podcast newsletter FOLLOW […]
Back to investing basics with Matt Balderston, CFP® from Pure Financial Advisors: what makes for a wise investing philosophy while on the market volatility roller coaster? Plus, answers to your money questions: How do you find a financial fiduciary? How do you avoid people with bad financial intentions? What is a good investment policy statement? […]
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? […]
Top apartment broker Terry Moore, CCIM talks about using rental real estate not just to build wealth, but also to create a life worth imitating. Joe and Big Al answer your questions: can excess scholarship money be contributed to a Roth IRA? Will stock and bond income affect Social Security benefits? The fellas also do a […]
Ashley Patrick (former police detective and creator of BudgetsMadeEasy.com) explains how debit card fraud happens, what to do when your ATM card is compromised, and ways to avoid it happening in the future. Plus, Joe and Big Al answer your money questions: how do you determine a good pre-tax to Roth savings ratio? Are trading […]
David Carlson (author, Student Loan Solution) discusses the student loan debt crisis and President Donald Trump’s plan to fix it, and Joe and Big Al answer listener questions about contributing to a retirement plan without an employer match, doing in-plan Roth conversions, changing retirement accounts to protect investment properties, and more. Listen to the podcast […]
Brian Portnoy, Ph.D., CFA® (author, The Geometry of Wealth) on the difference between being rich and wealthy, and how to achieve both. Plus, what about tax brackets? Joe and Big Al respond to a challenge of their critique of Ric Edelman’s critique of the Roth IRA. And they answer questions that stress the importance of […]
Ric Edelman has some strong arguments against the Roth IRA. Joe & Big Al, aka “The Roth Brothers,” offer their thoughts. Plus, understanding basis when it comes to Roth conversions. And what happens if you’ve already contributed, but by the end of the year you’ve exceeded the income limitation for Roth contributions? Can you open […]
Behavioral finance expert Dr. Daniel Crosby talks about his latest book, The Behavioral Investor and cracks us up with stories of how “having to go” and other physiological, sociological, and psychological factors influence our investing choices. Plus, Joe and Big Al answer money questions about ACA subsidies and Roth conversions, strategies for reducing the tax […]
Nationally recognized investing expert Paul Merriman makes the case that owning just two funds for life is a “home-run” investing strategy for some investors. Plus, Joe and Big Al answer your money questions: how should teachers, and others without Social Security or pension, save for retirement? How do you record flexible spending account contributions on your taxes? […]
What do the increases in the Federal Reserve interest rates mean for the economy and our portfolios – and how can we benefit from the rate hikes? Lindsey Stanberry dishes about Refinery29 Money Diaries. Joe and Big Al answer your money questions on state vs. federal tax deductions, saving for retirement vs. paying debt, and […]
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 […]
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 […]
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 […]
Are you on track for retirement? Big Al Clopine, CPA created a YMYW Quick Retirement Calculation Guide to help you find out. If you’re a little behind in your savings, Big Al also has 3 ways to get caught up. Wondering if Joe contributed anything to this episode?? That would be a yes! We’ve got questions […]
