Your Money, Your Wealth

About the show

Latest episodes

• Can You Retire Early? With $475K at 42, You Need a Gap Plan

  September 29, 2026 · 41 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you know if you're really on track to retire, especially if you're hoping to get out early? Fred and Wilma in Denver are 33 and 31…

• Retirement Withdrawal Strategy: Is $100K a Year at 63 Wrong?

  September 22, 2026 · 50 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC 63-year-old Kevin in Denver is pulling $100K a year out of his portfolio. What’s the tax-smart way for him to structure these retirement…

• Retirement vs. House Down Payment: Are You Getting the Timing Wrong?

  September 15, 2026 · 37 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you buy a house as a young person, without wrecking your long-term retirement plan? That’s today on Your Money, Your Wealth® podcast…

• Can You Retire with $1M at 42? The Early Retirement Lie

  September 8, 2026 · 40 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast 598, Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement planning for Shua in…

• We Have $12 Million. Should We Do Roth Conversions?

  September 1, 2026 · 41 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on Your Money, Your Wealth® podcast number…

• 4 Retirement Questions That Expose Real Money Risks

  August 25, 2026 · 44 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Each of the questions Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing today on Your Money, Your Wealth® podcast 596 has a real…

• When to Claim Social Security and Why Full Roth Conversion Might be a Mistake

  August 18, 2026 · 47 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast number 595, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for Eeyore and Nurse Kathi: retired…

• He Has $10M and Can't Spend It. Here's Why.

  August 11, 2026 · 45 min

  Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast number 594, Joe Anderson, CFP® and Big Al Clopine, CPA spitball retirement planning for high net…