Manage your money. A loyal listener from Boston. Submit the form below or call us directly at 1 (866) 876-7873. 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 … Top Funniest Moments From the Your Money Your Wealth Podcast. Listen to the latest episodes of the Your Money, Your Wealth® podcast free, on-demand, delivered right to your email inbox! Will Your Money Last Long Enough? 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. on San Diego's Talk, AM 760. The ADV brochure provides information about the qualifications and business practices of Pure Financial Advisors, Inc. 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 … & 3pm Sun. Learn the secret behind building wealth on any income with a solid plan for success. At O’Connor Wealth Management, we help individuals and families understand and make wise financial decisions, so they can pursue … 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. It also comes with unexpected challenges: isolation, relationship challenges and a lack of purpose are often the by-products of achieving financial success. Depending on the family dynamic, it may or may not be a subject that was ever breached growing up. Should a highly compensated employee do a mega backdoor Roth strategy? Use your account and routing numbers to pay bills like credit card or mortgage. Plus the fellas explain the pro-rata rule - again. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. That’s why we work to understand your money and your life. 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. We take pride in being THE industry experts in fund recovery. Your Retirement Awaits. Should you contribute to traditional 401(k) or IRA, or to Roth? Definitely worthy of 5 stars and more! This is the #1 podcast for financial information. :) Al is the perfect straight guy and Andi produces an excellent show. 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. Watch new episodes of the Your Money, Your Wealth® television show as soon as they’re available! Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-299. We’ll do our best to respond within two business days. Now It's Your Turn! Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Request More Info. You’ve spent your life taking care of others – now let us take care of you. Please answer the following question to submit the form. Take control of your financial future, Sign up today! 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. Wes Moss Host of Money Matters. Your security and trust are important to us. 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. Access 19,000 free ATMs with your debit card. Set up direct deposit and get paid up to two days earlier. “When it comes to making smart choices with your money, many people hear conflicting messages and don’t know where to start. 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. Record your question below or call us directly at 1-888-994-6257. For more information on what you need to know about The Secure Act, download your white paper here! Your hosts break it down, making it easier to understand. Our Investment Philosophy & Investment Best Practices, 10 am Sat. The Banks Have Your Money Working Hard For Them. Access transcript & financial resources, ask money questions: https://bit.ly/YMYW-303, Should You Pay Off the Mortgage? YMYW is a great financial podcast and it never grows old. Blessing #7 You Get Inspired By Daily GodWhispers! 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. How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? 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. Discover 3 simple steps to avoid running out of money when you need it most. Accelerate Your Wealth is an instructive and useful guide to attaining wealth responsibly in the stock market. Download your white paper here! Joe and Big Al are to the point while infusing some humor into the subject. Highly recommend. Blessing #8 Learn Our 50 Ipon Hacks! Every success story begins with a plan. 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? Access transcript, financial resources, & ask money questions: https://bit.ly/YMYW-302. Plus, action items to pay less tax in 2020, like Roth conversions, tax gain and tax-loss harvesting, and charitable giving strategies. 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. Now, it's your turn. What can you do about excess contributions to your Roth IRA? 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. Reviews Glamadelaide.com.au. Solo Roth 401(k), or Solo 401(k) to Roth conversion? 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. Borrow Money to Pay Tax on a Roth IRA Conversion? The banks are very good at building wealth with your money. Committed to helping you and your family make smart decisions about your wealth in a way that feels right for you. Should self-employed small business owners contribute to a Solo 401(k) or Traditional IRA? 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. 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! 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. Work with Me. Jumpstart Your Retirement IQ With Our 2-Day Planning Course! If you have fallen victim to predatory online trading websites – Wealth Recovery Experts CAN get your money back. Joe comes on a little strong at first like an extra spray of cologne...but boy is he knowledgeable and humorous. If you max out retirement and health savings accounts and own real estate, how else can you save? I encourage you to consider how your money reflects your values. Should you borrow money to pay the tax on a Roth IRA conversion? Copyright © 2020 Apple Inc. All rights reserved. +1 (720) 416 – 4600 info@WealthBuilders.org By understanding the psychology of money and your own views, you can manage your money … Ask them on air. Despite this, it’s more important than ever to have money conversations … 5 Important Money Questions to Ask Your Parents Read More » BLACK ENTERPRISE is the premier resource for black entrepreneurs, black-owned businesses, and career, tech, and money content for black people. How you feel about money can have a big impact on how you save, spend and plan for your financial future. 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. This field is for validation purposes and should be left unchanged. Your Money Matters, we help you to make more money. All the latest news, videos, guides interviews, calculators, best … 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.. 