Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
In what order you should contribute into which accounts for retirement? Joe & Al explain the reasoni
Learn the basics of Roth IRA conversions, how to calculate the tax on a Roth conversion, when to pay
How to calculate modified adjusted gross income (MAGI) for Medicare IRMAA, Social Security benefits
Asset allocation is the delicate balance of stocks, bonds, and other assets in an investment portfol
How do you estimate net investment income tax when selling your primary residence? Is the all-in-one
Retiring overseas and foreign earned income exclusion eligibility, using your tax refund for a back
Joe & Big Al outline the House Ways and Means Committee's sweeping tax proposal that would impact Ro
What is a home equity line of credit? Is a HELOC better than a traditional mortgage? What are all-in
How to calculate Roth conversions to reduce taxes at required minimum distribution age? What are the
Some YMYW listeners have had enough of the 9 to 5 and are ready to punch early. Joe & Big Al spitbal
Asset location: how to position assets to pay less tax without sacrificing investment growth? Should
Moving money from tax-deferred retirement accounts to accounts with lifetime tax-free investment gro
Ways to diversify concentrated stock positions, like using a donor-advised fund. How does the IRS kn
Is it better to pay tax on $5 million than on $1M? Also, an asset location strategy to lower RMDs an
Spitballing tax-efficient retirement withdrawals, savings, Social Security, and required minimum dis
Which states are best for retirement taxes? When moving to a state with a lower cost of living, is i
Spitballing retirement readiness for Sean and for Little Al who has UK retirement funds and is despe
Do you need a CERTIFIED FINANCIAL PLANNER™ professional? Is a financial advisor worth hiring? What d
Do Roth IRA conversions increase Medicare premiums? How can you convert to Roth and stay below the I
Financially, what's the ideal retirement age? Are Roth conversions to the 37% tax bracket a good ide
