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How do you shift from saving through your entire working life to spending and really living in retirement, while at the same time dealing the risks of inflation, rising healthcare costs, and things like tariffs? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show with insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in his early retirement with 72(t) elections, rental income, and an installment sale? Can Calvin and Susie in Lancaster, Pennsylvania, buy an $800,000 beach house – and should they?
Pure’s President and CEO, Joe Anderson, CFP®, AIF®, and Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF® provide insight into recent events and discuss strategies for navigating volatile markets. Outline 00:00 Intro 1:12 Tariffs: Who Wins a Trade War? 2:56 Markets have done fine under most Presidents 5:03 S&P 500 […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets for the upcoming 2025 year. Outline 00:00 Intro 00:14 Major stories in 2024 3:10 US economic growth 5:37 Inflation 8:30 Yield a strong predictor of future returns 11:55 Crypto 13:11 Gold 14:03 Q&A Since the […]
