More Educational Videos
Susan Brandeis, CFP® explains the repercussions of not taking the required minimum distribution (RMD) from your individual retirement account. Transcription: Hi, I’m Susan Brandeis, CERTIFIED FINANCIAL PLANNER™ and Director of the Financial Planning Department here at Pure Financial, and this your Question of the Week. This week’s question is: is there a penalty for not taking […]
Matt Balderston, CFP® discusses how marriage affects your finances. It’s important to consider taxes, IRA & Roth contributions, employer/employee benefits, beneficiaries, Social Security benefits and inheritances once you get married. Transcription: “Hi, I’m Matt Balderston, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and this is the Question of the Week. This week’s question is about […]
Peter Keller answers your question of the week about collecting Social Security benefits on an ex-spouse’s record. What are the requirements and how do you collect the benefits? Transcription: Hi, my name is Peter Keller, I’m a Certified Financial Planner™ with Pure Financial Advisors; welcome to Question of the Week. This week’s question is: now […]
Robert McCullock, CFP® explains the difference between various employee retirement plans including a 401(k), 403(B) and 457 Plan.
Susan Brandeis, CFP® and Director of Financial Planning at Pure Financial shares how to withdraw from your retirement accounts early without the 10% penalty. There is a common confusion with the age 59 1/2 rule – several people believe you have to be 59 1/2 to withdraw from any retirement account. Susan clarifies that the account […]
Peter Keller, CFP® for Pure Financial Advisors, shares whether someone can access their retirement funds before age 59 1/2 without the 10% penalty. Transcription “Hi I’m Peter Keller and I’m a Certified Financial Planner™ with Pure Financial Advisors and welcome to your question of the week. The question of the week this week was ‘Do I […]
Jack Dugan, CFP® and Senior Investment Advisor for Pure Financial shares how to calculate how much money you need when you retire.
CFP® Matt Balderston takes you through the process of making sure you can sustain your ideal retirement lifestyle.
You have a retirement plan at work, but where should you be saving your money? Peter Keller, CFP® shares various employee retirement plans your work may provide and gives strategies on which plan you should be contributing to.
Joe Anderson, CFP® and President of Pure Financial Advisors explains what a Stretch IRA is and whether setting up a Stretch IRA is a good or bad strategy.
Michael Pash, CFP® explains the difference between a Roth IRA vs a traditional IRA, explaining how each type of retirement account works and how the accounts can benefit your retirement savings plan.