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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 […]
You’ve heard the phrase, “The best-laid plans of mice and men often go awry”? One wrong move can derail your entire retirement. Don’t let the unexpected turn your dream into a nightmare! In this episode of Your Money, Your Wealth®, Joe Anderson, CFP®, and Big Al Clopine, CPA, reveal how 10 risks can break your […]
So many different IRS rules can cause you to pay more taxes than necessary on required minimum distributions, Social Security and Medicare, long-term capital gains, your investments, and more. Joe Anderson, CFP®, and Big Al Clopine, CPA outline 11 tax traps and the escape routes that’ll help you keep more of your money in retirement […]
With the recent political transition, as well as questions around what’s next for the Federal Reserve and the economy, we wanted to take this opportunity to address some of the more common items we are discussing with clients. We also wanted to provide some context for long-term investors and help them keep perspective on current […]
How much money will you need to have saved by the time you retire? It’s probably more than you think, and many factors impact whether your retirement savings will last as long as you do. Find out from Joe and Big Al how your lifestyle and spending, your longevity and health care, inflation and taxes, […]
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 […]
Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, CPA, AIF®, offers guidance on organizing your finances. He covers managing debt, avoiding missed deadlines, and reviewing your investment strategy so you can gain actionable insights to improve your overall financial health and planning. Outline 00:00 Intro 00:18 Personal Finance Goals 2:32 Creating a Budget 4:48 Review and […]
Have you ever heard the term “no regrets”? It’s a good way to live your life. Unfortunately, retirees have plenty of regrets. Joe Anderson, CFP®, and Big Al Clopine, CPA show you how to avoid the biggest retirement regrets and set yourself up to retire happy and secure on this episode of YMYW TV. Calculate […]
Reducing debt is one of the most common financial resolutions as we enter the new year. Understanding your spending habits and identifying ways to modify them are essential to breaking free from debt. Pure’s Senior Financial Advisor, Brian Sauter, CFP®, AIF®, shares key strategies to help you take control of your finances, eliminate debt, and […]
Updated for 2025: Your New Year’s resolutions usually are something you hope to change or accomplish in the new year. If you want to start the new year by changing your finances, consider creating financial to-dos or determining your financial goals, then put those plans in place. In this guide, you’ll learn about… Creating a Budget Reviewing and Managing Debt […]
What obstacles stand in the way of your retirement? If you’re like most of us, too many to count! Not having a formal plan, overspending, and not having retirement savings are the top 3 for most people. On this episode of Your Money, Your Wealth, Joe Anderson, CFP® and Big Al Clopine, CPA show you […]
Only about one in ten Americans are living their definition of financial freedom: living debt-free, living comfortably, not having to work, or being rich. Too many of us fall short of financial freedom because of a lack of retirement savings, salary constraints, debt, or unforeseen emergencies. This week, Joe Anderson, CFP® and Big Al Clopine, […]
When cooking up your favorite Italian dish, the most common ingredient is pasta, and there are 350 different types. But what about your retirement recipe? The most important ingredient is the retirement plan itself, with 14 different types. So what are the best ingredients for your Recipe for Retirement? In this episode, Joe Anderson, CFP® […]
Should you dramatically change your investment strategy because of the upcoming elections? Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF® rationalizes that the markets are non-partisan, and it’s wiser to stay focused on a long-term financial plan rather than reacting to short-term political events. Markets are more likely to be driven by: Corporate earnings Interest […]
