Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
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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.
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Spitballing Retirement During the Expensive Kid Years - 485
Manage episode 423004628 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.
Market declines just before you retire, or early in your retirement, can really screw up your retirement income strategy. If you’re in the middle of the expensive kid years, how do you avoid this sequence of returns risk when making your retirement plans? That’s “Jaclyn Smith’s” question, today on Your Money, Your Wealth® podcast 485 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Vern’s wife collect Social Security at age 63, then switch to spousal benefits at age 70? Matt wants to know if 2026 catch-up Roth contributions will be subject to the pro-rata rule, and Tom and Amy are trying to figure out how to avoid Medicare’s monthly income-related adjustment amount, or IRMAA, in their plan for Roth conversions. Free financial resources and transcript: https://bit.ly/ymyw-485
How to Build a Recession-Proof Portfolio - YMYW TV
Recession Protection Guide - free download
The Election is Coming: Should You Sell? - read the blog
Investment Vehicle Selection: SMA vs. ETF vs. Mutual Fund – Which One Best Fits You? - read the blog
Is Roth IRA Money Taxed Twice? Watch the latest YMYW Extra
Schedule a free financial assessment
Ask Joe & Big Al for your Retirement Spitball Analysis
Timestamps:
00:00 - Intro
00:49 - How to Minimize Sequence of Returns Risk When Spitballing Retirement in the Expensive Kid Years? (Jaclyn Smith)
17:18 - Collect Social Security Early at Age 63, Then Switch to Spousal Benefits at Age 70? (Vern, Beautiful Portland Oregon)
23:30 - Will 2026 Catch-Up Contributions to Roth Be Subject to Pro-Rata Rule? (Matt, TX)
23:47 - Should We Do Roth Conversions? What About Medicare IRMAA? (Tom & Amy, Northern MN)
31:51 - The Derails
483 episodes
Share
Manage episode 423004628 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.
Market declines just before you retire, or early in your retirement, can really screw up your retirement income strategy. If you’re in the middle of the expensive kid years, how do you avoid this sequence of returns risk when making your retirement plans? That’s “Jaclyn Smith’s” question, today on Your Money, Your Wealth® podcast 485 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Vern’s wife collect Social Security at age 63, then switch to spousal benefits at age 70? Matt wants to know if 2026 catch-up Roth contributions will be subject to the pro-rata rule, and Tom and Amy are trying to figure out how to avoid Medicare’s monthly income-related adjustment amount, or IRMAA, in their plan for Roth conversions. Free financial resources and transcript: https://bit.ly/ymyw-485
How to Build a Recession-Proof Portfolio - YMYW TV
Recession Protection Guide - free download
The Election is Coming: Should You Sell? - read the blog
Investment Vehicle Selection: SMA vs. ETF vs. Mutual Fund – Which One Best Fits You? - read the blog
Is Roth IRA Money Taxed Twice? Watch the latest YMYW Extra
Schedule a free financial assessment
Ask Joe & Big Al for your Retirement Spitball Analysis
Timestamps:
00:00 - Intro
00:49 - How to Minimize Sequence of Returns Risk When Spitballing Retirement in the Expensive Kid Years? (Jaclyn Smith)
17:18 - Collect Social Security Early at Age 63, Then Switch to Spousal Benefits at Age 70? (Vern, Beautiful Portland Oregon)
23:30 - Will 2026 Catch-Up Contributions to Roth Be Subject to Pro-Rata Rule? (Matt, TX)
23:47 - Should We Do Roth Conversions? What About Medicare IRMAA? (Tom & Amy, Northern MN)
31:51 - The Derails
483 episodes
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Similar to Your Money, Your Wealth
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
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continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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continue reading
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1
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business
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Beat conventional advice on personal finance, investing, and business with the author of Rich Dad Poor Dad, Robert Kiyosaki. Get ahead with his pull-no-punches style of challenging the advice we’ve all been given on money, investing, and the economy. Frustrated and frightened by the financial advice being given by the mainstream talking heads, Robert Kiyosaki sits down with professionals from the world of money, investing, business, and personal development. Listeners will be provided variou ...
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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Go offline with the Player FM app!
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