Recent Educational Videos
Pure’s Senior Financial Advisor, Sumit Mehta, CFP®, MBA, AIF®, reveals how to proactively protect yourself and your finances from scammers by recognizing red flags, building a strong defense, and responding if you think you’re being targeted. Transcript Scams aren’t what they used to be. Today’s fraudsters can clone a loved one’s voice, create convincing fake...
2026
Pure’s Senior Financial Advisor, Michael Chipperfield, CFP®, AAMS®, AIF®, shares a few simple, consistent cybersecurity tips to protect yourself and your finances from scams, fraud, and identity theft. Transcript Your financial life is increasingly digital. Bank accounts, retirement plans, and investment portfolios are all accessible with a few taps, and that convenience also makes them...
2026
Pure’s guest speaker, Dr. Katy Votava, president and founder of GoodCare.com, walks attendees through the essentials and answers top Medicare questions. Outline 00:00 – The Overspending Problem 01:30 – Medicare Parts Explained 03:16 – Enrollment Periods 05:09 – Working Past 65 & COBRA 07:58 – Original Medicare vs. Advantage 14:50 – What Medicare Doesn’t Cover...
More Educational Videos
Pure’s Principal, Marc Horner, CFP®, reveals how to prepare for the income questions, tax surprises, and healthcare gaps that don’t wait for you to be ready. Transcript So when you make the decision to retire, your first instinct is often to tell everyone. Call the kids, tell your friends, maybe even post it online. My […]
Pure’s Financial Advisor, Robert Lucente, CFP®, CFA, CAIA, simplifies Medicare Open Enrollment with 7 steps that can help you save real money and prevent unwanted surprises in January. Transcript Medicare Open Enrollment runs from October 15th to December 7th, and during that window, you can make changes to your coverage for the following year.1 The […]
Pure’s Financial Advisor, Marysol Flores, CFP®, APMA®, breaks down four things that catch people off guard about Medicare. Transcript Medicare isn’t free — and the sticker price is only part of the story. Today we’re breaking down four things that catch people off guard: premiums, penalties, Part D, and the coverage decisions that shape what […]
Pure’s guest speaker, Nicole Y. Newman, Esq., guides viewers through some of the most common estate planning mistakes and shows how to balance family protection, wealth preservation, and cherished family values in the planning process. Outline 0:00 – Welcome 0:48 – Dying Intestate 5:22 – Just a Will 10:53 – Joint Ownership 23:11 – Outright […]
Pure’s Principal, Marc Horner, CFP®, explains what the average retirement savings data means, why the rules of thumb fall short, and, most importantly, the three-step framework that sets you up for success. Transcript Are you on track? According to your age, how much money should be in your retirement savings? Well, the big boys like […]
Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, covers three of the main tools that can help keep your assets out of probate court altogether. Transcript Probate is the court process your estate goes through after you pass away, and it can be a slow, painful, and public process. But there’s good news that there […]
Pure’s Senior Financial Advisor, Blaine Thiederman, CFP®, MBA, provides two vital financial conversations for families to have before the unsaid creates bigger problems down the line. Transcript A recent Fidelity study found that more than half of Americans said their parents never discussed money with them, yet over 80% would have benefited from financial education […]
Pure’s Principal, Marc Horner, CFP®, shares tips for navigating college tuition with confidence. Outline 00:00 Intro 1:00 Average Tuition Fees 1:16 Tuition Discount Rates 5:19 Tuition is negotiable 20:08 Financial Aid Basics 22:00 Roadmap for Affording College 29:02 Q&A Does everyone really need to go to college? To be eligible for the FAFSA, what’s the income limit? Is there a resource I can look at for a 529C Plan if I reside in California? So are you saying not to complete the FAFSA until you receive an award? What should I be careful of regarding investments and retirement accounts prior to filling out the FAFSA application? What’re they actually accounting when considering my financial aid? Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn: Hello everyone, welcome. We are so appreciative of you being here for our college tuition webinar with our esteemed Marc Horner. He is our principal and a financial […]
Pure’s Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA®, shares practical strategies for building a portfolio designed to weather any market environment. Outline 0:00 – Introduction & Webinar Overview 03:25 – The Institutional Approach to Portfolio Building 06:41 – Historical Asset Class Returns 09:04 – Diversification Through Styles & Factors 11:47 – Fixed Income Fundamentals 17:07 – Q&A: Evaluating Accounts & Alternative Investments 25:33 – Managing Drawdowns & Volatility 30:44 – Alternative Investment Strategies 48:41 – Today’s Volatility, AI Bubble, & Closing Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®: Welcome to our Investing Smarter webinar, How to Build a Resilient Portfolio in Any Market, […]
Pure’s Principal, Marc Horner, CFP®, demonstrates how strategic families navigate the college funding landscape to achieve meaningful tuition savings. Transcript For many families, college is one of the largest expenses they’re gonna face. And what makes it especially difficult to plan for is how fast costs continue to rise. For decades, tuition has outpaced both […]
Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, reviews strategies that families with college-bound children leverage to reduce the cost of higher education. Transcript If you have a child or grandchild heading toward college, you already know tuition costs are no joke. But how much you actually pay has a lot to do with timing, […]
Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF®, provides recent updates on 529 accounts and dispels inaccurate misconceptions to help you get the most out of these plans. Transcript If you’re saving for a child’s college, chances are you’ve heard of a 529 plan. When used correctly, they’re one of the most powerful tools available […]
