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