Лучшие подкасты про Money Your Wealth (2024)

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What’s the Break-Even Point on Roth Conversions? - 477 46:36

3d ago46:36

46:36

Are there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast number 477, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on marginal vs. effective tax rates for Joseph Allen, saving to after-tax brokerage or pre-tax 403(…

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232: Live Money Coaching: Growing Your Net Worth For Financial Freedom 28:17

7d ago28:17

28:17

Welcome to episode 232 of Love, your Money! In this Money Coaching episode, I’m joined by a husband & wife duo who own a direct sales business. As entrepreneurs, they’ve been so focused on growing their business for the last 12 years that their personal finances have become an afterthought. As they look ahead towards retirement, they also know some…

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Which Mortgage for Early Retirement? What is Private Credit? - 476 49:41

14d ago49:41

49:41

What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her retirement spending plan with a reverse mortgage? Which mortgage option for a Houston dream home is best for Nisa in San Jose’s early retirement goals? That’s …

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231: Learn How to Sell Easily & Authentically with Nikki Rausch 43:05

14d ago43:05

43:05

Welcome to episode 231 of Love, your Money! In this episode, I’m sitting down with Nikki Rausch to learn how to sell easily and authentically, while eliminating fear around the sales process. Nikki has more than 25 years of sales experience. As the founder and CEO of Sales Maven, she helps small businesses and entrepreneurs sell without giving off …

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Is Your Retirement Withdrawal Rate Too High? - 475 51:59

21d ago51:59

51:59

Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth® podcast 475, as they disagree on assumptions when it comes to retirement planning. The EASIretirement.com calculator says Chuck in South Carolina could convert even more …

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230: How to Financially Navigate Your Divorce with Karen Sparks, CDFA® 21:10

19d ago21:10

21:10

Welcome to episode 230 of Love, your Money! In this episode, we're continuing the conversation on the financial implications of divorce. And today, I'm joined by Certified Divorce Financial Analyst®, Karen Sparks. Karen is a speaker, author, and founder of Divorce Financial Strategists. For over 10 years, she has assisted families (as well as legal…

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How to Take the Uncertainty of Taxes Off the Table - 474 54:28

28d ago54:28

54:28

Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense for his retirement needs? That’s today on Your Money, Your Wealth® podcast 474 with Joe Anderson, CFP® and Big Al Clopine, CPA. Should Mike and Carol in…

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229: Financial Implications of Divorce 17:11

27d ago17:11

17:11

Welcome to episode 229 of Love, your Money! In this episode, I’ll be talking about a topic that impacts many people, the financial implications of divorce. This episode will serve as a primer for next week’s interview with an expert in this field, so be sure to check out part 2 next week. I’ve seen how divorce affects people’s lives firsthand after…

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Does Your Financial Advisor Just Want to Collect Fees? - 473 46:42

1M ago46:42

46:42

Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property, pay 25% tax, and invest the lump sum? Mark in Florida is 72 and invested in CDs. Should he go back to his financial advisor, or just buy more CDs? That’s today on Your Money, Your Wealth® podcast 473 with Joe Anderson, CFP® and Big Al Clopine, CPA. …

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228: Renting vs Buying a Home: Navigating the Housing Market in 2024 22:31

1M ago22:31

22:31

Welcome to episode 228 of Love, your Money! In this episode, I’m diving into a hot topic in today’s economy: Navigating the real estate and interest rate markets in 2024. I’ll cover some market trends and insights to help you make better-informed decisions with confidence so that you can do what’s best for you, your family, and your financial situa…

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Will Roth Conversions Put You On Track to Retire Early? - 472 50:13

1M ago50:13

50:13

Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3-5 years. Are they on track, and what should they consider as far as Roth conversions are concerned once the tax brackets go back up, which they’re slated to do when that provision in the Tax Cuts and Jobs Act sunsets at the end of 2025? Is Mark in West Virginia …

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227: Live Money Coaching: Increase Your Rates To Get Paid What You Deserve 30:44

1M ago30:44

30:44

Welcome to episode 227 of Love, your Money! Today, we’re back with a special Money Coaching episode that includes segments from a two-part coaching session with my client. The reality is, many people struggle with charging the rates they deserve. There are tough questions that don’t always have easy answers. Questions like: What should I charge my …

