{"podcast":{"title":"Your Money, Your Wealth","slug":"your-money-your-wealth-833911","podcast_index_feed_id":833911,"rss_url":"https://feeds.captivate.fm/your-money-your-wealth/","website_url":"http://yourmoneyyourwealth.com","image_url":"https://artwork.captivate.fm/7f020c3d-dd17-4c35-a02d-4efe7f20a328/ymywpodcast.jpg","author":"Your Money, Your Wealth","episode_count":587,"summary":"Making fun of finance. A US News & World Report \"Top 9 Personal Finance Podcast\" (2025) and \"Top 12 Retirement Podcast\" (2023). One of the \"10 Best Personal Finance YouTube Channels\" (CardRates, 2023). \"Best Retirement Podcast With Humor\" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWea…","last_synced_at":"2026-07-28T22:18:22.255959+00:00","page_url":"https://stenobird.com/podcast/your-money-your-wealth-833911"},"episode":{"title":"These Tax Strategies Let You Spend More in Retirement - 584","slug":"these-tax-strategies-let-you-spend-more-in-retirement-584","published_at":"2026-06-02T11:00:00+00:00","page_url":"https://stenobird.com/podcast/your-money-your-wealth-833911/these-tax-strategies-let-you-spend-more-in-retirement-584","show_page_url":"https://stenobird.com/podcast/your-money-your-wealth-833911","url":"https://purefinancial.com/ymyw/podcasts/these-tax-strategies-let-you-spend-more-in-retirement-584/","audio_url":"https://episodes.captivate.fm/episode/2d12cd36-fb67-41ab-9091-ba09deeb0071.mp3","summary":"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&amp;utm_medium=podcast&amp;utm_campaign=whitepaper-retirement-accounts-guide&amp;utm_content=ymyw-pod-ep584-description-whitepaper Financial Blueprint - free, self-guided retirement plan check-in: https://purefinancial.com/financialblueprint/?utm_source=captivate&amp;utm_medium=podcast&amp;utm_campaign=financial-blueprint&amp;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&amp;utm_medium=podcast&amp;utm_campaign=ymyw-tv&amp;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…","meta_description":"Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Heidi from the Space Coast of Florida found a money-savi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2826,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/your-money-your-wealth-833911/episodes/these-tax-strategies-let-you-spend-more-in-retirement-584/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/your-money-your-wealth-833911/these-tax-strategies-let-you-spend-more-in-retirement-584.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}