HeyJaredYour Money, Your Wealth
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).
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Can You Retire Early? With $475K at 42, You Need a Gap Plan - 601 (opens the original)
Read excerpt
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you know if you're really on track to retire, especially if you're hoping to get out early? Fred and Wilma in Denver are 33 and 31, earning a small fortune, but sitting on nearly two million dollars in debt. Should they focus on paying it down faster or saving more? Jeremy, in Summerville, South Carolina, is 42 with a hefty military pension. Is that his green light to go all-in on stocks for
Retirement Withdrawal Strategy: Is $100K a Year at 63 Wrong? - 600 (opens the original)
Read excerpt
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC 63-year-old Kevin in Denver is pulling $100K a year out of his portfolio. What’s the tax-smart way for him to structure these retirement withdrawals? Tim in Pennsylvania was forced into early retirement, and his wife Jill may be facing a layoff. They have over $2.5M saved, but what about health insurance? And Rocky and Adrian in Tucson have $4M in pre-tax at ages 68 and 69. If they convert to Roth,
Retirement vs. House Down Payment: Are You Getting the Timing Wrong? - 599 (opens the original)
Read excerpt
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you buy a house as a young person, without wrecking your long-term retirement plan? That’s today on Your Money, Your Wealth® podcast 599, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball for 35-year-old Gord in New York City. He's got $300,000 saved, and a home purchase is coming soon thanks to a new relationship. Should he liquidate his brokerage account and pull the trigger? Carrie Br
Can You Retire with $1M at 42? The Early Retirement Lie - 598 (opens the original)
Read excerpt
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast 598, Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement planning for Shua in Phoenix, who has a million dollars saved at age 42. Can he stop saving right now, coast until age 55, and still spend $170,000 a year in retirement? But first, Michael in Texas is a stay-at-home dad who does the stock market. His wife wants out of her job at age 47
We Have $12 Million. Should We Do Roth Conversions? - 597 (opens the original)
Read excerpt
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on Your Money, Your Wealth® podcast number 597. John in Oklahoma is 75, sitting on a million dollars in traditional IRAs, and he's got a whole list of reasons NOT to convert to Roth. Is he right? Is it worth it as part of his retirement strategy? Jonathan and Jennifer in Phoenix have over six million d
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.