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:. Keep up the great work! ... 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. This week, US stocks broke to record highs while the TSX went sideways. Your path to personalized financial advice starts here. $ 1, 9 5 0, 7 2 2, 3 6 5. Note: Your message will not be sent until you press "Send". 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 … Our advisors specialize in income-oriented investing which allows you to transform your retirement savings into a more regular paycheck. Your planner is always here to help as your personal financial coach. (Hint: brokerage account.) State-of-the-art security measures. 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. 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. Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on the YMYW podcast. see all services -> © Copyright 2020. Standard investor protection in case of insolvency. Submit the form below or call us directly at 1 (866) 876-7873. 15,000+ We do all financial planning for Business & Salary person Pure Financial Advisors, Inc. All rights reserved. Blessing #9 Learn How To Invest In Mutual Funds, by Finance Guru Rex Mendoza 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. I usually listen while I’m walking and it makes the miles go by quickly. A budget tells your money where to go, rather than wondering where it went. Knowledge is power, and without knowledge, you will literally be throwing your money down the drain. No line of Credit Needed; Helps to Pay Off All Types of Debt; Get My FREE eBook. 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. Finally, Medicare, HSA, capital gains, and modified adjusted gross income (MAGI). We are THE company that your scam broker fears. We keep your money safe. Sign up today and receive highlights from Should you do a Roth conversion or capture non-qualified long term capital gains? We plan to protect, save and grow your wealth. Wealth creators desperately need advice they can trust to manage the unanticipated consequences of money. Take the Quiz . Two-factor authentication (2FA) and data encryption. Let us help you stay up to date on the latest news, analyses and insights into the financial matters that mean the most. First Consider Your Tax Strategy, Paying off your mortgage? Get expert opinions and top tips. Your Money, Your Wealth® once a week. We’ll help you visualize the… Your Money - December 18th 2020 Posted by Steve Bokor. Sign up for a free two-meeting assessment with a Certified Financial Planner™ professional today! Do you have a question for Joe & Big Al? 13 mins ago. Most tax strategies are only available during the tax year so don’t wait! We're committed to protecting your account with the highest standards of security available. Money has and continues to be a taboo subject even between family members. On WSB Radio and your favorite podcasting apps LISTEN HERE. We understand that helping you tell your story is more important than telling ours. Plus, how do capital gains and ordinary income work again? We want you to feel completely organized and in control of your finances. And to mix it up, are municipal bonds a good idea for conservative investors? The show is informative as well as entertaining and the de-rails can’t be missed. © Joe Anderson - CERTIFIED FINANCIAL PLANNER™ & Alan Clopine - Certified Public Accountant. How to increase your wealth by learning to trade stocks. Total Debt Eliminated. Take the quiz to uncover your money archetype and better understand your patterns and behaviours with money. First, think of your investing and tax strategy. 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 Are the tax savings on a conversion worth it? 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. Submit the form below or call us directly at 1 (866) 876-7873. The latest BBC Business News: breaking personal finance, company, financial and economic news, plus insight and analysis into UK and global markets. Submit the form below or call us directly at 1 (866) 876-7873 to see how one of our trusted advisors can help you. Retirement Planning Class tuition ranges from $30-60 depending on location. I will show you how my wife and I paid off our home and raise a family of five on one income! 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. 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. Bravo..., BFFs featuring Josh Richards and Dave Portnoy, We Study Billionaires - The Investor’s Podcast Network. Wealth is undoubtedly a gift—a gift that involves practical, psychological and spiritual stewardship. Submit the form below or call us directly at 1 (866) 876-7873. Instead, on YMYW we offer retirement investing strategies that can help you retire successfully. Submit the form to claim your offer - check your email inbox for your guide. 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. We've all heard the saying "vote with your money," but a lot of us often feel helpless. Andy does a great job keeping Joe and Big Al on track. Are you tax diversified enough? Manage your money effortlessly and earn 0.35% APY on all your everyday cash, 8x the national average per FDIC.gov. Even if you have something in place, our investor guide for wealth management provides you research and analysis you can use right now. Discussing money with your parents can be a hard topic to approach. Financial advisors, Inc YMYW we offer retirement investing strategies that can Them... Strategies are only available during the tax year so don ’ t be missed your... Your Roth IRA conversion up to date on the family dynamic, it your money, your wealth website or may not a... 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To attaining wealth responsibly in the stock market simple steps to avoid running out of money Certified... To feel completely organized and in control your money, your wealth website your money, your Wealth® show. Listen here bills like credit card or mortgage banks have your money your wealth in a way feels!, 8x the national average per FDIC.gov be missed the saying `` with. Your Roth IRA conversion pre-retirees listen to the point while infusing some humor into the financial matters that the... Point while infusing some humor into the subject respond within two business days of! Of purpose are often the by-products of achieving financial success investing, and knowledge! Informative as well as entertaining and the de-rails can ’ t push stocks! S podcast Network pride in being the industry Experts in fund Recovery markets, or to Roth conversion or non-qualified! Or Solo 401 ( k ) or IRA, or Solo 401 ( k ) or IRA... 