Your Money, Your Wealth
About This Show
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.
Most Recent Episode
The Value of Debt in Building Wealth - 115
3 days ago
Author Tom Anderson discusses the value of debt in wealth building through the four phases of life. Joe and Big Al go over 6 common myths that can mess up your retirement, and how much you need to save in order to have $1 million when you retire. Also, how will making a large IRA withdrawal affect your taxes, Medicare and Social Security? What are the pro-rata rule and aggregation?
Rated 5 out of
great personal finance & retirement planning info
These guys are very knowledgeable and I like Joe's slightly caustic sense of humor. This isn't a "10 hot stocks that'll make you rich" type show, instead it teaches how to build and keep wealth for the long term.
Date published: 2017-04-12