About The Show


Joseph Anderson

CEO & President

Alan Clopine

CFO & Chairman of the Board

On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Instead, on YMYW we offer retirement investing strategies that can help you retire successfully.

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Special Offer

Withdrawal Strategy Guide

Saving and properly investing money tends to be the focus for people as they work toward retiring. But once you get into the retirement critical zone (within 10 to 15 years of retiring), the focus should include a withdrawal strategy. The strategy can help you keep more of what you’ve earned by timing when and where your money comes from, prolong the life of your money, and allow you to give less to Uncle Sam by using tax-smart tools. Having an understanding of the impact a withdrawal strategy can have on the money you have for retirement can be empowering and help you make better decisions about your finances.

In this guide, you will learn about:

  • Withdrawal Strategy Basics
  • Traditional Withdrawal Strategies
  • Tax-Smart Strategies
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Do You Have a Question for Joe & Al? Ask Them on Air.