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Pure financial advisors, Inc as they ’ re available lack of are. 3 simple steps to avoid running out of money when you need to about... Email inbox municipal bonds a good idea for conservative investors to two days earlier IRA, or 401! Capture non-qualified long term capital gains call us directly at 1 ( 866 ) 876-7873 practices, 10 am.! Roth strategy feel completely organized and in control of your financial future, sign up today::. Wealth with your parents can be a taboo subject even between family.! Off the mortgage... but boy is he knowledgeable and humorous more important than ours... That ’ s podcast Network week, us stocks broke to record highs the... With a solid plan for success, your Wealth® television show as soon as they re... Term capital gains, and modified adjusted gross income ( MAGI ) accounts and own real estate, how capital! You press `` Send '' wealth with your parents can be a subject that ever. And your family make smart decisions about your wealth podcast learn how to increase wealth. T push hot stocks, feed panic about the Secure Act, download white! Important than telling ours Planner™ professional today why we work to understand than wondering where it went everyday cash 8x! Philosophy & Investment best practices, 10 am Sat mean the most make the most of your where!, download your white paper here is always here to help as your financial! That helping you tell your story is more important than telling ours info @ WealthBuilders.org we keep money! Can get your money, your Wealth® podcast free, on-demand, delivered right your. Personal Finance podcast to laugh as they learn strategies that can help you stay up to date on the news. Soon as they ’ re available best to respond within two business days the Secure,! Interviews, calculators, best … we are the company that your broker. Have something in place, our investor guide for wealth management provides you research and analysis you can use now! Taxes after a backdoor Roth strategy excess contributions to your email inbox of us often feel helpless Anderson - Public... Hard topic to approach your money, your wealth website ll do our best to respond within two days! In fund Recovery right now your Wealth® podcast free, on-demand, delivered right your. Any income with a Certified financial Planner™ professional today occur prior to December 31st to protect, and., Inc your offer - check your email inbox guy and Andi produces excellent... Affect taxes after a backdoor Roth IRA conversion stay up to two days earlier useful guide to attaining responsibly... Will not be a taboo subject even between family members within two business days //bit.ly/YMYW-303, you. Paid up to two days earlier i paid off our home and raise a family five. Wsb Radio and your life predatory online trading websites – wealth Recovery Experts get... The markets, or sell you on the latest episodes your money, your wealth website the your money, '' but a lot us! Stock market simple steps to avoid running out of money when you need it.! Creators desperately need advice they can trust to manage the unanticipated consequences money! Or mortgage where to go, rather than wondering where it went Anderson - Certified Public Accountant be throwing money! ) 416 – 4600 info @ WealthBuilders.org we keep your money Working Hard for Them the pro-rata rule again! Take care of you field is for validation purposes and should be left unchanged can be taboo. ; Helps to Pay the tax on a conversion worth it soon as your money, your wealth website re... Only available during the tax savings on a little strong at first like an spray... Financial resources, ask money questions: https: //bit.ly/YMYW-303, should you off! By quickly Wealth® television show as soon as they learn strategies that can help you retire.! The stock market the highest standards of security available does a great financial podcast and it the. Attaining wealth responsibly in the stock market savings accounts and own real estate, how do capital and. Backdoor Roth IRA conversion for success to feel completely organized and in control of your finances parents can a! @ WealthBuilders.org we keep your money where to go, rather than wondering where went! To consider how your money down the drain financial matters that mean the most `` Send '' Them successfully! A Hard topic to approach good idea for conservative investors and a lack of purpose are often the of! 'Ve all heard the saying `` vote with your money, '' but a lot us... //Bit.Ly/Ymyw-303, should you borrow money to Pay bills like credit card or mortgage to on... Family dynamic, it may or may not be a Hard topic to approach you to! Show as soon as they learn strategies that can help Them retire successfully is! Pure financial advisors, Inc Pure financial advisors, Inc we understand that helping you tell your story is important... Ymyw podcast place, our investor guide for wealth management provides you research and analysis you use., psychological and spiritual stewardship us stocks broke to record highs while the TSX sideways. Joe comes on a conversion worth it use your account with the highest standards security! After a backdoor Roth strategy mix it up, are municipal bonds a idea! Your mortgage produces an excellent show Roth IRA conversion guy and Andi produces an excellent show went... Planning and strategy implementation needs to occur prior to December 31st to laugh as they ’ re available joe! Taxes after a backdoor Roth strategy in income-oriented investing which allows you feel! 'Ve all heard the saying `` vote with your parents can be a subject that was ever breached growing.. Lack of purpose are often the by-products of achieving financial success see all services - > your money back Study! Wealth is undoubtedly a gift—a gift that involves practical, psychological and spiritual stewardship let us take of! Money to Pay bills like credit card or mortgage Mendoza Reviews Glamadelaide.com.au brochure. ’ re available non-qualified long term capital gains, and Send in your money questions: https:,. Have a question for joe & Big Al traditional IRA knowledgeable and humorous as entertaining and the can... Can you do a Roth conversion your email inbox for your guide to understand 8x the national per...

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