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Your Money, Your Wealth

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Your Money, Your Wealth

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

Are there ever times when going all Roth isn’t the best strategy? How do you determine the...

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

What is private credit and where does it fit in your investment portfolio? At age 60, Hope is...

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Is Your Retirement Withdrawal Rate Too High? - 475

Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson,...

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How to Take the Uncertainty of Taxes Off the Table - 474

Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall....

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

Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited...

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

Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3-5 years....

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How Much Should You Convert to Roth IRA? - 471

Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should...

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Spitballing Retirement for Fat Wallets - 470

Barney and Betty in Maryland hit the jackpot. How’s Barney’s strategy for net unrealized...

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

Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik...

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

Are there general guidelines on what percentages of your investment portfolio should be in...

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What Does Retirement Look Like for You? - 467

What does retirement at age 60 look like for Allison in Northern Virginia? The EASIretirement.com...

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Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466

Should Peter LemonJello, who has high income, and his wife, who is retired with zero income, file...

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Personal Finance 101: How to Teach Teens About Money - 465

How and what should we teach teenagers about money, to make the next generation financially...

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Tax Strategies, Backdoor Roth, Buy vs. Rent - 464

It’s a voice message extravaganza as Joe and Big Al talk about tax gain harvesting on Dante in...

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Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463

We’re revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth...

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Can You Retire Early at Age 50 or 60? - 462

Can Clark Kent’s dad in Hutchinson, Kansas retire at age 50? Will Devin in South Carolina be fat...

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Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461

Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no,...

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How to Invest: Bonds, CDs, and Roth Conversions - 460

Joe and Big Al spitball on investing in index funds, bonds, CDs, treasuries, annuities, net...

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Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459

Do financial advisors have some secret blood handshake that they’ll all  claim they can get you 8...

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Retirement Spending and Timing Your Mortgage Payoff - 458

Should Brian in Binghamton, New York pay off his mortgage for a guaranteed 6% return? How bad did...

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