Retirement Planning, Investing, and Tax Reduction Made Fun: YMYW Trailer

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 3 January 2023

⏱️ 2 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to Your Money, Your Wealth® podcast, with CERTIFIED FINANCIAL PLANNER™ professional Joe Anderson and Certified Public Accountant Alan "Big Al" Clopine.

Your Money, Your Wealth® is retirement planning, investing, and tax reduction made fun!

Follow YMYW on your favorite podcast app and share this trailer.

Visit YourMoneyYourWealth.com and click Ask Joe and Big Al On Air to get a Retirement Spitball Analysis of your own.

And hey, thanks for listening, because the show wouldn't be a show without you.

Your Money, Your Wealth® is presented by Pure Financial Advisors, a registered investment advisor. This show does not intend to provide personalized investment advice through this broadcast and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the broadcast in the process of making a full and informed investment decision.

Transcript

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0:00.0	Welcome to Your Money, Your Wealth with certified financial planner, Joey Anderson.
0:04.3	So the tax deduction that he receives, he has to pay back in the future with interest, because there is no free lunch.
0:11.9	And certified public accountant, Alan Big Al Clopine.
0:14.9	The fact that you're able to withdraw 150, that's great, fantastic, but that's not going to cover your current lifestyle.
0:20.6	With inflation, it changes tax rates. It changes all kinds of stuff.
0:23.6	Visit your money, your wealth.com, and click Ask Joe and Big Al on air to get a retirement spitball analysis of your own.
0:30.5	I can't skip all. I would absolutely convert to 900,000 or more, all day, every day, right now.
0:36.8	Yeah, I wouldn't do it in a million
0:38.0	news, except in one situation. And that is if the market crashes. It's crashed. Right. So I would
0:43.9	at least think about it. It's retirement planning, investing, and tax reduction made fun. Let's say
0:48.2	if the markets continue to go down, convert some more. And then at the markets continue to blow up, don't ever call the show again.
0:59.7	Hey, I kept on converting. Just like you said, and I lost my ass and I pay all this tax.
1:04.5	This is not advice. He's sitting around a little bar stool. Just talking finance.
1:09.0	Yeah, we're just shooting a breeze. We're spitballing. You know? It's called a spitball.
1:11.9	We're just having a conversation. Yes. And there are occasional derails.
1:13.8	I did go ice skating in Coronado.
1:15.1	I thought that was for kids.
1:16.6	You're the only adult.
1:18.4	You're just chasing the kids.
1:20.1	I was older by 60 years.
1:21.7	Oh my God, Mommy, Daddy.
1:23.1	Who's that creepy old man?
	...

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