Recent Educational Videos
Taxes can be one of the most significant expenses you’ll face over your lifetime. Maximizing your savings and keeping more of your hard-earned money during retirement is essential for long-term financial security. Pure’s Financial Advisor, Alexandra Swanson, CFP®, shares tax-saving strategies to help you build a more secure future. She discusses: Transfer assets to tax...
2025
Did you know that your Social Security benefits could be taxed? If not, Pure’s Financial Advisor, Ian Barr, CFP®, breaks down how Social Security is taxed and what it means for you. Understanding the impact of these taxes on your benefits is crucial for maintaining your overall retirement income and financial health. Transcript Picture this:...
2025
Now that you’ve retired, you’re transitioning from saving to spending. However, taxes remain one of the largest expenses so smart tax management is essential for preserving your wealth. Pure’s Financial Advisor, Maxwell Hacker, CFP®, AIF®, provides guidance on tax strategies designed to help you keep more of your hard-earned money. He discusses: Understand different accounts...
2025
More Educational Videos
Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, provides insight into key risks of retirement and how to manage them. Outline 00:00 Intro 1:26 Why is Risk Management so Important? 3:35 Types of Risk Management 20:20 Risk Management Strategies 24:25 Asset Allocation 26:44 Diversification 28:09 Tax Diversification 35:37 Risk Management Process 36:07 Retirement Risk Zone: […]
Securing a more stable financial future involves several key components, including tax projections, investing, and insurance. Pure’s Financial Advisor, Brennon Bowen, CFP®, AIF®, explores the crucial role insurance plays in protecting both you and your financial well-being, ensuring long-term stability and peace of mind. Transcript Today, I want to talk to you about something that […]
Careful planning during the Retirement Risk Zone is critical for a healthy financial future. Pure’s Financial Advisor, Jeff Wille, CFP®, AIF®, describes what the Retirement Risk Zone is, why it matters, and what you can do to protect your hard-earned savings during this crucial stage. Transcript When it comes to retirement planning, many people focus […]
Retirement brings many opportunities, but it also comes with financial risks. Pure’s Financial Advisor, David Kleinman, CFP®, AIF®, shares expert strategies to help you manage these risks and achieve a more secure, comfortable retirement. You will learn about: Longevity risk Death of a spouse Economic factors Inflation and increased spending Transcript Picture this: You’ve worked […]
Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, CPA, AIF®, offers guidance on organizing your finances. He covers managing debt, avoiding missed deadlines, and reviewing your investment strategy so you can gain actionable insights to improve your overall financial health and planning. Outline 00:00 Intro 00:18 Personal Finance Goals 2:32 Creating a Budget 4:48 Review and […]
Reducing debt is one of the most common financial resolutions as we enter the new year. Understanding your spending habits and identifying ways to modify them are essential to breaking free from debt. Pure’s Senior Financial Advisor, Brian Sauter, CFP®, AIF®, shares key strategies to help you take control of your finances, eliminate debt, and […]
The best investment strategy is one you can commit to long-term while achieving your goals. Pure’s Financial Advisor, Brian Wolff, CFP®, AIF®, offers practical steps to optimize your portfolio in 2025. By applying these ideas to your plan, and you’ll be on track for a more effective, streamlined investment approach. Transcript We all want better […]
Change is the only constant in life, making it essential to prepare for the unexpected as we step into the new year. Pure’s Financial Advisor, Robert Lucente, CFP®, shares actionable steps to help you navigate financial challenges and build a solid foundation for 2025 and beyond. Transcript Uncertainty is a part of life, particularly in […]
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets for the upcoming 2025 year. Outline 00:00 Intro 00:14 Major stories in 2024 3:10 US economic growth 5:37 Inflation 8:30 Yield a strong predictor of future returns 11:55 Crypto 13:11 Gold 14:03 Q&A Since the […]
As year-end approaches, many look to maximize tax deductions through charitable giving. Donating highly appreciated assets, such as stocks or real estate, through a charitable remainder trust (CRT) is an effective strategy. Pure’s Financial Advisor, Michael, CFP®, AIF®, highlights how CRTs offer tax and estate planning benefits while allowing you to support a cause you […]
Would you like to secure a guaranteed income while leaving a meaningful legacy for a charity you care about? A charitable gift annuity might be the right fit for you. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF® explains what it is, how it works, and the benefits it offers. Learn more about: Definition Tax […]
