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
A Last Minute Feel-Good Way to Reduce Your 2017 Taxes - 140
5 days ago
Elaine Martyn from Fidelity Charitable explains how donor advised funds can help others and reduce your 2017 taxes. Retirement jitters, a retirement crisis, and 7 ways to teach your kids the value of saving for retirement to help them avoid both the jitters and the crisis. Plus, is there any way to undo rolling a 401(k) into a 403(b) annuity? And can Joe explain why a 60/40 mix of stocks and bonds isn’t necessarily the way to go without snapping?
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