Beste Money Your Wealth podcaster (2024)

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Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1 30:34

1d ago30:34

30:34

Sunshine in Orange County has been waiting patiently since January for a full Retirement Spitball Analysis: how are her assumptions for rates of return and inflation, her plans for Roth conversions, her asset allocation and asset location, her tax planning, her retirement income and retirement spending plans, and so much more? What missed opportuni…

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238: Setting Boundaries to Improve Your Money Relationships with Terri Cole 40:30

4d ago40:30

40:30

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 238 of Love, your Money! In this episode, I’m talking with Terri Cole, a licensed psychotherapist, global relationship and empowerment expert, and the author of Boundary Boss – The Essential Guide to Talk True, Be …

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Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483 38:36

4d ago38:36

38:36

Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 with Joe Anderson, CFP® and Big Al Clopine, CPA, three different husbands want to retire, while their wives feel they need to work longer. Can Jack and Diane, Mark and Belle, and Mike and his wife hit the slopes now, or do they need to keep wearing thei…

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FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482 43:37

11d ago43:37

43:37

Will building a new home delay Janelle's early retirement? Can Mike and his wife retire early at ages 50 and 55, and how much should they convert to Roth? Maria and her partner keep their finances separate - can Maria cover her own expenses in early retirement? That’s today on Your Money, Your Wealth® podcast 482 with Joe Anderson, CFP® and Big Al …

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237: 3 Money Skills to Raise Financially Empowered Kids with John Lanza 44:02

11d ago44:02

44:02

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 237 of Love, your Money! In this episode, I’m sitting down with John Lanza, the creator of The Money Mammals, a comprehensive program that helps parents raise money-smart kids. He’s also the author of “The Art of A…

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Which Account Should Fund Living Expenses in Retirement? - 481 43:55

18d ago43:55

43:55

Should 70-year-old Bob live off of capital gains and dividends from his mutual funds plus Social Security, or should he sell poor-performing mutual funds for living expenses and reinvest the cap gains and dividends? Which account should Neal’s 76-year-old Mother use for living expenses? Should Neal and his wife fund their Roth 403(b) until retireme…

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236: Things I’d Do Differently with My Money with Hilary Hendershott 14:46

18d ago14:46

14:46

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 236 of Love, your Money! In this episode, I’m going to get a little vulnerable with all of you, look back on my financial mistakes and talk about 5 things I’d do differently knowing what I know now. At one point in…

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401(k) vs. Roth: Where to Save for Retirement - 480 41:40

25d ago41:40

41:40

Kyle and his fiancée are in their 30s, have done a great job saving, and are in a high tax bracket. Would it make more sense for them to contribute to their 401(k)s or Roth 401(k)s for retirement? Mick’s wife Pam has both W-2 and sole proprietor income - where should she save for retirement? That’s today on Your Money, Your Wealth® podcast 480 with…

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235: Make More Money by Getting Better Sleep with Martha Lewis 31:43

25d ago31:43

31:43

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 235 of Love, your Money! In this episode, I’m joined by Martha Lewis, a sleep consultant to health-conscious, high achievers that struggle with getting a good night’s sleep. As a certified sleep expert and Function…

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Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479 43:05

1M ago43:05

43:05

Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth® podcast 479, Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to save as much tax as possible on retirement withdrawals. Plus, Brian wants to know if it ever makes…

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234: Tax-Loss Harvesting & Backdoor Roths with Hilary Hendershott 16:14

1M ago16:14

16:14

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 234 of Love, your Money! In this episode, we’re simplifying a few important topics that can feel overly complex to many people — tax-loss harvesting and backdoor Roths. If you’ve heard about these strategies before…

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How to Manage Taxes When You Win the Lottery - 478 52:06

1M ago52:06

52:06

So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k)…

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233: Achieving Peace of Mind in Investing with Breanna Blaney 22:13

1M ago22:13

22:13

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 233 of Love, your Money! Today, I’m joined by Breanna Blaney. Breanna is the Life, Invested Director & VP leading Dimensional’s efforts to explore the relationship between life and investing. The firm’s Life, Inves…

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What’s the Break-Even Point on Roth Conversions? - 477 46:36

2M ago46:36

46:36

Are there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast number 477, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on marginal vs. effective tax rates for Joseph Allen, saving to after-tax brokerage or pre-tax 403(…

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232: Live Money Coaching: Growing Your Net Worth For Financial Freedom 28:17

2M ago28:17

28:17

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 232 of Love, your Money! In this Money Coaching episode, I’m joined by a husband & wife duo who own a direct sales business. As entrepreneurs, they’ve been so focused on growing their business for the last 12 years…

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Which Mortgage for Early Retirement? What is Private Credit? - 476 49:41

2M ago49:41

49:41

What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her retirement spending plan with a reverse mortgage? Which mortgage option for a Houston dream home is best for Nisa in San Jose’s early retirement goals? That’s …

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231: Learn How to Sell Easily & Authentically with Nikki Rausch 43:05

2M ago43:05

43:05

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 231 of Love, your Money! In this episode, I’m sitting down with Nikki Rausch to learn how to sell easily and authentically, while eliminating fear around the sales process. Nikki has more than 25 years of sales exp…

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Is Your Retirement Withdrawal Rate Too High? - 475 51:59

2M ago51:59

51:59

Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth® podcast 475, as they disagree on assumptions when it comes to retirement planning. The EASIretirement.com calculator says Chuck in South Carolina could convert even more …

