ABOUT HOSTS
Joe Anderson
Joseph Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

David Cook
David Cook
ABOUT David

David Cook is a Senior Financial Advisor for Pure Financial Advisors. David uses his deep knowledge of financial markets and planning strategies, along with his passion for helping people, to assist his clients in achieving success and comfort in their financial lives. While working with clients to navigate some of the most difficult financial landscapes [...]

The Social Security landscape changed dramatically last year when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new Social Security rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies. Join Joe Anderson, CFP® and David Cook, CFP® for a one-hour webinar to learn how the recent changes may affect you.

Viewers will learn…

  • Who is eligible for Social Security
  • How your benefit is calculated and taxed
  • When to take your benefits
  • How to maximize your benefits
  • New rules and changes to the Social Security landscape
  • Common Social Security mistakes to avoid

Cybersecurity Risks in Online Trading

Vigilance is your strongest defense against potential threats in online trading. By staying informed and proactive, you safeguard your investments and contribute to a safer digital trading environment for everyone. Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, highlights common online attacks that could jeopardize your financial future and offers practical strategies to protect yourself...

18
NOV
2024
David Cook
David Cook

Top 2024 Scams

Spotting a scam as soon as you receive it is crucial to protecting yourself from financial harm. Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, AIF® highlights some of the most common 2024 scams that put people at risk. By recognizing these warning signs, you can safeguard your financial well-being and prevent potential losses. Transcript Scams...

04
NOV
2024
Bill Hodapp
Bill Hodapp

How to Avoid Scams | Financial Tip

Scammers use tactics to infiltrate our lives, often targeting our financial security in increasingly sophisticated ways. Pure’s Financial Advisor, Kamel Miqdadi, CFP® identifies common scams and shares strategies to help avoid them. Transcript Seems like scams are everywhere these days: phone calls, texting, emails. So how can you avoid getting scammed? Well, before we can...

04
NOV
2024
Kamel Miqdadi
Kamel Miqdadi

Elections and the Markets

Election years can be stressful, as shifts in political leadership have the potential to impact our future. It’s natural to feel anxious or uncertain during these times. To help navigate this, Pure’s Senior Financial Advisor, Amy Cattelino CFP®, AIF® analyzes historical market trends during election cycles to better understand how to prepare and make informed...

21
OCT
2024
Amy Cattelino
Amy Cattelino
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