Recent Educational Videos
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...
2025
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...
2025
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...
2025
More Educational Videos
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 […]
Pure’s Tax Planner, Juliana Fulop, breaks down how the One Big Beautiful Bill Act could impact your taxes and what steps you can take now to prepare. She also shares key insights to help you make informed financial decisions before year-end. Transcript Big changes may be coming to your federal tax return starting in the […]
Are you wondering how to make the most of your Social Security benefits in retirement? Pure’s Principal, Marc Horner, CFP®, shares nine smart strategies to help you keep more money in your pocket. Learn how the right approach today can help secure your financial freedom tomorrow. Transcript Social Security. It’s like that one friend who […]
Scammers are getting more sophisticated, and Social Security fraud often puts older adults at risk. Pure’s Financial Advisor, John Burkhardt, CFP® shares the top five scams to watch for and how to protect yourself. Transcript We’ve all heard the expression, hook line and sinker and all too often it sounds like we’re the catch! Seems […]
Are you curious about how the One Big Beautiful Bill Act may affect the taxes on your Social Security benefits? Pure Senior Financial Advisor, Amy Cattelino, CFP®, AIF®, breaks down the recent changes and explains what they could mean for you. Transcript There’s a lot of information out recently about Social Security and the recent […]
Robert Dow, owner of The Dow Agency, and Lisa Velasco, Medicare Manager at The Dow Agency, review the basics of Medicare including its parts, enrollment, and costs. Outline 00:00 What is Medicare? 1:00 Who can get Medicare? 3:37 Medicare while still working 4:26 What does Medicare cover? 16:38 Standardized Medicare Supplement Plans 18:55 Medicare coverage […]
Healthcare can be confusing, and Medicare can feel even more overwhelming. If you’re nearing retirement, do you know how to bridge the coverage gap as you move from employee to retiree? Pure’s Principal, Marc Horner, CFP®, reviews four key options to help you make a smooth transition. He discusses: COBRA Spouse’s plan ACA Marketplace Private plans […]
Does Medicare feel confusing? To help you approach enrollment with clarity and confidence, Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, CPA, AIF®, breaks down Medicare eligibility, coverage options, costs, and the steps to sign up. Transcript Are you wondering when Medicare starts, how it works, what it covers and the costs? Do you need a […]
A Health Savings Account (HSA) is a tax-advantaged account designed to help you save and pay for medical expenses. Pure’s Associate Advisor, Kyle Farmer, CFP®, AIF®, explains the key benefits of an HSA and how it can support your long-term health care needs and potentially improve your overall retirement strategy. Transcript What if I told […]
Pure’s Senior Financial Advisor, Allison Alley, CFP®, MSBA, AIF® helps you define your unique retirement vision. Outline 00:00 Intro 00:37 Retirement Expectation vs Reality 1:46 Gap Between Work and Retirement 3:48 Find Purpose in Retirement 7:50 Stay socially engaged 10:27 Sharing what you know 15:46 Q&A I may not be watching TV a lot, but […]
Retirement is a time to enjoy the things that matter most, whether that’s exploring new places or creating lasting memories with loved ones. Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, shares how thoughtful planning can help you build a fulfilling retirement filled with purpose, joy, and adventure. He discusses: Estimate the costs of retirement Establish […]
When you think about retirement, what’s the first thing that comes to mind? For many, travel tops the list, it’s a chance to explore the world in ways they couldn’t while working or raising a family. Pure’s Principal, Marc Horner, CFP®, shares simple tips to help you save on travel, so you can enjoy meaningful […]
