Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
When you retire and when you actually stop working may be two different things. How can you get a ra
Should you save for a house down payment or invest for retirement? How much long term capital gains
The time may be right for a giant Roth IRA conversion, especially now while the market is down, to p
Learn how to craft a retirement plan email question that’ll get you a model retirement spitball anal
When the financial markets are down, should you postpone retirement? When inflation is up, should yo
Inflation is high, interest rates are high, and the financial markets are volatile. Are bonds and se
“Are we on track for retirement?” The ever-popular YMYW Retirement Spitball Analysis is all based on
Equitable accumulators, cash management accounts, and Social Security: with today’s market volatilit
If you own houses in your self-employed, self-directed solo 401(k), is converting a house a year to
Joe Anderson, CFP® and Big Al Clopine, CPA are all about having a plan for retirement. Using example
Is there a way to get out of a bad SIMPLE IRA and stash cash in a tax-free Roth account? Can an owne
As bear market territory freaked out some investors, YMYW listeners were a bit more chill as Joe and
Required minimum distributions: how do they work, when do you have to take them, and do Roth IRAs ha
Joe & Big Al talk strategy for converting to Roth and paying tax from the IRA when you have limited
How does Social Security work for self-employed small business owners? Is there a solo 401(k) that a
Does it make sense to do larger “Calvin Johnson” (megatron, aka mega backdoor) Roth conversions when
When is it appropriate to buy an annuity? Joe and Big Al run a retirement annuity spitball analysis.
Will the Senate pass the SECURE Act 2.0, and will it require a Roth option for retirement savings? P
Spitballing retirement for a police officer turning teacher, a self-employed small business owner, a
When do you have pay the taxes on a Roth IRA conversion to avoid any IRS penalties? Was it a mistake
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