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Welcome to Our Blog

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Debt Ceiling & the Dollar

Do news headlines have you worried about the long-term future of the US dollar? If so, Pure’s Executive Vice President & Chief Investment Officer Brian Perry, CFP®, CFA, AIF®, will help explain the vital role the US dollar plays in the global financial system and discuss how dominant its position is relative to other currencies. […]

11
MAY
2023
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SEASON 8, EPISODE 5

Avoid Retirement Lotto: Crypto to ETFs – Volatile Markets

From the rise and fall of the individual stocks to get-rich-quick tales of crypto currencies – many people are looking for a short-term solution to a long-term planning problem… and playing the retirement lotto. Financial professionals Joe Anderson and Alan Clopine discuss ways to avoid the retirement lottery and they guide you through strategies for […]

24
APR
2022
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Investing in Cryptocurrency: Decentralized Finance and Blockchain Pros and Cons

Crypto for beginners: what should you consider before you do any cryptocurrency trading? Brian Perry, CFP®, AIF®, Executive Vice President and Chief Investment Officer at Pure Financial Advisors outlines the crypto pros and cons. Using the five-year returns of Bitcoin to illustrate the excessively high volatility of digital currencies, Brian discusses whether cryptocurrency effectively functions […]

14
APR
2022
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Spitballing Retirement and the Build Back Better Tax Proposal

Should those in the 35% tax bracket contribute to traditional 401(k) or Roth 401(k)? Should a self-employed cryptocurrency investor do Roth conversions or tax gain harvesting? Also, a retirement spitball for a couple, age 35, wanting to retire with $5M at age 60. Plus, do the SECURE Act rules for required minimum distributions (RMDs) apply when inheriting an inherited IRA? Finally, comments on some of the proposals in the latest version of the Build Back Better Act, which is currently being considered by the Senate.

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14
DEC
2021
LISTEN NOW

Will Cryptocurrencies Disrupt Real Estate Investing?

Cryptocurrencies have taken investing into risky, adventurous new territory over the past few years, and now a new blockchain-based real estate investing platform wants a place in your portfolio. Learn more about it and about Sam Ball, the young investor and Twitter influencer promoting it. Plus, how not to screw up your Roth conversion and […]

19
JUN
2018
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From Consumer to Creator: How to Reach Financial Independence

Philip Taylor, AKA PT of PTMoney.com, shares the method he used to reach financial independence as he transitioned from CPA to financial media mogul. Plus, 5 ways to turn retirement savings into income, how a big lottery win might affect your Social Security benefits, and if you dollar cost average into Bitcoin to buy winter parkas, how […]

24
APR
2018
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Is Cryptocurrency Real Money?

Brian Perry, CFP® explains the basics of cryptocurrencies and their value in an investment portfolio. Transcription: “So if you’ve been paying any attention to the news lately, you’ve probably heard about Bitcoin and the other cryptocurrencies. Today we’re going to talk a little more about what exactly are these cryptocurrencies, and should you be buying […]

29
JAN
2018
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Bitcoin, Blockchain and Cryptocurrency: Everything You Need to Know

Cryptocurrency expert and crypto-celeb Amanda B. Johnson answers the most common altcoin questions: what is digital currency? What’s a blockchain? Is Bitcoin safe? Why is Bitcoin so volatile? Should I own any cryptocurrency? Can cryptocurrency actually prevent “secret inflation”? Plus, how trading Bitcoin could ruin your mental health and 9 strategies to retire this year […]

27
JAN
2018
LISTEN NOW
  • Investing

Cryptocurrency for Beginners Q&A

Lately, there has been quite a bit of noise around cryptocurrencies. Is there an impending bubble? What’s going on with China and Russia? What about individual investors, should they invest in cryptocurrency? Before we get into the nitty-gritty of electronic monetization, let’s break down the basics of what exactly cryptocurrency is. Investopedia defines cryptocurrency as: A digital […]

04
DEC
2017
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