Your Money, Your Wealth

On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as...Read More

On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified p...Read More

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Episodes (280)

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Will These Three Things A...

07 Jul 2020 | 47 mins 45 secs

Will These Three Thi...

07 Jul 2020 | 47 mins 45 secs

Are These Retirement Inve...

30 Jun 2020 | 44 mins 37 secs

Are These Retirement...

30 Jun 2020 | 44 mins 37 secs

Real Estate, Roth Convers...

23 Jun 2020 | 42 mins 04 secs

Real Estate, Roth Co...

23 Jun 2020 | 42 mins 04 secs

Can You Do a Coronavirus-...

16 Jun 2020 | 47 mins 54 secs

Can You Do a Coronav...

16 Jun 2020 | 47 mins 54 secs

Roth IRA Conversion and C...

09 Jun 2020 | 53 mins 27 secs

Roth IRA Conversion ...

09 Jun 2020 | 53 mins 27 secs

Pre-Tax or Roth Contribut...

02 Jun 2020 | 45 mins 37 secs

Pre-Tax or Roth Cont...

02 Jun 2020 | 45 mins 37 secs

Social Security WEP, GPO ...

26 May 2020 | 48 mins 32 secs

Social Security WEP,...

26 May 2020 | 48 mins 32 secs

CARES Act: Distributions,...

19 May 2020 | 45 mins 24 secs

CARES Act: Distribut...

19 May 2020 | 45 mins 24 secs

Real Estate, Roth Convers...

12 May 2020 | 43 mins 20 secs

Real Estate, Roth Co...

12 May 2020 | 43 mins 20 secs

Asset Location: Where Sho...

05 May 2020 | 41 mins 26 secs

Asset Location: Wher...

05 May 2020 | 41 mins 26 secs

4 Financial Strategies fr...

28 Apr 2020 | 48 mins 42 secs

4 Financial Strategi...

28 Apr 2020 | 48 mins 42 secs

In Market Volatility, Bew...

21 Apr 2020 | 46 mins 10 secs

In Market Volatility...

21 Apr 2020 | 46 mins 10 secs

Revisiting Roth IRA Conve...

14 Apr 2020 | 45 mins 40 secs

Revisiting Roth IRA ...

14 Apr 2020 | 45 mins 40 secs

CARES Act: What's in the ...

07 Apr 2020 | 46 mins 11 secs

CARES Act: What's in...

07 Apr 2020 | 46 mins 11 secs

Analyzing 5 Investing Str...

31 Mar 2020 | 43 mins 05 secs

Analyzing 5 Investin...

31 Mar 2020 | 43 mins 05 secs

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