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
How To Capitalize On The Goldilocks Economy in 2018 - 149
4 days ago
Brian Perry, CFP®, CFA® from Pure Financial Advisors recaps 2017's global Goldilocks economy. Will the bull run continue in 2018? Should we change our asset allocation to prepare our stock and bond portfolios for a market slow down? Are you properly allocated? What would Jim Cramer do, and should you care?! Plus, tax filing season is approaching, and Big Al’s Big Brain contains a whole bunch of stuff you need to know about the new tax law before you start working on those 1040s.
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