Recent Educational Videos
Medicare planning is a crucial aspect of retirement preparation, yet the cost of healthcare is often one of the most overlooked or underestimated factors. To help you navigate this essential part of your retirement strategy, Pure’s Senior Financial Advisor, Peter Keller, CFP®, AIF®, addresses the top questions about Medicare, helping you find the best healthcare...
2024
As healthcare costs are anticipated to be a major part of retirement expenses for Americans, securing the right coverage to meet your specific needs is crucial. Pure’s Senior Financial Advisor, Joe Schweiger, CFP®, AIF®, describes the details of Medigap to help you navigate your available options. FREE GUIDE | Medicare Checkup Guide Transcript According to...
2024
Medicare Part B is a crucial part of your healthcare coverage as you enter retirement, covering the costs of essential medical services. Pure’s Senior Financial Advisor, Phillip Chinothai, CFP®, AIF®, simplifies this aspect of Medicare, helping you plan for your healthcare needs in retirement. He discusses: Eligibility requirements Costs How to Use Medicare Part B...
2024
More Educational Videos
Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, provides a comprehensive overview of Social Security, addressing common questions about spousal and divorced spousal benefits, as well as other unique individual situations. Outline 00:00 Intro 1:20 The Importance of Understanding Social Security Benefits 1:40 Benefit Factors 3:15 4 Important Changes to Social Security 6:44 Calculating Benefits […]
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 […]
Since Social Security is a primary benefit for most, it’s essential to develop a well-thought out claiming strategy. Consider all potential income, expenses, and tactics to improve your chances of achieving your financial goals. Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, explains the impact of Social Security taxes and how they might affect you. He […]
Social Security is a benefit many people eagerly anticipate after retirement. However, safeguarding yourself against related scams is crucial. Pure’s Senior Financial Advisor, Matt Balderston, CFP®, AIF®, outlines common warning signs and the tactics scammers employ to help you protect your finances. FREE GUIDE | Social Security Handbook Transcript Today we’re going to discuss Social […]
What is equity compensation? Learn about restricted stock units (RSU), non-qualified stock options (NQSO), incentive stock options (ISO), employee stock purchase plans (ESPP) and more in this webinar with financial advisor Ian Barr, CFP®, MBA from Pure Financial Advisors. Ian explains time-based vesting, performance-based vesting, tax treatment, the life cycle, and benefits of the various […]
Employee Stock Purchase Plans (ESPPs) allow employees to buy company stock at a discount, fostering ownership and aligning interests with company performance. Pure’s Financial Advisor, Ian Barr, CFP®, helps you understand ESPPs’ mechanics, benefits, and key considerations so employees can maximize this benefit and manage their financial well-being. You will learn: Company stock discounts Tax […]
Restricted Stock Units (RSUs) are a popular form of equity-based compensation where employees receive company stock as part of their pay. Pure’s Financial Advisor, Ian Barr, CFP®, discusses RSUs’ terms and tax implications to help employees make informed financial decisions. FREE GUIDE | Retirement Readiness Guide Transcript RSUs have become a popular way to compensate […]
Is your company offering Non-Qualified Stock Options (NQSOs) and you find them confusing? Pure’s Financial Advisor, Annie Chen, CFP®, AIF® guides you through the basics, definitions, and tax implications of NQSOs, helping you better understand and leverage this valuable employee stock benefit. FREE GUIDE | Retirement Readiness Guide Transcript Stock options are when a company […]
Investing in real estate is a strategy for generating passive income and achieving long-term property appreciation. It provides a means of diversifying your portfolio, with various options available for both beginner and experienced investors. Pure’s Senior Financial Advisor Bryan Ross, CFP®, AIF®, outlines five essential steps to help you get started on your real estate […]
Attorney Nicole Y. Newman specializes in estate planning, dedicating her practice to guiding clients through the complex and often confusing process of balancing family protection, wealth preservation, and family values. In this webinar, you will learn how to avoid 10 common estate planning mistakes to protect your assets and legacy. Outline 00:00 – Intro 0:31 […]
Many people are seeking additional income streams beyond their nine-to-five jobs. Alternative sources of income can help you earn extra money, pursue a passion, or even start a new business. Pure’s Financial Advisor, Johnson Andrews, CFP®, AIF®, explores various side gig options to find what best fits your interests, budget, and available time. FREE GUIDE […]
Have you considered owning a small business? If so, then creating an S-Corporation might be the choice for you. Pure’s Senior Financial Advisor, Thomas Vance, CFP®, AIF®, offers insights on becoming your own boss, detailing the tax implications, deductions, and retirement benefits associated with S-Corps. FREE GUIDE | 10 Tips for Real Estate Investors Transcript […]
