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 Trump Effect On The Markets - 111
Investor optimism reached a 17 year high with the Trump Effect and emerging markets, but what does that really mean? Joe thinks being emotionally invested in your portfolio may serve you better in the long run. Al quizzes Joe on 6 basic retirement questions most Americans can't get right. Plus, gifting a Roth IRA to a grandchild, whether to sell a losing stock, and contributing to a Roth IRA after leaving employment.
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