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230: How to Financially Navigate Your Divorce with Karen Sparks, CDFA® 21:10

2M ago21:10

21:10

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 230 of Love, your Money! In this episode, we're continuing the conversation on the financial implications of divorce. And today, I'm joined by Certified Divorce Financial Analyst®, Karen Sparks. Karen is a speaker,…

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How to Take the Uncertainty of Taxes Off the Table - 474 54:28

2M ago54:28

54:28

Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense for his retirement needs? That’s today on Your Money, Your Wealth® podcast 474 with Joe Anderson, CFP® and Big Al Clopine, CPA. Should Mike and Carol in…

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229: Financial Implications of Divorce 17:11

2M ago17:11

17:11

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 229 of Love, your Money! In this episode, I’ll be talking about a topic that impacts many people, the financial implications of divorce. This episode will serve as a primer for next week’s interview with an expert …

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Does Your Financial Advisor Just Want to Collect Fees? - 473 46:42

2M ago46:42

46:42

Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property, pay 25% tax, and invest the lump sum? Mark in Florida is 72 and invested in CDs. Should he go back to his financial advisor, or just buy more CDs? That’s today on Your Money, Your Wealth® podcast 473 with Joe Anderson, CFP® and Big Al Clopine, CPA. …

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228: Renting vs Buying a Home: Navigating the Housing Market in 2024 22:31

2M ago22:31

22:31

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 228 of Love, your Money! In this episode, I’m diving into a hot topic in today’s economy: Navigating the real estate and interest rate markets in 2024. I’ll cover some market trends and insights to help you make be…

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Will Roth Conversions Put You On Track to Retire Early? - 472 50:13

3M ago50:13

50:13

Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3-5 years. Are they on track, and what should they consider as far as Roth conversions are concerned once the tax brackets go back up, which they’re slated to do when that provision in the Tax Cuts and Jobs Act sunsets at the end of 2025? Is Mark in West Virginia …

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227: Live Money Coaching: Increase Your Rates To Get Paid What You Deserve 30:44

3M ago30:44

30:44

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 227 of Love, your Money! Today, we’re back with a special Money Coaching episode that includes segments from a two-part coaching session with my client. The reality is, many people struggle with charging the rates …

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How Much Should You Convert to Roth IRA? - 471 53:45

3M ago53:45

53:45

Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should convert to Roth to pay as little tax as possible, today on Your Money, Your Wealth® podcast 471 with Joe Anderson, CFP® and Big Al Clopine, CPA. Johnny and June forgot to convert their backdoor Roth money - are they in trouble? Darren in Nevada has no plans a…

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226: Automating Your Savings to Secure Your Best Financial Life with Anne Lester 36:59

3M ago36:59

36:59

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 226 of Love, your Money! In this episode, I’m joined by retirement expert Anne Lester. Anne’s 30-year career in finance is beyond impressive. She was the Head of Retirement Solutions at JP Morgan, where she managed…

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Spitballing Retirement for Fat Wallets - 470 48:45

3M ago48:45

48:45

Barney and Betty in Maryland hit the jackpot. How’s Barney’s strategy for net unrealized appreciation, retirement withdrawals, and asset location for his $5 million employee stock ownership plan? Nick in the PNW will have $8 million when he retires early at 53. Should he contribute to his 401(k) or do the good ol’ mega backdoor Roth until then? Tho…

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225: How Tax Professionals Ensure There Are ‘No April Surprises’ with Tim Thompson, CPA, MBA 34:49

3M ago34:49

34:49

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 225 of Love, your Money! This episode is a continuation of the opportunities that exist to save you, the business owner, money and headaches with proper tax planning and preparation. Or, in the words of today’s gue…

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224: Tax Planning Opportunities for Business Owners 25:45

3M ago25:45

25:45

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Welcome to episode 224 of Love, your Money! In this episode, I’m showing you how to turn taxes from a hassle to an opportunity in just 20 minutes. For decades, I’ve helped clients optimize taxes for both themselves and their business…

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401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469 50:40

3M ago50:40

50:40

Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik contribute to pre-tax retirement accounts or Roth? How should the Birdman and his soon-be-ex time the sale of their house and the filing of their taxes? That’s today on Your Money, Your Wealth® podcast 469 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, D…

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How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468 45:40

4M ago45:40

45:40

Are there general guidelines on what percentages of your investment portfolio should be in tax-free accounts like your Roth, tax-deferred accounts like your 401(k), and taxable accounts like your brokerage? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on tax diversification today on Your Money, Your Wealth® podcast 468 for Brian in Napervill…

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223: Live Money Coaching: Setting Yourself Up for a Better Retirement 44:56

4M ago44:56

44:56

Got a Personal Finance Question? Send Me a Text Message with Your Question and I'll Answer it in an Upcoming Episode Today, I’m sharing another Money Coaching session with one of my clients to give you actionable insights to grow your wealth. In this episode, my client and I dive into the financial nitty-gritty of her salon business as she focuses …

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What Does Retirement Look Like for You? - 467 42:02

4M ago42:02

42:02

What does retirement at age 60 look like for Allison in Northern Virginia? The EASIretirement.com calculator says Jimmy and Rosalynn in Georgia are on track to reach their retirement goals, even though they’re late starters - but are they being realistic? Ingrid used the free EASIretirement.com calculator too, but is she able to contribute more tha…

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