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How Much Should You Convert to Roth IRA? - 471 53:45

2M ago53:45

53:45

Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should convert to Roth to pay as little tax as possible, today on Your Money, Your Wealth® podcast 471 with Joe Anderson, CFP® and Big Al Clopine, CPA. Johnny and June forgot to convert their backdoor Roth money - are they in trouble? Darren in Nevada has no plans a…

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226: Automating Your Savings to Secure Your Best Financial Life with Anne Lester 36:59

2M ago36:59

36:59

Welcome to episode 226 of Love, your Money! In this episode, I’m joined by retirement expert Anne Lester. Anne’s 30-year career in finance is beyond impressive. She was the Head of Retirement Solutions at JP Morgan, where she managed $125 billion in target date assets and traveled around the country to share her expertise. Anne’s mission is to help…

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Spitballing Retirement for Fat Wallets - 470 48:45

2M ago48:45

48:45

Barney and Betty in Maryland hit the jackpot. How’s Barney’s strategy for net unrealized appreciation, retirement withdrawals, and asset location for his $5 million employee stock ownership plan? Nick in the PNW will have $8 million when he retires early at 53. Should he contribute to his 401(k) or do the good ol’ mega backdoor Roth until then? Tho…

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225: How Tax Professionals Ensure There Are ‘No April Surprises’ with Tim Thompson, CPA, MBA 34:49

2M ago34:49

34:49

Welcome to episode 225 of Love, your Money! This episode is a continuation of the opportunities that exist to save you, the business owner, money and headaches with proper tax planning and preparation. Or, in the words of today’s guest, “No April Surprises.” Tim Thompson is a CPA and Certified Profit First Professional. He enjoyed a 15-year career …

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224: Tax Planning Opportunities for Business Owners 25:45

2M ago25:45

25:45

Welcome to episode 224 of Love, your Money! In this episode, I’m showing you how to turn taxes from a hassle to an opportunity in just 20 minutes. For decades, I’ve helped clients optimize taxes for both themselves and their businesses. Today’s episode will teach you the legal planning opportunities you can consider utilizing every tax season inste…

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401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469 50:40

2M ago50:40

50:40

Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik contribute to pre-tax retirement accounts or Roth? How should the Birdman and his soon-be-ex time the sale of their house and the filing of their taxes? That’s today on Your Money, Your Wealth® podcast 469 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, D…

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How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468 45:40

2M ago45:40

45:40

Are there general guidelines on what percentages of your investment portfolio should be in tax-free accounts like your Roth, tax-deferred accounts like your 401(k), and taxable accounts like your brokerage? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on tax diversification today on Your Money, Your Wealth® podcast 468 for Brian in Napervill…

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223: Live Money Coaching: Setting Yourself Up for a Better Retirement 44:56

2M ago44:56

44:56

Today, I’m sharing another Money Coaching session with one of my clients to give you actionable insights to grow your wealth. In this episode, my client and I dive into the financial nitty-gritty of her salon business as she focuses on growing her retirement assets in her mid-50s. You’ll hear about passing costs through to clients, insights for sma…

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What Does Retirement Look Like for You? - 467 42:02

3M ago42:02

42:02

What does retirement at age 60 look like for Allison in Northern Virginia? The EASIretirement.com calculator says Jimmy and Rosalynn in Georgia are on track to reach their retirement goals, even though they’re late starters - but are they being realistic? Ingrid used the free EASIretirement.com calculator too, but is she able to contribute more tha…

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222: Rethinking Wealth & Leveraging Podcasting to Build Your Business with Stefanie Gass 53:21

3M ago53:21

53:21

Welcome to episode 222 of Love, your Money! In this episode, I’m talking with Stefanie Gass. Stefanie is a Christian business and podcast coach, boundary boss, boy mom, multi-six-figure CEO, and host of “Online Business for Christian Women,” a top 25 globally ranked business podcast. Stefanie’s mission is to help women grow their online businesses …

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221: Step Into Your Abundance with Cathy Heller 39:34

3M ago39:34

39:34

In this episode, I’m talking with Cathy Heller, a remarkably impressive woman who has built an 8-figure spiritual teaching business and enjoyed tremendous success as an author, coach, and podcaster. Cathy’s podcast, “The Cathy Heller Show,” has 40 million downloads and has been featured in publications like Forbes, Huffington Post, and Inc. Magazin…

