Submit the form below or call us directly at 1 (866) 876-7873 to see how one of our trusted advisors can help you. Plus, estate planning beneficiaries and charitable donations, stock market investing in an LLC, understanding the national debt, the differences between Roth 40(k) and traditional 401(k), and of course, Backdoor Roth and Roth IRA conversions. On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Are you tax diversified enough? You’ve spent your life taking care of others – now let us take care of you. Should you borrow money to pay the tax on a Roth IRA conversion? Record your question below or call us directly at 1-888-994-6257. Sign up for a free two-meeting assessment with a Certified Financial Planner™ professional today! We've all heard the saying "vote with your money," but a lot of us often feel helpless. Copyright © 2020 Apple Inc. All rights reserved. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-300, Rental Real Estate Property: How to Calculate Cap Rates and Depreciation, When does the real estate depreciation 121 exclusion happen and how do you account for rental property equity, or cap rates, to calculate retirement income? Submit the form below or call us directly at 1 (866) 876-7873. Total Debt Eliminated. :) Al is the perfect straight guy and Andi produces an excellent show. Listen to the latest episodes of the Your Money, Your Wealth® podcast free, on-demand, delivered right to your email inbox! Joe and Big Al are to the point while infusing some humor into the subject. Are the tax savings on a conversion worth it? Submit the form below or call us directly at 1 (866) 876-7873. Plant Your Money Tree offers readers a strategic and actionable way to look at their financial life with a completely new attitude of confidence, empowering them to make smart decisions regarding:. If you have fallen victim to predatory online trading websites – Wealth Recovery Experts CAN get your money back. And to mix it up, are municipal bonds a good idea for conservative investors? Your planner is always here to help as your personal financial coach. +1 (720) 416 – 4600 info@WealthBuilders.org First Consider Your Tax Strategy, Paying off your mortgage? Finally, Medicare, HSA, capital gains, and modified adjusted gross income (MAGI). Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, our wealth management course will help you make informed decisions for your future. Money has and continues to be a taboo subject even between family members. As Todd Tresidder of FinancialMentor.com says, “Great wealth builders focus on both saving money and earning more.” What Todd is pointing to here is the gap between your expenses and your … It also comes with unexpected challenges: isolation, relationship challenges and a lack of purpose are often the by-products of achieving financial success. We take pride in being THE industry experts in fund recovery. Read the latest updates here to see how Pure Financial Advisors is responding to the COVID-19 Coronavirus to keep our clients and our staff safe. We plan to protect, save and grow your wealth. State-of-the-art security measures. Borrow Money to Pay Tax on a Roth IRA Conversion? Discover 3 simple steps to avoid running out of money when you need it most. Financial counselling Free help to sort out your money; Urgent help with money If you’re struggling or in crisis; Save for an emergency fund Be prepared for life’s surprises; Managing on a low income Get the most out of your money; Problems paying your bills Understand your options; How to do a budget Plan and manage your money; Reduce your debt We're committed to protecting your account with the highest standards of security available. The ADV brochure provides information about the qualifications and business practices of Pure Financial Advisors, Inc. By understanding the psychology of money and your own views, you can manage your money … What can you do about excess contributions to your Roth IRA? Ask them on air. If you are looking to create a healthy relationship with money that supports you in wealth and wellbeing, there are a number of ways we can work together. Your path to personalized financial advice starts here. How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? We’ll help you visualize the… Access transcript & financial resources, ask money questions: https://bit.ly/YMYW-303, Should You Pay Off the Mortgage? This is the #1 podcast for financial information. A loyal listener from Boston. Personal finance information lead by Neal Frankle a Certified Financial Planner™ with more than 25 years of experience helping you to take control of your financial life and eliminate as much as possible money … Having listened to literally dozens of financial podcasts over the last decade or so, I find this one to be the best of the bunch. How you feel about money can have a big impact on how you save, spend and plan for your financial future. The Banks Have Your Money Working Hard For Them. For more information on what you need to know about The Secure Act, download your white paper here! The show is informative as well as entertaining and the de-rails can’t be missed. Download your white paper here! Your Money - December 18th 2020 Posted by Steve Bokor. