Recent Educational Videos
No matter what stage of life you’re in, certain milestones can indicate meaningful financial changes to consider. Pure’s Principal, Marc Horner, CFP®, shows us how financial planning evolves across those milestones and why adjusting your plan along the way matters. Transcript Financial planning isn’t about predicting every detail of your future. It’s about...
2026
Pure’s Senior Financial Advisor, Taylor Rios, CFP®, shares five smart steps you can take now to prepare for long-term care and help safeguard your family’s future. Transcript Long-term care planning isn’t just about protecting your assets; it’s about protecting those closest to you. According to an AARP report, one in five adults in the U.S....
2026
Pure’s Financial Advisor, Blaine Thiederman, CFP®, breaks down the true cost of long-term care and why planning early can help protect your independence, your future, and your peace of mind. Transcript When people think about long-term care, they often picture something far off in the future or something that only happens to other families. But...
2026
More Educational Videos
Pure’s Principal, Marc Horner, CFP®, provides insight into how to get your finances in order. Outline: 00:00 Welcome and Introduction 00:57 Financial Goals Through Life Stages 01:58 Budgeting and Spending Habits 07:07 Managing Debt Strategically 09:53 Emergency Funds and Bear Market Protection 15:40 Tax Planning and The Tax Triangle 19:49 Portfolio Consolidation and 401k Matches 31:52 […]
As you review your savings goals in 2026, it’s helpful to know where you stand. Pure’s Principal, Marc Horner, CFP®, outlines savings benchmarks by age to provide a clear perspective to help you stay on track with your retirement savings goals. Transcript By the time the ball drops on 2026, most people will be thousands […]
Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, shares realistic financial habits that inspire momentum, reduce financial blind spots, and build meaningful progress toward your goals in the new year and beyond. Transcript If your wallet had a fitness tracker, what would it say about your habits? As we step into 2026, many of us […]
Pure’s Senior Financial Advisor, Joe Schweiger, CFP®, AIF®, explores budgeting through a financially fit mindset, emphasizing consistency and practicality when building a resilient budget for the new year. Transcript January is the time for setting fitness goals, but if your finances stepped on the scale today, what shape would they be in? If you think […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA, provide you updates on the economy and financial markets, as well as insight into what the new year might hold. Outline: 00:00 Welcome and Introduction 00:35 Recap of 2025 Financial Markets 02:28 Key Takeaways […]
When it comes to setting up your adult children for long-term success, a vital cornerstone is providing them with critical financial knowledge. Pure’s Principal, Marc Horner, CFP®, shares practical ways you can prepare your children to build a solid financial foundation. Transcript As a financial planner, a common question I hear from parents is: ‘How […]
Pure’s Senior Financial Advisor, Michael Chipperfield, CFP®, AIF®, provides six critical considerations for growing families who want to establish a stronger financial foundation. Transcript Here’s a jaw-dropping stat: it now costs over $300,000 on average to raise a child in the U.S. over 18 years.1 If you’re just becoming a parent or expecting, you’re entering […]
Pure’s Associate Advisor, Joesph Hodapp, CFP®, AIF®, reveals how compound interest can strategically leverages returns to make your money work for you. Transcript Have you ever heard the phrase, “Let your money work for you”? That’s exactly what compound interest is all about — your money earning money, and then those earnings generating even more […]
Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, walks you through the tax-saving opportunities available to you. Learn strategies that can make a meaningful difference come tax time. Outline 00:00 Intro 00:43 Important deadlines 2:02 Tax terms 5:48 One Big Beautiful Bill Act (OBBBA) 9:32 Standard Deductions 12:20 Tax bracket example 12:45 Q&A Can you […]
Are you prepared with your year-end financial checklist to make the most of the new tax laws as 2025 comes to a close? Pure’s Director of Tax, Amanda Cook, CPA, CFP®, shares key updates and practical tips to help you stay ahead in your 2026 tax planning. Transcript It’s hard to believe that 2025 is […]
Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, explores the complexities of Social Security and how your decisions can impact your long-term financial future. Discover key strategies to help you make the most of your benefits. Outline 00:00 Introduction 4:52 Important Changes to Social Security in 2025 6:47 Rules of Social Security Benefits 9:52 Expected […]
As 2025 draws to a close, it’s the perfect time to start preparing for tax season. Too often, people reach April 15th only to face an unexpected tax bill or realize they missed opportunities to save. Pure’s Tax Planner, Frank Haney, CPA, shares smart year-end strategies designed to help you minimize your tax liability and […]
