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: 5/9/2015 10 AM:: Alpha, Beta, and Gamma in the markets explained!
Aired: 5/2/2015 11 AM:: Strategies for putting away money in retirement accounts; IRAs, 401ks, and rolling over; Client stories.
Aired: 5/2/2015 10 AM:: The old adage "Sell in May, go away" is put to the test; Why it's about what you want to do with your money in retirement rather than how much money you actually need to retire; Client stories.
Aired: 4/25/2015 11 AM:: Client stories; Choosing the right financial planner.
Aired: 4/25/2015 10 AM:: New fiduciary standards from the DoD; A conversation with Paul Merriman.
Aired: 4/18/2015 11 AM:: Understanding the tax impact of your portfolio and retirement accounts; A conversation with Mary Beth Franklin on the best strategies for taking Social Security.
Aired: 4/18/2015 10 AM:: What you need to know about withdrawing money from your retirement accounts; A conversation with Michael Kitces on the best ways to generate retirement income.
Aired: 4/11/2015 11 AM:: Client Stories; Tax Strategies for Bonds, Capital Gains, Tax Loss Harvesting, and your Retirement Accounts; The IRS and Criminal Prosecutions.
Aired: 4/11/2015 10 AM:: Fact-Checking the Financial Gurus' Predictions - How close were they really? With Larry Swedroe
Aired: 4/4/2015 11 AM:: Finding your financial independence. Review of potential tax law.
Aired: 4/4/2015 10 AM:: A conversation with Carl Richards, author of "The One-Page Financial Plan." Are you accumulating experiences or accumulating products?
Aired: 3/29/2015 12 PM:: Living Too Large: Underestimating Your Expenses; Why You Don't Need to Fear a Market Correction (If You Have a Plan)
Aired: 3/28/2015 10 AM:: Key Questions to Consider Before Retiring; Retirement Fallacies
Aired: 3/21/2015 11 AM:: How to create a tax efficient income stream in retirement. Client stories - the dangers of using your retirement accounts to pay off debt.
Aired: 3/21/2015 10 AM:: Getting real about how much you'll need in retirement. How to make your retirement income work for you.
