
Sign up to save your podcasts
Or


Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 with Joe Anderson, CFP® and Big Al Clopine, CPA, three different husbands want to retire, while their wives feel they need to work longer. Can Jack and Diane, Mark and Belle, and Mike and his wife hit the slopes now, or do they need to keep wearing their suits? Joe and Big Al spitball on who's right. Plus, should Ellie take her pension in a lump sum or in monthly annuity payments? The fellas also consider a solo 401(k) strategy for self-employed types from our buddy Will. Free financial resources and transcript: https://bit.ly/ymyw-483
Withdrawal Trap Doors: How to Avoid Them - Watch YMYW TV
Withdrawal Strategy Guide - free download
Subscribe to YMYW on YouTube - comments are now open!
Ask Joe & Big Al On Air for a Retirement Spitball Analysis
Schedule a Free Financial Assessment
Timestamps:
00:00 - Intro
00:40 - Can We Retire Now or Do We Need to Wait a Few Years? (Jack & Diane, Houston - voice)
09:35 - How to Bridge the Gap in Early Retirement? (Mark & Belle, VA)
19:44 - Help Me Convince My Wife to Retire This Summer! (Michael, MN)
26:28 - Should I Take the Pension Lump Sum or Monthly Annuity Payments? (Ellie, PA)
31:52 - How's My Solo 401(k) Contribution Strategy? (Will)
36:51 - The Derails
By Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors4.6
752752 ratings
Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 with Joe Anderson, CFP® and Big Al Clopine, CPA, three different husbands want to retire, while their wives feel they need to work longer. Can Jack and Diane, Mark and Belle, and Mike and his wife hit the slopes now, or do they need to keep wearing their suits? Joe and Big Al spitball on who's right. Plus, should Ellie take her pension in a lump sum or in monthly annuity payments? The fellas also consider a solo 401(k) strategy for self-employed types from our buddy Will. Free financial resources and transcript: https://bit.ly/ymyw-483
Withdrawal Trap Doors: How to Avoid Them - Watch YMYW TV
Withdrawal Strategy Guide - free download
Subscribe to YMYW on YouTube - comments are now open!
Ask Joe & Big Al On Air for a Retirement Spitball Analysis
Schedule a Free Financial Assessment
Timestamps:
00:00 - Intro
00:40 - Can We Retire Now or Do We Need to Wait a Few Years? (Jack & Diane, Houston - voice)
09:35 - How to Bridge the Gap in Early Retirement? (Mark & Belle, VA)
19:44 - Help Me Convince My Wife to Retire This Summer! (Michael, MN)
26:28 - Should I Take the Pension Lump Sum or Monthly Annuity Payments? (Ellie, PA)
31:52 - How's My Solo 401(k) Contribution Strategy? (Will)
36:51 - The Derails

3,256 Listeners

1,999 Listeners

1,949 Listeners

450 Listeners

1,310 Listeners

453 Listeners

546 Listeners

752 Listeners

559 Listeners

696 Listeners

829 Listeners

199 Listeners

593 Listeners

436 Listeners

1,062 Listeners