# These Tax Strategies Let You Spend More in Retirement - 584 Page: https://stenobird.com/podcast/your-money-your-wealth-833911/these-tax-strategies-let-you-spend-more-in-retirement-584 Text version: https://stenobird.com/podcast/your-money-your-wealth-833911/these-tax-strategies-let-you-spend-more-in-retirement-584.md Podcast: [Your Money, Your Wealth](https://stenobird.com/podcast/your-money-your-wealth-833911) Published: 2026-06-02T11:00:00+00:00 Episode link: https://purefinancial.com/ymyw/podcasts/these-tax-strategies-let-you-spend-more-in-retirement-584/ Audio file: https://episodes.captivate.fm/episode/2d12cd36-fb67-41ab-9091-ba09deeb0071.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/your-money-your-wealth-833911/episodes/these-tax-strategies-let-you-spend-more-in-retirement-584 Duration seconds: 2826 ## Resource Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Heidi from the Space Coast of Florida found a money-saving tidbit in a past episode that completely changed how she thinks about her financial advisor's fee. Joe Anderson, CFP® and Big Al Clopine, CPA expand on the strategy, today on Your Money, Your Wealth® podcast number 584. Laverne and Shirley have four million bucks, Roth conversion questions, annuity questions, and a retirement plan so detailed it may require a diagram. Finally, Bess and George from Pure Michigan are already retired, already on Social Security, and already losing sleep over their investments. So why are they so stressed? Joe and Big Al’s a debate about a 1% advisory fee gets a little spicy in that one. Retirement Accounts Guide - free download: https://purefinancial.com/white-papers/retirement-accounts-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-retirement-accounts-guide&utm_content=ymyw-pod-ep584-description-whitepaper Financial Blueprint - free, self-guided retirement plan check-in: https://purefinancial.com/financialblueprint/?utm_source=captivate&utm_medium=podcast&utm_campaign=financial-blueprint&utm_content=ymyw-pod-ep584-description-blueprint Retirement Course: Can You Hit a Hole in One? With PGA Pro Chris Riley - YMYW TV: https://purefinancial.com/ymyw/episodes/retirement-course-hole-in-one-pga-pro-chris-riley/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep584-description-tv-s11e02 REQUEST your Retirement Spitball Analysis: https://bit.ly/YMYWaskC DOWNLOAD more free guides: https://bit.ly/YMYWguidesC READ financial blogs: https://bit.ly/YMYWblogC WATCH educational videos: https://bit.ly/YMYWvi… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/your-money-your-wealth-833911/episodes/these-tax-strategies-let-you-spend-more-in-retirement-584/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/your-money-your-wealth-833911/these-tax-strategies-let-you-spend-more-in-retirement-584.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.