Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
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
Will their $5 million nest egg get them to ages 85 and 100? Pa and GiDi are 65 and 60 and retiring n
How much do retirees really spend in retirement? Does the Social Security Primary Insurance Amount (
Cinderella and her Prince Charming have a nest egg of $2.3 million and are hoping for retirement inc
Market declines just before you retire, or early in your retirement, can really screw up your retire
Should Mike in Virginia keep using his IRA money to pay the tax on his Roth conversions? How do you
Sunshine in Orange County has been waiting patiently since January for a full Retirement Spitball An
Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 wit
