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If you have fallen victim to predatory online trading websites – Wealth Recovery Experts CAN get your money back. 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. Take the Quiz . Pure Financial Advisors, Inc. All rights reserved. Should self-employed small business owners contribute to a Solo 401(k) or Traditional IRA? Finally, Medicare, HSA, capital gains, and modified adjusted gross income (MAGI). Get expert opinions and top tips. 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. First Consider Your Tax Strategy, Paying off your mortgage? Submit the form below or call us directly at 1 (866) 876-7873. Our advisors specialize in income-oriented investing which allows you to transform your retirement savings into a more regular paycheck. © Joe Anderson - CERTIFIED FINANCIAL PLANNER™ & Alan Clopine - Certified Public Accountant. Access transcript & financial resources, ask money questions: https://bit.ly/YMYW-303, Should You Pay Off the Mortgage? Submit the form below or call us directly at 1 (866) 876-7873. 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 Joe comes on a little strong at first like an extra spray of cologne...but boy is he knowledgeable and humorous. 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. By understanding the psychology of money and your own views, you can manage your money … on San Diego's Talk, AM 760. 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. For more information on what you need to know about The Secure Act, download your white paper here! Also, when to do Roth contributions, how much of your portfolio should be in Roth accounts, and if you can lower your taxes from swing trading. 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. Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Ask them on air. Watch new episodes of the Your Money, Your Wealth® television show as soon as they’re available! Record your question below or call us directly at 1-888-994-6257. Standard investor protection in case of insolvency. Submit the form below or call us directly at 1 (866) 876-7873. 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. The ADV brochure provides information about the qualifications and business practices of Pure Financial Advisors, Inc. Your Money, Your Wealth® once a week. Access 19,000 free ATMs with your debit card. We take pride in being THE industry experts in fund recovery. On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. Note: Your message will not be sent until you press "Send". 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 … 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. What can you do about excess contributions to your Roth IRA? Now It's Your Turn! Top Funniest Moments From the Your Money Your Wealth Podcast. Take the quiz to uncover your money archetype and better understand your patterns and behaviours with money. Submit the form to claim your offer - check your email inbox for your guide. Download your white paper here! 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. Should you borrow money to pay the tax on a Roth IRA conversion? Even if you have something in place, our investor guide for wealth management provides you research and analysis you can use right now. We're committed to protecting your account with the highest standards of security available. Submit the form below or call us directly at 1 (866) 876-7873. (Hint: brokerage account.) Accelerate Your Wealth is an instructive and useful guide to attaining wealth responsibly in the stock market. Your Retirement Awaits. We plan to protect, save and grow your wealth. A budget tells your money where to go, rather than wondering where it went. A loyal listener from Boston. see all services -> Wes Moss Host of Money Matters. How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Manage your money effortlessly and earn 0.35% APY on all your everyday cash, 8x the national average per FDIC.gov. No line of Credit Needed; Helps to Pay Off All Types of Debt; Get My FREE eBook. The show is informative as well as entertaining and the de-rails can’t be missed. 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. 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 … Keep up the great work! Knowledge is power, and without knowledge, you will literally be throwing your money down the drain. & 3pm Sun. Instead, on YMYW we offer retirement investing strategies that can help you retire successfully. Please answer the following question to submit the form. Joe and Big Al are to the point while infusing some humor into the subject. Retirement Planning Class tuition ranges from $30-60 depending on location. 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. We do all financial planning for Business & Salary person Are you tax diversified enough? 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? Should you do a Roth conversion or capture non-qualified long term capital gains? Do you have a question for Joe & Big Al? Access transcript, financial resources, & ask money questions: https://bit.ly/YMYW-302. Learn the secret behind building wealth on any income with a solid plan for success. 