Showing 50 results of 646
Paul Merriman of the Merriman Financial Education Foundation discusses factor investing, index funds, and long-term wealth strategies. The post Podcast 110: Evidence-Based Investing, Index Funds & Sta...
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
An interview with Ben Carlson, where we talk about how investors can better think through risk, reward, and the tradeoffs that come with building wealth. We also discuss market fear, portfolio complex...
Today on Your Money, Your Wealth podcast 562 (an encore of episode 513), Joe Anderson, CFP® and Big Al Clopine, CPA spitball for YMYW listeners in their 40s who are ready to call it quits at work, bec...
Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edward in Illinois before diving into buckets of cash, T...
Today on Your Money, Your Wealth® podcast 559 with Joe Anderson, CFP®, and Big Al Clopine, CPA, David wants to know if he and his wife (ages 47 and 53) are actually on track for retirement - without r...
Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs today on Your Money, Your Wealth® podcast number 557. George in Torrance wants to know the smartest way to deal wi...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and retirement readiness from every angle, today on Your Money, Your Wealth® podcast number 556. Joe Momma from Vir...
A bipartisan proposal to create a 75-year sovereign wealth fund for Social Security is not promising, according to Boston College researchers.
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment Today on Your Money, Your Wealth® podcast number 582, Joe Anderson, CFP® and Big Al Clopine, CPA address...
Holding a significant portion of your wealth in one or a handful of individual stocks can be both exhilarating and nerve-wracking. While the rewards of watching a single company's meteoric rise can be...
In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.
Hello everyone, I am a recent retiree looking to tap into the wealth of experience in this subreddit. My wife and I are planning a trip down to Florida for a two-month stay (possibly longer) in the Po...
Living in two cities as a snowbird has its financial challenges, but when you do it the right way, it's fun and affordable. Here's How to Protect Your Wealth As a Seasonal Snowbird
Long-time readers are well aware that my wife and I give away lots of money. Here's why giving to charity is so important to our own wealth. The post Become a Giver, Get Rich appeared first on The Whi...
I still talk to my accountant about everything. The difference now is that those conversations happen alongside all my other wealth planners. The post Why Accountants Should Not Be Your Go-To for Fina...
Diligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.
Feeling happy? That could be because spring has finally sprung here in the Midwest. Or, more specifically, it could be because you're part of the Keen Wealth audience right here in Overland Park! A re...
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can rea...
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist‘s Managing Editor Amanda Umpierrez about the 401k Girls, a financial educatio...
Using ‘Atomic Habits’ to reach your financial goals — James Clear's habit framework applied to wealth building and long-lasting confidence. The post ‘Atomic Habits’ and Your Money: 6 Lessons for a Wea...
From awkward talks and family tension, to unexpected privacy issues and increased stress — these are the side effects of wealth that no one talks about.
Homeownership is often sold as a path to wealth. Part 1 of this series explains why mortgages function more as forced savings than a reliable wealth‑building tool.
Here’s why young people are having a difficult time building wealth for the future.
"Chase and Ryder" are 56 and 55 with $5 million saved and huge pensions the day they retire. So why are they so nervous about pulling the trigger? That's today on Your Money, Your Wealth® podcast numb...
The Social Security decision should reflect how clients want to spend, withdraw from wealth and experience retirement. Here's how advisers can find that out.
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether a popular early retirement strategy could actually blow up your financial plan, today on Your Money, Your Wealth® podcast number 577. Red...
With 166 exits under his belt, David Karp of Cresset works closely with entrepreneurs and ultrawealthy families, emphasizing discipline, customization and long-term wealth stewardship.
Are Roth conversions worth it? We'll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it's worth it for him...
We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support your kids financially, today on Your Money, Your Wealth® podcast number 575. "Lloyd and Diane" in Mo...
Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, Your Wealth® podcast number 574. Bijou Plutus and her ...
We asked wealth planners if "tithing" (donating 10%) in retirement could be done prudently.
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overv...
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
Clinging to 'safe' income and hoarding your principal isn't protecting your wealth; it's shortchanging the retirement you earned.
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
These mundane activities won't make you the life of the party, but they will set you up for a rich retirement. Discover the 8 boring habits that build real wealth.
Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.
Joe and Big Al spitball two sides of the retirement equation, today on Your Money, Your Wealth® podcast number 570. Daniel in Texas is 40 and worrying about how to support Mom and Dad if their money r...
Roughly 40% of my net worth is in real estate, my favorite asset class to build long term wealth for the average person. Real estate was my primary reason for being able to generate enough passive inv...
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
We've paid off our mortgage, have $970K in savings and $5K each month from Social Security. Kiplinger asked wealth planners for advice.
How shifting from "Retiring Early" to "Living Early" allows child-free adults to enjoy their wealth while they’re still young enough to use it.
We asked professional wealth advisers to weigh in.
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review these key financial planning ideas before 2026.
Explore how Trump accounts compare to baby bonds, why tax policy favors wealthy families, and what economists propose to close the racial wealth gap.