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Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466 47:15

3M ago47:15

47:15

Should Peter LemonJello, who has high income, and his wife, who is retired with zero income, file their taxes as married filing separately so they can start Roth conversions? What are the tax implications of Roth conversions for Randy in Chi-town, an early retiree in the 32% tax bracket? Caity with a C in SLC is self-employed and over the income ma…

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Personal Finance 101: How to Teach Teens About Money - 465 46:10

3M ago46:10

46:10

How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know, today on Your Money, Your Wealth® podcast 465 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Hap and Bee have a military pension and VA disability - Joe and Big Al spitball on when the…

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220: Live Money Coaching: How to Raise Your Rates with Confidence 25:12

3M ago25:12

25:12

Welcome to episode 220 of Love, your Money! Today, we’re back with another Money Coaching episode to provide real-life insights and strategies to help you on your financial journey. In this episode, you’ll hear Part 2 of my Money Coaching session with my client Nicole. (You can listen to Part 1 here.) In today’s conversation, you’ll hear how to tur…

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Tax Strategies, Backdoor Roth, Buy vs. Rent - 464 55:19

3M ago55:19

55:19

It’s a voice message extravaganza as Joe and Big Al talk about tax gain harvesting on Dante in New York’s daughter’s custodial account, and the tax impacts of Leon in Chicago investing in his brokerage account. The fellas also spitball on whether Michelle in San Diego, en route to San Francisco, should buy or rent in her 60’s, the mega backdoor Rot…

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219: Scaling a Business, Raising Your Prices & Protecting Your Intellectual Property with Autumn Witt Boyd 41:38

3M ago41:38

41:38

Welcome to episode 221 of Love, your Money. In this episode, I’m joined by my friend Autumn Witt Boyd, a lawyer and the founder of The AWB Firm – a law firm that helps business owners identify the legal questions they don’t even know they should be asking. After landing what she believed to be her dream job as a copyright attorney, Autumn realized …

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Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463 1:11:01

3M ago1:11:01

1:11:01

We’re revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth and retirement investing mega-episode. Safe investing when you’re risk averse, mutual funds vs. ETFs, stable value funds, and estimating retirement income needs when you’re a young saver with a pension made the YMYW best of 2023 on the investing side. On …

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218: Live Money Coaching: Money Habits Holding You Back from Financial Success 59:33

3M ago59:33

59:33

Welcome to episode 218 of Love, your Money! Today, we’re airing live Money Coaching - with real clients - for the very first time! We just know you’re going to find it both exciting and valuable to listen to real clients dramatically improve their financial lives in real time. After all, what better way for you to get the inside scoop and hear how …

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Can You Retire Early at Age 50 or 60? - 462 38:41

4M ago38:41

38:41

Can Clark Kent’s dad in Hutchinson, Kansas retire at age 50? Will Devin in South Carolina be fat and happy or cutting calories if he retires at 59 and a half? Can Scott Magic in Idaho retire to a good and simple life at age 60? Gina and her wife are 52 and 58. Can they retire in four years, and how much should they be putting in their Roth accounts…

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217: MoneyZen: Finding Your Enoughness with Manisha Thakor 32:22

4M ago32:22

32:22

Welcome to episode 220 of Love, your Money! In this episode, I’m joined by author, educator, and women’s financial health expert Manisha Thakor. After building up an outwardly successful career and financial stability, Manisha found herself empty inside. She went on a two-year journey to find her own cure, eventually sharing her road map in her sec…

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Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461 40:34

4M ago40:34

40:34

Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no, the other, other Jack and Diane, these are the ones in Rochester, MN) bridge the gap to retirement at age 61? Can Michael in San Diego do a Roth conversion without it impacting his taxes? Plus, what should "the Flintstones" do with their whole life insu…

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216: Investing Strategies for Women with Hilary Hendershott 33:07

4M ago33:07

33:07

Welcome to episode 216 of Love, your Money! In this episode, I’m sharing strategies women can use to invest, make money, and love their financial journeys. Although women have every right to build wealth through investing, progress is often hindered by both self-imposed and external limitations. But with the right strategies, you can clear those hu…

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