Podcast artwork
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial AdvisorsInvesting, Business, Education

Episode Summary

What does the future hold for your Social Security under the new Trump administration and Elon Musk's DOGE, the Department of Government Efficiency? Nationally-renowned financial thought leaders Jamie Hopkins, Jeff Levine, Eric Ludwig, and Steve Parrish share their insights with Big Al Clopine, CPA at the American College of Financial Services’ Horizons Conference in San Diego, CA on Your Money, Your Wealth® podcast 521. First, the College's President, George Nichols, gives a brief overview of the institution and their inaugural conference.  Plus, Joe Anderson, CFP® and Big Al spitball on whether Ricky and Lucy in Wisconsin even bother saving for retirement - they’re expecting to inherit about 20 million dollars. When should Tybob in Arizona collect Social Security? Are Roth conversions right for him? Should he go for Medicare or Medicare Advantage? Speedy Racer in Georgia needs a retirement spitball, and Gilligan in New York shares insight for other Gilligans trying to avoid a retirement shipwreck. Free financial resources & episode transcript: https://bit.ly/ymyw-521  DOWNLOAD the Social Security Handbook WATCH Are You Ready for Retirement? On YMYW TV DOWNLOAD the Retirement Readiness Guide DOWNLOAD the Key Financial Data Guide READ about all of today’s guests ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH
... Show More



    No results