Parhaat Your Money Your Wealth Podcastit (2025)

1
Mutual Funds vs. ETFs, Bonds to Bourbon - 516 33:02

5d ago33:02

33:02

What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida approach the fixed-income portion of her investment portfolio? Would a balanced fund be good for asset allocation in the decumulation phase for DJ in Missouri? Plus, Karen wants to make a one-time roulet…

1
272: Self-Sacrifice vs. Self-Honoring: Tools to Thrive in Mind, Body, and Finances with Beatriz Victoria Albina 44:14

5d ago44:14

44:14

Today I’m joined by the brilliant Beatriz Victoria Albina (a.k.a. Béa) for a conversation about something I’m incredibly passionate about: empowering women to own their truth, author their lives, and thrive in mind, body, relationships, and finances. Béa is a Master Certified Somatic Life Coach, breathwork meditation guide, and the host of the Femi…

1
53 | 2025 Tough Love Money Conversation You Need to Hear 5:25

6d ago5:25

5:25

Get ready for a no-holds-barred conversation that'll shake up your financial comfort zone. We're uncovering what’s at the heart of what's holding you back and lighting a fire under your dreams for 2025. Get ready to confront some uncomfortable truths and discover what truly drives you. This isn't just another pep talk – it's your wake-up call to st…

1
Financial Planning for Marriage, Separation, and Singlehood - 515 51:52

12d ago51:52

51:52

Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? That’s today on Your Money, Your Wealth® podcast 515 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Famous Missourians want to know, how much is enough for retirement, and when can yo…

1
271: Fast, Fair, and Fun: On Reporting (and Consuming) News, with Erica Mandy 31:28

12d ago31:28

31:28

Today on Love, your Money® , I’m thrilled to bring you a conversation with someone I personally listen to nearly six days a week: award-winning broadcast journalist Erica Mandy. After a decade-long career in TV news, Erica left the traditional newsroom to create and host the popular daily news podcast, The NewsWorthy–a show that delivers the day’s …

1
52 | An Underused Strategy That Can Slash Your Debt Faster 8:12

14d ago8:12

8:12

Today, I'm sharing a debt reduction strategy that could be a game-changer for your personal finance, debt-reduction journey. We've all experienced monthly payments that seem like an endless financial burden preventing us from reaching our goals. As someone passionate about helping you optimize your budgeting and money management, I've been where ma…

1
Deferred Comp, Roth Strategies, Asset Protection (and Gold) - 514 31:07

19d ago31:07

31:07

Mike and his wife in Tampa are 39 and 36, they’ve got nearly a million bucks saved. Are they on track for retirement? Kate in California is 55 and hopes to retire in the next couple of years. How should she manage deferred compensation and retirement withdrawals? That’s today on Your Money, Your Wealth® podcast number 514 with Joe Anderson, CFP®, a…

1
270: ADHD and Money: How ADHD Impacts Your Finances with Dr. Stephanie Sarkis, PhD 39:55

19d ago39:55

39:55

Today’s topic is a highly requested one: how ADHD impacts your finances. I’ll be honest, normally when I have a guest on the podcast, I’m at least a little bit familiar with the topic we’re going to discuss–but today is different. Until this conversation, I had next-to-no experience dealing with ADHD. But I do know it’s a common issue as more and m…

1
51 | The Secret Visual Tool That Could Supercharge Your 2025 Finances 9:17

20d ago9:17

9:17

In this episode, I want to share a practical strategy that could help you approach your financial goals more effectively. We've all experienced the challenge of setting ambitious targets at the start of the year, only to see them gradually lose momentum. I've been there and I understand how frustrating it can be to feel like you're not making meani…

1
I Work in a Toxic Office. Can I Retire Early? - 513 36:25

26d ago36:25

36:25

Today on Your Money, Your Wealth® podcast 513 with Joe Anderson, CFP®, and Big Al Clopine, CPA, YMYW listeners in their 40s are ready to call it quits at work, become financially independent, and retire early. Can they afford to do it? Peter and Joanna want to retire in the next two years. "Burned Out and Ready to Retire" wants out of his toxic off…

1
269: The Power of a Beginner’s Mindset with Tonya Rapley 34:14

26d ago34:14

34:14

Have you heard the phrase “be stubborn about your goals and flexible about your method”? It’s pretty good advice. Attachment and unwillingness to release the plans we’ve made or the expectations we have can be very costly, which is something that today’s guest has learned a lot about in the last few years. But thanks to healing core wounds and repr…

1
Choosing the Right Investments for You - 512 36:58

1M ago36:58

36:58

What is the risk with BDCs, or business development company funds? Edward in Illinois wants to know. Do Pebbles and Bam Bam in Kentuckystone have too much invested in T-bills? Are mutual funds or ETFs a better place for them to invest qualified money in the decumulation phase? Is there a difference between a traditional IRA and a rollover IRA? And …

