Your Money, Your Wealth

How to Talk to Mom & Dad About Their Money - 247


Listen Later

Cameron Huddleston discusses her book, Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. But first, let's get into glide path: should you invest more aggressively through retirement? Which assets should you spend before you take Social Security? What should your portfolio withdrawal strategy be if you don't plan to retire? And when asked how to pay taxes on a Roth conversion, Joe and Big Al make a suggestion rarely heard on YMYW (hint, it involves debt and your primary residence). Ask your money questions, read the transcript, and access free financial resources at http://bit.ly/YMYW-247

...more
View all episodesView all episodes
Download on the App Store

Your Money, Your WealthBy Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

752 ratings


More shows like Your Money, Your Wealth

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,253 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Money Podcast | Cumulus Podcast Network

The Stacking Benjamins Show

2,001 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,951 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

450 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

453 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

546 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

559 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

696 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

198 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

596 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

435 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners