What's the best way to pay the tax on a Roth conversion? What are the 5-year rules for withdrawals from Roth accounts? Find out on #YourMoneyYourWealth podcast. Watch or listen and request your own Retirement Spitball Analysis:

How do you define Financial Freedom? Being rich? Not having to work? Living debt-free? Too many of us fall short of those goals. Get on Your 11 Step Path to Financial Freedom and calculate your Financial Blueprint for free:

What is your retirement vision? Retirement Planning is more than just the money required to retire… it’s about your lifestyle, growth, health, and relationships. Download our guide and find out how to plan for your retirement lifestyle. #Retirement

As the owner of a business, you have at least four retirement plan options: the SEP IRA, the SIMPLE IRA, the defined benefit plan, and the 401(k). Click the link for more on these options and the contribution limits and deadlines for each type of plan.

Should “Die With Zero” and real estate investing be parts of your early retirement spending strategy? Plus, rules for spousal IRA contributions and RMDs. Watch or listen to #YourMoneyYourWealth podcast, request your own Retirement Spitball Analysis:

Are you confident you can spot scams online or in phishing emails? Learn how to protect yourself with best practices for online security that can improve your digital safety.

How and what should we teach teenagers about money, to make the next generation financially literate? Plus, spitballing on your retirement plans, and more.

Spitballing on three different listeners’ strategies for paying the tax on a Roth conversion now, to have lifetime tax-free growth on the money in future on this episode of #YourMoneyYourWealth podcast. Listen to #YMYW, Ask Joe & Big Al On Air:

What are the best ingredients for your Recipe for Retirement? Watch and learn what goes into retirement plans for workers, small business owners, management and executives. Plus, calculate your Financial Blueprint for free:

Donor-Advised Funds – The gift that gives back! Learn how you can support your favorite charity, get a tax deduction, and potentially grow your contribution to benefit charities even more.

Are there times when going all Roth isn’t the best strategy for saving for retirement? How do you determine the break-even point on doing Roth conversions?

A retirement strategy is like a basketball game: you want every single shot to be nothing but net, but sometimes you miss, and you need a Retirement Rebound. Watch for 5 plays can help you score a comeback, and calculate your FREE Financial Blueprint:

Want to learn the little-known secrets to help you prepare for retirement? Our Retirement Readiness Guide includes important and simple plays to help you get retirement ready despite the uncertainties that we may face. #Retirement #RetirementPlanning

The new year creates an opportunity for a fresh start and to build healthy financial habits to improve your likelihood of financial success. We cover the basics to help you achieve your financial goals.

Can you afford pre-retire, increase spending in your "Go-Go years”, then reduce it later? How and where to invest for the best tax-savings to meet your goals? Watch or listen to the #YourMoneyYourWealth podcast, download Why Asset Location Matters for free

How do you build your financial future when you’re single? Whether you’re a millennial, a Gen-Xer, or a baby boomer, learn how to map out your retirement journey, create a budget, and manage debt, with specific strategies for every generation.

“Guaranteed” retirement spending, how aggressively to convert to Roth, retiring in a no-income-tax state, pension vs. lump sum, retiring early, the cap gains exclusion for home equity and more. Watch or listen and request your Retirement Spitball Analysis:

If you're in your 40s or 50s and haven’t yet saved a million bucks, are you still on track for early retirement? And if you can retire early, why wouldn’t you? Watch or listen and download the Estate Plan Organizer for free:

Retirement Pop Quiz! Test your knowledge with these 18 questions, learn actions to take now to secure your retirement future, and download the Retirement Readiness Guide:

For some, making a budget can feel intimidating, but you can do it! We guide you through steps on how to create a budget, and if you stick to it monthly, you’ll be on plan to where you want to be.