Відео

Great to see comments open. This channel is one of the most entertaining financial retirement educational sites online 👏.

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 39. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. 10 Tips for Real Estate Investors - free download: purefinancial.com/white-papers/10-tips-for-real-estate-investors/?.com&YMYW-39

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 40. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. 10 Steps to Improve Investing Success - free download: purefinancial.com/white-papers/10-steps-to-improve-investing-success/?.com&YMYW-40

I am risk taker and a dividend investor, My wife and I have invested in the S&P500, both through my TSP with the government, and through fidelity in her 401-k. Cashed out 270k from the S&P and invested with a Fin-Planner, MonicaMary Strigle. Until around 3 years ago we were 100% in the s&p after over 30 years. I’m retiring at the end of this month at 62, while my wife will retire next year at 60. Under Monica, I bought Bitcoin, Ethereum, Solana, Cardano during 2022. I got 173% gains in 2023. I anticipate further gains in the upcoming months of 2024, with additional speculative assets in play, such as my recent shorting of the Chinese Index. Currently have 3.7 million in our tax deferred savings. I am putting this out there for anyone looking for how to help themselves in this time of crisis.

I am risk taker and a dividend investor, My wife and I have invested in the S&P500, both through my TSP with the government, and through fidelity in her 401-k. Cashed out 270k from the S&P and invested with a Fin-Planner, MonicaMary Strigle. Until around 3 years ago we were 100% in the s&p after over 30 years. I’m retiring at the end of this month at 62, while my wife will retire next year at 60. Under Monica, I bought Bitcoin, Ethereum, Solana, Cardano during 2022. I got 173% gains in 2023. I anticipate further gains in the upcoming months of 2024, with additional speculative assets in play, such as my recent shorting of the Chinese Index. Currently have 3.7 million in our tax deferred savings. I am putting this out there for anyone looking for how to help themselves in this time of crisis.

Just do both I have a pension and a IUL policy.Good luck on buying a policy at 62 at a afordable rate.Lucky I have had my policy 15 years.Happy investing/stacking.

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 38. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. The Election Is Coming: Should You Sell? Read the blog: purefinancial.com/learning-center/blog/the-election-is-coming-should-you-sell/?.com&YMYW-38

First time on your channel, lovely content and informative. Thank you.

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 37. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published.

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 36. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published.

. Love the show and the answers. some constructive criticism, the answers sound like you are a mile away. Might need to adjust the mic or distance to it.

Thanks. Your Money, Your Wealth, your content is well thought out and presented.

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 35. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Download the Estate Plan Organizer: purefinancial.com/white-papers/estate-plan-organizer/?.com&YMYW-35

One of the reasons retirement has been a success for me is I found an opportunity to help another and it gives me time outside, exercise, and a sense of accomplishment.

One of the best financial channels on UA-cam.Always rock solid information from Joe and The Big Man.

Does the 4% rule take into account the sequence of returns risk?

Terrific insight and information!

Keep comments civil, respectful, and non-spammy to see them published. Download the Retirement Readiness Guide: purefinancial.com/white-papers/retirement-readiness-guide/?.com&TV&YMYW-S10E08-1

Keep comments civil, respectful, and non-spammy to see them published. Download the Retirement Readiness Guide: purefinancial.com/white-papers/retirement-readiness-guide/?.com&TV&YMYW-S10E08-3

Keep comments civil, respectful, and non-spammy to see them published. Download the Retirement Readiness Guide: purefinancial.com/white-papers/retirement-readiness-guide/?.com&TV&YMYW-S10E08-2

Keep comments civil, respectful, and non-spammy to see them published. Download the Retirement Readiness Guide: purefinancial.com/white-papers/retirement-readiness-guide/?.com&TV&YMYW-S10E08

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 34. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Download 10 Steps to Improve Investing Success: purefinancial.com/white-papers/10-steps-to-improve-investing-success/?.com&YMYW-34

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 33. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. The Election Is Coming: Should You Sell? Read the blog: purefinancial.com/learning-center/blog/the-election-is-coming-should-you-sell/?.com&YMYW-33

Spend more time with your husband. Didn't make the top 10.🤣

Knowing the pitfalls keeps your financial life a bowl of cherries and away from the pitts. Thanks. Your Money is Your Wealth!

