Recent Educational Videos
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...
2019
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...
2019
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...
2019
More Educational Videos
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 […]
Saving for your own retirement or your kids’ college: which one should come first? In this video, Financial Educator Jason Thomas offers four reasons it’s important to save for your retirement before you put money away for your children’s college education. Transcript: So should I save for my own retirement or my kid’s college first? […]
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 […]
How will your beneficiaries be taxed when they receive an inheritance from you? In this video, Senior Financial Planner Allison Alley, CFP® outlines how different types of inherited assets are (or aren’t) taxed. Transcript: We recently got a question regarding how does the inheritance tax work. Well, there’s a few different things that go into […]
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 plan and for many investors, the answer may be yes. […]
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 be fairly obvious, but it’s the effect of death. For […]
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 performance based on a market index, rather than an established […]
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 […]
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, […]
