Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth podcast 479, Joe Anders

So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? Thats today on Your Money, Your Wealth podcast 4

Are there ever times when going all Roth isnt the best strategy? How do you determine the break-even point on doing Roth conversions? Thats today on Your Money, Your Wealth podcast number 477, as J

What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and shes hoping to retire in 2-3 years. Should she factor home equity into her retiremen

Will Duke and Daisys retirement spending plan work? If youre a fan of hearing Joe Anderson, CFP and Big Al Clopine, CPA debate, youre in luck today on Your Money, Your Wealth podcast 475, as they

Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense fo

Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property, pay 25% tax, and invest the lump sum? Mark in Florida is 72 and invested in CDs. Should he go back

Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3-5 years. Are they on track, and what should they consider as far as Roth conversions are concerned once the tax

Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should convert to Roth to pay as little tax as possible, today on Your Money, Your Wealth podcast 471 with Joe Ande

Barney and Betty in Maryland hit the jackpot. Hows Barneys strategy for net unrealized appreciation, retirement withdrawals, and asset location for his $5 million employee stock ownership plan? Nick