Artwork

Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

No Retirement Advice or Recommendations, Just Spitballing - 453

41:33
 
Share
 

Manage episode 381506511 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Can Jessie and Becky in Iowa retire now at age 52? Should Robert and his wife file their taxes separately, to pay less tax on their required minimum distributions? Can Joe and Al validate Mike in Minnesota’s retirement plan, and does a backdoor Roth make sense for him? How in the world will Mike in New York be able to retire at a reasonable age? And what will retirement income look like for Marty in San Diego? Just spitballs here, no retirement advice!

Timestamps:

  • 00:49 - Can We Retire Now at Age 52? (Jessie and Becky, IA)
  • 10:09 - Should We File Taxes Separately to Minimize Taxes on RMDs? (Robert)
  • 19:56 - Validate Our Retirement Plan: Does a Backdoor Roth Make Sense? (Mike, MN)
  • 25:11 - How in the World Am I Going to Retire at a Reasonable Age? (Mike, Utica, NY)
  • 29:19 - What Will Our Retirement Income Look Like? (Marty, San Diego)
  • 35:06 - The Derails

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-453

  • Retirement Readiness Guide - free download
  • Retirement Pop Quiz - how well do you know retirement?
  • EASIRetirement.com - free retirement calculator
  • Episode Transcript
  • Ask Joe & Big Al On Air for your Retirement Spitball Analysis
  continue reading

487 episodes

Artwork
iconShare
 
Manage episode 381506511 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Can Jessie and Becky in Iowa retire now at age 52? Should Robert and his wife file their taxes separately, to pay less tax on their required minimum distributions? Can Joe and Al validate Mike in Minnesota’s retirement plan, and does a backdoor Roth make sense for him? How in the world will Mike in New York be able to retire at a reasonable age? And what will retirement income look like for Marty in San Diego? Just spitballs here, no retirement advice!

Timestamps:

  • 00:49 - Can We Retire Now at Age 52? (Jessie and Becky, IA)
  • 10:09 - Should We File Taxes Separately to Minimize Taxes on RMDs? (Robert)
  • 19:56 - Validate Our Retirement Plan: Does a Backdoor Roth Make Sense? (Mike, MN)
  • 25:11 - How in the World Am I Going to Retire at a Reasonable Age? (Mike, Utica, NY)
  • 29:19 - What Will Our Retirement Income Look Like? (Marty, San Diego)
  • 35:06 - The Derails

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-453

  • Retirement Readiness Guide - free download
  • Retirement Pop Quiz - how well do you know retirement?
  • EASIRetirement.com - free retirement calculator
  • Episode Transcript
  • Ask Joe & Big Al On Air for your Retirement Spitball Analysis
  continue reading

487 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide