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Your Money, Your Wealth

Your Money, Your Wealth

Veröffentlicht: 2025-12-16
© Pure Financial Advisors, LLC
Your Money, Your Wealth - QR Code
556 Folgen
Audio
Anhören auf Apple Podcasts
556 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2025-12-16
© Pure Financial Advisors, LLC
Aktuelle Folge
The Truth About High Income Investments and Retirement Safety

The Truth About High Income Investments and Retirement Safety

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-bills, decumulation, and Roth conversion timing fo
Länge: 37:06
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-bills, decumulation, and Roth conversion timing for Pebbles and Bam Bam. Plus, the fellas help 34 year old Keith in Connecticut figure out if he's actually on track, whether he's taking too much risk, or just worrying too much. They also spitball on the six-figure annuity gain that Gus in Philly's 95 year old dad has amassed. Finally, why yelling "never pay an advisor" on the internet doesn't necessarily magically turn MYGAs into the perfect investment for everyone.
(While Joe and Big Al enjoy a little seasonal downtime and Andi recovers from surgery, enjoy this encore presentation of these questions from a January 2025 episode.)
Free Financial Resources in This Episode:
https://bit.ly/ymyw-560 (full show notes & episode transcript)
10 Steps to Improve Investing Success - free download
Tax-Smart Charitable Giving Guide
6 Secrets to Bigger Tax Deductions from Your Non-Profit Donations - YMYW TV
Financial Blueprint (self-guided)
Financial Assessment (Meet with an experienced professional)
REQUEST your Retirement Spitball Analysis
DOWNLOAD more free guides
READ financial blogs
WATCH educational videos
SUBSCRIBE to the YMYW Newsletter
 
Connect With Us:
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Apple Podcasts: leave your honest reviews and ratings
 
Chapters:
00:00 - Intro: This week on the YMYW Podcast
01:03 - What's the Risk With Business Company Development (BDC) Funds? (Edward, IL)
03:58 - T-Bills, Decumulation, IRAs, and Investing Strategies (Pebbles & Bam Bam, Kentuckystone)
12:02 - I'm 34. Are My Investments Appropriate for My Time Horizon? (Keith, CT)
17:59 - MYGA Retirement Withdrawal Strategy for Dad (Gus in Philly)
23:00 - Just Buy Multi-Year Guaranteed Annuities (MYGAs) and Bonds (comment from Ken, YouTube)
28:04 - YouTube comments: State Taxes, Pro-Rated Sale of Primary Residence, Bonds vs. Pension, and PERMA
35:27 - YMYW Podcast Outro
Folgen-ID: 1000741521158
GUID: 7327edfe-11c8-452c-9288-9a1c691ea9a7
Erscheinungs­datum: 16.12.2025, 13:00:00

Beschreibung

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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