Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
Can you convert your health savings account (HSA) to Roth, and do the five-year Roth withdrawal cloc
So you’re about to receive a large inheritance - what should you do with it? Joe and Big Al spitball
If you knew exactly when you were gonna die, so many financial decisions would be simple. But genera
Gidget wants to find her very own Moon Doggie so she can get married and reap that sweet, sweet capi
How do you protect your nest egg when you’re really risk-averse and want safe, low-risk investments
Should retirement living expenses be drawn from your stable value fund, your CD or money market, bro
How can you reduce taxes, IRMAA, net investment income tax, and required minimum distributions when
Which investments should go in your traditional IRA vs your Roth IRA, and does that asset location d
Should Edith and Archie live off their non-qualified accounts and pay Roth conversion taxes from the
Are low-cost mutual funds or ETFs better investments in a tax-advantaged account? Also, more strateg
In order to retire comfortably at age 60, what should you be doing with your finances when you’re in
If you’ve got some retirement savings but can’t contribute any more, will you ever be able to retire
How should your financial strategy change when your income increases dramatically? We’re talking lik
Joe and Big Al spitball on set-and-forget brokerage investments for 30-something investors, real est
With the new SECURE Act 2.0 rules regarding retirement savings contributions, should your company ma
Modified adjusted income for Medicare and IRMAA and the pro-rata and aggregation rules for Roth conv
How should young savers invest pensions and estimate their retirement income needs? Is going into yo
Joe and Big Al are back with a SECURE Act 2.0 recap and a proposed backdoor 529 plan strategy from t
IRA withdrawal strategies when you retire in a down market, Roth contributions vs. Roth conversions,
Welcome to Your Money, Your Wealth® podcast, with CERTIFIED FINANCIAL PLANNER™ professional Joe Ande
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