Recent Educational Videos
Pure’s Associate Advisor, Joseph Schaaf, CFP®, AIF®, shares strategies for managing market volatility during uncertain times. Transcript Market volatility can feel unsettling, especially when you’re at or near retirement and your savings are front of mind. But here’s the good news: volatility is normal, it’s expected, and there are smart ways to handle it without...
2026
Pure’s Senior Financial Advisor, Peter Keller, CFP®, AIF®, breaks down active and passive investing and discusses their real impact on retirement savings. Transcript If you’ve ever wondered what the difference is between “active investing” and “passive investing,” you’re not alone. Investing can be confusing, but today we’re going to simplify these terms and talk about their actual impact on retirement...
2026
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, AIF®, CFA®, CFP®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA®, will provide updates on the economy and financial markets. Outline 0:00 – Introduction & Webinar Overview 0:19 – Iran, the Strait of Hormuz & Global Energy Markets 3:24 – Global Stock Market Performance: Who Won & Who Didn’t 8:20 – AI’s Role in Driving Market Returns 16:29 – Corporate Earnings: Not a Tech Bubble 21:23 – Global AI Investment: Beyond U.S. Mega-Cap Stocks 25:25 – Q&A: Iran Deal, Oil Prices & Strategic Reserves 28:09 – Q&A: SpaceX IPO & Index Inclusion 31:51 – Inflation, the Fed & Interest Rate Outlook 44:36 – Portfolio Strategy: Rebalancing, Bonds & Risk Management Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct)...
2026
More Educational Videos
Pure’s Principal, Marc Horner, CFP®, reveals the hidden risks of being overly safe in retirement and explains why being too conservative can be one of the biggest financial mistakes you can make. Transcript Many people come into retirement with one financial goal stamped into their brain: do not lose money. Now, being sensitive to the […]
Pure’s Financial Advisor, Chris Jackson, CFP®, MBA, highlights key retirement red flags that often catch people off guard, and explores what you can do about each one before it’s too late. Transcript You’ve done everything right — maxed out your 401(k), lived below your means, and stayed the course through market volatility. But here’s the […]
Pure’s Financial Advisor, Brian Wolff, AIF®, CFP®, uncovers five costly retirement mistakes that are easy to overlook but absolutely worth addressing before they become a problem. Transcript Today we’re covering 5 costly retirement mistakes that are easy to overlook but absolutely worth addressing before they become a problem. The first mistake is retiring with an […]
Pure’s Director of Education, Kathryn Bowie, CFP®, AFC®, breaks down the essentials of IRA planning and shares strategies to help you grow and protect your retirement savings. Outline 0:00 — Introduction & Overview 0:29 — Retirement Account Basics & Contribution Limits 2:53 — The Three Tax Environments 10:23 — Traditional vs. Roth IRA Differences 17:06 — Roth Conversion Strategy 19:59 — Savings Strategies by Life Stage 33:28 — Tax Reduction Strategies & RMD Planning 37:46 — Common Mistakes & Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®, AFC®: Retire Smarter: IRA Strategies to Maximize Your Savings. Welcome, […]
Pure’s Senior Financial Advisor, Allison Alley, CFP®, MSBA, AIF®, breaks down the essentials of Social Security and shares strategies to help you avoid costly mistakes when claiming your benefits. Outline 00:00 – Introduction & History of Social Security 1:35 – How Social Security Works: Eligibility & Calculations 3:41 – 2026 Changes & Updates 5:33 – […]
Pure’s Principal, Marc Horner, CFP®, identifies 2026 IRA changes, what they mean for you, and how to make sure you’re not leaving money on the table. Transcript Every year, the IRS tinkers with the retirement account rules. Most years it’s minor stuff — a tweak here, a threshold there. But 2026 has a few changes […]
Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, breaks down Roth and Traditional IRAs to help you navigate the nuances between these retirement accounts and identify which works best for you. Transcript If you ever tried to figure out the difference between a traditional IRA and a Roth IRA and which one you should actually […]
Pure’s Senior Financial Advisor, Sumit Mehta, CFP®, AIF®, highlights the most common IRA mistakes people make in their 50s and 60s and how to avoid making them. Transcript If retirement is on the horizon, your IRA is one of the most powerful tools you have. But even the most diligent savers can make a few […]
Pure’s Principal, Marc Horner, CFP®, reveals powerful strategies to maximize your Social Security income and prevent you from leaving money on the table in retirement. Transcript If you’re approaching retirement or if you’re already there, Social Security is probably one of the biggest pieces of your financial picture. But do you actually know what the […]
Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, provides strategies and proactive planning techniques to help you make the most out of tax-saving opportunities in 2026. Outline 00:54 – Tax Return Basics 07:16 – Tax Rates & Tax Cuts Jobs Act 10:49 – New Deductions & Trump Accounts 15:24 – Charitable Contributions & Social […]
Pure’s Financial Advisor, Kyle Farmer, CFP®, dives into 4 key Social Security changes to be aware of in 2026. Transcript Millions of Americans are leaving Social Security money on the table. Are you one of them? Today we’re going through 4 key Social Security changes you should be aware of in 2026. 2026 COLA – 2.8% The first change is to this year’s Social Security cost of living adjustment, also known as COLA. […]
Pure’s Associate Advisor, Joey Bailey, CFP®, CPA, simplifies Social Security claiming options for those nearing retirement and wondering when to start collecting benefits. Transcript If you’re in your 50s or early 60s, Social Security is probably starting to feel a lot more real. Maybe you’ve already gotten a statement in the mail, or you’ve caught yourself doing some rough math in your head. And chances are, one question keeps coming up: When should I actually start collecting? […]
