Recent Short Episodes
What do you think your biggest expense in retirement will be? Housing, food or maybe Healthcare? Your biggest expense will likely be your taxes. Financial expert Joe Anderson breaks down ways you can navigate around paying more taxes during your golden years. Want more information?...
The enrollment dates and rules and regulations that go along with Medicare can leave your head spinning. Financial expert Joe Anderson sits down with Pure Financial’s Educator Jason Thomas, CFP® to understand how many people make the accidental mistake of disenrolling from MAPD or PDP....
Knowing the A, B, C, and D’s of Medicare can save retirees a significant amount of money and heartache. Financial experts Joe Anderson and Alan Clopine break down what you need to know when enrolling for Medicare and empower you with information to make the...
More Short Episodes
Few people know the ins-and-outs of Medicare. What you don’t know can lead to costly mistakes. Pure Financial Educator, Jason Thomas, CFP® discusses some of the most common mistakes. Unaware of the rule and penalties some people wait to enroll in Part B or D hoping to save money. Subscribe to YouTube Channel
Many people envision living in their family home during their retirement years, but they may not be the best decision for many retirees. Financial experts Joe Anderson and Alan Clopine explore the benefits of downsizing your home to boost your retirement savings.
Putting an estate plan in place can be very confusing for many people. Financial expert Joe Anderson and Estate Planning Attorney Nicole Newman discuss the difference between wills and trusts. Subscribe to YouTube Channel
Not sure what to do with your 401(k) account once you retire? Financial experts Joe Anderson and Alan Clopine discuss the pros and cons of rolling your 401(k) into an IRA.
A relatively new tool for 401(k) plans is the Roth option. With a Roth, you don’t get a tax deduction when the money is put into the plan, but its principal and interest grows tax-free until the money is distributed. Who is taking advantage of this unique plan? The results may surprise you.
Saving for retirement with a Roth IRA versus a traditional IRA can have an impact on how much money you have once you stop working. Financial experts Joe Anderson and Alan Clopine go over the differences and the impact it can have on your retirement savings. Subscribe to YouTube Channel
To reach your financial goals for retirement, it isn’t enough to just save money. You also need to invest the money in your retirement accounts to make the most of the money you save. Financial experts Joe Anderson and Alan Clopine explain stocks vs bonds so you can decide which types of investments are best […]
What tax bracket would you be in with President Trump’s proposed tax plan? The plan calls for fewer tax brackets. Financial experts Joe Anderson and Alan Clopine walk you through what those changes could mean for you. Subscribe to YouTube Channel
Would you like to file your taxes simply by filing a postcard? President Trump’s proposed tax plan calls for that to be an option. One goal of the plan is to make filing your taxes an easier process. Financial experts Joe Anderson and Alan Clopine walk you through this method for simplifying the process and […]