Your Money, Your Wealth Podcast
1) Social Security Timing and When Family Wrecks Retirement - 564
Hana's mom is 92. Mom's husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it's too late, and how much can they sp...Show More
2) How to Beat the "Fire Hydrant" of Future Taxes: YMYW Best of 2025 - 563
YMYW friends, welcome to 2026. What actually mattered most to you in 2025? It turns out to be tax-free gains on investments, retirement timing, and claiming Social Security. Today on Your Money, Your ...Show More
3) I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562
Today on Your Money, Your Wealth podcast 562 (an encore of episode 513), Joe Anderson, CFP® and Big Al Clopine, CPA spitball for YMYW listeners in their 40s who are ready to call it quits at work, bec...Show More
I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562
38:15 | Dec 30th, 2025
4) Retirement Finances Whether You're Married, Separated, or Single - 561
Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? Plus, Famous Missourians want to know, ho...Show More
5) The Truth About High Income Investments and Retirement Safety - 560
Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edward in Illinois before diving into buckets of cash, T...Show More
6) Will Buying Your Dream Home Ruin Early Retirement? - 559
Today on Your Money, Your Wealth® podcast 559 with Joe Anderson, CFP®, and Big Al Clopine, CPA, David wants to know if he and his wife (ages 47 and 53) are actually on track for retirement - without r...Show More
7) Roth IRA vs. Traditional IRA: Which is Better for Retirement Savings? - 558
McDreamy Dempsey wants to know if converting to Roth in the 37% tax bracket ever makes sense, and Gary in La Crosse warns Joe Anderson, CFP® and Big Al Clopine, CPA about Roth conversion "lag" and whe...Show More
Roth IRA vs. Traditional IRA: Which is Better for Retirement Savings? - 558
51:52 | Dec 2nd, 2025
8) UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs today on Your Money, Your Wealth® podcast number 557. George in Torrance wants to know the smartest way to deal wi...Show More
9) Roth Conversions vs. 0% Capital Gains Rate: a Retirement Tax Trap? - 556
Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and retirement readiness from every angle, today on Your Money, Your Wealth® podcast number 556. Joe Momma from Vir...Show More
10) Retiring Before Social Security? Consider These Portfolio Changes - 555
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast number 555. ...Show More