Your Money, Your Wealth
Summary: Personal finance show bringing listeners actionable advice to retire successfully. Learn how to create your retirement road map as hosts Joe Anderson, CFP® and “Big Al” Clopine, CPA break down key financial planning strategies including how to design your investment portfolio, the right way to claim Social Security, generating a retirement income distribution plan, how to avoid thousands in unnecessary taxes and so much more.
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- Artist: 760 KFMB AM - San Diego
- Copyright: Midwest Television, Inc.
Podcasts:
Aired: 1/28/2017 11 AM:: With so many retirement planning strategies and the plethora of information on the internet, it can be hard for some to prioritize where to start when it comes to planning for their retirement. Joe and Al share eight proven ways to boost your retirement income.
Aired: 1/28/2017 10 AM:: How do you get motivated to save for retirement? Joe and Al share smart saving tips for retirement then shed light on why you shouldn’t depend solely on your pension for future income. They close the hour with seven reasons why you should say yes to a Roth IRA.
Aired: 1/21/2017 11 AM:: Hosts interview Tom Anderson , author of The Value of Debt, to discuss individual and family wealth. Plus, Joe and Al answer more email questions on-air.
Aired: 1/21/2017 10 AM:: Asking yourself these important questions before retiring helps rule out any unwanted surprises. Joe and Al dig into the email bag to answer your questions.
Aired: 1/14/2017 10 AM:: Paul Sullivan joins Joe and Al to discuss the biggest lessons from his book The Thin Green Line: The Money Secrets of the Super Wealthy on creating and maintaining wealth. Also in this hour: answers to financial questions.
Aired: 1/14/2017 10 AM:: Hosts Joe and Al discuss why the father of the 401(k) regrets creating it. Plus, the worst mistakes you can make with your IRA and 401(k).
Aired: 1/7/2017 11 AM:: Douglas P. McCormick joins Joe & Al to discuss the main points of his book Family, Inc.: Using Business Principles to Maximize Your Family's Wealth. Also in this hour: Social Security changes for 2017 + answers to financial questions.
Aired: 1/7/2017 10 AM:: Editor of Kiplinger’s Retirement Report, Rachel Sheedy joins the show to discuss inherited IRA (individual retirement account) rules & strategies for beneficiaries. Plus, how to become an extreme saver in 2017.
Aired: 12/31/2016 11 AM:: CEO and co-founder of iRelaunch, Carol Fishman Cohen joins the show to discuss how retirees can transition back into the workforce. Joe & Al wrap up the hour answering listeners’ email questions.
Aired: 12/31/2016 10 AM:: Joe and Al summarize the highs and lows of 2016, then talk retirement: how to automate/increase your savings, creating a retirement lifestyle game plan and steps to take if you plan on moving in retirement.
Aired: 12/17/2016 11 AM:: Hosts answer listeners’ questions on-air. Questions include “Will a financial adviser give me an unbiased opinion?” and “What’s the difference between a TSP and a Roth IRA?” Find out the answers + more in this hour.
Aired: 12/17/2016 12 AM:: It’s your last chance to lower your tax bill – find out some last-minute moves to save on taxes before year-end. Plus, how are your assets titled? Joe & Al explain why making the wrong move could cost you big time.
Aired: 12/11/2016 11 AM:: Would contributions to a traditional IRA reduce your tax burden? How do you start saving money at a young age & what are the benefits of a Roth IRA? Find out the answers to these and more as hosts answer your email questions.
Aired: 12/11/2016 10 AM:: Joe and Al start off the hour with a quick discussion on potential tax changes under Trump. Plus, 12 ways you could go broke in retirement and put yourself at financial risk.
Aired: 12/3/2016 10 AM:: Hosts Joe & Al discuss a brief history of the tax code & where it might be headed. Find out some possible tax exemptions & deductions under Trump’s presidency; plus, key tax strategies to take advantage of now before the tax code could change.
