Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
…
continue reading
コンテンツは Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう！
Player FMアプリでオフラインにしPlayer FMう！
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Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1
Manage episode 421291589 series 1375495
コンテンツは Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Sunshine in Orange County has been waiting patiently since January for a full Retirement Spitball Analysis: how are her assumptions for rates of return and inflation, her plans for Roth conversions, her asset allocation and asset location, her tax planning, her retirement income and retirement spending plans, and so much more? What missed opportunities is she overlooking?
So many excellent Retirement Spitball requests have come in that Your Money, Your Wealth® hosts, Joe Anderson CFP®, and Big Al Clopine CPA can't handle them all.
On these bonus episodes, called YMYW Extra, producer Andi Last enlists the help of the experienced professionals on Joe and Big Al's team at Pure Financial Advisors. In today's YMYW Extra number 1, thanks to David Cook, CFP® from Pure Financial's San Diego headquarters, Sunshine finally gets her Retirement Spitball Analysis. Free financial resources and transcript: https://bit.ly/ymywe-1
Request your own Retirement Spitball Analysis
EASIretirement.com - free retirement calculator
Why Asset Location Matters - download the free guide
More Guides | Blogs | Educational Videos | YMYW Newsletter
Schedule a free financial assessment
Timestamps:
00:00 - Intro
02:35 - Rate Assumptions
05:58 - Retirement Spending
06:54 - Retirement Income Strategy
12:08 - Retirement Planning: Asset Allocation vs. Asset Location
15:50 - Sequence of Returns Risk
17:53 - Social Security Tax Torpedo
20:01 - Goals & Questions
22:50 - Other Strategies: Qualified Charitable Distributions
24:23 - IRMAA & Tax Optimization
26:37 - Likelihood of Success & DIY Tools
482 つのエピソード
シェア
Manage episode 421291589 series 1375495
コンテンツは Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Sunshine in Orange County has been waiting patiently since January for a full Retirement Spitball Analysis: how are her assumptions for rates of return and inflation, her plans for Roth conversions, her asset allocation and asset location, her tax planning, her retirement income and retirement spending plans, and so much more? What missed opportunities is she overlooking?
So many excellent Retirement Spitball requests have come in that Your Money, Your Wealth® hosts, Joe Anderson CFP®, and Big Al Clopine CPA can't handle them all.
On these bonus episodes, called YMYW Extra, producer Andi Last enlists the help of the experienced professionals on Joe and Big Al's team at Pure Financial Advisors. In today's YMYW Extra number 1, thanks to David Cook, CFP® from Pure Financial's San Diego headquarters, Sunshine finally gets her Retirement Spitball Analysis. Free financial resources and transcript: https://bit.ly/ymywe-1
Request your own Retirement Spitball Analysis
EASIretirement.com - free retirement calculator
Why Asset Location Matters - download the free guide
More Guides | Blogs | Educational Videos | YMYW Newsletter
Schedule a free financial assessment
Timestamps:
00:00 - Intro
02:35 - Rate Assumptions
05:58 - Retirement Spending
06:54 - Retirement Income Strategy
12:08 - Retirement Planning: Asset Allocation vs. Asset Location
15:50 - Sequence of Returns Risk
17:53 - Social Security Tax Torpedo
20:01 - Goals & Questions
22:50 - Other Strategies: Qualified Charitable Distributions
24:23 - IRMAA & Tax Optimization
26:37 - Likelihood of Success & DIY Tools
482 つのエピソード
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Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。
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continue reading
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Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう！
Player FMアプリでオフラインにしPlayer FMう！
