We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Sign up today and receive highlights from Access transcript & financial resources, ask money questions: https://bit.ly/YMYW-303, Should You Pay Off the Mortgage? Blessing #7 You Get Inspired By Daily GodWhispers! Every success story begins with a plan. Access 19,000 free ATMs with your debit card. Access transcript, financial resources, & ask money questions: https://bit.ly/YMYW-302. I will show you how my wife and I paid off our home and raise a family of five on one income! Read the latest updates here to see how Pure Financial Advisors is responding to the COVID-19 Coronavirus to keep our clients and our staff safe. © Joe Anderson - CERTIFIED FINANCIAL PLANNER™ & Alan Clopine - Certified Public Accountant. We do all financial planning for Business & Salary person Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com, 5 Last Minute Ways to Cut Your 2020 Taxes, A final look at the CARES Act COVID-19 stimulus package, Coronavirus related distributions, and whether they affect your 2020 taxes. Total Debt Eliminated. Knowledge is power, and without knowledge, you will literally be throwing your money down the drain. Finally, Medicare, HSA, capital gains, and modified adjusted gross income (MAGI). Personal finance information lead by Neal Frankle a Certified Financial Planner™ with more than 25 years of experience helping you to take control of your financial life and eliminate as much as possible money … We're celebrating 300 episodes with just the funny stuff, including some of our funniest Derails, never-before-heard outtakes, hilarious moments from our interviews with Dr. Daniel Crosby and Professor Jamie Hopkins, and the infamous story of Will and his free gasoline. Your Money, Your Wealth® once a week. ... 2020 Ocean Wealth | An investment and insurance website by Radar Hill Web Design The content of this website is the responsibility of the website owner. A budget tells your money where to go, rather than wondering where it went. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, our wealth management course will help you make informed decisions for your future. Standard investor protection in case of insolvency. Your Money Matters, we help you to make more money. Take the quiz to uncover your money archetype and better understand your patterns and behaviours with money. Joe comes on a little strong at first like an extra spray of cologne...but boy is he knowledgeable and humorous. & 3pm Sun. By understanding the psychology of money and your own views, you can manage your money … We plan to protect, save and grow your wealth. Submit the form to claim your offer - check your email inbox for your guide. Plus, action items to pay less tax in 2020, like Roth conversions, tax gain and tax-loss harvesting, and charitable giving strategies. Submit the form below or call us directly at 1 (866) 876-7873. Reviews Glamadelaide.com.au. We keep your money safe. If you have fallen victim to predatory online trading websites – Wealth Recovery Experts CAN get your money back. Even if you have something in place, our investor guide for wealth management provides you research and analysis you can use right now. Are you tax diversified enough? There are several different types of private pension to choose from, but in light of recent government changes the tax aspects can require careful planning. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. Borrow Money to Pay Tax on a Roth IRA Conversion? We are THE company that your scam broker fears. The banks are very good at building wealth with your money. $ 1, 9 5 0, 7 2 2, 3 6 5. The Banks Have Your Money Working Hard For Them. Money has and continues to be a taboo subject even between family members. We’ll help you visualize the… (Hint: brokerage account.) Ask them on air. Your Money, Your Wealth Business On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Andy does a great job keeping Joe and Big Al on track. BLACK ENTERPRISE is the premier resource for black entrepreneurs, black-owned businesses, and career, tech, and money content for black people. Listen to the latest episodes of the Your Money, Your Wealth® podcast free, on-demand, delivered right to your email inbox! The latest BBC Business News: breaking personal finance, company, financial and economic news, plus insight and analysis into UK and global markets. Should a highly compensated employee do a mega backdoor Roth strategy? No line of Credit Needed; Helps to Pay Off All Types of Debt; Get My FREE eBook. Should self-employed small business owners contribute to a Solo 401(k) or Traditional IRA? Also, when to do Roth contributions, how much of your portfolio should be in Roth accounts, and if you can lower your taxes from swing trading. YMYW is a great financial podcast and it never grows old. on San Diego's Talk, AM 760. Your path to personalized financial advice starts here. What can you do about excess contributions to your Roth IRA? Wealth creators desperately need advice they can trust to manage the unanticipated consequences of money. Plus, how do capital gains and ordinary income work again? First Consider Your Tax Strategy, Paying off your mortgage? I encourage you to consider how your money reflects your values. 