In this episode of Your Money, Your Wealth®, Nick Loper of Side Hustle Nation shares just a few of the 250 ways he’s found that everyone from millennials to baby boomers can make more money and trim expenses in this new era of creative entrepreneurship...
"I want to get to $10 million." Michael from Financially Alert reached FIRE at age 36 (that's Financial Independence / Retire Early). How he did it, and how he can help you reach FIRE too, this week on Your Money, Your Wealth®. Listen or read the transcr...
"One of my primary points that I make to people when they are thinking about buying something – make sure it’s something you would want to live in. I wouldn’t buy it if I wouldn’t live in it because I want to be able to know that I can attract the...
With interest rate hikes and indications that there will be further increases this year, we've been receiving questions about the impact of rising interest rates on a bond portfolio. In this video, Pure Financial's Director of Research, Brian Perry, CFP®...
We recently passed $1.5 trillion of student loan debt in the US. Robert Farrington of TheCollegeInvestor.com is helping people to eliminate $1M of it in the month of March, and he told Joe and Big Al all about it live in studio on Your Money, Your Wealth....
How are bonds, stocks, mutual funds and exchange-traded funds different? In this video, Pure Financial's Director of Research, Brian Perry, CFP®, CFA® explains. Read the full blog: http://bit.ly/StocksBondsMutFunds Transcript: So, today we're going to...
On this episode of Your Money, Your Wealth®, Fritz Gilbert from TheRetirementManifesto.com shares his 10 Commandments of Retirement as he counts down his final days to financial freedom (and in the process, Joe illustrates why he's still single.) Plus, B...
Tax deferral means taking a deduction and moving it into an earlier year or deferring some income to a later year. If you do these tax deferral strategies year after year you can utilize the time value of money. Read the full blog: http://bit.ly/TaxDeferr...
If you have a high salary, own a business, own real estate, or generate a lot of income from inherited assets, here are seven different strategies to reduce taxes for high-income earners that will allow you to pay even fewer taxes in the future. Read more...
Broke Millennial has 16 money tips and mind tricks on today’s Your Money, Your Wealth. Erin Lowry shares her mind tricks for more effective saving and her clever tips for paying down debt. Plus, working the tax brackets with Roth conversions, some crazy...
We have a brand-new Federal income tax law which commenced on January 1, 2018, called the "Tax Cuts and Jobs Act of 2017". If you're trying to figure out how to minimize your tax liability given this new tax law, you're not alone. To give you a head start...
What's your "GMO point"? Larry Swedroe, Director of Research for the BAM Alliance and writer at ETF.com explains why market volatility happens and how to stomach the dips on this episode of Your Money, Your Wealth. Listen to the podcast: http://bit.ly/2Ce...
Only 18% of all workers are very confident that they will be able to fully retire with a comfortable lifestyle, according to a recent survey by the Transamerica Center for Retirement Studies® (TCRS). Continuing education throughout your career is just on...
"Big Al" Clopine, CPA offers 3 tips for aspiring real estate investors. Transcription: "Today I'm going to talk about real estate investing, which is something near and dear to my heart, as I've been a real estate investor for about 35 years. And I wil...
Chris Mamula successfully retired at age 41. How did he do it, especially after making a decade of retirement planning mistakes? He told his story on Your Money, Your Wealth®. Listen to the podcast to learn his secrets: http://bit.ly/2H1Lwuj Read Chri...
How might life insurance fit into your estate planning goals? Jason Thomas, CFP® outlines the benefits. Transcript: Life insurance is an important part of many people's estate plan. Maybe they want to provide for heirs after their death, either in a ...
Nate Ritchison, CFP® explains the differences between two commonly-used retirement accounts: the Roth IRA and the traditional IRA. Transcript: The question I often get when I meet with clients is, “what's the difference between a traditional IRA and...
Brian Perry, CFP® explains the basics of cryptocurrencies and their value in an investment portfolio. Transcript: "So if you've been paying any attention to the news lately, you've probably heard about Bitcoin and the other cryptocurrencies. Today we'...
Explore the pros and cons of annuities in retirement and how you can utilize them for retirement income. Learn more on the blog here: Transcription: "Many people wonder if annuities are an appropriate option for their retirement needs. These can be com...
Brian Perry, CFP® recaps the global economic markets in 2017. 2017 Year in Review Summary: • President Donald Trump gave us a "Goldilocks" economy • International developed markets • International emerging markets • Countries that outperformed...
Before you make any investment decision, consider this concept: expected value. Matt Balderston, CFP® explains how to make better investment decisions using expected value to achieve better results in the long run. Transcription: "The topic I want to ta...
Let's get back to the basics. Stocks and bonds are both instruments used by companies to raise capital. But what exactly does that mean and how are stocks and bonds different? Nathan Ritchison, CFP® walks you through the differences between stocks and bo...
Tax Reform has been passed! Here is a breakdown of the major changes that could affect you. If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subs...
With the ever-changing tax reform, make sure you prepare ahead of time. Don't be blindsided by the potential changes that tax reform could bring. Alan Clopine, CPA walks you through critical year-end tax planning strategies that you might want to implemen...
