Your Money Your Wealth TB show logo, personal finance, retirement, investing strategies
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On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, addressing personal finance issues that really matter to pre-retirees and retirees including investing strategies, 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. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Instead, on the irreverent and informative YMYW we offer retirement investing strategies that can help you retire successfully.

Estate Planning: Giving While Living

Estate Planning: Giving While Living

Duration 25m

Heaven forbid that something happened to you. Would the things you worked for all of your life be protected? There are tools and strategies you can use to ensure your money, assets and possessions pass on after you are gone, but few people are using them. In this episode of Your Money Your Wealth, Joe Anderson, CFP®, along with "Big" Al Clopine, CPA, breakdown how to get started and give you some tools to maximize the amount of money you can pass along now and beyond.