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.
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Jul103 days agoFinancial researcher Larry Swedroe offers several reasons you may not be getting the returns you’ve enjoyed in the past, and he challenges Jason Zweig’s assertion in the Wall Street Journal that it...
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Jul031 week agoUSA Today columnist Pete The Planner tells us how to calculate our Power Percentage for retirement readiness, and how to set house rules to get on the path to a successful retirement. Plus, 8 benef...
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Jun262 weeks agoPaul Sullivan, author of "The Thin Green Line: The Money Secrets of the Super Wealthy" tells Joe and Big Al how the decisions you make about your money can put YOU in the wealthy club. Plus, how sh...
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Jun193 weeks agoGuest Joe Saul-Sehy of the Stacking Benjamins podcast explains the value of having a financial planner (while avoiding his stalker, Your Money, Your Wealth host Joe Anderson.) Joe and Big Al discus...
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Jun121 month agoAlex Goldstein, author of “No Nonsense Real Estate,” offers 7 Mistakes New Real Estate Investors Make. Joe and Big Al discuss 3 ways to sell your real estate, Social Security taxation, and 7 Social...
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Jun051 month agoDr. Wade Pfau reveals new research on the reverse mortgage as an insurance policy and investing tool, and discusses the 4% rule for withdrawing retirement income from your portfolio. Plus, Joe and ...
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May291 month agoFrom stock picking to retiring at 30, Rob Berger spills secrets learned in 10 years hosting The Dough Roller Money Podcast. Joe and Big Al talk about market volatility caused by President Trump’s p...
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May222 months agoAuthor Tom Anderson discusses the value of debt in wealth building through the four phases of life. Joe and Big Al go over 6 common myths that can mess up your retirement, and how much you need to ...
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May152 months agoLarry Swedroe, author of "Think, Act and Invest Like Warren Buffett," explains Wall Street's passive investing lie and what kind of returns you can really expect. Plus, how he relates investing pe...
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May082 months agoDaniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’r...
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May012 months agoAre you a fearful moron when it comes to investing? Can you invest in LGBT rights and gender equality? Is today’s market forgetful? Behavioral finance expert Dr. Daniel Crosby, author of "The Laws ...
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Apr173 months agoInvestor optimism reached a 17 year high with the Trump Effect and emerging markets, but what does that really mean? Joe thinks being emotionally invested in your portfolio may serve you better in ...
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Apr103 months agoThe pros and cons of taking Social Security before full retirement age, tax mistakes that could cost you huge penalties or worse, IRA myths, the morality of found money, and what Joe and Big Al kno...
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Apr033 months agoMary Beth Storjohann, author of Work Your Wealth, helps millennials wrap their heads around financial basics. Joe and Al discuss a proposal to cut the corporate tax rate by taxing 401(k) gains, and...
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Mar264 months agoSocial Security expert Mary Beth Franklin explains the current claiming rules. Joe and Big Al offer tips for managing taxes and answer emails on rollovers, Roth IRA, 401(k), debt, and building a st...
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Mar204 months agoOur guest is Michelle Balconi, who co-authored the children’s book "Let’s Chat About Economics!" with economist Dr. Arthur Laffer. Joe and Big Al debunk retirement myths, discuss 8 things most Amer...
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Mar134 months agoSix small business retirement plans from easy to complicated, including the SEP IRA, SIMPLE IRA, Solo 401(k) and defined benefit plan. And, how to calculate your "power percentage" for retirement r...
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Mar064 months ago8 IRA mistakes to avoid, the most expensive purchase you'll ever make, the best state tax breaks for retirement and how to prioritize where you save, to maximize what you save. Plus, Joe and Al ans...
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Feb274 months agoLarry Swedroe from Buckingham Strategic Wealth talks about factor-based investing for a widely diversified portfolio, and the difference between alpha, beta and smart beta. 7 tax planning tips for ...
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Feb205 months agoAired 2/11/17: The value of a financial advisor (aka “Advisor’s Alpha”) and a discussion of target date funds with Don Bennyhoff from Vanguard, estate planning and the difference between a will and...