How to Avoid the Top 8 Holiday Scams of 2018 - 200

Your Money, Your Wealth

EpisodeDec 18, 201853m

How to Avoid the Top 8 Holiday Scams of 2018 - 200

Your Money, Your Wealth

EpisodeDec 18, 201853m

Julia Wang from ValuePenguin.com tells us which holiday scams are all the rage this season - and how to be smarter than the scammers. Joe and Al answer questions about Roth conversions, Medicare premiums, RMDs, and taxes, doing a 1031 exchange for rental real estate when you don't really want the property, and what your financial bucket list should include before you retire. Transcript and show notes: http://bit.ly/YMYW-200

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Making fun of finance. A "Top 10 Personal Finance Podcast" and "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 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, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and w...

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