Recent Educational Videos
Market update, commentary and client questions from Tuesday, March 24, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 00:00 – Introduction 01:24 – Pure’s...
The impact of the COVID-19 Coronavirus pandemic on the financial markets and your retirement investment portfolio: in this live webinar presentation to clients of Pure Financial Advisors, Inc. on Tuesday, March 17, 2020, Pure’s President, Joe Anderson, CFP® and Pure’s Executive Vice President and Director...
What is your required beginning date for required minimum distributions? In 2020, with the passage of the SECURE Act, required minimum distributions or RMDs from your retirement accounts must begin in the year you turn age 72 or by April 1 of the following year....
More Educational Videos
Once you reach the age of 72, by law you must begin taking required minimum distributions (RMDs) from your retirement accounts. Due to the number and complexity of the rules around your RMD, it’s easy to make a costly error. In this video, Kyle Stacey, CFP® explains 5 of the most expensive RMD mistakes and […]
Nate Ritchison, CFP® explains how the Roth IRA and traditional IRA retirement savings accounts differ when it comes to tax treatment and required minimum distributions. NEW IN 2020: The age to begin required minimum distributions (RMDs) has changed from 70½ to 72. Transcription: “The question I often get when I meet with clients is, “what’s […]
What does long term care insurance cover, and when? Under what circumstances do you need LTC insurance? Senior Financial Planner Allison Alley, CFP® lists the 6 activities of daily living and how they play into your long term care insurance plan, how premium costs are determined, and when you can file a claim against your […]
If you’re thinking you might like to purchase your first rental property, “Big Al” Clopine, CPA of Your Money, Your Wealth® and Pure Financial Advisors offers three tips that all aspiring real estate investors should consider before buying any rental properties. Transcription: “Today I’m going to talk about real estate investing, which is something near […]
The Roth IRA and a Roth 401(k) both provide tax-free portfolio growth for life, but what are the differences between these two retirement savings accounts? In this video, Senior Financial Planner Matt Horsley, CFP® outlines how Roth plans differ from pre-tax accounts, how each fits into your retirement investing strategy, the 2020 contribution limits for […]
In 2020, retirement account contribution limits and catch-up contribution limits were increased by the IRS. In this video, CERTIFIED FINANCIAL PLANNER™ Robert Canavan outlines the changes. Transcript: Hi. Today we’re going to talk about contribution limits for retirement accounts for 2020. The contribution limits for employees who participate in 401(k), 403(b), most 457 plans, and […]
There has been a lot of talk in the past few years about “fiduciary duty.” Senior Financial Planner Allison Alley, CFP® of Pure Financial Advisors explains what it means to be held to the fiduciary standard, and why it’s important to work with a fiduciary when it comes to financial planning. Transcript: One of the […]
What are exchange-traded funds, and what’s the difference between mutual funds and ETFs? In this video, Amy Cattelino, CFP from Pure Financial Advisors explains investing in an exchange-traded fund. Transcript: What are ETFs? An ETF is an exchange-traded fund. That’s what the acronym stands for. Now, think of an ETF like the trendier, younger version […]
How does the SECURE Act affect your retirement plans? Alan Clopine, CPA of Pure Financial Advisors explains some of the key changes to retirement savings effective January 1, 2020, including required minimum distributions (RMD), IRA contributions, annuities, and changes to the stretch IRA provision. Transcript: Hot off the press, the SECURE Act: Setting Every Community […]
What should you expect from your financial advisor? What does a financial advisor do on a daily basis? What should you look for before you hire a financial planner, and is it worth it to hire a financial advisor in the first place? Robert McCullock, CFP® of Pure Financial Advisors explains the role a financial […]
Senior Financial Planner Matt Balderston, CFP® from Pure Financial Advisors explains what fixed indexed annuities are, how they differ from other annuities, and things to look out for when putting non-qualified money into an annuity. Transcript: Today we’re going to talk about fixed index annuities. The definition of an annuity is a series of periodic […]
Nate Ritchison, CFP® of Pure Financial Advisors explains what a real estate investment trust or REIT is and what the advantages and disadvantages are for different types of REITs. Transcript: So if you’ve decided to invest in real estate, there are a couple of ways to do this. The first is obvious. It’s a direct […]