Recent Educational Videos
How do you build your financial future when you’re single? In this webinar, Senior Financial Planner, Allison Alley, CFP® explains how to map out your retirement journey, create a budget, and manage debt, with specific strategies for every generation. Whether you’re a millennial, a Gen-Xer, or a baby boomer, Allison offers tips and strategies around...
Do news headlines have you worried about the long-term future of the US dollar? If so, Pure’s Executive Vice President & Chief Investment Officer Brian Perry, CFP®, CFA, AIF®, will help explain the vital role the US dollar plays in the global financial system and discuss how dominant its position is relative to other currencies....
2023
You spent your life preparing and saving for your retirement, do you have a retirement vision to enjoy it? It’s best to detail out what your day-to-day will look like and have a retirement lifestyle plan that can go along with your financial plan. Pure’s Financial Planner, Joe Sanchez, CFP®, AIF®, helps you prepare for...
2023
More Educational Videos
While no one knows what the future holds, there are ways you can prepare for life’s uncertainties during retirement to try to limit how blind spots impact your savings. Pure’s Associate Advisor, Alex Valles, CFP®, covers the top three: healthcare, inflation, and taxes. FREE GUIDE | Retirement Blind Spot Guide Transcript On your road to […]
When in retirement, your priority will likely shift from earning on investments to safeguarding and preserving your savings. Pure’s Financial Planner, Annie Chen, CFP®, AIF®, points out potential withdrawal trapdoors you may stumble into during retirement. FREE GUIDE | Withdrawal Strategy Guide Transcript Once you’ve transitioned into retirement, it’s less about what you can earn […]
Should investors worry about regional banks? Will the Federal Reserve finally tame inflation, and is a recession looming? What’s next for stocks and bonds? Pure Financial Advisors’ Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA® charter, AIF® addresses these questions as he discusses Q1 market volatility and the outlook for Q2 and […]
It’s important to take action and get your estate plan in order. Pure’s Financial Planner, Peter Stokes, CFP®, AIF®, covers the key considerations you or your parents should discuss before deciding what legal documents to obtain: Document assets and approximate value Determine who gets assets Determine who will manage assets Determine who will be responsible […]
Deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young children as well as helping your heirs from overpaying on taxes. Pure’s Financial Planner, Dean Heimbach, CFP®, AIF®, covers four key steps to get you started on your estate plan: […]
Are you protecting your life legacy and keeping the money in your family? Both a will and a trust do two things: they both distribute property out in an orderly way and allow you to amend it over your lifetime, but that’s where the similarities end. Pure’s Senior Financial Planner, Bryan Ross, CFP®, AIF® explains […]
A tax time bomb could be awaiting you in retirement unless you implement strategies now to defuse it. Understand how strategies like Roth conversions, tax loss harvesting, net unrealized appreciation, donor-advised funds and more can help you reduce your tax liability as you plan for a successful retirement. Plus, learn how recent tax legislation called […]
The tax deadline (April 18) is quickly approaching and it’s that time of year to prepare for your tax return. Pure’s Financial Planner, Scott Huband, CFP®, AIF®, takes you through a quick checklist to make sure you have all the right documents and deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript Tax season is […]
Johnson Andrews, CFP®, AIF®, Financial Planner, Irvine, covers three tax saving strategies: Employer Match 401k plans: The Triple Bonus Charitable Giving: Donor Advised Fund & QCD’s Start Your Own Gig Business: Tons of Deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript 1. Employer Match 401k Plans In a traditional plan, when you contribute a […]
Pure’s Associate Advisor, Garrett Bradbury, CFP®, prepares you to file your federal income tax return with these filing tips to avoid delays, offer tax saving strategies, and maximize your refund. FREE GUIDE | 2023 Tax Planning Guide Transcript Get ready for the 2023 tax season! True, filing isn’t due until April 18th (May 15* for […]
The SECURE Act 2.0 of 2022 contains over 100 retirement and tax-related provisions that may affect you and your financial plan for the future. Schedule your Tax Reduction Analysis now! In this webinar, Pure Financial Advisors’ Tax Planning Manager, Amanda Cook, CPA, JD reviews some of the most immediate changes that will impact your retirement […]
Do you understand the differences between a Traditional IRA and a Roth IRA? Pure’s Financial Planner, Nick Rose, CFP®, breaks down the tax benefits, contribution limits, and phase out ranges for both IRAs to help you determine what option might be best for your financial situation. FREE GUIDE | The Ultimate IRA Guide Transcript If […]