15,000+ Make the most of your money, from investments, savings, retirement and financial planning. Submit the form below or call us directly at 1 (866) 876-7873. Sign up for a free two-meeting assessment with a Certified Financial Planner™ professional today! Solo Roth 401(k), or Solo 401(k) to Roth conversion? Instead, on YMYW we offer retirement investing strategies that can help you retire successfully. Should you do a Roth conversion or capture non-qualified long term capital gains? Take control of your financial future, Sign up today! Copyright © 2020 Apple Inc. All rights reserved. For more information on what you need to know about The Secure Act, download your white paper here! Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Take the Quiz . Your security and trust are important to us. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-301, Top Funniest Moments From the Your Money Your Wealth Podcast, Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on the YMYW podcast. Manage your money. Plant Your Money Tree offers readers a strategic and actionable way to look at their financial life with a completely new attitude of confidence, empowering them to make smart decisions regarding:. The ADV brochure provides information about the qualifications and business practices of Pure Financial Advisors, Inc. On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Record your question below or call us directly at 1-888-994-6257. Note: Your message will not be sent until you press "Send". Retirement Planning Class tuition ranges from $30-60 depending on location. Your Retirement Awaits. Do you discover your self doubting that you can still make that money How Your Attitude Affects Your Money Making - Mr880's Health Wealth And Life.network Do you discover yourself giving up in your … The show is informative as well as entertaining and the de-rails can’t be missed. Do you have a question for Joe & Big Al? :) Al is the perfect straight guy and Andi produces an excellent show. Submit the form below or call us directly at 1 (866) 876-7873. Your hosts break it down, making it easier to understand. As a CERTIFIED FINANCIAL PLANNER™ I work as a financial coach, writer and speaker to help clients, readers and audiences make smart, well-informed choices with their money. Download your white paper here! Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-299. I usually listen while I’m walking and it makes the miles go by quickly. This week, US stocks broke to record highs while the TSX went sideways. Your planner is always here to help as your personal financial coach. “When it comes to making smart choices with your money, many people hear conflicting messages and don’t know where to start. State-of-the-art security measures. We understand that helping you tell your story is more important than telling ours. Chief Analyst of Wealth Within, Dale Gillham, and author of How to Beat the Managed Funds by 20% has produced his second investment strategy book, again likely to be another best seller.. First, think of your investing and tax strategy. On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. As Todd Tresidder of FinancialMentor.com says, “Great wealth builders focus on both saving money and earning more.” What Todd is pointing to here is the gap between your expenses and your … Blessing #4 Build Your Wealth By Saving Small Amounts Every Month ; Blessing #5 Build an Emergency Fund and Manage Your Money Well ; Blessing #6 Get Out Of Debt! Plus the fellas explain the pro-rata rule - again. Let us help you stay up to date on the latest news, analyses and insights into the financial matters that mean the most. Accelerate Your Wealth is an instructive and useful guide to attaining wealth responsibly in the stock market. And to mix it up, are municipal bonds a good idea for conservative investors? Discussing money with your parents can be a hard topic to approach. If you max out retirement and health savings accounts and own real estate, how else can you save? Your Money - December 18th 2020 Posted by Steve Bokor. We've all heard the saying "vote with your money," but a lot of us often feel helpless. A loyal listener from Boston. © Copyright 2020. Bravo..., BFFs featuring Josh Richards and Dave Portnoy, We Study Billionaires - The Investor’s Podcast Network. Jumpstart Your Retirement IQ With Our 2-Day Planning Course! Work with Me. How you feel about money can have a big impact on how you save, spend and plan for your financial future. Manage your money effortlessly and earn 0.35% APY on all your everyday cash, 8x the national average per FDIC.gov. It also comes with unexpected challenges: isolation, relationship challenges and a lack of purpose are often the by-products of achieving financial success. Committed to helping you and your family make smart decisions about your wealth in a way that feels right for you. Wealth is undoubtedly a gift—a gift that involves practical, psychological and spiritual stewardship. Will Your Money Last Long Enough? This is the #1 podcast for financial information. How to increase your wealth by learning to trade stocks. Discover 3 simple steps to avoid running out of money when you need it most. Plus, estate planning beneficiaries and charitable donations, stock market investing in an LLC, understanding the national debt, the differences between Roth 40(k) and traditional 401(k), and of course, Backdoor Roth and Roth IRA conversions. Request More Info. Set up direct deposit and get paid up to two days earlier. If you are looking to create a healthy relationship with money that supports you in wealth and wellbeing, there are a number of ways we can work together. +1 (720) 416 – 4600 info@WealthBuilders.org Are the tax savings on a conversion worth it? Definitely worthy of 5 stars and more! We take pride in being THE industry experts in fund recovery. 