About this podcast
Making fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor…
593 episodes · business
Your Money, Your Wealth
About this podcast
Making fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor…
Recent episodes
- We Have $12 Million. Should We Do Roth Conversions? - 5971 Sept · 41 min
- 4 Retirement Questions That Expose Real Money Risks - 59625 Aug · 44 min
- When to Claim Social Security and Why Full Roth Conversion Might be a Mistake - 59518 Aug · 47 min
- He Has $10M and Can't Spend It. Here's Why. - 59411 Aug · 45 min
- Roth vs. Traditional 401(k) at $275K Income: What's the Right Move? - 5934 Aug · 46 min
- We Reverse-Engineered Their $6.5M Retirement. Here's What We Found - 59228 Jul · 45 min
- Roth Conversions and RMDs: Are You Ready to Retire? - 59121 Jul · 34 min
- Got a Pre-Tax Fortune? Nobody Warns You About the Retirement Tax Bomb - 59014 Jul · 45 min
- Retirement Margin Loans: Is Buy, Borrow, Die Worth the Risk? - 5897 Jul · 44 min
- $500K Income, $900K Saved: Will FIRE at 55 Work? - 58830 Jun · 48 min
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