Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colora
Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in
Mike and his wife in Tampa are 39 and 36, they’ve got nearly a million bucks saved. Are they on trac
Today on Your Money, Your Wealth® podcast 513 with Joe Anderson, CFP®, and Big Al Clopine, CPA, YMYW
What is the risk with BDCs, or business development company funds? Edward in Illinois wants to know.
YMYW friends, welcome to 2025. Today on Your Money, Your Wealth® podcast number 511, we’re revisitin
Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of t
When should Richie and Heather and Rebecca and Sam collect their Social Security benefits? Why is Da
John in Pennsylvania doesn’t have bonds in his investment portfolio. Should he add them, and if so,
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on paying the tax on your Roth conversions on Yo
What’s a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of “gu
Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track
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
