Recent Educational Videos
What does it mean to have a step-up in cost basis on an appreciated asset? (An appreciated asset could be a stock, bond, mutual fund, etc. that has gone up in value) For estate planning purposes, how is the gain on the asset taxed for...
When it comes to deciding if you should buy bonds in your investment portfolio in 2020, we could talk about the economy, the political environment, the supply of new bonds, and whether or not that will cause interest rates to go up and down. But...
Is a fixed annuity or a variable annuity a good investment for generating a retirement income stream? In this video, Matt Horsley, CFP®, Senior Financial Planner with Pure Financial Advisors, explores the pros and cons of investing in annuities in retirement as a part of...
More Educational Videos
Senior Financial Planner Nate Ritchison, CFP® outlines some of the advantages of investing in real estate in retirement, and he briefly touches on the direct and indirect methods for using rental real estate as a part of your retirement income strategy. Transcript: Today we’re going to discuss whether investing in real estate should be part […]
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 variable annuities: Transcript: So what’s the truth about variable annuities? […]
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 of the questions we get quite a bit is where […]
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 with each other. So asset allocation is going to be […]
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 […]