13 mins ago. Top Funniest Moments From the Your Money Your Wealth Podcast. Financial counselling Free help to sort out your money; Urgent help with money If you’re struggling or in crisis; Save for an emergency fund Be prepared for life’s surprises; Managing on a low income Get the most out of your money; Problems paying your bills Understand your options; How to do a budget Plan and manage your money; Reduce your debt Your money, your choice Supporting your future financial requirements You can pay into as many pension schemes as you want; it depends on how much money you can set aside. Wes Moss Host of Money Matters. Please answer the following question to submit the form. Two-factor authentication (2FA) and data encryption. Now It's Your Turn! We want you to feel completely organized and in control of your finances. see all services -> Our Investment Philosophy & Investment Best Practices, 10 am Sat. Learn the secret behind building wealth on any income with a solid plan for success. We're committed to protecting your account with the highest standards of security available. Highly recommend. Joe and Big Al are to the point while infusing some humor into the subject. We’ll do our best to respond within two business days. Pure Financial Advisors provides links for secure access to view your comprehensive personal financial plan, your private document vault and your investment performance reports through this web page. Submit the form below or call us directly at 1 (866) 876-7873. This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end – updated with the new changes from the CARES Act of 2020. Should you borrow money to pay the tax on a Roth IRA conversion? I tackle the subject of finances in an open, honest and encouraging way so that you can enjoy and engage with your money in a way that maybe you haven’t before. Our advisors specialize in income-oriented investing which allows you to transform your retirement savings into a more regular paycheck. Submit the form below or call us directly at 1 (866) 876-7873 to see how one of our trusted advisors can help you. That’s why we work to understand your money and your life. Depending on the family dynamic, it may or may not be a subject that was ever breached growing up. Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on the YMYW podcast. Pure Financial Advisors, Inc. All rights reserved. Watch new episodes of the Your Money, Your Wealth® television show as soon as they’re available! Should you contribute to traditional 401(k) or IRA, or to Roth? Blessing #9 Learn How To Invest In Mutual Funds, by Finance Guru Rex Mendoza You’ve spent your life taking care of others – now let us take care of you. Keep up the great work! Blessing #8 Learn Our 50 Ipon Hacks! Now, it's your turn. How to Prepare (or have prepared) a Baseline Income Tax Projection, Items to Make Sure You Review Before Year-End, Business & Real Estate Investors – Qualified Business Income (QBI), How to Determine if You Qualify for Tax Credits or Deductions. At O’Connor Wealth Management, we help individuals and families understand and make wise financial decisions, so they can pursue … This field is for validation purposes and should be left unchanged. All the latest news, videos, guides interviews, calculators, best … Get expert opinions and top tips. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-300, Rental Real Estate Property: How to Calculate Cap Rates and Depreciation, When does the real estate depreciation 121 exclusion happen and how do you account for rental property equity, or cap rates, to calculate retirement income? Having listened to literally dozens of financial podcasts over the last decade or so, I find this one to be the best of the bunch. On WSB Radio and your favorite podcasting apps LISTEN HERE. Despite this, it’s more important than ever to have money conversations … 5 Important Money Questions to Ask Your Parents Read More » Use your account and routing numbers to pay bills like credit card or mortgage. On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Most tax strategies are only available during the tax year so don’t wait! Access the transcript & financial resources, ask your money questions: https://bit.ly/YMYW-304, How to Use Tax Diversification in Your Retirement Portfolio, There are taxable, tax-deferred, and tax-free accounts, and the proper balance of investments in each is called tax diversification. Submit the form below or call us directly at 1 (866) 876-7873.