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Your Money, Your Wealth

Your Money, Your Wealth

Uitgebracht: 2025-06-10
© Pure Financial Advisors, LLC
Your Money, Your Wealth - QR Code
529 afleveringen
Audio
Luister in Apple Podcasts
529 afleveringen
Audio
Luister in Apple Podcasts
Uitgebracht: 2025-06-10
© Pure Financial Advisors, LLC
Meest recente aflevering
Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA

Early Withdrawals, Tech Stocks vs. International, Annuities, ESOP and NUA

Before she retires next month at age 52, Rowan in Georgia wonders how to maximize growth in her IRA, which will be funded with 72(t) early retirement withdrawals. What do Joe Anderson, CFP® and Big Al Clopine, CPA  think of her substantially equal pe
Tijd: 33:46
Before she retires next month at age 52, Rowan in Georgia wonders how to maximize growth in her IRA, which will be funded with 72(t) early retirement withdrawals. What do Joe Anderson, CFP® and Big Al Clopine, CPA  think of her substantially equal periodic payment plan? And how should she allocate it? Michael in Virginia isn’t interested in any international investments and is instead invested in stocks like Google, Amazon, Microsoft, Meta, and Berkshire. What adjustments would the fellas make to his portfolio for long term growth? That’s today on Your Money, Your Wealth® podcast 533. Plus, our friend Will, who is not a gas siphoner, wants Joe and Big Al’s opinion on "backdoor Rothing" his solo 401(k) instead of having an emergency fund, and on what he should do with his annuity. Also, the fellas explain ESOP and NUA - that is, employee stock ownership plans and net unrealized appreciation - for Tess and Finn in Texas.
Free financial resources & episode transcript: https://bit.ly/ymyw-533
WATCH 10 Big Retirement Regrets to Avoid (Before It's Too Late) on YMYW TV
CALCULATE your free Financial Blueprint
SCHEDULE your Free Financial Assessment
The origins of Will the Gas Siphoner (audio only)
ASK Joe & Big Al for your Retirement Spitball Analysis
SUBSCRIBE to YMYW on YouTube
DOWNLOAD more free guides
READ financial blogs
WATCH educational videos
SUBSCRIBE to the YMYW Newsletter
Timestamps:
00:00 - Intro: This Week on the YMYW Podcast
01:05 - How Do I Maximize My 72(t) Early Retirement Withdrawals? (Rowan, GA - voice)
10:24 - Watch 10 Big Retirement Regrets to Avoid (Before It's Too Late) on YMYW TV, Calculate your free Financial Blueprint
11:23 - I'm Not Interested in International Investments. Does My Asset Allocation of Tech Stocks Make Long-Term Sense? (Michael, VA)
14:18 - Should I Backdoor Roth My Solo 401(k) Income Instead of Having an Emergency Fund? What Should I Do With My Annuity? (Will the Gas Siphoner)
24:44 - Schedule a Free Financial Assessment With Pure Financial Advisors
25:53 - ESOP and NUA Explained (Tess & Finn, TX)
31:53 - Tribute to Betsey Clopine, 1933 - 2025
33:17 - YMYW Podcast Outro
Aflevering-ID: 1000712258566
GUID: b59aa2b1-2940-49d8-92d1-a9ca5d5dfd61
Releasedatum: 10-6-2025 13:00:00

Beschrijving

Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

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