Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
This week GameStop, AMC and Blackberry stocks went wild, with hedge funds shorting the stocks, and R
Drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-r
Answering questions from across the personal finance spectrum: inherited IRAs and late RMDs, contrib
Backdoor Roth IRA withdrawal rules and the mechanics of the mega backdoor (dump truck!) Roth. Can yo
In this first YMYW episode of 2021, Joe and Big Al go over estate planning strategies for CFP® candi
Wrapping up the longest year in history with means testing for Social Security, healthcare when one
’Twas the Tuesday before Christmas and all through YMYW, Joe and Big Al’s stockings were stuffed wit
A final look at the CARES Act COVID-19 stimulus package, Coronavirus related distributions, and whet
There are taxable, tax-deferred, and tax-free accounts, and the proper balance of investments in eac
Paying off your mortgage? First, think of your investing and tax strategy. And, if you max out retir
Should you borrow money to pay the tax on a Roth IRA conversion? Should you do a Roth conversion or
Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on t
When does the real estate depreciation 121 exclusion happen and how do you account for rental proper
Should retirement savings go in the older spouse’s accounts first? Does Marion have a good VTSAX to
What is the MEGA backdoor Roth IRA conversion and should you do one? How do you create retirement in
On round 3 of the YMYW Retirement Plan Spitball Analysis, Joe and Big Al focus on your tax diversifi
Should you wait until retirement to do a backdoor Roth IRA conversion? Plus, the pro-rata rule, self
Retirement portfolio rebalancing when the market goes down, accumulation, de-accumulation, dollar co
Are you screwing up your Backdoor Roth IRA conversion? Find out. Plus, tax on mega-Backdoor Roth con
How might Joe Biden's or Donald Trump’s changes to the lifetime estate tax exemption impact your est
