Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
Can Ted and Georgette convert $1.6M in an inherited trust to Roth without distributing it? Should th
When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth f
Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly
Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she’s widowed and won’t be mar
For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance
Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate?
Hawkeye and Elle are age 61 and in the 32% tax bracket. How should they get money into their Roth ac
Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should h
How much should you save in pre-tax accounts vs. post-tax accounts? Joe Anderson, CFP® and Big Al Cl
Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on
TJ in Louisiana has been sitting on the sidelines, but now it’s time to get into the market. Should
Can "Alanis" retire early at age 60? With "Barney and Betty’s" spending patterns, can they retire AS
What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New
What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Oh
Can Claire and her husband retire early at age 60? Today on Your Money, Your Wealth® podcast number
The single biggest retirement planning mistake to avoid, the problem with tax professionals, and ans
Is timing the market when you withdraw money from your retirement accounts or do Roth conversions an
Should Terry and his siblings take out a whole life insurance policy on their parents before they in
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified
He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyd
PodQuest PodQuest Podcast Discovery Engine