Recent Educational Videos
Financial freedom is a goal many strive for, yet few truly achieve. Pure’s Senior Financial Advisor, Kendle Smith, CFP®, AIF®, highlights a valuable resource to help you get started: our Financial Blueprint calculator. This online tool analyzes your cash flow, investments, and retirement savings to assess your potential for long-term financial success. Transcript Financial Freedom...
2025
What does it take to be financially successful? Pure’s Senior Financial Advisor, Matt Balderston, CFP®, AIF®, breaks down the essential—yet often overlooked—principles that can help you make smarter financial decisions for a better future for you and your loved ones. Transcript One of our primary responsibilities here at Pure is to help people make smart...
2025
Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, provides insight on how to ensure your portfolio and retirement accounts are on track to meet your financial goals. Outline 00:00 Intro 1:20 Examine your budget 3:35 Creating a Budget 6:18 Review and manage debt 7:37 Short- and long-term goals 9:45 Reassess cash flow 12:16 Portfolio review 16:30...
2025
More Educational Videos
We’re halfway through the year, making June the perfect time for a mid-year financial checkup. Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six key steps to help you stay on track with your financial goals. Taking a moment to reassess now can help you make meaningful progress in the future. She discusses: Budgeting […]
Do you know if your investments are on track to support you throughout retirement? Regularly assessing your investment portfolio is essential to staying aligned with your long-term goals. Pure’s Financial Advisor, Robert Lucente, CFP®, outlines a simple four-step process to ensure your investment plan stays in sync with your financial goals. Transcript Whether you’re a […]
Retiring with confidence is a goal for many—but how can you be sure you’re on the right track? Pure’s Senior Financial Advisor, Sumit Mehta, CFP®, AIF®, offers practical strategies to strengthen your retirement plan—no matter your stage of life. Start making informed choices today to help secure the financial future you envision for tomorrow. He […]
Estate planning is a crucial—yet often overlooked—part of financial planning. It serves as a roadmap for what happens to your assets and healthcare decisions if you’re unable to make them yourself. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, breaks down the basics of estate planning and explains why it’s essential for protecting both you […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA, AIF®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA, provide updates on tariffs, the economy, and financial markets, as well as insight into what might come next. Outline 00:00 Intro 00:36 What are Tariffs and Why do We Care? 3:20 How […]
Only 33% of U.S. adults have created estate planning documents1. While it’s understandable that estate planning can feel uncomfortable to think about—and even harder to discuss—it’s something you shouldn’t delay. Estate planning isn’t just for the wealthy or the elderly, it’s essential for everyone. Pure’s Senior Financial Advisor, Phillip Chinothai, CFP®, AIF®, outlines three key […]
You don’t need to be wealthy to need an estate plan. It’s simply a blueprint to ensure your wishes are followed if you pass away or become unable to make decisions. Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF®, shares key reasons to create an estate plan—and how it can help you avoid future issues […]
Are you confident in your ability to make informed financial decisions for yourself and your family? April is Financial Literacy Month, a time dedicated to helping individuals build a strong financial foundation, no matter what stage of life they’re in. Pure’s Chief Financial Planning Officer, Susan Brandeis, CFP®, highlights the essential areas of financial literacy […]
Pure’s President and CEO, Joe Anderson, CFP®, AIF®, and Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF® provide insight into recent events and discuss strategies for navigating volatile markets. Outline 00:00 Intro 1:12 Tariffs: Who Wins a Trade War? 2:56 Markets have done fine under most Presidents 5:03 S&P 500 […]
Financial literacy is key to making informed decisions about money management. Pure’s Associate Advisor, Joe Schaaf, CFP®, AIF®, shares expert tips to enhance your financial skills in budgeting, retirement planning, and beyond. Transcript You might be wondering: What exactly is financial literacy? Financial literacy is the ability to understand and use financial knowledge to make […]
Financial education is vital at every stage of life, from early budgeting to retirement planning. No matter where you are on your financial journey, there’s always an opportunity to invest in your financial well-being. Pure’s Incoming Financial Advisor, Alexandra Bellini, CFP®, shares simple tips to enhance your financial literacy. She discusses: Creating a budget Saving […]
Pure’s Tax Planning Manager, Amanda Cook, CPA, Esq, teaches how to take advantage of tax-saving opportunities available to you. Outline 00:00 Intro 1:04 Tax Terms 5:45 Tax Deduction vs Tax Credit Example 8:38 2025 Taxable Income Rates 10:19 2025 Capital Gain Rates 10:43 Tax Cuts and Jobs Act Set to Expire: Changes in 2026? 15:00 […]