1
268: How Highly Sensitive, High Achievers Can Advocate for More with Melody Wilding 33:17

1M ago33:17

33:17

Listen up: There’s going to be dollar signs flying at you after this episode. Okay, I might be exaggerating, but listening to today’s guest WILL change how you show up in crucial conversations in the workplace–and what opportunities those conversations open up for you. Melody Wilding is an award-winning executive coach, human behavior professor, an…

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50 | Day 5/5 Kickstart Financial Freedom 2025: Rewrite Your Financial Story 7:50

1M ago7:50

7:50

Welcome to the grand finale of our exhilarating 5-day journey, "Kickstart Financial Freedom 2025." As we wrap up this transformative series, we're diving into a topic that's close to everyone's heart: shaping our financial destiny. In today's episode, we'll uncover powerful techniques to optimize your money goals. This episode is your gateway to tr…

1
49 | Day 4/5 Kickstart Financial Freedom 2025: Best Debt Elimination Strategy 6:29

1M ago6:29

6:29

Are you ready to revolutionize your approach to debt and pave the way for true financial freedom? Welcome to Day 4 of our exhilarating 5-day series, "Kickstart Financial Freedom 2025." Today we're tackling the cornerstone of debt elimination - the most effective paydown method. Whether you're drowning in credit card debt, grappling with student loa…

1
48 | Day 3/5 Kickstart Financial Freedom 2025: The Silent Wealth Killer 5:14

1M ago5:14

5:14

🔥 Are you READY to transform your financial future and break free from the chains of debt? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! In today's high-stakes financial landscape, interest isn't just a number - it's a silent wealth killer that can derail your dreams. Join host Shanalei as she exposes the h…

1
Grow Your Wealth Tax-Free & Retire Sooner: YMYW Best of 2024 - 511 1:02:12

1M ago1:02:12

1:02:12

YMYW friends, welcome to 2025. Today on Your Money, Your Wealth® podcast number 511, we’re revisiting your favorite topics of 2024 as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on strategies for building up tax-free retirement income in Roth accounts, determining your appropriate mix of taxable, tax-deferred, and tax-free savings (also kno…

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267: How to Find the Right Fit (and Most Funds) for College with Dr. Pamela Ellis, The Education Doctor 27:27

1M ago27:27

27:27

Want to help your child get into their top choice college with $75,000 of scholarship money? Then pay attention Money Lover, because today we’re talking about what you need to know–and what you can do–to make that happen. Choosing and paying for the right college is something that has frustrated many parents for many years. Dr. Pamela Ellis has mad…

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47 | Day 2/5 Kickstart Financial Freedom 2025: Your Debt Decoder 6:34

1M ago6:34

6:34

Are you READY to transform your financial future and create REAL financial freedom? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! 2025 is the year you take back control, decode your financial challenges, and create unstoppable momentum! This is Day 2 of our 5-day series, "Kickstart Financial Freedom 2025." …

1
46 | Day 1/5 Kickstart Financial Freedom 2025: Start Your Debt Domino 9:13

1M ago9:13

9:13

Are you READY to DEMOLISH your debt and create REAL financial freedom? This isn't just another podcast episode - this is your FINANCIAL REVOLUTION! And 2025 is your year! In this episode of "Debt-Free Momentum" we are kicking off the first day of our 5-day series called "Kickstart Financial Freedom 2025." Today, we are going to discover where it al…

1
Defusing a Future Tax Bomb With Roth Conversions - 510 33:12

2M ago33:12

33:12

Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5 years ago. Is he good to retire now, and should he convert to Roth? That’s today on Your Money, Your Wealth® podcast…

1
When to Claim Social Security and the Truth About Annuities - 509 43:08

2M ago43:08

43:08

When should Richie and Heather and Rebecca and Sam collect their Social Security benefits? Why is Dan’s benefit so much higher than his wife’s? PWare has a Roth conversion case for claiming Social Security AFTER age 70, and Jerry wonders how Donald Trump’s plan to stop taxing Social Security could impact claiming strategies. Plus, Joe rants about R…

1
Bonds and Annuities, Social Security and Retirement Spending - 508 41:15

2M ago41:15

41:15

John in Pennsylvania doesn’t have bonds in his investment portfolio. Should he add them, and if so, where? That’s today on Your Money, Your Wealth® podcast number 508 with Joe Anderson, CFP® and Big Al Clopine, CPA. The fellas also spitball on retirement plans for James in Tierrasanta, California, who has $4 million plus annuities, Esther in the Sa…

1
9 Answers to Boost Tax-Free Roth Retirement Income - 507 34:51

2M ago34:51

34:51

Joe Anderson, CFP® and Big Al Clopine, CPA spitball on paying the tax on your Roth conversions on Your Money, Your Wealth® podcast number 507. If you take the money out of your retirement account, what does Joe mean that you’ll be “paying the tax to pay the tax to pay the tax”? Can you pay it from the Roth account itself, or from your monthly pensi…

