Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes to avoid.
Viewers will learn…
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...
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...
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...
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