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When it comes to setting up your adult children for long-term success, a vital cornerstone is providing them with critical financial knowledge. Pure’s Principal, Marc Horner, CFP®, shares practical ways you can prepare your children to build a solid financial foundation. Transcript As a financial planner, a common question I hear from parents is: ‘How […]
You may think you’ve got Social Security all figured out, but several common myths and mistakes quietly drain retirees out of tens of thousands of dollars. Joe Anderson, CFP® and Big Al Clopine, CPA show you how to claim smarter, keep more, and avoid a miserable retirement. Download the Social Security Handbook: Important Points: 00:00 […]
Pure’s Senior Financial Advisor, Michael Chipperfield, CFP®, AIF®, provides six critical considerations for growing families who want to establish a stronger financial foundation. Transcript Here’s a jaw-dropping stat: it now costs over $300,000 on average to raise a child in the U.S. over 18 years.1 If you’re just becoming a parent or expecting, you’re entering […]
You’ve heard the phrase, “if it sounds too good to be true, it probably is”? Not everything you see online is good advice, especially when it comes to personal finance tips from self-proclaimed “finfluencers”. Joe Anderson, CFP®, and Big Al Clopine, CPA, expose what’s hype, what’s harmful, and how to protect your retirement from bad […]
Want to pay zero tax on your retirement income? Joe Anderson, CFP® and Big Al Clopine, CPA lay out how to make it happen with smart planning and the right mix of income sources. Discover the secrets to a tax-free retirement! Joe and Big Al dive deep into tax planning and Roth conversion strategies, smart […]
Are your emotions sabotaging your financial success? Find out how to fix your relationship with money for good! Joe Anderson, CFP®, and Big Al Clopine, CPA, show you how the emotions of investing can impact your portfolio, and how your money personality might be keeping you broke. Learn the investing biases and investing mistakes to […]
Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions: Barrie from New York is 62 and single, and she’s been diligently converting pre-tax money each year for lifetime tax-free Roth growth. Should she continue after she retires next year? “Jerry and Elaine” want to retire in the next six years and still leave the kids an inheritance. When should they start Roth conversions? Alex in Pennsylvania is a 31-year-old software engineer. Should he convert his IRA to Roth all at once? Plus, how can he transition into a career as a financial planner? A clarification from one of our YouTube viewers on the age plus 20 rule of thumb for retirement contributions is very un-clarified for Joe, and the fellas let Lisa in San Diego know whether she can use her rental real estate income to fund a Roth 401(k).
Think you’re ready to retire? Joe Anderson, CFP® and Big Al Clopine, CPA reveal six powerful signs that show whether you truly have enough to quit working—and what steps you can take now to secure the retirement you’ve always imagined. Calculate your FREE Financial Blueprint Important Points: 00:00 – Intro: The #1 Question About […]
Many people envision the beach, a cabin, or a cruise ship when they think of retirement. For some, that cruise ship turns into the Titanic! Learn from Joe Anderson, CFP® and Big Al Clopine, CPA the financial, social, and physical solutions that will help you confront retirement’s biggest challenges. Download your Retirement Readiness Guide for […]
Market downturns and corrections are completely normal. But when the stock market gets volatile, investors tend to make the wrong moves. Joe Anderson, CFP® and Big Al Clopine, CPA show you the balancing act that can improve your long-term financial outlook even in the face of stock market volatility. Calculate your FREE Financial Blueprint […]
Famous boxer Mike Tyson said, “Everyone has a plan until you get hit in the face.” If you’re among the 49% of Americans punched in the face by an unplanned early retirement, trainers Joe Anderson, CFP® and Big Al Clopine, CPA are here with 15 defensive maneuvers that’ll help you bob and weave, slip, and […]
61% of working Americans fear retirement more than death. How can you avoid this retirement panic? Let Joe Anderson, CFP® and Big Al Clopine, CPA, calm your nerves with seven practical plans for your income, spending, savings, and healthcare to put you on the path to an anxiety-free retirement. Calculate your FREE Financial Blueprint […]
Are you ready for retirement? Are you prepared? Are you nervous? How you prepare in the last few years before you retire will greatly impact what kind of retirement lifestyle you’ll enjoy. This week, Joe and Big Al count you down to retirement with the must-do preparations that’ll get you ready to punch the clock […]
Do you know if your investments are on track to support you throughout retirement? Regularly assessing your investment portfolio is essential to staying aligned with your long-term goals. Pure’s Financial Advisor, Robert Lucente, CFP®, outlines a simple four-step process to ensure your investment plan stays in sync with your financial goals. Transcript Whether you’re a […]
Planning for retirement is a challenge, just like the game of golf. Only 3.2% of retirees have a million dollars in their retirement accounts, and only 1-2% of golfers annually make a hole-in-one. Luckily, you don’t need a hole-in-one to win the financial game – but you do need a strategy. Joe Anderson, CFP® and […]
