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Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Your Money, Your Wealth
A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds,...
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Ratings & Reviews
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4.6 stars from 651 ratings
Joe is clearly checked out
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“Decent advice from Al. Joe can’t follow the questions or the numbers or what’s going on at all. If it’s a complex question he let’s Al take over and then has very little to add. He thinks it’s funny. It’s annoying. I can’t listen anymore because of him. Al needs to drop Joe.”
Anonymous12649461 via Apple Podcasts ·
United States of America ·
11/14/24
Sage Advise From the “Fun” Guys
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“Yes. The subject of finance can be a bit boring. But certainly not with these guys and their very sharp and “keep them on track” lady.
Thoroughly enjoy most segments although lately these 6 mil dollar guys are not representative of the general public and hence, a bit depressing.
Let’s get back...”Read full review »
Super Duper w/a pooper skooper via Apple Podcasts ·
United States of America ·
10/27/24
Spitballing experts
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“I like these guys. Good sense of humor and great spitballing.”
Ginger 60+ via Apple Podcasts ·
United States of America ·
09/08/24
Recent Episodes
Can Ted and Georgette convert $1.6M in an inherited trust to Roth without distributing it? Should the trust own their home so they can use the home equity? Melissa was added as joint owner on her parents’ bank accounts after a medical event, but what have they done? Should Ralph and Alice use the...
Published 11/19/24
Published 11/19/24
When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer in Colorado wonders whether she should take taxes into account when calculating her expenses, and whether she should pay off her home to be...
Published 11/12/24
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