What's Known as of December 14, 2017 Tax reform has been changing constantly and we have the latest up to date news. The Republicans have finalized their tax bill as of December 14, 2017. Here's what they decided on: Reconciliation - Party leaders in th...
Some people want to retire as soon as humanly possible, some have to keep working, and some people really just want to stay on the job. Today on Your Money, Your Wealth®, some tips, considerations and benefits of planning for retirement when you don’t ...
Charitable contributions are one of the biggest tax saving tools available to taxpayers. David Cook, CFP® makes sure you know all the details so that you can not only make a difference in the world but also a difference on your taxes. Transcription "To...
Walter Updegrave, editor of RealDealRetirement.com, joins the show to discuss an article he wrote in MONEY Magazine titled "Suze Orman Says You Shouldn't Retire Until You're 70. Here's Where She's Wrong". Sorry, Suze. Age isn't the only factor to determ...
Tax reform in both the House of Representatives and the Senate call for collapsing the current seven brackets to four. Will that change how much money you have to pay in taxes each year? Financial expert Alan Clopine breaks it down. If you would like to...
The House of Representatives passes a nearly $1.5 trillion dollar tax reform package that promises to overhaul corporate and personal taxes. But what does that mean for you. Financial expert Alan Clopine breaks down the package and gives some insight on h...
Not sure what the current tax proposals might mean for your business? The plans in both the House of Representatives and the Senate call for a big cut in the corporate tax rate. Financial expert Brian Perry explains why businesses are getting a break. Le...
Tax reform is getting a significant amount of airtime. Changes in the tax laws could make a difference in the amount of money you have to give to Uncle Sam each year. So what changes do the various bills actually make and what do they mean for you? Financ...
![Investing 101 [Webcast]](https://ytimg.googleusercontent.com/vi/xcZ2CPbzI5E/hqdefault.jpg "Investing 101 [Webcast]")
Jason Thomas, CFP® and Financial Educator for Pure Financial Advisors, goes over basic investment strategies in this webcast. 0:42 Common Investment Objectives 1:00 When Should I Invest 2:40 Stocks 3:19 How to Invest in Stocks 4:10 Stock Split 5:0...
Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estate plan. Peter Keller, CFP® explains several careful consideration you should take into account regarding whe...
The Luxe Strategist offers 6 secrets to living a life of luxury while still saving 50% of your income. #1 is to automate your savings before you spend. Listen to the full podcast here: http://bit.ly/2hP4CJ6 Transcription: "So every time I'd get a new jo...
Do you have a 401(k) plan from an old employer and are not sure what to do with it? Matthew Horsley, CFP ® describes the advantages and disadvantages of keeping your money in the 401(k) versus rolling it into an IRA. Transcription: "So today we are go...
Do you have a 401(k) plan from an old employer? Learn the pros and cons of rolling your 401k into an IRA....
Americans give billions of dollars to charitable organizations, but most people do not get the maximum benefit from their generous giving. Financial experts Joe Anderson and Alan Clopine reveal strategies so you can give to your favorite charities while g...
Give to your favorite charities while getting the best bottom line benefits for your tax bill!...
Erin Kathleen Jones, Director of Gift Planning for the Salvation Army and Alan Clopine, CPA explain bequests, charitable gift annuities, and charitable remainder trusts. If you would like to schedule a free assessment with one of our CFP® professionals...
Setting up a bridge trust is one of several techniques to protect your assets - and Doug Lodmell swears this isn't a play out of the movie, "The Firm." Learn more asset protection techniques in the podcast: http://bit.ly/2ygW2gB Transcription: "I creat...
Allison Alley, CFP® walks you through the details of what a Roth conversion is and how a recharacterization could be an integral part of your tax planning strategy. Learn more about how tax diversification can improve your odds of success here: http://...
Fritz Gilbert, the founder of one of the fastest growing financial blogs on the internet - The Retirement Manifesto Blog - explains some of the strategies used to achieve FIRE (Financial Independence / Retire Early). Listen to the full podcast here: htt...
Income taxes are never simple and the capital gain taxes are no different. Learn how to understand the new capital gain tax rates. Transcription: Did you know that there is a zero percent capital gains rate? Well, I'm going to tell you how to pay zero ...
Financial Lifeguard, Christine Luken, explains how she used Mindful Money Management to rescue herself when she hit financial rock bottom, and how you can, too. Listen to the full podcast here: http://bit.ly/2yN2UC2 "It's so easy to spend money without...
There isn't a one-size-fits-all retirement plan, so knowing when you have saved enough to retire comfortably can be tricky. Recent studies show most older workers are falling far short of the money they need to retire and maintain their current lifestyle....
There isn't a one-size-fits-all retirement plan, so knowing when you have saved enough to retire can be tricky....
“The goals are tax relief for middle-class families, the simplicity of postcard tax filing for the vast majority of Americans, tax relief for businesses, especially small businesses, ending incentives to ship jobs, capital and tax revenue overseas, and ...