By Joe Anderson, CFP® When you're already retired, sitting on several million dollars, and trying to decide between keeping your...
Joe Anderson
Since 2008, Joe has co-hosted Your Money, Your Wealth®, a consistently top-rated weekend financial talk radio program in San Diego. Joe was ranked #7 out of 200 in AdvisorHub’s Advisors to Watch RIAs (2024) and named to the 2023 Forbes Best-In-State Wealth Advisors list, ranking #9 out of 117 advisors on the list for Southern California
Retiring before Social Security kicks in is absolutely doable but only if you rethink how your retirement portfolio is structured...
When it comes to money, everyone has an opinion and the internet gives all of them a megaphone. But here’s...
Most people don’t get excited about tax deductions, but if you’re 65 or older, you should. There’s a new senior...
When you’re facing a serious health challenge, it can feel like your entire life plan has been thrown off course...
When most people think about retirement, they picture freedom, travel, grandkids, and finally having control of their time. But after...
When I talk with people about retirement, the biggest misconception I run into is that retirement is guesswork. People think...
When it comes to money, most people think the solutions are all about calculators, spreadsheets, and technical strategies. And while...
Retirement is one of life’s biggest milestones and one of the hardest to plan for. Many people wonder how they’ll...
Most people dream of retirement as a reward after decades of hard work a time for travel, hobbies, and well-deserved...
Retirement planning isn’t just about a number in an account. It’s about knowing where your income will come from, how...
Why timing matters more than hype Roth conversions trade a tax bill today for tax-free growth later. The “win” depends...
When it comes to spending your hard-earned savings in retirement, the question isn’t if you should withdraw it’s how much....
High earners approaching retirement often face a different kind of financial challenge not how to save, but how to optimize....
Retirement is supposed to be the reward for a lifetime of hard work but managing money after your final paycheck...
