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: 11/26/2016 11 AM:: Joe and Al welcome on the show Joe Saul-Sehy, host of the top-rated personal finance podcast show “Stacking Benjamins.”
Aired: 11/26/2016 10 AM:: Are you prepared for retirement? These 6 questions will help you see if you're ready. Later, Joe & Al discuss strategic tax moves for year-end.
Aired: 11/19/2016 11 AM:: Joe and Big Al answer your biggest financial questions, from how to claim a loss on a Roth IRA to the pros & cons of rolling over an employee retirement plan into an IRA (individual retirement account).
Aired: 11/19/2016 10 AM:: Are you prepared for retirement? These 6 questions will help you see if you're ready. Later, Joe & Al discuss strategic tax moves for year-end.
Aired: 11/12/2016 11 AM:: Joe and Al welcome J. David Stein, host of the top-rated personal finance podcast "Money for the Rest of Us."
Aired: 11/12/2016 10 AM:: Find out how Federal income, corporate, and estate taxes may affect you.
Aired: 11/5/2016 11 AM:: Joe and Al welcome Joe Saul-Sehy, host of the top-rated personal finance podcast show “Stacking Benjamins.”
Aired: 11/5/2016 10 AM:: Are you making these mistakes that could sabotage your retirement? Find out some tips to avoid making costly mistakes with your nest egg.
Aired: 10/29/2016 11 AM:: Joe and Al discuss some of the California propositions and how they might affect your finances. Also find out what the difference between gross income and taxable income is.
Aired: 10/29/2016 10 AM:: What is the Social Security spousal benefit? Joe and Big Al explain this as well as dive into reverse mortgages to cover how your home equity could help you in retirement.
Aired: 10/22/2016 11 AM:: Joe and Al answer investors' questions on-air. Learn more about bond returns, how interest rates affect bond prices and the difference between short term vs. long term bonds.
Aired: 10/22/2016 10 AM:: Hosts discuss Social Security strategies for couples claiming spousal benefits as well as strategies for single people to consider. "Big Al" closes the hour discussing the downsides of annuities.
Aired: 10/15/2016 11 AM:: Joe and Al answer questions about investing for retirement covering investment options for 403(b) accounts, tax implications of moving part of your IRA and how to avoid tax penalties when withdrawing from an IRA.
Aired: 10/15/2016 10 AM:: Most women take their Social Security benefits early causing them to lose out on an increased benefit amount. Joe and Al discuss Social Security claiming strategies so you can get the most out of your benefit.
Aired: 10/8/2016 11 AM:: Your 401(k) plan options probably include at least one target-date fund. Hosts discuss this one-step strategy for investing for retirement.
