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.
- Visit Website
- RSS
- Artist: 760 KFMB AM - San Diego
- Copyright: Midwest Television, Inc.
Podcasts:
Aired: 8/29/2015 10 AM:: Why the market correction could be the best thing for you!
Aired: 8/22/2015 11 AM:: Joe and Al continue the discussion on the recent market downturn. What do you do with your investment portfolio after the market crashes? Stick to your plan, don't let emotion cause you to make poor decisions and remember to rebalance to remain within your risk tolerance.
Aired: 8/15/2015 10 AM:: The largest asset you have that you're making the biggest mistakes with - Social Security benefits!
Aired: 8/8/2015 11 AM:: Becoming a Millionaire the Slow and Difficult Way; The Best and Worst States to Retire In.
Aired: 8/8/2015 10 AM:: 10 Big Retirement Blunders - Don't let these mistakes ruin your retirement.
Aired: 8/1/2015 11 AM:: Hour 2: Should you be taking Social Security sooner?; The IRS and the "Courtesy Disconnect"; All the Single Ladies: supporting yourself in retirement.
Aired: 8/1/2015 10 AM:: Hour 1: What's your retirement number, and why finding it might not be your answer; Net Unrealized Appreciation: The investment strategy the government doesn't want you to know about.
Aired: 7/25/2015 11 AM:: Retirement at home and abroad; The fiduciary standard: the most important question to ask your financial adviser; Client stories.
Aired: 7/25/2015 10 AM:: Common retirement account mistakes that could cost you big time; IRAs vs 401ks -- which one is for you?
Aired: 7/18/2015 11 AM:: Dividend Paying Strategies Strategies your parents used will not work the same for you. Other people will also think to buy Stocks with highest paying dividend. Price will go up. Hilary Clinton - New Capital gains tax that we already have. Be disciplined in Strategy you set for yourself. Don't Complicate your plan. Community Property With Rights of Survivorship
Aired: 7/18/2015 10 AM:: Risk Vs Reward If you want reward you have to take risks. Take risks that are appropriate for yourself Asset Allocation- Money in stock vs bonds vs cash. Habits for Financial independence 1- Avoid Consumer Debt. Pay Cash for stuff. 2- Ignore the Jones. Don't try to keep up with friends and neighbors. Spend less than what you earn. 3- Pay yourself first.(401k, Roth RIA) 4- Keep Investing. 5- Be Flexible How to Retire Happy Are you Ready to Retire? Practice retirement before you retire. How will retirement change your life? How will you keep money coming in? Your expenses. What will your budget look like in retirement? Moving out of USA for Retirement? Taxes?
Aired: 7/11/2015 11 AM:: 1974, 1980, and Today, When Were Retirees Better Off? How to Recognize an IRS Scam.
Aired: 7/11/2015 10 AM:: 7 Unwanted Retirement Surprises; 3 Retirement Loopholes That Are About to be Closed.
Aired: 7/4/2015 11 AM:: Retirement Fire Drill: Preparing for a Market Correction, cont.; Fear & Greed: Fighting Against Recency Bias; Best of: Conversations with Michael Kitces and Mary Beth Franklin.
Aired: 7/4/2015 10 AM:: Summertime Retirement Strategies: Factoring Taxes into your Cash Flow Needs; Smart Real Estate Moves for Retirement; Planning Ahead for a Market Correction.