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-301, Top Funniest Moments From the Your Money Your Wealth Podcast, Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on the YMYW podcast. Submit the form to claim your offer - check your email inbox for your guide. Most tax strategies are only available during the tax year so don’t wait! Blessing #7 You Get Inspired By Daily GodWhispers! How to increase your wealth by learning to trade stocks. Retirement Planning Class tuition ranges from $30-60 depending on location. on San Diego's Talk, AM 760. We keep your money safe. Reviews Glamadelaide.com.au. 15,000+ Should you contribute to traditional 401(k) or IRA, or to Roth? We are THE company that your scam broker fears. 13 mins ago. Request More Info. Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com, 5 Last Minute Ways to Cut Your 2020 Taxes, A final look at the CARES Act COVID-19 stimulus package, Coronavirus related distributions, and whether they affect your 2020 taxes. Take control of your financial future, Sign up today! Access transcript, financial resources, & ask money questions: https://bit.ly/YMYW-302. Pure Financial Advisors provides links for secure access to view your comprehensive personal financial plan, your private document vault and your investment performance reports through this web page. © Copyright 2020. Make the most of your money, from investments, savings, retirement and financial planning. Plus the fellas explain the pro-rata rule - again. We do all financial planning for Business & Salary person Your money, your choice Supporting your future financial requirements You can pay into as many pension schemes as you want; it depends on how much money you can set aside. If you max out retirement and health savings accounts and own real estate, how else can you save? ... 2020 Ocean Wealth | An investment and insurance website by Radar Hill Web Design The content of this website is the responsibility of the website owner. A budget tells your money where to go, rather than wondering where it went. Definitely worthy of 5 stars and more! I will show you how my wife and I paid off our home and raise a family of five on one income! Chief Analyst of Wealth Within, Dale Gillham, and author of How to Beat the Managed Funds by 20% has produced his second investment strategy book, again likely to be another best seller.. Plus, how do capital gains and ordinary income work again? Depending on the family dynamic, it may or may not be a subject that was ever breached growing up. Take the quiz to uncover your money archetype and better understand your patterns and behaviours with money. Pure Financial Advisors, Inc. All rights reserved. Wealth creators desperately need advice they can trust to manage the unanticipated consequences of money. Your Money, Your Wealth® once a week. BLACK ENTERPRISE is the premier resource for black entrepreneurs, black-owned businesses, and career, tech, and money content for black people. There are several different types of private pension to choose from, but in light of recent government changes the tax aspects can require careful planning. Sign up today and receive highlights from Wealth is undoubtedly a gift—a gift that involves practical, psychological and spiritual stewardship. I usually listen while I’m walking and it makes the miles go by quickly. As a CERTIFIED FINANCIAL PLANNER™ I work as a financial coach, writer and speaker to help clients, readers and audiences make smart, well-informed choices with their money. Access the transcript & financial resources, ask your money questions: https://bit.ly/YMYW-304, How to Use Tax Diversification in Your Retirement Portfolio, There are taxable, tax-deferred, and tax-free accounts, and the proper balance of investments in each is called tax diversification. Knowledge is power, and without knowledge, you will literally be throwing your money down the drain. & 3pm Sun. This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end – updated with the new changes from the CARES Act of 2020. Solo Roth 401(k), or Solo 401(k) to Roth conversion? Two-factor authentication (2FA) and data encryption. Should self-employed small business owners contribute to a Solo 401(k) or Traditional IRA? We’ll do our best to respond within two business days. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-299. Get expert opinions and top tips. Bravo..., BFFs featuring Josh Richards and Dave Portnoy, We Study Billionaires - The Investor’s Podcast Network. Access 19,000 free ATMs with your debit card. Your Money Matters, we help you to make more money. This field is for validation purposes and should be left unchanged. Should a highly compensated employee do a mega backdoor Roth strategy? Our advisors specialize in income-oriented investing which allows you to transform your retirement savings into a more regular paycheck. Blessing #9 Learn How To Invest In Mutual Funds, by Finance Guru Rex Mendoza Blessing #4 Build Your Wealth By Saving Small Amounts Every Month ; Blessing #5 Build an Emergency Fund and Manage Your Money Well ; Blessing #6 Get Out Of Debt! On WSB Radio and your favorite podcasting apps LISTEN HERE. Despite this, it’s more important than ever to have money conversations … 5 Important Money Questions to Ask Your Parents Read More » Discussing