Recent Educational Videos
You’ve probably seen those ads that say, “buy this marijuana stock, it’s like getting in on Amazon early.” Is it really a good time to invest in cannabis? In this video, Brian Perry, CFP®, CFA outlines some things to consider before putting pot stocks in...
What is “full retirement age” for Social Security benefits and how is your benefit calculated? Robert Canavan, CFP® from Pure Financial explains. Transcript: Today we’re going to talk about Social Security and what is known as your full retirement age. This is the actual age...
What is the Alternative Minimum Tax? While fewer people will have to pay it since the new tax legislation took effect in 2018, Amy Cattelino, CFP® outlines what it is and what situations might cause you to still pay AMT or alt-min. Transcript: Alternative Minimum...
More Educational Videos
While not everyone may need life insurance, there are some common uses that might be beneficial to you and your specific situation. In this video, Allison Alley, CFP® describes some of the reasons you might consider purchasing life insurance. Transcript: So one of the questions we get quite a bit is whether or not somebody […]
There are so many non-profit causes worthy of your charitable gifts. In this video, Kyle Stacey, CFP® outlines 3 planned giving strategies that will save you money on taxes, allowing you to stretch your donations to charity even further. Transcript: So today I want to talk about charitable giving and ways you can utilize your […]
Traveling in retirement while being on a budget and on a fixed income can be challenging, so planning is absolutely key. In this video, Pure Financial Advisors’ Senior Financial Planner David Cook, CFP® offers nine retirement travel tips to make the most of your budget and your time. Transcript: Now retirement is the ideal […]
If a large share of your investment portfolio is in a single stock, it may represent an unnecessary risk to your overall wealth. In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines some of the strategies available to diversify that concentrated position depending on your specific circumstances. Transcript: So today […]
Kyle Stacey, CFP® explains what it means to rebalance your investment portfolio and how portfolio rebalancing benefits your overall financial standing in the long run. Transcript: So today’s topic, I wanted to talk about portfolio rebalancing as well as how that affects your portfolio and how to keep the integrity of your portfolio. So when […]
Is the professional help from a financial advisor worth the money you pay for their services? In this video, Financial Educator Jason Thomas, CFP® explains how financial advisors are paid and what questions to ask to determine if you’re getting value for money. Transcript: Many individuals want to know if it is worth it for […]
How do individual bonds differ from bond mutual funds, and why would you invest in one over the other? Financial Educator Scott Huband, CFP® outlines the main differences between the two. Transcript: Today’s question is what’s the difference between a bond and a bond fund? So once you’ve decided you want to include bonds inside […]
Saving for your own retirement or your kids’ college: which one should come first? In this video, Financial Educator Jason Thomas offers four reasons it’s important to save for your retirement before you put money away for your children’s college education. Transcript: So should I save for my own retirement or my kid’s college first? […]
Senior Financial Planner Matt Balderston, CFP® explains the different circumstances under which you can deduct the losses on your rental property, and the amounts of real estate losses that are deductible depending on your adjusted gross income. Transcript: We received a question on whether or not you can deduct rental real estate. Well, that depends […]
How will your beneficiaries be taxed when they receive an inheritance from you? In this video, Senior Financial Planner Allison Alley, CFP® outlines how different types of inherited assets are (or aren’t) taxed. Transcript: We recently got a question regarding how does the inheritance tax work. Well, there’s a few different things that go into […]
Financial Educator Jason Thomas, CFP® of Pure Financial Advisors outlines some of the advantages and methods for using rental real estate as a part of your financial plan in retirement. Transcript: Today we’re going to discuss if real estate should be part of your retirement plan and for many investors, the answer may be yes. […]
Death, taxes and inflation: Scott Huband, CFP® of Pure Financial Advisors goes into the details on all the ways that each of these three factors can decrease your income in retirement. Transcript: There are many different factors that can reduce retirement income. The first may be fairly obvious, but it’s the effect of death. For […]