These Tax Strategies Let You Spend More in Retirement - 584

These Tax Strategies Let You Spend More in Retirement - 584

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

June 2, 2026 · 47 min · Episode 584

About this episode

Joe Anderson and Alan Clopine discuss tax strategies that can help retirees spend more, featuring listener questions and financial advice.

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Heidi from the Space Coast of Florida found a money-saving tidbit in a past episode that completely changed how she thinks about her financial advisor's fee. Joe Anderson, CFP® and Big Al Clopine, CPA expand on the strategy, today on Your Money, Your Wealth® podcast number 584. Laverne and Shirley have four million bucks, Roth conversion questions, annuity questions, and a retirement plan so detailed it may require a diagram. Finally, Bess and George from Pure Michigan are already retired, already on Social Security, and already losing sleep over their investments. So why are they so stressed? Joe and Big Al’s a debate about a 1% advisory fee gets a little spicy in that one. Retirement Accounts Guide - free download: https://purefinancial.com/white-papers/retirement-accounts-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-retirement-accounts-guide&utm_content=ymyw-pod-ep584-description-whitepaper Financial Blueprint - free, self-guided retirement plan check-in…

People in this episode

Hosts: Joe Anderson, Alan Clopine

Topics covered

Keywords

Mentioned in this episode

Organizations: Pure Financial Advisors

Products: Retirement Accounts Guide, Financial Blueprint, Retirement Course

Books & works: Your Money, Your Wealth

Places: Space Coast of Florida, Pure Michigan

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