Your Money, Your Wealth

Will Your Taxes Get Audited? - 69

2016/10/1

Joe Anderson, CFP® & Alan Clopine, CPA discuss the latest statistics on who’s most likely to get aud

8 Financial To-Dos Before Year-End - 68

2016/9/24

Joe Anderson, CFP® & Alan Clopine, CPA discuss the importance of properly diversifying your 401(k) i

Can I Roll My Solo 401(k) to a Simple 401(k)? - 67

2016/9/24

Joe Anderson, CFP® & Alan Clopine, CPA discuss some last-minute tax planning tips before year-end in

Where the Presidential Candidates Stand on Taxes - 66

2016/9/17

The state of the US tax code couldn’t be more uncertain. In episode 66 of the YMYW podcast, Joe Ande

5 Lessons to Learn from Wealthy Investors - 65

2016/9/17

Joe Anderson, CFP® and Big Al Clopine, CPA discuss a two-decade study on the character traits of Ame

Best & Worst Boomers’ Retirement Plans - 64

2016/9/10

Joe Anderson, CFP® and Big Al Clopine, CPA discuss the good, the bad and the ugly of baby boomers’ r

Cracking Down on the ‘Mega-Roth’ - 63

2016/9/10

Oregon’s State Senator Ron Wyden is proposing a limit on Roth IRA accounts so high-income households

Factor-Based Investing with Larry Swedroe - 62

2016/9/3

Investing expert Larry Swedroe joins Joe Anderson, CFP® and Big Al Clopine, CPA to discuss his new b

Why Save for Retirement in a 401(k)? - 61

2016/9/3

Joe Anderson, CFP® and Big Al Clopine CPA answer your burning financial questions in episode 61 of t

Pension Vs. Lump Sum, 401k Rules, and the Fiduciary Standard - 60

2016/8/27

Pensions in lump sum vs monthly payments, 401(k) rules, the fiduciary standard, and more as Joe Ande

6 Ways to Reduce Your Required Minimum Distributions - 59

2016/8/27

Did you know there are strategies you can use to reduce your required minimum distributions (RMDs) f

Financial Planning in Your 20s and Controlling Income Taxes - 58

2016/8/20

Joe Anderson, CFP® and Big Al Clopine CPA answer personal finance questions about real estate invest

Traditional Retirement is Dead. Now What? - 57

2016/8/20

In episode 57 of the YMYW podcast, Joe Anderson, CFP® and Big Al Clopine, CPA shed light on scary st

Answers to Financial Questions You’re Afraid to Ask - 56

2016/8/13

Joe Anderson, CFP® and Big Al Clopine CPA answer frequently asked financial planning questions about

3 Reasons to Ignore Presidential Candidates’ Economic Promises - 55

2016/8/13

Presidents can bully the Federal Reserve, but they can’t set central bank policy. Joe Anderson, CFP®

Beware of the New 60-Day Rollover Rules - 54

2016/8/7

The IRS changed the rules for IRA rollovers and not everyone is catching on. Taxpayers can only perf

Avoid These 6 Costly Retirement Planning Mistakes - 53

2016/8/6

Joe Anderson, CFP® & Alan Clopine, CPA share common retirement mistakes they’ve seen for years. Thes

What You Need to Know Before Choosing a Financial Advisor - 52

2016/7/30

Joe Anderson, CFP® & Alan Clopine, CPA answer frequently asked investing questions and explain key f

Is It the End for These Three Tax-Saving Strategies? - 51