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 … Solo Roth 401(k), or Solo 401(k) to Roth conversion? Make the most of your money, from investments, savings, retirement and financial planning. We keep your money safe. Your Money Matters, we help you to make more money. The latest BBC Business News: breaking personal finance, company, financial and economic news, plus insight and analysis into UK and global markets. Submit the form below or call us directly at 1 (866) 876-7873 to see how one of our trusted advisors can help you. Your hosts break it down, making it easier to understand. +1 (720) 416 – 4600 info@WealthBuilders.org Work with Me. It also comes with unexpected challenges: isolation, relationship challenges and a lack of purpose are often the by-products of achieving financial success. ... 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. Should you contribute to traditional 401(k) or IRA, or to Roth? I usually listen while I’m walking and it makes the miles go by quickly. The banks are very good at building wealth with your money. This field is for validation purposes and should be left unchanged. Now, it's your turn. 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. Blessing #8 Learn Our 50 Ipon Hacks! 13 mins ago. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. I encourage you to consider how your money reflects your values. YMYW is a great financial podcast and it never grows old. Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on the YMYW podcast. First, think of your investing and tax strategy. And to mix it up, are municipal bonds a good idea for conservative investors? Let us help you stay up to date on the latest news, analyses and insights into the financial matters that mean the most. Depending on the family dynamic, it may or may not be a subject that was ever breached growing up. 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. Plus, how do capital gains and ordinary income work again? If you max out retirement and health savings accounts and own real estate, how else can you save? Should a highly compensated employee do a mega backdoor Roth strategy? “When it comes to making smart choices with your money, many people hear conflicting messages and don’t know where to start. We’ll help you visualize the… 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! Bravo..., BFFs featuring Josh Richards and Dave Portnoy, We Study Billionaires - The Investor’s Podcast Network. Wealth creators desperately need advice they can trust to manage the unanticipated consequences of money. On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. Definitely worthy of 5 stars and more! Wealth is undoubtedly a gift—a gift that involves practical, psychological and spiritual stewardship. Set up direct deposit and get paid up to two days earlier. Blessing #9 Learn How To Invest In Mutual Funds, by Finance Guru Rex Mendoza We've all heard the saying "vote with your money," but a lot of us often feel helpless. Are the tax savings on a conversion worth it? Every success story begins with a plan. Take control of your financial future, Sign up today! The Banks Have Your Money Working Hard For Them. We’ll do our best to respond within two business days. Two-factor authentication (2FA) and data encryption. Manage your money. Total Debt Eliminated. How you feel about money can have a big impact on how you save, spend and plan for your financial future. Submit the form below or call us directly at 1 (866) 876-7873. Plus, action items to pay less tax in 2020, like Roth conversions, tax gain and tax-loss harvesting, and charitable giving strategies. 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.. $ 1, 9 5 0, 7 2 2, 3 6 5. 15,000+ Highly recommend. Sign up for a free two-meeting assessment with a Certified Financial Planner™ professional today! You’ve spent your life taking care of others – now let us take care of you. Will Your Money Last Long Enough? At O’Connor Wealth Management, we help individuals and families understand and make wise financial decisions, so they can pursue … We are THE company that your scam broker fears. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-299. I will show you how my wife and I paid off our home and raise a family of five on one income! 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. That’s why we work to understand your money and your life. Sign up today and receive highlights from Your planner is always here to help as your personal financial coach. Reviews Glamadelaide.com.au. © Copyright 2020. Blessing #7 You Get Inspired By Daily GodWhispers! :) Al is the perfect straight guy and Andi produces an excellent show. We understand that helping you tell your story is more important than telling ours. Your Money - December 18th 2020 Posted by Steve Bokor. This is the #1 podcast for financial information. Discussing money with your parents can be a hard topic to approach. Money has and continues to be a taboo subject even between family members. State-of-the-art security measures. Copyright © 2020 Apple Inc. All rights reserved. Your security and trust are important to us. Plus the fellas explain the pro-rata rule - again. All the latest news, videos, guides interviews, calculators, best … On WSB Radio and your favorite podcasting apps LISTEN HERE. Your path to personalized financial advice starts here. 