Your Money, Your Wealth Podcast
1) Could You Retire Tomorrow If You Had To? - 573
Juan and Mary in Brooklyn are 49 and 48 with $2.2 million saved. Can Juan afford to retire early, or just walk away if he gets fired? And if they get divorced, yikes - but does the math still work? Th...Show More
2) Could You Lose Half Your Retirement Income to Taxes? - 572
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax mov...Show More
3) Retire Early in Your 40s or 50s: Green Light or Reality Check? - 571
If you plan to punch the clock for the final time decades before "standard" retirement age, you need a financial strategy that goes beyond just saving. Joe Anderson, CFP® and Big Al Clopine, CPA spitb...Show More
4) Retirement Planning for Aging Parents - and Can You Retire Early? - 570
Joe and Big Al spitball two sides of the retirement equation, today on Your Money, Your Wealth® podcast number 570. Daniel in Texas is 40 and worrying about how to support Mom and Dad if their money r...Show More
5) Retirement Changes at These 5 Major Financial Crossroads - 569
When you're standing at a major financial crossroads, the timing of your decisions can mean the difference between success and failure. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on the "when...Show More
6) Tax-Smart Investing at Every Age: Starting Young or Catching Up - 568
John Q. Taxpayer is in the home stretch of his career, looking for the best way to catch-up and build his tax-free bucket. Meanwhile, a pair of young financial nerds in Omaha are already strong savers...Show More
7) Rising Costs and Retirement Unknowns? Here's What to Do - 567
Should Al and Peggy in Illinois keep hammering pre-tax retirement savings or should they pivot to post-tax Roth for better tax diversification? Which pension option is best for their early retirement ...Show More
8) High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566
"Mr and Mrs Smith" have nearly $850,000 saved at age 43, but they're very concerned about retirement. "Lucy and Desi" are 58 and 64 with nearly $7 million saved, but they still lie awake wondering if ...Show More
9) 48 and Worried About Early Retirement? This Changes the Math - 565
Lucky Lou is 48, burned out and wants to punch at 50. How should he bridge the gap before pensions and Social Security? Joe Anderson, CFP®, and Big Al Clopine, CPA walk through the Rule of 55, 72(t)s,...Show More
10) 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