Joe and Big Al rock the casbah. Humor combined with smarts is an unbeatable combo. Thanks very much, gentlemen, and thanks to your friendly Moderator, too!

Timing is impeccable! We r on our way to an Open house which i think is our dream waterfront home. Something we’ve been dreaming of since we were a young couple and so we invested in rentals over the years. Now, we can sell off a couple of rentals to afford this home but now I’m having serious doubts. Why would I pay higher house payments on taxes, insurance, etc? Also, far from my other rentals and places im accustomed to. Maybe just stay in beach front resorts once in a while will do! 😅

The two best days are the one that you buy that boat and the day you sell that boat.

A sample scenario would be helpful but not included in this YT video. Assume typical 5% match and $100k salary (22% Federal Tax Bracket): employee needs ($5,000 / 0.78 =) $6,410.26 pretax income for $5,000 Roth 401(k) contribution so ($6,410.26 - $5,000.00 =) $1,410.26 federal tax paid by employee. Likewise employer contributes $5,000 pretax income (for which employer receives tax deduction) and employee pays $1,410.26 to convert to Roth 401(k). Above $200k (32%+ FTB) employee should likely favor traditional 401(k) contribution.

Hey this episode applies for this year

i know that i cannot contribute to Roth IRA the year i win the lottery. But what about the subsequent years after you win the lottery? Example, in year 1 you make 50K in income. but you win 1 million dollars in lottery. Your magi comes to 1million + 50k. So you are not eligible to contribute in Roth IRA for this year. Since your income is above 146k as a single person But, Are you eligible to contribute 7k in roth ira in Years 2,3,4,5,6 and so on... because your income those years are still only 70k in those years? Assuming you keep 1 million dollars in a bank account earning interest of 10k. So 60k (earned income) + 10k(interest) = 70k. (This is well below the 146k limit)

Please discuss state estate taxes where the exemptions are much smaller.

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 32. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Investing Basics Guide - free download: purefinancial.com/white-papers/investing-basics-guide/?.com&YMYW-32

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 31. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. 10 Steps to Improve Investing Success - free download: purefinancial.com/white-papers/10-steps-to-improve-investing-success/?.com&YMYW-31

Love it

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 30. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Ultimate Guide to Roth IRAs - free download: purefinancial.com/white-papers/roth-ira-white-paper/?.com&YMYW-30

Thanks for this episode! I think I like the shorter ones, and Jack, you are great to listen to! (I sometimes get lost in those really long winded questions and episodes). Andi, appreciate your reading ability 😉

Retirement Income Strategies Guide - free download: purefinancial.com/white-papers/retirement-income-strategies/?.com&YMYWE-3 Keep comments civil, respectful, and non-spammy to see them published.

Thanks for all the great content, Your Money, Your Wealth; I like the expansion of knowledgeable folks.

Retirement Income Strategies Guide - free download: purefinancial.com/white-papers/retirement-income-strategies/?.com&YMYWE-3 Keep comments civil, respectful, and non-spammy to see them published.

I like his straightforward opinion! I’m in a similar situation!

Excited to start putting money in my kids Roths

Great video. To transfer a solo 401k from one custodian to another, one needs to amend or restate the existing plan. You do not and should not open a new plan with the new custodian.

Wife has a 401K (she is 55 now!) We have Rental Houses as well and don’t think we are going to need to take anything from her 401K (for living) and are wondering if we should convert her Regular 401K to ROTH money! (She has about 40% of her money in ROTH now and all money has been going to a ROTH now!) Anyways, we don’t have the money for the Taxes so, I’ll let the 401K pay them! This is legacy Wealth (we hope!)

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 29. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Retirement Lifestyles Guide - free download: purefinancial.com/white-papers/retirement-lifestyles-guide/?.com&YMYW-29

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 28. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Investing Basics Guide - free download: purefinancial.com/white-papers/investing-basics-guide/?.com&YMYW-28

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 27. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Download the Social Security Handbook for free: purefinancial.com/white-papers/social-security-handbook/?.com&YMYW-27

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 22. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Download the Retirement Income Strategies Guide for free: purefinancial.com/white-papers/retirement-income-strategies/?.com&YMYW-22

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 21. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. Download the Tax Planning Guide for free: purefinancial.com/white-papers/tax-planning-guide/?.com&YMYW-21

Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 20. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published.