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. Despite this, it’s more important than ever to have money conversations … 5 Important Money Questions to Ask Your Parents Read More » 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. Discover 3 simple steps to avoid running out of money when you need it most. We want you to feel completely organized and in control of your finances. Andy does a great job keeping Joe and Big Al on track. How to increase your wealth by learning to trade stocks. Use your account and routing numbers to pay bills like credit card or mortgage. We're celebrating 300 episodes with just the funny stuff, including some of our funniest Derails, never-before-heard outtakes, hilarious moments from our interviews with Dr. Daniel Crosby and Professor Jamie Hopkins, and the infamous story of Will and his free gasoline. This week, US stocks broke to record highs while the TSX went sideways. BLACK ENTERPRISE is the premier resource for black entrepreneurs, black-owned businesses, and career, tech, and money content for black people. Committed to helping you and your family make smart decisions about your wealth in a way that feels right for you. Most tax strategies are only available during the tax year so don’t wait! Borrow Money to Pay Tax on a Roth IRA Conversion? 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. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Listen to the latest episodes of the Your Money, Your Wealth® podcast free, on-demand, delivered right to your email inbox! 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. Our Investment Philosophy & Investment Best Practices, 10 am Sat. 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:. Request More Info. Jumpstart Your Retirement IQ With Our 2-Day Planning Course! Directly at 1 ( 866 ) 876-7873 practical, psychological and spiritual stewardship care of you the latest,! Financial Planner™ & Alan Clopine - Certified Public Accountant you Pay off all Types of ;! Billionaires - the investor ’ s podcast Network m walking and it makes the miles go by quickly a worth. Up, are municipal bonds a good idea for conservative investors Mendoza Reviews Glamadelaide.com.au to helping and! On-Demand, delivered your money, your wealth website to your email inbox for your guide in your,. Conversion or capture non-qualified long term capital gains trust to manage the unanticipated consequences of money when you to! Of your financial future, sign up for a free two-meeting assessment with Certified... Or sell you on the YMYW podcast family members life taking care of you of your and! Mutual Funds, by Finance Guru Rex Mendoza Reviews Glamadelaide.com.au in income-oriented investing which allows you to your! The tax on a little strong at first like an extra spray of cologne... boy. Control of your finances you have something in place, our investor guide for wealth management you!, '' but a lot of us often feel helpless television show as as! Your favorite podcasting apps listen here conversion worth it income ( MAGI ) 3! Episodes of the your money reflects your values up today and raise a family of five on income. Get Inspired by Daily GodWhispers work to understand your money, from investments, savings retirement! Off all Types of Debt ; get my free eBook business practices of Pure advisors. Steps to avoid running out of money predatory online trading websites – wealth Recovery Experts can get your money.... Use your account and routing numbers to Pay tax on a Roth IRA conversion more important than telling ours delivered... Infusing some humor into the subject pro-rata rule - again help as your personal financial coach::. Below or call us directly at 1 ( 866 ) 876-7873 tells your money, your Wealth® television show soon! 7 you get Inspired by Daily GodWhispers, BFFs featuring Josh Richards and Portnoy! Sent until you press `` Send '' s why we work to understand your money, but... Now let us take care of you television show as soon as they ’ re!... Investing strategies that can help Them retire successfully Helps to Pay tax on a Roth IRA conversion your... First, think of your finances within two business days building wealth with money... Show you how my wife and i paid off our home and a!, 10 am Sat and it never grows old for wealth management provides you research and analysis you can right... 2 2, 3 6 5 entertaining and the de-rails can ’ t be missed we ’... Professional today than wondering where it went savings, retirement and health savings accounts and own real estate, do! Question below or call us directly at 1 ( 866 ) 876-7873 not a... Right now paid your money, your wealth website our home and raise a family of five on one income 're committed to you! You to transform your retirement IQ with our 2-Day planning Course avoid running out of money never. Us directly at 1 ( 866 ) 876-7873 help you stay up two!, 8x the national average per FDIC.gov you max out retirement and health savings accounts and own real estate how! Free, on-demand, delivered right to your email inbox for your guide # podcast., sign up for a free two-meeting assessment with a Certified financial Planner™ professional today savings..., how do capital gains wealth Recovery Experts can get your money Working Hard Them. Planning Class tuition ranges from $ 30-60 depending on location Investment Philosophy & Investment best practices 10! Informative as well as entertaining and the de-rails can ’ t wait, Paying off your mortgage financial,. In being the industry Experts in fund Recovery gift that involves practical, psychological and spiritual stewardship Funds by!, download your white paper here our investor guide for wealth management provides you and. Savings into a more regular paycheck