1
266: 2024 End-of-Year Routines to Make You Rich(er) 49:08

2M ago49:08

49:08

I know many of you have wondered what sets financially successful individuals apart when it comes to their money routines, particularly at year end–because you ask me! Every year, I get emails and DMs asking if I have any tips for ending the year knowing you’ve made the most of it financially, and setting yourself up for future success. So today, w…

1
How to Plan for 35 Years of Retirement Spending With Smart Roth Conversions - 506 50:39

3M ago50:39

50:39

What’s a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of “guaranteed” retirement spending? How aggressively should they convert their retirement savings to Roth IRA? Should the Bond family move from Silicon Valley to a no-income-tax state in retirement? Can Doc in San Francisco quit work in 8 years when his d…

1
265: Permission to Be Rich: A Conversation of Possibilities with Cathy Heller 45:46

3M ago45:46

45:46

Are you good at accepting compliments or help from others? Because today’s guest really had me thinking about how often I see women deflect kind words or struggle to receive support–and how that could be negatively impacting their wealth. I’m absolutely chuffed to welcome Cathy Heller back to the show. Cathy is a teacher, author, and host of one of…

1
How to Retire ASAP - and Where to Save to Get There - 505 31:54

3M ago31:54

31:54

Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track? Should they save their surplus funds to a brokerage account or a solo 401(k)? That’s today on Your Money, Your Wealth® podcast 505 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Micah in South Dakota wonders whether having a $40,000 a year …

1
264: The Least Fun (and Most Necessary) Part of Building Wealth (7 Steps to Wealth, Step 7: Protect) 26:12

3M ago26:12

26:12

You have made it to the final step in the 7 Steps to Wealth framework, Protect! This is the step that ensures everything you’ve worked so hard to build can’t be lost due to unforeseen–or even semi-predictable–circumstances. This step might just be the easiest to ignore–because implementing it isn’t the most fun thing on your to do list. Believe me,…

1
[BONUS] Pulse Check: The 2024 Election and Your Money 25:13

3M ago25:13

25:13

I don’t record a bonus episode every time a major event takes place, but I do find cause for chiming in when I see something sparking questions, curiosity, and potential concerns amongst my clients and community. In this case, that “something” is the 2024 presidential and congressional elections, which are officially in the books. As I’m sure you k…

1
Rules for Inheritances and Making Roth Contributions for Others - 504 39:34

3M ago39:34

39:34

Can Ted and Georgette convert $1.6M in an inherited trust to Roth without distributing it? Should the trust own their home so they can use the home equity? Melissa was added as joint owner on her parents’ bank accounts after a medical event, but what have they done? Should Ralph and Alice use the required minimum distribution from their inherited I…

1
263: Let’s Talk About Prudent Investing (7 Steps to Wealth, Step 6: Invest) 48:26

3M ago48:26

48:26

Not only is today’s episode centered on one of the juiciest of the 7 Steps to Wealth… it’s also one of my favorites because the topic is downright FUN. Welcome to Step 6: Invest. This is where the money game gets exciting, and it really starts to feel like the rules are working in your favor. Each of the previous steps has been pretty responsibilit…

1
When to Pay Off Your Home, Retire, and Do Roth Conversions - 503 52:48

3M ago52:48

52:48

When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer in Colorado wonders whether she should take taxes into account when calculating her expenses, and whether she should pay off her home to be debt-free in retirement? That’s today on Your Money, Your Wea…

1
262: Creating Possibilities–and More Money–in Your Life (7 Steps to Wealth, Step 5: Earn) 35:55

3M ago35:55

35:55

We’re officially at (almost) everyone’s favorite step: Earn! This is what most people think about when they imagine building wealth. After all, more money seems like the obvious solution to financial problems, right? Increasing the dollars that come into (and stay in) your accounts is definitely an important piece of the wealth building puzzle, but…

1
45 | Struggle with budgeting? Maybe it’s not about how much money you make. 18:51

3M ago18:51

18:51

Do you feel like your financial situation remains unchanged despite having a budget, or do you struggle to stick to the budget you set? If so, today’s episode is just for you! We dive into the idea that your budgeting woes might not be directly tied to how much money you make. Instead, there could be underlying factors at play that are holding you …

1
Spitballing Early Retirement for the One Percenters - 502 33:23

3M ago33:23

33:23

Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still reach the promised land of retirement somewhere around age 53? Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement, today on Your Money…

1
261: Your Invitation to Play the Game of Yes (7 Steps to Wealth, Step 4: Ask) 30:25

3M ago30:25

30:25

Welcome to one of the most elusive steps of the 7 Steps to Wealth framework: Ask. This step is life changing, because when you embody the Ask step, it means you embody the expectation that you will reach financial freedom. That said, this step is also especially difficult for women. I’m going to explain why that is–and what you can do to overcome t…

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