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 Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
Your Money, Your Wealth
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Podcast Overview
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 Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
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Publishing Since
2/14/2016
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Recent Episodes
July 14, 2026
Got a Pre-Tax Fortune? Nobody Warns You About the Retirement Tax Bomb - 590
Joe Anderson, CFP® and Big Al Clopine, CPA interview listeners about optimizing retirement income by managing pre-tax account tax bombs through Roth conversions and tax liability strategies.
July 7, 2026
Retirement Margin Loans: Is Buy, Borrow, Die Worth the Risk? - 589
Hosts Joe and Big Al interview listeners about the risks of margin loans, reverse glide paths, and Roth conversion plans for retirement.
June 30, 2026
$500K Income, $900K Saved: Will FIRE at 55 Work? - 588
Joe Anderson, CFP® and Big Al Clopine, CPA interview listeners about achieving early retirement with varying savings timelines and risk tolerances.
721 total episodes available with 126 transcripts
Recent guests on Your Money, Your Wealth
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Susan Brandeis
Guest
Ed Slott
Guest
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Frequently asked questions
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- What is Your Money, Your Wealth?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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