Strangely Entertaining
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“I’ve learned some things and had a few laughs listening to this podcast.
The CPA has a solid grasp of tax laws and generally provides sound asset management spitballs. However IMO he is overly conservative. He often fails to adjust future income and benefits for inflation while always remembering to doing so for future expenses and RMDs.
His sidekick attempts to provide the comic relief. He’s challenged to read the listeners’ questions and often berates them for either including too much or too little info when presenting their questions. He routinely recommends investing 100 percent in roth over traditional accounts regardless of current and expected future tax rates. He says, “you won’t miss the excess money you pay in taxes.” Not what I am looking for in a financial advisor. :O)
If you decide to listen to the podcast I suggest getting additional personal finance information from other sources such as Morningstar, WSJ, etc.”
Ttt111ttt via Apple Podcasts ·
United States of America ·
05/28/24
More reviews of Your Money, Your Wealth
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“I listen to a lot of podcasts, several of them financial and YMYW is by far the best. Joe, Big Al, and Andi are both informative and entertaining. They answer listeners questions thoroughly and clearly. On another podcast I listen to I think OMG I can’t believe they said that. Never with YMYW....”Read full review »
Catfish399 via Apple Podcasts ·
United States of America ·
08/25/19
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“My favorite podcast, look forward to new episodes each week, would love it if they did more. Great financial content, and extremely entertaining. Joe and Big Al are the best!!!”
darink2020 via Apple Podcasts ·
United States of America ·
04/19/20
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