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Title of Your Money, Your Wealth: "Your Money, Your Wealth podcast archive - Pure Financial Advisors"
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Today on Your Money, Your Wealth® podcast number 595, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for Eeyore and Nurse Kathi: retired in Orlando, both 65, and they swear they've never heard this one on the show before: is a full Roth conversio...
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Today on Your Money, Your Wealth® podcast number 594, Joe Anderson, CFP® and Big Al Clopine, CPA spitball retirement planning for high net worth couples: Gary in Pennsylvania is 54 with $10 million, and get this, he still can't decide whether he can w...
Paul and Angela in Florida are 52 and 45. What's the earliest the two of them can walk away from work at the same time, so Paul can spend a whole lot more time in the boat? That’s today on Your Money, Your Wealth podcast number 593. Then the fellas spitball for Mike in Riverside. His mom inherited his dad's IRA at age 84. Can she still roll it into her own? Edward in Illinois...
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Michael, K & J, and Tracy all need retirement spitballs and Roth conversion plans, but they ...
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B and S in Maryland are in their mid-40s with $425,000 and a couple of rental properties. Can th...