Your Money, Your Wealth

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

  • What Brexit Means for Your Investments

    25/06/2016 Duración: 38min

    Aired: 6/25/2016 10 AM:: The markets are panicking over the Brexit vote. Learn what the recent news can mean for your investment portfolio.

  • Interview with Larry Swedroe | Active vs Passive Investing

    18/06/2016 Duración: 39min

    Aired: 6/18/2016 11 AM:: Financial expert Larry Swedroe joins the show to discuss active versus passive investing, comparing past performance numbers to illustrate which investment strategy has a more reliable outcome.

  • How to Create a Retirement Income Distribution Plan

    18/06/2016 Duración: 37min

    Aired: 6/18/2016 10 AM:: Hosts share simple steps for building wealth in retirement then dive into the optimal retirement withdrawal strategy so you can keep your finances steady, regardless of market uncertainty. Later in the hour, find out if a reverse mortgage is right for you.

  • Investing During an Election Year

    11/06/2016 Duración: 38min

    Aired: 6/11/2016 11 AM:: Hosts answer questions on investing for retirement and share strategies for managing your portfolio during an election year.

  • New Retirement Proposals Could Be Costly for High Earners

    11/06/2016 Duración: 35min

    Aired: 6/11/2016 10 AM:: A 146-page report from the Bipartisan Policy Center was released last week and a lot of high earners aren’t going to like it. One of the proposals is to shore up Social Security by raising the tax base. Hosts discuss what this report puts on the line for retirement.

  • Recreating the 401(k) & the Disappearing Pension

    04/06/2016 Duración: 36min

    Aired: 6/4/2016 11 AM:: The inventor of the 401(k) says he created a ‘monster.’ Could we see the end of the 401(k) as we know it? What about pensions? More and more employers have been quietly replacing pensions with other alternatives. Joe and Al discuss the future of retirement planning while sharing insight on what you should be doing now for your retirement.

  • Mistakes to Avoid in Managing Assets for Estates

    04/06/2016 Duración: 38min

    Aired: 6/4/2016 10 AM:: Joe and Al invite Nicole Newman, Attorney at Law on the show to discuss the most important estate planning issues boomers need to address. Later in the hour, they dive into Social Security, investments and taxes. Does your Social Security strategy line up with your retirement plan? Find out.

  • Is ‘Sell in May, Go Away’ Good Advice?

    28/05/2016 Duración: 37min

    Aired: 5/28/2016 11 AM:: Joe and Al discuss a well-known trading adage, “sell in May and go away” to share whether this old saying is actually good advice. Then they dive into retirement planning sharing common IRA and Roth misconceptions and beneficiary blunders that could cost your family thousands.

  • How Stocks Perform During an Election Year

    28/05/2016 Duración: 39min

    Aired: 5/28/2016 10 AM:: The 2016 election race has already offered plenty of surprises, but what could it mean for the economy? Joe and Al share what they think then move on to discuss Americans top regrets in retirement. Are you saving enough money for emergencies? Is your credit card debt hindering your finances? Are you taking enough risk in your financial portfolio? Find out what you can be doing to improve your finances.

  • Investing Q & A’s + Tax Quiz

    21/05/2016 Duración: 37min

    Aired: 5/21/2016 11 AM:: Hosts answer real-life investment questions for retirees and pre-retirees. Plus, 10 retirement statistics that might scare you. Your hosts close this hour with a quiz on taxes - how will you fare?

  • 15 Mistakes People Make in Retirement

    21/05/2016 Duración: 35min

    Aired: 5/21/2016 10 AM:: Joe and Al go over a recent Go Banking Rates article about mistakes even the smartest and most prepared people make in retirement.

  • Retirement Realities vs Retirement Myths

    14/05/2016 Duración: 35min

    Aired: 5/14/2016 11 AM:: Retirement isn’t what it was when your parents left the workforce. In fact, it may not be what it was even a decade ago. Hosts, Joe Anderson & Al Clopine, dive into the realities of retirement as they shed light on 10 mistakes to avoid when achieving your retirement goals. They close the hour providing 11 fast facts about Roth IRAs.

  • 9 Ways to Build Your Wealth in Your 50’s

    14/05/2016 Duración: 35min

    Aired: 5/14/2016 10 AM:: If you’re in your 50’s, retirement is probably right around the corner. During this time it’s critical to make the right financial decisions to achieve your retirement goals. Joe and Al break down 9 financial tips to help you enjoy a rich retirement, whether you’re a late bloomer or you’ve been saving up money for years.

  • Retirement Errors That Will Crush Your Investment Gains

    07/05/2016 Duración: 39min

    Aired: 5/7/2016 11 AM:: What’s it going to cost you to retire? Hosts share three retirement errors that will crush your investment gains. Plus Identity Theft Resource Center joins the show to share how you can protect yourself from one of America’s fastest growing crimes.

  • Maximizing Social Security Benefit under New Rules

    07/05/2016 Duración: 35min

    Aired: 5/7/2016 10 AM:: Social Security changes are now in effect; hosts explain best ways to maximize your benefit despite two major claiming strategies now eliminated. Listeners are also faced with the realities of retirement, as hosts debunk common retirement & social security myths.

  • Your Money, Your Wealth Hr. 2

    30/04/2016 Duración: 37min

    Aired: 4/30/2016 11 AM:: Hosts answer common questions on estate planning, investments and dividends, retirement plans and Social Security benefits. Then they welcome Laura Adams to the show, author of Smart Girl's Moves to Grow Rich. Plus, Prince didn't leave an estate plan -- how not having a plan can hurt your heirs.

  • Your Money, Your Wealth Hr. 1

    30/04/2016 Duración: 35min

    Aired: 4/30/2016 10 AM:: Baby boomers misconceptions about Social Security could be leaving money on the table. More and more boomers aren't planning on having any money to leave to their heirs. Plus, what effect the presidential election could have on the stock market. through retirement. Plus, the best kept secret of Social Security is about to disappear! Find out how you'll be affected by this big change.

  • Your Money, Your Wealth Hr. 2

    23/04/2016 Duración: 37min

    Aired: 4/23/2016 11 AM:: Financial expert Larry Swedroe joins to talk about the best ways to invest in the stock market. Plus, Swedroe compares passive versus active investing explaining which approach is best for pre-retirees and retirees.

  • Your Money, Your Wealth Hr. 1

    23/04/2016 Duración: 34min

    Aired: 4/23/2016 10 AM:: Hosts discuss how to build wealth AND success to get you through retirement. Plus, the best kept secret of Social Security is about to disappear! Find out how you'll be affected by this big change.

  • Your Money Your Wealth Hr. 2

    16/04/2016 Duración: 36min

    Aired: 4/16/2016 11 AM:: Big Al and Joe share even more ways to create tax free income and savings in retirement.

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