The Top 10 tax saving strategies of the last 25 years: From tax loss harvesting to 529 education savings plans. From LLCs vs. S-Corps to asset location (that is, what type of assets you put in what type of accounts). From charitable giving to estate tax planning, and then some. Also, an overview of what happened in the market in the second quarter, and titans, tritons, sun gods and mermen.
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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...