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
Top 10 Tax Saving Strategies - 123
3 days ago
The Top 10 tax saving strategies of the last 25 years: From tax loss harvesting to 529 education savings plans. From LLCs vs. S-Corps to asset location (that is, what type of assets you put in what type of accounts). From charitable giving to estate tax planning, and then some. Also, an overview of what happened in the market in the second quarter, and titans, tritons, sun gods and mermen.
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