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Financial Literacy Basics

Are you confident in your ability to make informed financial decisions for yourself and your family? April is Financial Literacy Month, a time dedicated to helping individuals build a strong financial foundation, no matter what stage of life they’re in. Pure’s Chief Financial Planning Officer, Susan Brandeis, CFP®, highlights the essential areas of financial literacy […]

14
APR
2025
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How Social Security is Taxed | Financial Tip

Did you know that your Social Security benefits could be taxed? If not, Pure’s Financial Advisor, Ian Barr, CFP®, breaks down how Social Security is taxed and what it means for you. Understanding the impact of these taxes on your benefits is crucial for maintaining your overall retirement income and financial health. Transcript Picture this: […]

03
MAR
2025
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Social Security and Your Taxes

Since Social Security is a primary benefit for most, it’s essential to develop a well-thought out claiming strategy. Consider all potential income, expenses, and tactics to improve your chances of achieving your financial goals. Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, explains the impact of Social Security taxes and how they might affect you. He […]

05
AUG
2024
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Tax Planning 101

When it comes to taxes, planning ahead is key, it’s a year-round commitment that ties into your retirement vision. Pure’s Financial Advisor, Ryan Miiller, CFP®, AIF®, analyzes the newest tax updates for 2024 and show you how they fit into your personal financial journey. FREE GUIDE | 2024 Tax Planning Guide Transcript For the first […]

04
MAR
2024
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Getting Your Finances in Shape in 2024

Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03 […]

07
FEB
2024
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Understanding Asset Location | Financial Tip

To understand asset location, it is important to consider two areas: asset allocation and how investment accounts are taxed. Pure’s Financial Planner, Sumit Mehta, CFP®, AIF®, discusses why and how to use asset location in your investment decisions. FREE GUIDE | Why Asset Location Matters Guide Transcript What is asset location? To understand asset location, […]

06
JUL
2023
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SEASON 8, EPISODE 10

Retirement Vision Board: How to Plan for Your Financial Future

See it – believe it – achieve it! Vision boards are popular these days and they can work to help you secure your financial future. The first step in reaching any goal is to have a vision of what you want your future to look like. What if your vision is to be a millionaire […]

17
JUL
2022
WATCH NOW
SEASON 6, EPISODE 10

Don’t Let the Taxman Ruin Your Retirement

Taking control of your taxes in retirement can help put more disposable income back in your wallet rather than giving it to the taxman. You can’t control the stock market or how long your job may be available to work, but you can have an impact on how much you pay in taxes. Financial professionals […]

11
OCT
2020
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Liz Ann Sonders: Investing in the Face of Recession

“If we’re heading to a recession, we’re already in it.” Liz Ann Sonders (Chief Investment Strategist, Charles Schwab & Co.) shares her mid-year market insights and provides strategies for removing the emotion from investing, regardless of market conditions. Plus, Joe and Big Al answer your money questions: how do you diversify a portfolio for the […]

02
JUL
2019
LISTEN NOW

Investor Boot Camp: Tax Efficiency

Do your investments have a mind of their own? It may seem that they do if you don’t take time to rebalance your portfolio. Financial professionals Joe Anderson and Alan Clopine explain how to be tax efficient and get the most out of your portfolio. To hear a more in-depth discussion watch Your Money Your […]

25
APR
2019
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We’ve Got You Covered

Whether you’re nearing retirement, in retirement, had a life-altering event or need investment advice, Pure Financial’s fee-only fiduciary financial advisor team helps craft an investment strategy and retirement plan based on the best interest of your financial goals.

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Congress Approves The SECURE Act

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