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

  • Your Money, Your Wealth Hr. 1

    09/04/2016 Duración: 37min

    Aired: 4/9/2016 10 AM:: Joe and Big Al tackle some of the biggest questions about investing that the internet has to offer, including "Should I wait to buy a home until after the election?" and "If I'm a first time investor, should I invest with cash or margin?" Plus, Joe and Al look at the seven successful habits to help you reach financial independence.

  • Your Money, Your Wealth Hr. 2

    02/04/2016 Duración: 37min

    Aired: 4/2/2016 11 AM:: Big Al and Joe answer the most commonly asked questions about taxes, IRAs, 401ks, and Roths. Plus, their favorite tax strategies.

  • Your Money, Your Wealth Hr. 2

    02/04/2016 Duración: 37min

    Aired: 4/2/2016 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

    02/04/2016 Duración: 35min

    Aired: 4/2/2016 10 AM:: Joe and Big Al share the top five most costly retirement mistakes you could be making. Plus, the top tax moves the rich use to stay rich.

  • Your Money, Your Wealth Hr. 1

    02/04/2016 Duración: 35min

    Aired: 4/2/2016 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.

  • Your Money, Your Wealth Hr. 2

    26/03/2016 Duración: 37min

    Aired: 3/26/2016 11 AM:: Money and our behavior: the biggest mistakes you could be making and how to fix it.

  • Your Money, Your Wealth Hr. 1

    26/03/2016 Duración: 35min

    Aired: 3/26/2016 10 AM:: The top myths about retirement that ruin most retirees plans. Why Baby Boomers won't be able to have a retirement like their parents.

  • Your Money, Your Wealth Hr. 2

    19/03/2016 Duración: 36min

    Aired: 3/19/2016 11 AM:: Taking Risks in your 20's Vs. in Retirement, Mistakes to avoid while planning and Prepping to maintain your lifestyle in retirement.

  • Your Money, Your Wealth Hr. 1

    19/03/2016 Duración: 34min

    Aired: 3/19/2016 10 AM:: How retirement planning can help you avoid risks and a keep you out of a retirement saving crisis.

  • Your Money, Your Wealth Hr. 2

    12/03/2016 Duración: 35min

    Aired: 3/12/2016 11 AM:: Big Al tests Joe's retirement planning smarts. How do stack up?

  • Your Money, Your Wealth Hr. 1

    12/03/2016 Duración: 36min

    Aired: 3/12/2016 10 AM:: Joe and Big Al talk Social Security! Big changes are coming up fast, listen to find out what you need to do right now to take advantage before it's too late.

  • Your Money, Your Wealth Hr. 2

    05/03/2016 Duración: 34min

    Aired: 3/5/2016 11 AM:: The retirement account show continues with strategies for self-employed individuals, horror stories of working with non-fiduciary advisors, and the top IRS scams you absolutely must know about.

  • Your Money, Your Wealth Hr. 1

    05/03/2016 Duración: 35min

    Aired: 3/5/2016 10 AM:: This show is dedicated to retirement accounts and everyone who has one! Joe and Big Al share the biggest myths, misconceptions, and mistakes people make. Plus, new laws and proposals that could have a big impact on your retirement.

  • Your Money Your Wealth Hr. 2

    27/02/2016 Duración: 37min

    Aired: 2/27/2016 11 AM:: Larry Swedroe talks to Joe and Big Al about the Incredible Shrinking Alpha and investing like Warren Buffett. Plus, the dreaded "recency bias" -- what it is and why it's so important to fight it.

  • Your Money Your Wealth Hr. 1

    27/02/2016 Duración: 36min

    Aired: 2/27/2016 10 AM:: Joe and Big Al discuss today's financial planning landscape and why they chose to start Pure Financial. Big Al breaks down a few of the presidential candidates' tax plans. Plus, why women are better savers and investors than men.

  • Your Money, Your Wealth Hr. 2

    20/02/2016 Duración: 35min

    Aired: 2/20/2016 11 AM:: Are you doing your retirement all wrong? Major changes to the Social Security rules that could mess up your entire retirement plan. And how working even one extra year can have a huge impact on your retirement.

  • Your Money, Your Wealth Hr. 1

    20/02/2016 Duración: 35min

    Aired: 2/20/2016 10 AM:: Joe tells us about the most significant financial strategies to start implementing now; Surprising things the government wants to tax you on; and the return of "Tax Chat" as Big Al shares a couple of tax tips.

  • Your Money Your Wealth Hr. 2

    14/02/2016 Duración: 36min

    Aired: 2/14/2016 11 AM:: Joe and Big Al discuss negative interest rates and how they could affect you. Plus, the President released this year's budget proposal! Big Al and Joe break it down and explain what the changes could mean for you and your beneficiaries.

  • Your Money Your Wealth Hr. 1

    14/02/2016 Duración: 35min

    Aired: 2/14/2016 10 AM:: Big Al tries to stump Joe with the financial literacy test that Forbes says 80% of participants failed.

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