Recent Educational Videos
Variable Annuities can be complex and may be difficult to understand. Senior Financial planner Matt Balderston, CFP® of Pure Financial Advisors breaks down what variable annuities are and what you should be aware of. Listen to the Your Money, Your Wealth® podcast episode for more on...
How do you get started building your own financial plan? Allison Alley, CFP® from Pure Financial Advisors explains: it starts with determining your net worth and your cash flow, then it’s a matter of imagining what you really want to do in retirement. Transcript: One...
Kyle Stacey, CFP® explains the difference between asset allocation and asset location, and how they work together in your investment portfolio. Transcript: So today we’re going to talk about asset allocation and asset location, and how those two intertwine and can be used in conjunction...
More Educational Videos
Saving for your own retirement or your kids’ college: which one should come first? In this video, Pure Financial Advisors’ Robert McCullock, CFP® outlines the importance of saving for your retirement before you put money away for your children’s college education. Transcript: So a common question that I receive, especially from parents of younger children, […]
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 your investment portfolio. Transcript: Welcome to the topic of the […]
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 Tax. Sometimes it’s called Alt-Min or nicknamed AMT. But what […]
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 […]
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 […]