Your Money, Your Wealth

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Making fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor"...

Episodes

These Tax Strategies Let You Spend More in Retirement - 584

$1.6M in One Stock? Here's How to Get Out Without Getting Crushed - 583

Safe Withdrawal Rate Debate: How Much Can You REALLY Spend in Early Retirement? - 582

Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581

You Have Enough to Retire Before 60. Why Are You Still Working? - 580

Too Much 401k Money? The $3M Roth Conversion Problem - 579

The Retirement Question Every Couple Asks: Can We Afford It? - 578

This Early Retirement Strategy Could Be a Huge Mistake

When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576

Die With Zero: Are You Giving Your Kids Too Much? - 575

When Should You Take Social Security? (Don't Screw This Up) - 574

Could You Retire Tomorrow If You Had To? - 573

Could You Lose Half Your Retirement Income to Taxes? - 572

Retire Early in Your 40s or 50s: Green Light or Reality Check? - 571

Retirement Planning for Aging Parents - and Can You Retire Early? - 570

Retirement Changes at These 5 Major Financial Crossroads - 569

Tax-Smart Investing at Every Age: Starting Young or Catching Up - 568

Rising Costs and Retirement Unknowns? Here's What to Do - 567

High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566

Early Retirement at 50 with $5M: Rule of 55 and 72(t) - 565