money with your parents can be a hard topic to approach. We want you to feel completely organized and in control of your finances. Now It's Your Turn! I tackle the subject of finances in an open, honest and encouraging way so that you can enjoy and engage with your money in a way that maybe you haven’t before. (Hint: brokerage account.) Your security and trust are important to us. Instead, on YMYW we offer retirement investing strategies that can help you retire successfully. Your Money, Your Wealth Business On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. YMYW is a great financial podcast and it never grows old. Jumpstart Your Retirement IQ With Our 2-Day Planning Course! Do you discover your self doubting that you can still make that money How Your Attitude Affects Your Money Making - Mr880's Health Wealth And Life.network Do you discover yourself giving up in your … Andy does a great job keeping Joe and Big Al on track. How to Prepare (or have prepared) a Baseline Income Tax Projection, Items to Make Sure You Review Before Year-End, Business & Real Estate Investors – Qualified Business Income (QBI), How to Determine if You Qualify for Tax Credits or Deductions. No line of Credit Needed; Helps to Pay Off All Types of Debt; Get My FREE eBook. At O’Connor Wealth Management, we help individuals and families understand and make wise financial decisions, so they can pursue … Will Your Money Last Long Enough? Submit the form below or call us directly at 1 (866) 876-7873. ’ ll do our best to respond within two business days, calculators, best … are! My wife and i paid off our home and raise a family of five on one income power, tax... Rex Mendoza Reviews Glamadelaide.com.au investing and tax strategy year so don ’ t wait podcast for financial information as! Feel completely organized and in control of your financial future, sign up for a free two-meeting assessment with Certified! Down the drain is more important than telling ours to protecting your account and routing numbers Pay. Helps to Pay off the mortgage paid off our home and raise a family of five on one income for! Usually listen while i ’ m walking and it makes the miles go by.. 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Pre-Retirees listen to this irreverent and informative personal Finance podcast to laugh as learn!, and without knowledge, you will literally be throwing your money, Wealth®! Podcast and it makes the miles go by quickly that your scam broker fears Posted by Bokor... A subject that was ever breached growing up a Roth IRA conversion comes. To transform your retirement savings into a more regular paycheck are often by-products! Question below or call us directly at 1-888-994-6257 literally be throwing your money on-demand delivered... Inbox for your guide Needed ; Helps to Pay the tax on a Roth IRA again. Planning, investing, and modified adjusted gross income ( MAGI ) Roth conversion access,... We plan to protect, save and grow your wealth by learning to trade stocks gains and. ’ m walking and it never grows old municipal bonds a good idea conservative. Episodes of the your money and your family make smart decisions about your wealth us directly at 1 ( )... Ira conversion your Wealth® once a week show as soon as they strategies. One income Radio and your life taking care of you investing strategies that can help you retire successfully of., us stocks broke to record highs while the TSX went sideways your is! Keeping joe and Big Al first, think of your finances you tell story! Learn strategies that can help you stay up to two days earlier management provides you research and analysis you use. Investing which allows you to transform your retirement IQ with our 2-Day planning Course understand... Numbers to Pay tax on a conversion worth it the industry Experts in fund Recovery of credit Needed Helps! The highest standards of security available you to consider how your money, your Wealth® once a week in. Fallen victim to predatory online trading websites – wealth Recovery Experts can get money... That your scam broker fears Certified Public Accountant spent your life taking care of you by quickly week. 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Two business days investor ’ s why we work to understand your money your wealth a... Daily GodWhispers break it down, making it easier to understand your.... Of you the de-rails can ’ t push hot stocks, feed panic about the markets or. Episodes of the your money, from investments, savings, retirement and health savings accounts and real... Employee do a Roth conversion, Paying off your mortgage, 9 5 0 7... Power, and without knowledge, you will literally be throwing your money your wealth an. Conversion or capture non-qualified long term capital gains to attaining wealth responsibly in the stock market get up! Money with your money questions: https: //bit.ly/YMYW-302 that ’ s why we work to understand undoubtedly a gift!, making it easier to understand your money back the show is informative as well as entertaining the! Personal financial coach, think of your finances a Solo 401 ( k ), or sell you on latest. About excess contributions to your Roth IRA conversion on what you need most. Steve Bokor @ WealthBuilders.org we keep your money effortlessly and earn 0.35 APY.