Your Money, Your Wealth Por arte de portada

Your Money, Your Wealth

De: Joe Anderson CFP® & Alan Clopine CPA of Pure Financial Advisors
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  • Resumen

  • A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
    Pure Financial Advisors, LLC
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Episodios
  • How to Pay Less Tax and Invest for Retirement - 486

    How to Pay Less Tax and Invest for Retirement - 486
    Jul 16 2024
    How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe Anderson, CFP® and Big Al Clopine, CPA are back this week on Your Money, Your Wealth® podcast 486 to answer these questions and to spitball on the importance of international stock in John in Seattle’s diversified investment portfolio, David and Terri’s Roth conversion and I bond strategy, Blake’s severance package, and the impact of a new home purchase on John in DC's retirement spending. Free financial resources and transcript: https://bit.ly/ymyw-486 DOWNLOAD | Retirement Rescue Guide - limited-time special offer! Download by Friday, July 19, 2024! WATCH | Retirement Rescue Plan - YMYW TV DOWNLOAD | Investing Basics Guide DOWNLOAD | 10 Steps to Improve Investing Success REGISTER | Equity Compensation Basics Webinar - Wednesday, July 24, 12pm Pacific / 3pm Eastern Request your own Retirement Spitball Analysis YMYW on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter Schedule a free financial assessment Timestamps: 00:00 - Intro 00:57 - Should We Do Roth Conversions to Top of the 24% Bracket to Minimize $240K I-Bond Profits? (David & Terri, Southern California, voice) 07:32 - Roth Conversion & Qualified Charitable Distribution Strategy Spitball (Kimberly, IA) 13:12 - Should I Take the Severance Package Now at 59 and a Half or Work Until Age 63? (Blake) 18:00 - Is My Tax Loss Harvesting Transaction a Wash Sale? (Patrick, Vancouver, WA) 24:42 - How Important is International Stock in a Diversified Portfolio? (John, Seattle, WA) 30:40 - At What Marginal Tax Rate Should Roth 401(k) Contributions Stop? (Brian, NC) 33:58 - What Impact Will Our New Home Have on Our Retirement Spending? (John in the DC) 42:32 - The Derails
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    46 m
  • Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6

    Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6
    Jul 9 2024

    He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of Pure Financial Advisors' Managing Director Jake Greenberg, CFP®, ChFC® for a video case study (complete with visual aids!) on YMYW Extra number 6. Into which types of accounts should Bonnie and Clyde save for retirement? How much of their savings should they convert to Roth and when? Free financial resources and transcript: https://bit.ly/ymywe-6

    Download the Key Financial Data Guide

    Watch the video spitball: https://youtu.be/YwG3pZ3U8IU

    Request your own Retirement Spitball Analysis

    YMYW Extra on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter

    Schedule a free financial assessment

    01:19 - Bonnie & Clyde's Financial Situation
    06:56 - Health Savings Accounts Explained
    08:16 - Real Estate Plans
    09:42 - Contribute to Brokerage Account or Roth 401(k)?
    11:01 - Bonnie & Clyde's Pre-Financial Assessment: A Video Case Study
    23:28 - Tax Diversification Visualized
    30:02 - Roth Conversions: When and How Much? Current and Future Tax Brackets Visualized
    35:53 - Age Difference and Retirement Date Differences
    27:15 - Bonnie and Clyde's Cars, Drinks and Pets
    39:57 - Final Thoughts
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    42 m
  • Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5

    Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5
    Jul 2 2024

    Will their $5 million nest egg get them to ages 85 and 100? Pa and GiDi are 65 and 60 and retiring now. As they consider moving to the no-income-tax state of Nevada in retirement, they have some decisions to make: should Pa take Social Security before age 70? How should they bridge the gap until Social Security? And most importantly, how can they minimize their taxes in retirement? Should they wait to do Roth conversions until after the move? That’s on this bonus episode of Your Money, Your Wealth®, aka YMYW Extra. While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, YMYW producer Andi Last enlists the help of senior financial advisor Kyle Stacey, CFP® from Pure Financial Advisors in San Diego, California. Free financial resources and transcript: https://bit.ly/ymywe-5

    DIY Retirement Guide - Limited time Special Offer! Download by Friday, July 5, 2024:

    https://purefinancial.com/ymyw/#ymyw-special-offer

    It's a two-fer! Watch the video spitball for Pa and GiDi from Nick Rose, CFP® from the Pure Financial Advisors office in Woodland Hills, California: https://youtu.be/N-hsXonqgMM

    Watch Strategies for Diversifying Concentrated Stock Positions

    Request your own Retirement Spitball Analysis

    YMYW Extra on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter

    Schedule a free financial assessment

    Timestamps:
    00:00 - DIY Retirement Guide Limited-Time Special Offer
    01:05 - Intro
    02:31 - Pa & GiDi's Cars, Drinks & Finances
    07:51 - High-Level Thoughts and Retirement Assumptions
    11:26 - Roth Conversions to the Top of the 24% Tax Bracket
    12:45 - Claiming Social Security and Portfolio Diversification
    13:43 - Other Suggestions
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    16 m
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