Recent Educational Videos
Estate planning is crucial for ensuring your assets and wishes are honored after you’re gone. Avoiding common mistakes is essential to protect your assets and retirement plans. Pure’s Associate Advisor, Patrick Robinson, CFP®, shares four key errors to watch out for. Not Having an Estate Plan Doing It Yourself Not Appointing the Right Trustee and...
Your estate includes your valuable possessions and crafting a well-defined estate plan is crucial for preserving your legacy and ensuring your family’s financial security. Whether you’re initiating an estate plan or revising an existing one, Pure’s Financial Advisor, Joe Sanchez, CFP®, AIF®, leads you through each step, so you can navigate the process with assurance...
In April, we celebrate Financial Literacy Month, emphasizing the vital role of financial education for everyone of all ages. Pure’s team of financial professionals recently participated in a one-day visit to the Junior Achievement of San Diego County, a non-profit dedicated to empowering youth to take charge of their future success. Transcript Pure Financial Advisors...
More Educational Videos
Can financial markets continue to rise despite inflation and recession concerns? How does a globally diversified portfolio stack up against the Magnificent Seven of Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Google (GOOG), Tesla (TSLA), Apple (AAPL) and Meta (META)? Does global investing still make sense? What impact will the 2024 presidential election have on your […]
Have you wondered about the acronyms that come after a financial professional’s name? Pure’s Financial Advisor, Alex Valles, CFP®, AIF®, not only deciphers but clarifies two prevalent designations – CFP® mark and AIF® – shedding light on their important role in selecting an advisor you can trust. FREE GUIDE | Investing Basics Guide Transcript Today, […]
Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned […]
Learn from Pure Financial’s Tax Planning Manager Amanda Cook, CPA, Esq., how Roth conversions, tax loss harvesting, tax gain harvesting, the Backdoor Roth IRA, net unrealized appreciation, and charitable giving strategies such as a donor-advised fund can help you reduce your tax liability, and which of these strategies fit your specific needs and goals. Outline […]
An S corporation, also known as a S subchapter, is one type of legal business structure common among small businesses. For self-employed individuals, the benefits of S Corps lie in their advantageous tax benefits but navigating through regulations can be challenging. To assist in this, Pure’s Tax Planner, Joey Bailey, CFP®, CPA, offers four tips […]
With tax season around the corner, you’re bound to stumble upon misconceptions about tax laws. Pure’s Financial Advisor, Kamel Miqdadi, CFP®, debunks those common myths and help streamline your filing process. FREE GUIDE | 2024 Tax Planning Guide Transcript It’s that time of the year when you start hearing conflicting things from friends, family, and […]
When it comes to taxes, planning ahead is key, it’s a year-round commitment that ties into your retirement vision. Pure’s Financial Advisor, Ryan Miiller, CFP®, AIF®, analyzes the newest tax updates for 2024 and show you how they fit into your personal financial journey. FREE GUIDE | 2024 Tax Planning Guide Transcript For the first […]
Is the Federal Reserve about to start cutting interest rates? Can the Magnificent Seven continue driving stock markets higher? Will domestic or international politics sink the markets? In this webinar, Pure Financial Advisors’ Executive Vice President and Chief Investment Officer, Brian Perry, CFP®, CFA, provides a master class on the state of the financial markets, […]
Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03 […]
Turning your ideal retirement into reality requires a strategic approach. Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF®, introduces the concept of SMART retirement goals to lay the groundwork for optimizing your savings. FREE GUIDE | Retirement Readiness Guide Transcript Let’s jump into the important topic of setting SMART retirement goals. Retirement isn’t just a […]
We understand the concerns that come with retirement, particularly the fear of running out of money, can keep you up at night. Pure’s Financial Planner, Kyle Stacey, CFP®, AIF®, provides practical strategies to navigate inflation and the rising cost of living. His aim is to help you thrive, not just survive, in retirement. He discusses: […]