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Finance

Your Money, Your Wealth

Retirement planning and tax-focused conversations guide pre-retirees and retirees through investing, portfolio diversification, income planning, Social Security, and Roth strategies. Your Money, Your Wealth combines podcast and TV-show formats with listener-oriented personal finance questions, favoring long-term planning over hot-stock pitches or market panic. It is most useful for viewers seeking practical retirement education; tax and investment choices should still be weighed against individual circumstances and professional advice.

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Editorially reviewed:

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Editorial focusRetirement Planning
Audience scale35K subscribers
Videos1,861 videos
Active since10 December 2013

Recent videos

Latest from the source

Should You Do Roth Conversions in a Down Market?

06 October 2026

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29 September 2026

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Retirement Withdrawal Strategy: Is $100K a Year at 63 Wrong?

22 September 2026

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Deep Dive

Your Money, Your Wealth: Retirement Decisions Without the Market Noise

Main focus

Your Money, Your Wealth addresses the financial choices surrounding retirement, from portfolio diversification and income planning to Social Security, spending, and Roth strategies. Its conversations are aimed squarely at pre-retirees and retirees seeking a steadier long-term perspective.

Why it matters

Preparing for retirement income decisions, tax moves, or a Social Security claim is easier when the questions are discussed in practical terms. Your Money, Your Wealth prioritizes personal finance topics that shape real household plans rather than hot-stock speculation or market alarm.

Style

Listener-led questions drive a mix of podcast and TV-show conversations, giving the material an approachable, lightly humorous tone. Discussions return to scenarios around investing, taxes, withdrawals, and retirement trade-offs rather than chasing short-term market drama.

Consistency

A deep catalogue of retirement-focused conversations supports both timely questions and evergreen planning topics. The subject range stays concentrated on the interconnected choices facing people before and during retirement.

Editorial note

Use retirement, tax, and investment discussions as a starting point for questions, then compare major decisions with your own circumstances and qualified advice. Consider the advisory-firm connection when weighing recommendations.