ABOUT HOSTS

Joe Schweiger
ABOUT Joe

Joe is a CERTIFIED FINANCIAL PLANNER™ professional who has been with Pure Financial Advisors since 2018. As an Associate Advisor for the firm, Joe works with clients to develop, implement, and monitor financial planning strategies that are tailored for their specific goals and objectives. Joe is passionate about educating clients in areas such as retirement [...]

Passive income is a great supplemental income for individuals to enhance their lifestyle both while working and in retirement. Joe Schweiger, Associate Advisor CFP®, AIF® explains the difference between passive and active income, the tax benefits, examples of passive income, and how it may fit in your overall retirement plan.

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IMPORTANT DISCLOSURES:

• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.

• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.

• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.

• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.

AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.