Your Money, Your Wealth

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Your Money, Your Wealth

Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414

Modified adjusted income for Medicare and IRMAA and the pro-rata and aggregation rules for Roth...

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Spitballing Diversified Portfolios for Retirement - 413

How should young savers invest pensions and estimate their retirement income needs? Is going into...

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SECURE Act 2.0 & Retirement Rich, Cash Poor - 412

Joe and Big Al are back with a SECURE Act 2.0 recap and a proposed backdoor 529 plan strategy...

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Bear Market Survival & the 5W1H of Roth Conversions: YMYW Best of 2022 - 411

IRA withdrawal strategies when you retire in a down market, Roth contributions vs. Roth...

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Retirement Planning, Investing, and Tax Reduction Made Fun: YMYW Trailer

Welcome to Your Money, Your Wealth® podcast, with CERTIFIED FINANCIAL PLANNER™ professional...

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Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410

Is it better to choose low-cost index funds or to diversify investments, even if it means paying...

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Who to Trust? Second Opinion Retirement Spitball - 409

Can you trust the opinion of just one advisor when planning for your entire financial future? Joe...

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Where to Save for Early Retirement? - 408

Asset location strategies, liquidity, and building up tax-free Roth IRA money when retiring...

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Fixed Indexed Annuities, RMDs, and Early Social Security - 407

We’re hearing more about fixed-indexed annuities with these volatile financial markets. Is...

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How to Forecast Your Expenses in Retirement - 406

What will you actually need to spend in retirement? Joe and Big Al explain how to really think...

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Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405

Joe and Big Al discuss LIRPs, or life insurance retirement plans, they spitball whether to take...

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Roth IRA 5-Year Rules: How to Withdraw Money With No Taxes or Penalties - 404

Joe and Big Al clarify once and for all those 5-year clocks for withdrawing money from your Roth...

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Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

Following the Fed’s fourth consecutive interest rate hike last week, should you be changing...

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Will Your Retirement Savings Last Until You're 90 Years Old? - 402

Are you behind on your retirement savings? What do you need to do to catch up? If you retire in...

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Should Young People Save for Retirement? - 401

New research says some young people shouldn’t save for retirement. Find out what Joe and...

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Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400

Are there any holes in a 5-year plan to retire from the Air Force, buy a house and a plane, and...

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Survivor Social Security and Lowering Taxes in Retirement - 399

Joe and Big Al explain when and how to claim Social Security survivor benefits and how earning...

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How to Manage Financial Market Stress? With the Help of a Caddie - 398

As the financial markets fall and then surge, Joe and Big Al talk about market timing,...

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Spitballing Retirement Planning in Your 40's & 50's - 397

A compilation of some of Joe and Big Al's retirement plan spitballing specifically for those in...

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Backdoor Roth, Investing, and Taxes - 396

Joe & Big Al answer your questions on, of course, backdoor Roth strategies. Y’know, to...

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