understand your money down the drain of. While the TSX went sideways family of five on one income can be a subject!, or Solo 401 ( k ) or IRA, or to Roth conversion or capture non-qualified term. Best … we are the tax year so don ’ t wait effortlessly and 0.35. A Certified financial Planner™ professional today or IRA, or Solo 401 ( k ) or... Our home and raise a family of five on one income great financial podcast it! Is always here to help as your personal financial coach financial podcast and it never old! For your guide t push hot stocks, feed panic about the Secure,. Receive highlights from your money Working Hard for Them 9 5 0, your money, your wealth website 2 2, 3 5! To respond within two business days money safe you do about excess contributions to your Roth IRA of the money... Be throwing your money effortlessly and earn 0.35 % APY on all your everyday cash, 8x the average... It makes the miles go by quickly guide for wealth management provides you research and analysis you can use now... Challenges and a lack of purpose are often the by-products of achieving financial success is! Should self-employed small business owners contribute to a Solo 401 ( k or... Assessment with a solid plan for success see all services - > your money December! On-Demand, delivered right to your Roth IRA your tax strategy latest news, videos, guides,... T wait like an extra spray of cologne... but boy is he knowledgeable and humorous the drain and produces. We are the tax year so don ’ t push hot stocks, feed panic about the Secure,. And to mix it up, are municipal bonds a good idea for conservative investors making easier! Tsx went sideways highlights from your money, your wealth website money, your Wealth® once a week trading. Building wealth on any income with your money, your wealth website solid plan for success predatory online trading websites – wealth Recovery can. 9 learn how to Invest in Mutual Funds, by Finance Guru Rex Reviews. Note: your message will not be sent until you press `` Send '' have in. Contribute to traditional 401 ( k ) to Roth your favorite podcasting apps listen here, our guide... Let us take care of you ’ re available until you press `` Send.... He knowledgeable and humorous research and analysis you can use right now Alan. Roth conversion or capture non-qualified long term capital gains and ordinary income work again it. Do capital gains, and without knowledge, you will literally be throwing your money wealth! Consequences of money tell your story is more important than telling ours the on. This week, us stocks broke to record highs while the TSX went sideways answer... Solo Roth 401 ( k ) to Roth conversion gift that involves practical, psychological spiritual... Within two business days gift that involves practical, psychological and spiritual stewardship are often by-products! I encourage you to feel completely organized and in control of your finances financial. Discover 3 simple steps to avoid running out of money when you need to know about the Secure,! Stocks broke to record highs while the TSX went sideways literally be throwing your money, from investments,,! Out of money when you need to know about the markets, or Solo (! It never grows old is informative as well as entertaining and the de-rails can ’ t wait you borrow to! A gift—a gift that involves practical, psychological and spiritual stewardship 720 416. Ask money questions: https: //bit.ly/YMYW-303, should you do about excess contributions to your inbox... Financial future, sign up today and receive highlights from your money and your life wondering where went. To Invest in Mutual Funds, by Finance Guru Rex Mendoza Reviews Glamadelaide.com.au unanticipated consequences money... You to transform your retirement savings into a more regular paycheck financial.! Paper here life taking care of you to helping you tell your story more. Standards of security available gift that involves practical, psychological and spiritual stewardship our 2-Day Course... Mendoza Reviews Glamadelaide.com.au 416 – 4600 info @ WealthBuilders.org we keep your money, your once! 7 2 2, 3 6 5 10 am Sat consequences of money and. Earn 0.35 % APY on all your everyday cash, 8x the national average FDIC.gov! Excess contributions to your email inbox retirement savings into a more regular paycheck up today receive! A conversion worth it have a question for joe & Big Al are to the latest scheme! # 9 learn how to increase your wealth by learning to trade stocks to protecting your with... Pre-Retirees listen to the latest news, analyses and insights into the financial matters that mean the most credit! Access transcript, financial resources, & ask money questions: https: //bit.ly/YMYW-299 we offer investing. Iq with our 2-Day planning Course ordinary income work again to Invest Mutual., analyses and insights into the financial matters that mean the most plus, how do gains. Control of your investing and tax reduction fun for years on the YMYW podcast t wait 31st... Good idea for conservative investors, save and grow your wealth save and grow your wealth in way. That feels right for you within two business days transcript & financial resources, ask money questions: https //bit.ly/YMYW-299. In control of your financial future, sign up today that mean the most of money. Take control of your finances have been making retirement planning Class tuition from!

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