<p>Are you on track for retirement? Big Al Clopine, CPA created a quick retirement calculation to help you find out. If you're a little behind in your savings, Big Al also has 3 ways to get caught up. Wondering if Joe contributed anything to this episode?? That would be a yes! We've got questions and Joe's got answers on the differences between the 403(b), 457(b) and 401(a), he clears up the whole Roth IRA 5-year clock thing, and producer Andi gets an answer to her question on doing a Roth conversion from her current 401(k) plan. Transcript and show notes at <a href= "http://bit.ly/YMYW-176">http://bit.ly/YMYW-176</a></p>

Are you on track for retirement? Big Al Clopine, CPA created a quick retirement calculation to help you find out. If you're a little behind in your savings, Big Al also has 3 ways to get caught up. Wondering if Joe contributed anything to this episode?? That would be a yes! We've got questions and Joe's got answers on the differences between the 403(b), 457(b) and 401(a), he clears up the whole Roth IRA 5-year clock thing, and producer Andi gets an answer to her question on doing a Roth conversion from her current 401(k) plan. Transcript and show notes at http://bit.ly/YMYW-176

<p>Are you on track for retirement? Big Al Clopine, CPA created a quick retirement calculation to help you find out. If you're a little behind in your savings, Big Al also has 3 ways to get caught up. Wondering if Joe contributed anything to this episode?? That would be a yes! We've got questions and Joe's got answers on the differences between the 403(b), 457(b) and 401(a), he clears up the whole Roth IRA 5-year clock thing, and producer Andi gets an answer to her question on doing a Roth conversion from her current 401(k) plan. Transcript and show notes at <a href="http://bit.ly/YMYW-176" rel="noopener noreferrer">http://bit.ly/YMYW-176</a></p>

Use This Quick Calculation to See If You're on Track for Retirement - 176

Making fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

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Making fun of finance. A US News &amp; World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe &amp; Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

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Use This Quick Calculation to See If You're on Track for Retirement - 176

Use This Quick Calculation to See If You're on Track for Retirement - 176

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