Recent Educational Videos
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...
2025
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...
2025
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...
2025
More Educational Videos
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 […]
Taxes can be one of the most significant expenses you’ll face over your lifetime. Maximizing your savings and keeping more of your hard-earned money during retirement is essential for long-term financial security. Pure’s Financial Advisor, Alexandra Swanson, CFP®, shares tax-saving strategies to help you build a more secure future. She discusses: Transfer assets to tax […]
Did you know that your Social Security benefits could be taxed? If not, Pure’s Financial Advisor, Ian Barr, CFP®, breaks down how Social Security is taxed and what it means for you. Understanding the impact of these taxes on your benefits is crucial for maintaining your overall retirement income and financial health. Transcript Picture this: […]
Now that you’ve retired, you’re transitioning from saving to spending. However, taxes remain one of the largest expenses so smart tax management is essential for preserving your wealth. Pure’s Financial Advisor, Maxwell Hacker, CFP®, AIF®, provides guidance on tax strategies designed to help you keep more of your hard-earned money. He discusses: Understand different accounts […]
Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, provides insight into key risks of retirement and how to manage them. Outline 00:00 Intro 1:26 Why is Risk Management so Important? 3:35 Types of Risk Management 20:20 Risk Management Strategies 24:25 Asset Allocation 26:44 Diversification 28:09 Tax Diversification 35:37 Risk Management Process 36:07 Retirement Risk Zone: […]
Securing a more stable financial future involves several key components, including tax projections, investing, and insurance. Pure’s Financial Advisor, Brennon Bowen, CFP®, AIF®, explores the crucial role insurance plays in protecting both you and your financial well-being, ensuring long-term stability and peace of mind. Transcript Today, I want to talk to you about something that […]
Careful planning during the Retirement Risk Zone is critical for a healthy financial future. Pure’s Financial Advisor, Jeff Wille, CFP®, AIF®, describes what the Retirement Risk Zone is, why it matters, and what you can do to protect your hard-earned savings during this crucial stage. Transcript When it comes to retirement planning, many people focus […]
Retirement brings many opportunities, but it also comes with financial risks. Pure’s Financial Advisor, David Kleinman, CFP®, AIF®, shares expert strategies to help you manage these risks and achieve a more secure, comfortable retirement. You will learn about: Longevity risk Death of a spouse Economic factors Inflation and increased spending Transcript Picture this: You’ve worked […]
