Don't Overcomplicate Retirement: Margin Loans, Whole Life, Roth Mistakes - 585

Don't Overcomplicate Retirement: Margin Loans, Whole Life, Roth Mistakes - 585

From Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

June 8, 2026 · 43 min · Episode 585

About this episode

The episode discusses various financial strategies and considerations for retirement, including margin loans, whole life insurance, and Roth conversions.

Financial Assessment (Meet with an experienced professional): https://bit.ly/YMYWassessC Free Financial Resources in This Episode: https://bit.ly/ymyw-585 (full show notes & episode transcript) Today on Your Money, Your Wealth® podcast number 585, Joe and Big Al spitball for folks who are already winning and thinking about getting fancy with it. Reno in Oregon is 50, and his pension is so big he's not sure how to invest or why he would need to convert to Roth. Michael is considering taking out a half-million-dollar margin loan to juice investment returns. What do the fellas think? Tune in for the surprising debate. Husker Fans just pocketed two million from selling their business here come the product pitches: should they buy annuities, set up a charitable trust, or just swallow the tax? What do the fellas think of whole life insurance? And finally, John and Lib on Waltons Mountain - or rather, the Catskills - aren’t sure if they’ve saved too little or too much. Can they bridge the gap until their pension? Emotionless Investing Guide - free download…

People in this episode

Hosts: Joe Anderson, Alan Clopine

Topics covered

Keywords

Mentioned in this episode

Organizations: Pure Financial Advisors

Places: Oregon, Catskills

More episodes of Your Money, Your Wealth

Explore listener stats, chart rankings, contacts and more on the Your Money, Your Wealth podcast page.