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Educational Videos

“An investment in knowledge pays the best interest.” – Benjamin Franklin

 

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More Educational Videos

Social Security: Past, Present, and Future

Approximately 97% of older Americans (ages 60 to 89) are either receiving Social Security benefits or will receive them in their lifetime1. Given this substantial percentage, Pure’s Senior Financial Advisor, Nate Ritchison, CFP®, AIF®, examines the history of Social Security, its current usage, and its future implications and impacts on Americans. You will learn: History […]

19
AUG
2024
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Social Security: Spousal and Survivor Benefits

Explore strategies for maximizing your Social Security payments based on your situation, whether you’re married, have children, or are eligible for survivor benefits.  Pure’s Financial Planner, Maxwell Hacker, CFP®, reviews potential benefits providing insights into retirement planning and preparing for unforeseen circumstances. He’ll cover: Benefits for Your Spouse Benefits for Your Children Survivor Benefits FREE […]

14
AUG
2023
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Social Security: When to Take Benefits?

Planning for retirement is a crucial part of securing your financial future. Deciding the ideal age to start receiving Social Security can affect the monthly benefit you will receive for the rest of your life and may affect protection for your survivors. Pure’s Financial Planner, Rachel Füss, CFP®, AIF®, will guide you through strategies to […]

07
AUG
2023
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SEASON 8, EPISODE 4

Max Out Your Social Security Benefits

There is one decision you can make that can be the difference in tens of thousands, even hundreds of thousands of dollars for you in retirement. Do you know what it is? How and when you claim your Social Security benefits is a critical choice that many people are not even aware that they have […]

27
MAR
2022
WATCH NOW
SEASON 7, EPISODE 5

Boost Your Benefits: Make the Most of Your Social Security

What if you could get a 32% boost in your Social Security benefits? You have the power to maximize the amount of your monthly Social Security check in retirement. The choices you make regarding your Social Security could be the difference in the lifestyle you are able to live during your golden years. Do you […]

16
MAY
2021
WATCH NOW
SEASON 6, EPISODE 7

Avoid Social Security Letdown

Do you know how much your Social Security benefits are expected to be? For many people, Social Security makes up a significant amount of their income in retirement but they don’t factor in how much they expect to receive when they are setting up and executing their financial planning goals. Financial professionals Joe Anderson and […]

23
AUG
2020
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Ask The Experts: Social Security Secrets

Thinking of working in retirement, but you are worried about paying too much in income taxes? Maybe you are not sure about the best time to claim your Social Security benefits. We ask the experts. Financial professionals Joe Anderson and Alan Clopine break down some valuable Social Security secrets that can help put more money […]

16
OCT
2019
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Ask The Experts: Avoid a Retirement TKO with Social Security

Deciding when to claim your social security benefits can have a big impact on the cash flow you have in retirement. If you delay claiming your social security benefits until you are 70 years old it could mean the difference in thousands of dollars in your pocket over your retirement years. So, how do you […]

25
SEP
2019
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Social Security Secrets: How & When To Claim Your Benefits

The Social Security system is governed by almost 3,000 core rules and thousands upon thousands of additional supplements in its program operating manual. So it should come as no surprise that there is tremendous confusion when it comes to when and how you should claim your Social Security benefits. Yet, those decisions can mean the […]

28
JUN
2019
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Social Security Secrets: Claiming Benefits For Married Couples to Divorcees

Almost 70% of people will look to their Social Security benefits to provide their primary income in retirement, but many people don’t know what benefits they are entitled to or the best way to claim them. Financial professionals Joe Anderson and Alan Clopine reveal Social Security secrets for people looking to retire who are single, […]

26
JUN
2019
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Social Security Secrets: How To Maximize Your Benefits

Each day 10,000 Baby Boomers are reaching retirement age, but most don’t know how to best claim their Social Security benefits. Do you know how to maximize your benefits? How and when you claim your benefits over your retirement years can have a big impact on how much money you ultimately receive. Financial professionals Joe […]

24
JUN
2019
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What Are the Two Biggest Mistakes When Claiming Social Security?

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 […]

22
APR
2019
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