Recent Educational Videos
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...
2019
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...
2019
Financial Educator Jason Thomas, CFP® from Pure Financial Advisors explains fixed indexed annuities and some of their advantages and disadvantages. Transcript: So what is a fixed indexed annuity? A fixed indexed annuity, a.k.a. an indexed annuity, is a type of annuity contract that has a...
2019
More Educational Videos
There are so many rules around claiming Social Security benefits that it’s easy to make a mistake. In this video, Kyle Stacey, CFP® from Pure Financial Advisors shares the two biggest Social Security claiming mistakes he sees – and how avoiding them can help you maximize your Social Security benefits. Transcript: So, when it comes […]
So you want to have a baby but don’t know if you can afford it? In this video, Amy Cattelino, CFP® from Pure Financial Advisors talks about the costs involved in raising a child from birth through age 17. Transcript: Can I afford to have a baby? What an exciting conversation to have! Of course, […]
Jason Thomas, CFP® is a financial educator with Pure Financial Advisors. In this video, Jason explains the purpose of Real Estate Investment Trusts (REITs) in an investment portfolio, the different types of REITs, and issues to consider before investing in REITs. Transcript: So how do REITs work? Like mutual funds or other pooled investments, REITs […]
How do you get started building your own financial plan? Ross Hansen, 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 of the questions we get a lot is how do […]
Pure Financial Advisors’ Robert Canavan, CFP® explains the rationale behind deciding how many stocks you should own in your investment portfolio. As with so many financial questions, “it depends.” Transcript: Today, I’m going to answer an age-old question has dogged investors for decades. How many stocks should I have in my portfolio? The truth is, […]
On Friday, March 22, 2019, part of the yield curve for Treasury bonds inverted. An inverted yield curve is considered an indicator of an impending recession. What should investors do now? Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® explains. Listen to the Your Money, Your Wealth® podcast episode on The Secret to Defeating Ingrained […]
Variable Annuities can be complex and may be difficult to understand. What is annuity and why are some annuities variable? Pure Financial Advisors’ Financial Educator, Jason Thomas, CFP® breaks down what variable annuities are and what you should be aware of. Concerns With Variable Annuities: -Contract Fees -Surrender Charges -Mortality and Expense (“M&E”) -Rider Chargers […]
Financial Educator Scott Huband, CFP® covers when the open enrollment period for Medicare opens and what exactly that means for you. Medicare’s open enrollment period runs from October 15 – December 7. In that period of time, you can make changes to your healthcare coverage. You can also add, drop, or make changes to your […]
Why is your financial advisor, custodian or brokerage firm asking you for a “trusted contact person?” In this video, Matt Horsley, CFP® of Pure Financial Advisors explains what a trusted contact person is and how Pure Financial is helping to safeguard our clients’ finances. Transcript: Recently your financial advisor may have asked you to complete […]
While fewer people are going to pay the Alternative Minimum Tax going forward after the tax legislation took effect in 2018, there are a few situations that might make you want to take a look at your alternative minimum tax liability. But, what is the Alternative Minimum Tax? In this video, Pure Financial Advisors’ Financial […]
Are you self-employed? Do you know the top plans you should be using to generate more retirement income? Pure Financial Advisors Financial Planner Allison Alley, CFP® outlines the best retirement plan options for the self-employed. Transcript: We often get the question asking us, “what’s the best retirement plan if I’m self-employed?” Well, that’s hard to say. […]
There are plenty of rules around taking required minimum distributions from your retirement accounts beginning at age 70 1/2, but how do you actually take the money each year? In this video, Senior Financial Planner Matt Balderston, CFP® explains your options. Transcript: So a question I often face with my clients is how to take […]
