# Joe Anderson

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We Have $12 Million. Should We Do Roth Conversions? - 597

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on Your Money, Your Wealth® podcast number 597. John in Oklahoma is 75, sitting on a million dollars...

Retirement vs. House Down Payment: Are You Getting the Timing Wrong? - 599

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you buy a house as a young person, without wrecking your long-term retirement plan? That’s today on Your Money, Your Wealth® podcast 599, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball...

Self Mastery Starts With You

CMMSradio talks with Joe Anderson and George Williams of ReliabilityX ahead of #SMRP (Raleigh, Sept 28–Oct 1, booth 615). Use code CMMSRADIO for 10% off registration. Joe is releasing three books at SMRP! 1. Spotlighting Your Hidden Plant 2. Business Acumen for Manufacturers 3. It’s Not You But...

Can You Retire Early? With $475K at 42, You Need a Gap Plan - 601

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you know if you're really on track to retire, especially if you're hoping to get out early? Fred and Wilma in Denver are 33 and 31, earning a small fortune, but sitting on nearly two million d...

Should You Do Roth Conversions in a Down Market? - 602

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing on whether Roth conversions actually pay off as part of your retirement tax strategies, today on Your Money, Your Wealth® podcast number 602...

Building a Financial Case for Reliability for Leadership with Joe Anderson

What if the reason your reliability program keeps getting ignored has nothing to do with your data — and everything to do with the language you're speaking?Live from SMRP, Joe Anderson of ReliabilityX sits down with CMMSradio for a conversation that will change how you pitch maintenance forever. ...

Is a $400K Roth Conversion at Peak Income a Mistake? - 603

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC George and Louise in Queens bring in $600,000 a year. Should they keep working just to do Roth conversions? Cher and Sonny in Oregon wonder if they can retire in a couple years at 59 and 60, and whet...

Is 4% Too Conservative? How Much You Can Really Spend in Retirement - 604

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How much can you actually spend in retirement without running out of money? That’s today on Your Money, Your Wealth® podcast 604 with Joe Anderson, CFP® and Big Al Clopine, CPA. Longtime listener E-D...

Can You Afford Early Retirement AND Millions for Your Kids? - 605

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support your kids financially, today on Your Money, Your Wealth® podcast number 605. Lloyd and Diane in Mon...