Matt Horsley, CFP

Do I Need an Estate Plan?

Matt Horsley, CFP® explains whether you need an estate plan and discusses what types of estate plans are best for your individual situation. No matter how large or modest, your estate is something that you should always have protected. Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power … Read more

Matthew HorsleyMatthew Horsley
difference between a will and a trust nate ritchison cfp

Will vs. Trust

Nate Ritchison, CFP®, explains the difference between a will and a trust to help you decide which is better for your estate plan.


Transcription:

“What’s the difference between a will and a trust? Hi, I’m Nate Ritchison, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and this is Question of the Week. This week’s question is: what is the difference between … Read more

Nathaniel RitchisonNathaniel Ritchison

Mistakes to Avoid in Managing Assets for Estates

Joe and Al invite Nicole Newman, Attorney at Law on the show to discuss the most important estate planning mistakes people need to avoid. Later in the hour, they dive into Social Security, investments and taxes. Does your Social Security strategy line up with your retirement plan?

Important Points:

2:47 “We have seen Social Security benefits reach a million dollars … Read more

Guest:  Nicole Newman Nicole Newman

Hour 1
Allison Alley, CFP

What are Financial & Estate Planning Concerns for Unmarried Couples?

Allison Alley, CFP® discusses common issues unmarried couples face when it comes to financial and estate planning. Will they inherit each other’s assets? What certain rights do they have in the case of an emergency? Find out in this Question of the Week.

Transcription:
Hi, I’m Allison Alley, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and welcome to Question of … Read more

Allison AlleyAllison Alley
Name

How to Reduce Estate Taxes

Alan Clopine, CPA defines what estate taxes are and gives you three ways to reduce them:

1) Give away your assets before you pass
2) Buy life insurance
3) Set up advanced estate planning

Transcription:

“Hi, I’m Al Clopine, CPA and Chief Financial Officer of Pure Financial Advisors, and you are watching Question of the Week.

Today’s question is about … Read more

Alan ClopineAlan Clopine
robert mccullock

How Often Should I Review My Estate Plan?

Robert McCullock, CFP® explains that you should review your estate plan when something major happens in your family (death, birth, marriage, divorce, etc.) or when there is a change to the estate plan law.

Transcription:

“Hello, I’m Robert McCullock, Certified Financial Planner™ with Pure Financial Advisors, and this is your Question of the Week. This week’s question is: How often … Read more

Robert McCullockRobert McCullock
jack dugan

What is Probate?

Jack Dugan, CFP® discusses what probate is in this Question of the Week. While it is a necessary and orderly process of transferring assets from a deceased person to his or her beneficiaries, it has several drawbacks. However, those who plan properly can avoid some of these drawbacks.

Transcription:

Hi, I’m Jack Dugan, CERTIFIED FINANCIAL PLANNER™ and Senior Investment Advisor … Read more

Jack DuganJack Dugan
Matt Balderston

What is a Revocable Living Trust?

In this Question of the Week, Matt Balderston, CFP® explains what a revocable living trust is. It is a legal document that allows you to transfer title of your assets to your heirs after you’ve passed away.

Transcription:

“Hi, I’m Matt Balderston, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and this is the Question of the Week. This week’s question … Read more

Matt BalderstonMatt Balderston

Your Money, Your Wealth Hr. 2

Joe and Al continue discussing the 10 critical pieces of your retirement plan. Also in this hour: seven lessons from Bruce Lee that we can apply to our finances, and recent Social Security changes you should know about. The show closes with Joe putting Al to the test with a ten question quiz on financial street smarts.


3:22 “When it … Read more

Hour 2