BIOGRAPHY
Andi Last brings nearly 30 years of broadcasting, media, and marketing experience to Pure Financial Advisors. She is the producer of the Your Money, Your Wealth® podcast and radio show, and moderator for the firm’s digital events.
Prior to joining Pure, Andi was Media Operations Manager for a San Diego-based financial services firm with a long-running, nationally syndicated financial advice TV and radio show. While living in Australia, Andi was the Operations Manager for the media branch of an international non-profit organization examining global sustainability challenges and responses.
Andi gratefully serves on the board of directors of Living LFS, a non-profit 501(c)(3) organization supporting those with Li-Fraumeni Syndrome (LFS), a rare genetic predisposition to developing cancer. Andi enjoys still photography, and her photos have appeared in national publications and on a Grammy-nominated record. Andi and her husband Jay have been together since 2010. Sharing a passion for music, they produced and recorded a house concert series featuring performances by professional touring musicians. The Lasts also play music themselves: their band has played 60’s garage rock for audiences of three in their living room, and tens of people have watched their music videos on YouTube.
Andi's Latest Contributions
As the financial markets fall and then surge, Joe and Big Al talk about market timing, reallocating retirement contributions, and portfolio rebalancing. Plus, your questions answered on estimated taxes, Roth conversions, and the logistics of inheriting IRAs and passing assets on. Finally, how is a financial advisor like a golf caddie when markets get volatile? Joe and his Pebble Beach golf caddie buddy, Big G from the Real Life Caddie Podcast, discuss how their professional knowledge and experience can help the rest of us avoid big mistakes.
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A compilation of some of Joe and Big Al’s retirement plan spitballing specifically for those in their 40s and 50s – a critical time on the path to retirement. Is your financial plan set up so you pay as little tax as possible? Does it take volatile markets and potential future tax increases into account? Have you got a strategy nailed down for Roth conversions, or backdoor Roth, or pension options? Maybe you’re making big decisions about what to do with your money between now and when you retire, like buying a house vs. saving for retirement? Are you comfortable with the retirement lifestyle you’re creating? Do you know what you’ll do with your time once you’re permanently off the clock?
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Answers to your questions on, of course, backdoor Roth strategies. Y’know, to get as much lifetime tax-free growth on your investments as possible. Plus, investing strategies: does it make sense to buy a property now and rent it out until retirement? How much of a single stock in your investment portfolio can you sell and pay no capital gains tax? The fellas also explain capital loss carryovers, inherited IRAs, spousal Social Security and delayed retirement credits, required minimum distributions, and they spitball on an appropriate allocation of bonds, domestic stocks, and international stocks.
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LISTEN on Apple Podcasts | Google Podcasts | Stitcher | Player FM
