Your Money, Your Wealth
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 360:57:51
- Mas informaciones
Informações:
Sinopsis
Personal finance show bringing listeners actionable advice to retire successfully. Learn how to create your retirement road map as hosts Joe Anderson, CFP® and Big Al Clopine, CPA break down key strategies including how to design your investment portfolio, the right way to claim Social Security, generating a retirement income distribution plan, how to avoid thousands in unnecessary taxes and more.
Episodios
-
Question Corner
19/11/2016 Duración: 33minAired: 11/19/2016 11 AM:: Joe and Big Al answer your biggest financial questions, from how to claim a loss on a Roth IRA to the pros & cons of rolling over an employee retirement plan into an IRA (individual retirement account).
-
Questions to Ask If You're Ready for Retirement
19/11/2016 Duración: 36minAired: 11/19/2016 10 AM:: Are you prepared for retirement? These 6 questions will help you see if you're ready. Later, Joe & Al discuss strategic tax moves for year-end.
-
Interview with J. David Stein
12/11/2016 Duración: 36minAired: 11/12/2016 11 AM:: Joe and Al welcome J. David Stein, host of the top-rated personal finance podcast "Money for the Rest of Us."
-
Taxes under President Trump
12/11/2016 Duración: 36minAired: 11/12/2016 10 AM:: Find out how Federal income, corporate, and estate taxes may affect you.
-
Interview with Joe Saul-Sehy
05/11/2016 Duración: 36minAired: 11/5/2016 11 AM:: Joe and Al welcome Joe Saul-Sehy, host of the top-rated personal finance podcast show “Stacking Benjamins.”
-
7 Scary Retirement Moves
05/11/2016 Duración: 36minAired: 11/5/2016 10 AM:: Are you making these mistakes that could sabotage your retirement? Find out some tips to avoid making costly mistakes with your nest egg.
-
California Propositions
29/10/2016 Duración: 36minAired: 10/29/2016 11 AM:: Joe and Al discuss some of the California propositions and how they might affect your finances. Also find out what the difference between gross income and taxable income is.
-
What is the Social Security Spousal Benefit?
29/10/2016 Duración: 36minAired: 10/29/2016 10 AM:: What is the Social Security spousal benefit? Joe and Big Al explain this as well as dive into reverse mortgages to cover how your home equity could help you in retirement.
-
How Bond Investments Work
22/10/2016 Duración: 37minAired: 10/22/2016 11 AM:: Joe and Al answer investors' questions on-air. Learn more about bond returns, how interest rates affect bond prices and the difference between short term vs. long term bonds.
-
Social Security Strategies Explained
22/10/2016 Duración: 38minAired: 10/22/2016 10 AM:: Hosts discuss Social Security strategies for couples claiming spousal benefits as well as strategies for single people to consider. "Big Al" closes the hour discussing the downsides of annuities.
-
Questions & Answers About Investing for Retirement
15/10/2016 Duración: 37minAired: 10/15/2016 11 AM:: Joe and Al answer questions about investing for retirement covering investment options for 403(b) accounts, tax implications of moving part of your IRA and how to avoid tax penalties when withdrawing from an IRA.
-
The Best Time to Start Taking Social Security
15/10/2016 Duración: 38minAired: 10/15/2016 10 AM:: Most women take their Social Security benefits early causing them to lose out on an increased benefit amount. Joe and Al discuss Social Security claiming strategies so you can get the most out of your benefit.
-
How to Pick the Right Target-Date Fund
08/10/2016 Duración: 38minAired: 10/8/2016 11 AM:: Your 401(k) plan options probably include at least one target-date fund. Hosts discuss this one-step strategy for investing for retirement.
-
Tapping Into Your Home Equity
08/10/2016 Duración: 37minAired: 10/8/2016 10 AM:: A reverse mortgage gives you the opportunity to tap into your home equity. Joe and Al discuss whether a reverse mortgage is the right move to make for generating income.
-
Interview with Dr. Daniel Crosby
01/10/2016 Duración: 36minAired: 10/1/2016 11 AM:: Joe & Al start off the hour answering personal investing questions, then welcome New York Times and USA Today bestselling author, Dr. Daniel Crosby on the show to discuss his book The Laws of Wealth on behavioral finance.
-
Will You Get Audited?
01/10/2016 Duración: 36minAired: 10/1/2016 10 AM:: Hosts discuss the latest statistics on who’s most likely to get audited, how often it happens, and what to do if it happens to you.
-
8 Financial To-Dos before Year-End
24/09/2016 Duración: 37minAired: 9/24/2016 11 AM:: Hosts discuss the importance of diversifying your 401(k) properly and share whether you should invest in real estate or index funds. Later in the hour the discussion flips to how you can determine stock loss with a non-public company and 8 financial tasks you must do by year-end.
-
Can I Roll my Solo 401(k) to a Simple 401(k)?
24/09/2016 Duración: 35minAired: 9/24/2016 10 AM:: Hosts answer frequently asked financial questions including whether you can roll your solo 401(k) to a simple 401(k). They end the hour with last-minute tax planning tips before year-end.
-
Where the Presidential Candidates Stand on Taxes
17/09/2016 Duración: 38minAired: 9/17/2016 11 AM:: The state of the US tax code couldn’t be more uncertain. Hosts discuss the presidential candidates’ opposing views on taxes and explain what tax strategies you should take advantage of now before it’s too late.
-
5 Lessons to Learn from Wealthy Investors
17/09/2016 Duración: 36minAired: 9/17/2016 10 AM:: Hosts discuss a two decade study on the character traits of America’s wealthy and explain what lessons can be learned from the millionaire next door.